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.
Purchase Order
Travel Voucher (same layout for Check Request)
Journal Entry (same layout for Petty Cash)
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:
|
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 |
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:
Links / Buttons
By clicking on the ID # link from the User Order Summary page
By clicking on the “Add User Order” button from the User Order Summary page
By clicking on the ID # on the Insight Transactions grid from the Reconcile page
Sub-module
Clicking the “Cancel” or “Save” button navigates back to the User Order Summary page.
PO/AP Summary
Reconcile