User Order Details

 

The User Order Details page can be accessed from the User Order Summary page or the Reconcile page.  Here the user can edit an existing user order, add a distribution to an existing user order or add a new user order.

User Order Details Screen Shot

Purchase Order

 

Travel Voucher (same layout for Check Request)

Journal Entry (same layout for Petty Cash)

User Order Details Main Screen Elements

Depending on which Order Type you are adding or editing (which order type you choose from the ‘Order Type’ field dropdown box) the screen elements will change.

 

Order Header Information: Purchase Orders

Caption

Type

Description

Order Type

Drop Down List

Type of Transaction, such as Purchase Order (PO), Journal Entry, Travel Voucher, Check Requests and Petty Cash.

ID#

Text

ID # for any transaction type mentioned above.  Applicable to order type: PO, AP, JE

Vendor Name

Text

Displays the vendor’s name.  Applicable to order type: PO and AP

Transaction Date

Text

Date of Transaction.  Applicable to order type: PO, AP, JE

Requisition #

Text

Requestors ID.  Applicable to order type: PO

Vendor ID

Text

Displays the Vendor’s ID.

Comment

Text

Notes on Header Level Transaction

 

Order Header Information: Travel Vouchers, Check Requests

Caption

Type

Description

Order Type

Dropdown List

Type of Transaction, such as Purchase Order (PO), Journal Entry, Travel Voucher, Check Requests and Petty Cash.

ID#

Text

ID # for any transaction type mentioned above.  Applicable to order type: PO, AP, JE

Vendor Name

Text

Displays the vendor’s name.  Applicable to order type: PO and AP

Invoice #

Text

Invoice Number. Display of information is sorted according to Invoice #.  Applicable to order type: AP

Transaction Date

Text

Date of Transaction.  Applicable to order type: PO, AP, JE

Vendor ID

Text

Displays the Vendor’s ID.

Invoice Date

Text

Date on which the Invoice is made

Comment

Text

Notes on Header Level Transaction

 

Order Header Information: Journal Entry, Petty Cash

Caption

Type

Description

Order Type

Drop Down List

Type of transaction, such as Purchase Order (PO), Journal Entry, Travel Voucher, Check Requests and Petty Cash.

ID#

Text

ID # for any transaction type mentioned above.  Applicable to order type: PO, AP, JE

Transaction Date

Text

Date of Transaction.  Applicable to order type: PO, AP, JE

Comment

Text

Notes on Header Level Transaction

 

Purchase Line and Distribution Information

Caption

Type

Description

Account #

Text

Displays the Account Number

Fund #

Text

Displays the PS Fund #

Amount

Text

Displays the Order Amount.

Requestor

Text

Name of the Requestor (only for POs)

Comment

Text

Notes for the Line Level Transaction

Action

Buttons

Allows for the following options, via a click on the button:

  • Delete:  Provides the ability to delete based on security.

  • Cancel:  Allows the user to cancel an action

  • Save:  Saves the edited or added distribution/order

 

Screen Functions

Caption

Type

Description

Delete User Order

Button

Clicking on this button will delete the entire order.  A pop-up confirmation appears when this button is clicked.

Add Distribution

Button

By clicking on this button, the user can add a distribution to an order

 

User Order Details Navigation

The navigation trail keeps track of the path that the user came in from to allow for easy ‘back’ access to where they came from.  Example:

 

User Order Summary >> User Order Details

 

The User Order Details page can be accessed from the following pages: