Display List of Purchasing Documents

When to Use

This report can be used to display a number of Purchase Orders (PO) in 1 report and can be used to review and analyze the status of each PO document.   Depending on the status of each PO, the decision may be made to cancel or finalize the PO so that the reservation or commitment amount can be released to the available funds in the account.

 

Depending on the selection criteria, this report will list:

All PO documents, irrespective of whether they were created using the Standard process or through UShop

The PO documents issued by purchasing organization or purchasing group.

The PO details indicating how many goods have been received, delivered partially or invoiced

Detailed Procedures

Access the transaction using:

Menu

Logistics >> Materials management >> Purchasing >> Purchase Order >> List Displays >> By PO Number

Transaction code

ME2N

The Purchasing Documents per Document Number selection screen is displayed.

Display list of POs_2


Complete the following fields:

(The fields identified here are data fields commonly used for UOFT Standard Purchase Order)

Field Name

Description

Values

Purchasing document

A document used by Purchasing to procure materials and services.

Optional.

Enter a purchase order number or range.

If field is blank, the output provides purchase order created for specific purchasing group or purchasing organization depending to user’s authorization profile.

Purchasing organization

Responsible unit for procuring materials and services for one or more plants.

Establish sources of supply and negotiates general conditions of purchase with vendors.

Mandatory.

Enter 1000 for FIS Standard P.O.

Enter 2000 for UShop P.O.

Or enter both purchasing organization.

Scope of list

This field provides list of available purchasing information type.

Mandatory.

Recommendation:

BEST – Purchase orders

Other scope types:

ALLES

Everything possible

ARCHIV

Archive analysis

BEDNR

Tracking no. as special line

RAHM

Outline agreements

Selection parameters

This field provides purchasing document status based on selected parameter

Optional.

Recommendation:

RECHNUNG – Open invoices

Other selection parameters:

GUTSCHRIFT

Invoice exist

R-ERLEDIGT

No open invoices

WE101

Open goods receipt

WE102

Goods receipt exists

Document type

Purchasing document is identified by document type which determines the relevant number range and purchase order fields.

Optional.

NB

Purchase requisition or

NB: Standard PO

EC

EC: PO for EBP (UShop)


Field Name

Description

Values

Purchasing group

This field identifies the buyers group who is responsible for the day to day buying activities.

Mandatory.

Enter your assigned purchasing group.

Plant

This field identifies the plant or operational unit.

Mandatory.

UofT Purchasing Plants:

1000

UOFT Scarborough Campus

1500

UOFT at Mississauga

2000

UOFT, St. George Campus

2020

UOFT, Dentistry

2030

UOFT, Facilities & Services

2040

UOFT, Physics Department

2050

UOFT, Chemistry Department

8000

UOFT, EBP Purchasing

Item category

This field determines whether the purchase order item requires a material number, account assignment, goods receipt or invoice receipt

Recommendation:

BLANK – Standard

Item category list:

B

Provision of material

K

Consignment

L

Subcontracting

M

Material unknown

S

Third-party

T

Text

U

Stock transfer

W

Material group

D

Service

Account assignment category

This field identifies which account assignment type is to be charged for posting a goods receipt or invoice

Account assignment category commonly used at UofT:

F

Order (Internal order)

K

Cost center

T

All new aux. acct.assgn.

e.g. (For commitment Item – DEPFURNEQP)

Field name

Description

Values

Delivery date

This field narrows down your purchase order list display by delivery date

Optional.

Enter purchase order delivery dates.

Vendor

Vendor that supply the materials or services to the purchasing organization or group.

This field narrows down the purchase order list by vendor.

Optional.

Enter vendor number.

Document date

This field narrows down purchase order list by purchasing document creation date

Optional.

Enter purchase order creation date.

Click on Display list of POs_3to execute the report.

Sample of Report Output:

ME2N Output Screen

Description of fields included in report output displayed above:

ITEM

DESCRIPTION

Vendor / supplying plant

Vendor number / Vendor name

Purchasing Document

Purchasing document number (Purchase order)

Item

PO line item number

Doc. date

Purchase order date

Short text

Product number and/or description

Quantity

Quantity ordered

Unit        

Unit of measurement

Net price

Net order price

To be del.

Number of ordered quantity still to be delivered

Still to be delv.   

Dollar value of items still to be delivered

To be inv.

Number of ordered quantity still to be invoiced

Still to be inv.

Dollar value of times still to be invoiced

Crcy

Currency type

POH

Purchase order history

Type

Purchasing document type (i.e. NB)

PGr

Purchasing group

Plant

Plant

SLoc

Storage Location

Matl Group    

Material group name or code

A    

Account assignment category (i.e. "K" for Cost Center)

End of procedure.

 
To Top