The User Order Summary screen is a listing of all transactions recorded by the user as entered within Insight. Entries can be logged and tracked for purchase orders, check requests, journal entries, travel vouchers and petty cash. The page returns entries from within the Purchasing Module of Insight, not those coming from PeopleSoft.
The page will allow the user to search for certain transaction types and orders by certain requestors, over a given time period and by various vendors. The information entered and stored in this area of Insight will be reconciled with the orders as they come back from PeopleSoft. The results of this matching process are found on the Reconcile page.
Collapsed Search Options
The following fields or criteria can be searched by default on the User Order Summary page:
Caption |
Type |
Description |
ID # |
Text |
Identification number of the user order within the selected records for all user order types (Purchase Order, Travel Voucher, Check Request, Journal Entry or Petty Cash). |
Vendor |
Text |
Vendor Name on an existing order within the selected records |
Advanced Search Options
When the user navigates to this page, by default the search panel is expanded. The search panel can be collapsed to only show the PO # and Vendor fields to allow for more space in viewing the search results. The ‘Advanced Search Options’ include the following additional search criteria:
Caption |
Type |
Description |
Account # |
Text |
Account number associated with a category (equipment, travel, etc.) on an existing order within the selected records |
Invoice # |
Text |
Invoice number on an existing order within the selected records |
Requestor |
Text |
Requestor name on an existing order within the selected records |
Category |
Drop Down List |
List of budget categories including Equipment, Travel, etc. |
Voucher # |
Text |
The number assigned to a transaction through PeopleSoft. Check requests and travel reimbursements are some transaction that can be searched using this option to return transactions on orders within the selected records. |
Requisition # |
Text |
The number assigned to a transaction through PeopleSoft during the initial procurement process (before it gets a PO number). Special requests are some transaction that can be searched using this option to return transactions on orders within the selected records. |
Invoice Date |
Text or Calendar Control |
Filter to date of invoice received against a purchase order |
Transaction Date From/To |
Text or Calendar Control |
Used in conjunction with the transaction type Drop Down List, the user can select transaction types within a certain date range. |
Fund # |
Text |
Entry of the fund number |
User Order Type |
Drop Down List |
Review of transactions based on type – Purchase Order, Travel Voucher, Check Request, Journal Entry and Petty Cash |
Icon Search Options:
Sometimes referred to as a search within a search, the following criteria are available by selecting the corresponding icons. Click on the icon and a pop-up window appears with items for selection – Organization (Chief of Service) codes or Principal Investigator names. Once selected, the window will close and the selection criteria displays. Select additional search criteria from the collapsed or advanced search options, and when finished with selections, click the ‘Search’ button on the right to complete the process.
Caption |
Type |
Description |
PI |
|
Search based on an investigator’s agreements for which the logged in user has access |
Org |
|
Search agreements based on the department and unit hierarchy (Chief of Service codes) that a user has access to and for which the agreements have been assigned. Multiple codes can be selected across institutions if necessary. |
Search |
Button |
Performs the search based on all entered search criteria and returns the results to the search results grid section of the page. |
Clear Selections |
Button |
Clears all records that were displayed based on the search criteria and the picker selection. Shows the default view of the page. |
Caption |
Type |
Description |
Type |
Text |
Purchase Order, Travel Voucher, Check Request, Journal Entry and Petty Cash |
ID # |
Text |
Transaction number entered. Can be Purchase Order # or AP# |
Req # |
Text |
Displays the Requestor’s ID. Requestor is identified where populated by Purchasing. |
Invoice # |
Text |
Displays the number of the invoice for the User Order |
Requestor |
Text |
Displays the name of the Requestor |
Vendor |
Text |
Displays the Vendor name |
Trans Date |
Text |
Displays the Purchase Order or AP Date |
Fund # |
Text |
Displays the PeopleSoft fund number. |
Original Order Amt |
Text |
Amount of the PO’s line item for order line item for a particular fund number. If the line item has a multiple fund numbers, their will be multiple entries for this line item with the amount split among them. |
Delete |
Check box |
Allows the user to delete from the returned list |
Reports can be downloaded by clicking on the available download links.
Download to Excel
Download to PDF
The User Order Summary page can be accessed from the following pages:
Sub Modules
By clicking on User Order Summary from the following pages:
PO/AP Summary
Reconcile
From User Order Summary, the user can navigate to the following pages:
Sub-Modules
PO/AP Summary
Reconcile