PeopleSoft Purchasing Reports

Appendix: PeopleSoft Purchasing Reports

This appendix provides an overview of PeopleSoft Purchasing reports and enables you to:

View a summary table with general descriptions of PeopleSoft Purchasing standard reports.
View report details.

See Also

Enterprise PeopleTools 8.46 PeopleBook: Crystal Reports for PeopleSoft

PeopleSoft Purchasing Reports: General Description

For samples of these PeopleSoft Purchasing reports, see the Portable Document Format (PDF) files published on CD-ROM with your documentation.

In addition to the standard reports that PeopleSoft delivers, PeopleSoft also provides reporting tools that you can use to create new reports.

This table lists the PeopleSoft Purchasing reports, sorted alphanumerical by report ID. These reports listed are Structured Query Reports (SQRs) or Crystal reports. If you need more information about a report, refer to the report details at the end of this appendix.

This section discusses:

PeopleSoft Purchasing reports.
PeopleSoft Purchasing Cost reports.

PeopleSoft Purchasing Reports

Report ID and Report Name	Description	Navigation	Run Control Page
POPO005 PO Dispatch/Print	Prints a hard copy of the purchase order. (SQR)	Purchasing, Purchase Orders, Review PO Information, Print POs, Purchase Orders Print	RUN_PRN_POPO005
POPO008 Purchase Order Reconciliation	Provides information about purchase orders that have been closed by the last run of the Close Purchase Order Application Engine process. (SQR)	Purchasing, Purchase Orders, Reconcile POs, Close Purchase Orders	RUN_PORECON
POPO009 PO Activity	Lists purchase order activity for the purchasing business unit, GL business unit, department, and dates that you select. Reviewing this report enables that you to perform comparisons and resolve discrepancies proactively. (SQR)	Purchasing, Purchase Orders, Reports, Activity, PO Activity	RUN_POPO009
POPO010 PO Acknowledgement	Lists specified purchase order acknowledgments sorted by either vendor name or buyer name. (SQR)	Purchasing, Purchase Orders, Reports, Acknowledgements, PO Acknowledgement	RUN_POPO010
POPO011 Non-Owned Purchasing History	Lists utilization information for nonstock items for business units and departments listed in the item master. Analysis of this information can help you to evaluate vendor contracts, establish new vendor relationships, consolidate purchasing transactions, establish and maintain budgets, and anticipate supply needs. (SQR)	Purchasing, Purchase Orders, Reports, Non-Owned History, PO Non-Owned History	RUN_POPO011
POPO012 Backorder Status	Part of the Backorder Status process displays backorder details for a vendor, business unit, item, or buyer within user-defined date parameters. If you do not select the Include Backorders Received check box, the system only includes open (unreceived) backorder details. (SQR)	Purchasing, Purchase Orders, Reports, Backorder Status	RUN_POPO012
PORB7010 Vendor Claims	Provides a hard copy of the claim. (SQR) See Printing a Vendor Rebate Claim.	Purchasing, Vendor Rebates, Vendor Rebate Claims, Vendor Rebate Claims Print	VRBT_CLAIMS_PRT_RC
PORC100 ASR	Provides information about staged receipts that have been created from ASR documents received by electronic data exchange. (SQR)	Purchasing, Receipts, Reports, Advanced Shipment Receipts, ASR Report	RUN_PORCV100
PORC200 Planned Receipt	Provides information about receipts generated from purchase order information to be used for electronic data collection transactions. (SQR)	Purchasing, Receipts, Reports, Planned Receipts, Planned Receipt Report	RUN_PORCV200
PORC500 Close Backorders	Creates change orders to reduce the purchase order quantity for stockless purchase orders that are backordered. It also cancels lines that have not been received. (SQR)	Purchasing, Receipts, Close Backorders	RUN_RECV_CLOSE_BO
PORC700 Receipt Accrual	Lists all received items (sorted by ChartFields) that have been posted but not fully invoiced. It can help with monitoring and maintaining monthly budgets. You can run this report for inventory items, expense items, or both. It might also include landed costs. (SQR)	Purchasing, Receipts, Reports, Receipt Accrual	RUN_PORC700
PORC910 Receiving Bar-code Labels	Create a flat file to produce receipt labels used to track received items. Receiving labels may be generated for each item on a receipt. (SQR)	Purchasing, Receipts, Reports, Receipt Labels, Receiving Bar-code Labels	RUN_PORC910
PORC920 PO Receipt Item Usage Labels	Prints item usage labels for point-of-use locations against purchase order receipts. When items are delivered to a receiving dock, they are either put away in inventory storage or delivered to a point-of-use location. (SQR)	Purchasing, Receipts, Reports, Receipt Item Usage Labels, PO Receipt Item Usage Labels	RUN_PORC_USG_LBL
PORC930 PO Receipt Device Tracking	Displays device-tracked items that have been received. (SQR)	Purchasing, Receipts, Reports, PO/Receipt Device Tracking, PO/Receipt Dev Trk	RUN_PORC930
PORFQ01 RFQ Dispatch/Print	Provides a hard copy of the request for quote. (SQR)	Purchasing, Request for Quotes, Dispatch Quotes, Dispatch Quote Forms	RUN_PORFQ01
POROL001 Open Purchase Order	Review open purchase orders for the budget year-end process. The information for the purchase order distribution lines appear in this report if their encumbrances still remain on the KK_LIQUIDATION table. (SQR)	Purchasing, Purchase Orders, Budget Year End Processing, Open Purchase Order Report, Open Purchase Order	RUN_POREPORT
POROL002 PO Rollover	Review the four different roll statuses (Pending, Mid Roll, Roll Completed, and Disqualified) of the purchase orders during the budget year-end process. (SQR)	Purchasing, Purchase Orders, Budget Year End Processing, PO Rollover Activity Report, PO Rollover	RUN_PORO0011
PORQ009 Close Requisition	Provides information about requisitions that have been closed by the last run of the Close Requisition process (PO_REQRCON). (SQR)	Purchasing, Requisitions, Reconcile Requisitions, Close Requisitions	RUN_REQRECON
PORQ010 Requisition Print SQR	Provides a hard copy of your requisitions sorted by requisition ID. You can print a single requisition or multiple requisitions. (SQR)	Purchasing, Requisitions, Reports, Print Requisition, Requisition Print	RUN_POY100
PORQ011 Requisition Template	Provides a listing of the items most commonly ordered, along with vendor and manufacturer information. It is used to facilitate data entry of commonly ordered items. (SQR)	Purchasing, Requisitions, Reports, Requisition Template	RUN_PORQ011
PORT001 RTV Dispatch/Print	Provides a hard copy of the selected return to vendor transactions. (SQR)	Purchasing, Return To Vendor, Dispatch RTVs	RUN_PO_RTVDISP
POS8001 Procurement Budgetary Activity	Generate the Procurement Budgetary Activity Report. This report provides budgetary amount information for purchase orders according to report request parameters. (SQR)	Purchasing, Purchase Orders, Reports, Req and PO Budgetary Activity, Req-PO Budgetary Activity	RUN_POS8000
POS8002 Requisition Budgetary Activity	Generate the Requisition Budgetary Activity report. This report provides budgetary amount information for requisitions according to report request parameters. (SQR)	Purchasing, Purchase Orders, Reports, Req and PO Budgetary Activity, Req-PO Budgetary Activity	RUN_POS8000
POVR100 Vendor Rebate Dispatch	Prints a hard copy of the vendor rebate agreement. (SQR)	Purchasing, Vendor Rebates, Rebate Dispatch, Vendor Rebate Agreement Dispatch Click the Dispatch button on the Rebate Agreement - Rebate Agreement page.	RUN_DISP_POVRBT100
POVRB200 Rebate Threshold Analysis	Provides vendor rebate agreement threshold analysis information for selected vendor rebate agreements. (SQR) See Viewing Rebate Threshold Analysis Information.	Purchasing, Vendor Rebates, Vendor Rebate Analysis, Rebate Analysis Workbench, Vendor Rebate Analysis Workbench - Workbench Filter Options page. Click the View Workbench button on the Vendor Rebate Analysis Workbench - Workbench Filter Options page. Select Rebate Threshold Report in the Select Rows For field on the Vendor Rebate Agreement Analysis Workbench and then click the OK button.	VRBT_SERVER_REPORT
POVRB300 PO Not Received	Provides open purchase order information that is associated with a vendor rebate agreement. (SQR) See Viewing Purchase Orders Not Received Information.	Purchasing, Vendor Rebates, Vendor Rebate Analysis, Rebate Analysis Workbench, Vendor Rebate Analysis Workbench - Workbench Filter Options page. Click the View Workbench button on the Vendor Rebate Analysis Workbench - Workbench Filter Options page. Select PO Not Received Report in the Select Rows For field on the Vendor Rebate Agreement Analysis Workbench and then click the OK button.	VRBT_SERVER_RPT
POY1100 Requisition to PO XREF	Provides information about selected requisitions and the purchase orders that have been created from them. (Crystal)	Purchasing, Requisitions, Reports, PO/Requisition Xref, Requisition to PO XREF	RUN_POY1100
POY3031 Contract Activities	Displays line level information about procurement documents associated with a contract. (Crystal)	Purchasing, Procurement Contracts, Reports, Activities Report, Contract Activities	RUN_POY3030
POY4006 Expediting Report by Buyer	Provides purchase order details such as late days and due date sorted by buyer. Use it to help determine which purchase orders may require expediting. (Crystal)	Purchasing, Purchase Orders, Reports, Expediting, Expediting Report	RUN_POY4005
POY4007 Expediting Report by Vendor	Provides purchase order details such as late days and due date sorted by vendor. Use it to help determine which purchase orders may require expediting. (Crystal)	Purchasing, Purchase Orders, Reports, Expediting, Expediting Report	RUN_POY4005
POY4008 Expediting Report by Due Date	Provides purchase order details such as late days and due date sorted by due date. Use it to help determine which purchase orders may require expediting. (Crystal)	Purchasing, Purchase Orders, Reports, Expediting, Expediting Report	RUN_POY4005
POY4010 PO Listing by PO Date	Provides purchase order information sorted by purchase order date. (Crystal)	Purchasing, Purchase Orders, Reports, Listings, PO Listings	RUN_POY4010
POY4011 PO Listing By Vendor	Provides purchase order information sorted by vendor. (Crystal)	Purchasing, Purchase Orders, Reports, Listings, PO Listings	RUN_POY4010
POY4012 PO Listing By Buyer	Provides purchase order information sorted by buyer. (Crystal)	Purchasing, Purchase Orders, Reports, Listings, PO Listings	RUN_POY4010
POY4013 PO Listing By Status	Provides purchase order information sorted by status. (Crystal)	Purchasing, Purchase Orders, Reports, Listings, PO Listings	RUN_POY4010
POY4020 Order Status By Vendor	Provides purchase order status information sorted by vendor. (Crystal)	Purchasing, Purchase Orders, Reports, Status Listings, PO Status Listings	RUN_POY4020
POY4021 Order Status by Item	Provides purchase order status information sorted by item. (Crystal)	Purchasing, Purchase Orders, Reports, Status Listings, PO Status Listings	RUN_POY4020
POY4030 PO Detail Listing By PO Date	Provides detailed purchase order information sorted by purchase order date. (Crystal)	Purchasing, Purchase Orders, Reports, Detail Listings, PO Detail Listings	RUN_POY4030
POY4031 PO Detail Listing By Vendor	Provides detailed purchase order information sorted by vendor. (Crystal)	Purchasing, Purchase Orders, Reports, Detail Listings, PO Detail Listings	RUN_POY4030
POY4032 PO Detail Listing By Buyer	Provides detailed purchase order information sorted by buyer. (Crystal)	Purchasing, Purchase Orders, Reports, Detail Listings, PO Detail Listings	RUN_POY4030
POY4040 PO Schedule Listing By PO Date	Provides purchase order schedule information such as ship to and due date sorted by purchase order date. (Crystal)	Purchasing, Purchase Orders, Reports, Schedule Listings, PO Schedule Listings	RUN_POY4040
POY4041 PO Schedule Listing By Vendor	Provides purchase order schedule information such as ship to and due date sorted by vendor. (Crystal)	Purchasing, Purchase Orders, Reports, Schedule Listings, PO Schedule Listings	RUN_POY4040
POY4042 PO Schedule Listing By Buyer	Provides purchase order schedule information such as ship to and due date sorted by buyer. (Crystal)	Purchasing, Purchase Orders, Reports, Schedule Listings, PO Schedule Listings	RUN_POY4040
POY4100 PO To Requisition XREF	Provides a cross-reference between requisitions and the purchase orders created from those requisitions. (Crystal)	Purchasing, Purchase Orders, Reports, Requisition/PO Xref, PO To Requisition Xref	RUN_POY4100
POY5001 Receiver Summary	Provides a summary listing of receipts within a specified date range. (Crystal)	Purchasing, Receipts, Reports, Receipt Summary, Receiver Summary	RUN_POY5000
POY5010 Receiver Shipto Detail	Provides a summary listing of receipts shipments within a specified date range. (Crystal)	Purchasing, Receipts, Reports, Receipt Ship To Details, Receipt Shipto Detail	RUN_POY5010
POY5020 Receiver Account Detail	Provides a summary listing of receipts with account distribution. (Crystal)	Purchasing, Receipts, Reports, Receipt Account Details, Receiver Account Detail	RUN_POY5020
POY5030 Receiver Delivery	Provides a detailed list of shipments by receiver ID. (Crystal)	Purchasing, Receipts, Reports, Receipt Delivery	RUN_POY5030
POY5035 Shop Floor Receipt Delivery	Provides a detailed list of shop floor receipts. (Crystal)	Purchasing, Receipts, Reports, Receipt Delivery	RUN_POY5030
POY5050 Return To Vendor Detail	Provides the vendor’s return address, shipping method, and line item return information. This report is available anytime after you enter and save the vendor return in PeopleSoft Purchasing. (Crystal)	Purchasing, Return To Vendor, Details Report, RTV Details	RUN_POY5050
POY5060 RTV Credits	Provides details of return to vendor transactions, sorted by vendor and return to vendor ID, and lists the buyer, line details, and the distribution information selected on the return. Totals are provided for each return to vendor ID and vendor. This report is available at any time after you enter and save the vendor return in PeopleSoft Purchasing. (Crystal)	Purchasing, Return To Vendor, Credits Report, RTV Credits	RUN_POY5060
POY5070 Bill of Entry Worksheet	Provides a bill of entry worksheet. (Crystal)	Purchasing, Receipts, Reports, Bill of Entry Worksheet, BOE Worksheet	RUN_POY5070
POY6100 REQ/RFQ Cross Reference	Provides a cross-reference between requests for quotes and the requisitions created from those requests for quotes. (Crystal)	Purchasing, Requests for Quotes, Requisition/RFQ Xref Report, REQ/RFQ Cross Reference	RUN_POY6100
POY8000 Cardholder Information	Provides information relating to each cardholder and the cardholder's assigned procurement card. The information printed in the report includes card number, transaction and monthly limits, and authorized purchasing categories. (Crystal)	Purchasing, Procurement Cards, Reports, Cardholder Information	RUN_POY8000
POY8010 Amount Limit per Transaction	Provides information about employee procurement card expenditure amount limits per transaction. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Exceptions	RUN_POY8010
POY8011 Amount Limit per Month	Provides information about employee procurement card expenditure amount limits per month. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Exceptions	RUN_POY8010
POY8012 Number of Transactions per Day	Provides information about employee number of procurement card transactions per day limits. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Exceptions	RUN_POY8010
POY8013 Number of Transactions/ Month	Provides information about employee number of procurement card transactions per month limits. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Exceptions	RUN_POY8010
POY8014 Unauthorized Commodity Codes	Provides information about employee procurement card purchases involving unauthorized commodity codes. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Exceptions	RUN_POY8010
POY8020 Expected Credits	Provides a list of disputed procurement card transactions. Statement lines listed on the Expected Credits report are those for prior periods where a dispute amount has been entered, and the credit collected indicator has not been selected. (Crystal)	Purchasing, Procurement Cards, Reports, Expected Credits	RUN_POY8020
POY8030 Purchase Detail by Vendor	Provides procurement card expenditures made using a particular credit card provider. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Details	RUN_POY8030
POY8031 Purchase Detail by Merchant	Provides procurement card expenditures for a specific merchant. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Details	RUN_POY8030
POY8032 Purchase Detail by Employee	Provides procurement card expenditures of a single cardholder or all of the cardholders. (Crystal)	Purchasing, Procurement Cards, Reports, Purchase Details	RUN_POY8030
POY8050 Purchase Summary by Vendor	Provides a summary of all procurement card purchases sorted by vendor. (Crystal)	Purchasing, Procurement Cards, Reports, Account Summary	RUN_POY8050
POY8051 Purchase Summary by Merchant	Provides a summary of all procurement card purchases sorted by merchant. (Crystal)	Purchasing, Procurement Cards, Reports, Account Summary	RUN_POY8050
POY8052 Purchase Summary by Employee	Provides a summary of all procurement card purchases sorted by employee. (Crystal)	Purchasing, Procurement Cards, Reports, Account Summary	RUN_POY8050
POY8060 Credit Detail by MCG	Provides information about cardholders credit activity and summarizes the transaction amount for each account number. Lists all credit transactions grouped by MCG. (Crystal)	Purchasing, Procurement Cards, Reports, Credit Detail By MCG	RUN_POY8060
POY8061 Non-Preferred Supplier	Identifies all purchases involving nonpreferred suppliers within an MCC. Indicates whether cardholders are adhering to organizational policy in the use of preferred suppliers. (Crystal)	Purchasing, Procurement Cards, Reports, Non-Preferred Supplier	RUN_POY8061
POY8062 Top Supplier Chains	Lists the supplier chains based on the volume during the reporting period for the selected MCGs. (Crystal)	Purchasing, Procurement Cards, Reports, Top Supplier Chains	RUN_POY8062
POY8063 Top Merchant Category	Lists the merchant categories based on the volume during the reporting period for the selected MCGs. (Crystal)	Purchasing, Procurement Cards, Reports, Top Merchant Category	RUN_POY8063
POY8064 MCC Exceptions	Provides Merchant Category Code Exceptions. (Crystal)	Purchasing, Procurement Cards, Reports, MCC Exceptions	RUN_POY8064

PeopleSoft Purchasing Cost Reports

Report ID and Report Name	Description	Navigation	Run Control Page
CMS3000 Estimate vs. Actual Landed Cost	Provides purchase price variance for landed cost elements. (SQR)	Purchasing, Receipts, Reports, Estimate/Actual Landed Cost, Estimate vs Actual	RUN_CMS3000
CMS3010 Total Purchase Variance	Provides purchase price variance and exchange rate variance for landed cost elements. (SQR)	Purchasing, Receipts, Reports, Total Purchase Variance, Total Variance	RUN_CMS3010
CMS3020 Standard Purchase Variance	Provides purchase price variance at receipt of landed cost elements for standard costed items only. (SQR)	Purchasing, Receipts, Reports, Standard Purchase Variance, Standard Variance	RUN_CMS3020

PeopleSoft Purchasing Report Details

This section lists common elements and provides detailed information about individual reports including important fields and tables accessed. The reports are listed alphanumerically by report ID.

Common Elements Used in PeopleSoft Purchasing Reports

Rel (release)	If the purchase order is tied to a contract, the contract release number appears.
PO Status (purchase order status)	Displays the status of the purchase order: Approved, Canceled, Completed, Dispatched, Initial, Open, or Pending Approval.
EmplID (employee ID)	Displays the procurement card user’s name along with the user's ID.
Credit Card	Select the vendor responsible for issuing the card. Typically, this vendor is a bank.
CC Account (credit card account)	Enter the credit card account number.
Currency Code	Select the currency code. The report contains transactions with the selected currency code.
Date From	Select the start point of the transaction date range.
To	Select the end point of the transaction date range.

POPO005 - PO Dispatch/Print

Payment Terms	If you are using a procurement card or a vendor card as the payment method for the purchase order, ProCard appears in this field.
Procurement Card Information	Depending on the procurement card dispatch option you select different procurement card information will appear on this report. The procurement card information appears under the Bill To information in the header portion of the report. For example: Procurement Card: *********7777 Card Type: Visa Expires: 2100-01-01
Replenishment Option	Displays whether the items on the purchase order are standard or stockless. Each purchase order contains either all standard or all stockless items.
Extended Amt (extended amount)	The schedule price multiplied by the schedule quantity. This is the merchandise amount of the schedule. It does not include other amounts associated with the schedule, such as freight and tax. This is in the transaction currency on the purchase order that you send to the vendor.
Total Amount	The total amount that can be ordered against the contract line.
Total Quantity	The total (maximum) quantity that can be ordered against the contract line.

See Also

Creating Purchase Order Headers

Defining Purchasing Item Attributes

Selecting Purchase Orders for Dispatch

POPO008 - Purchase Order Reconciliation

PO Status	Status of the purchase order after you run the process.
Budget Status	Status of the budget check that you performed on the purchase order.
Budget Ln Status (budget line status)	Status of the budget check performed on the purchase order line.

See Also

Creating Requisition Header Information

Reconciling Purchase Orders

Purchase Order Header Status Values

POPO009 - PO Activity

Include Cancelled POs?

Check to include canceled purchase orders on the report.

Include Open/Pending Appr POs?

Check to include purchase orders that are still open or pending approval.

The line amounts will be zero for canceled, open, and pending approval purchase orders.

Option

Select beginning and ending dates. Values are:

C (current date): Report purchase order activity beginning and ending with the current date.

M (current date minus days): Report purchase order activity beginning and ending with the date that is a specified number of days before the current date. Specify that number in the Nbr Days field.

N (no selection by date): Date criteria not used to report purchase order activity.

P (current date plus days): Report purchase order activity beginning and ending with the date that is a specified number of days after the current date. Specify the number in the Nbr Days field.

S (specified date): Report purchase order activity beginning and ending with the date that you select in the Date field.

POPO010 - PO Acknowledgement

Only Those Needing Review	Select to report only on acknowledgments not yet identified as Reviewed.
Exceptions Only	Select to report only on acknowledgments for which the status indicates that the vendor has changed the purchase order.
Option	Select the beginning and ending dates for which you want to report acknowledgments. Values are: C (current date): Report received acknowledgments beginning and ending with the current date. M (current date minus days): Report received acknowledgments beginning and ending with the date that is a specified number of days before the current date. Specify that number in the Nbr Days field. N (no selection by date): Date criteria not used to report acknowledgments. S (specified date): Report received acknowledgments beginning and ending with the date that you select in the Date field.
POA Status	Acknowledgment status for the purchase order.
Line Status	Acknowledgment status for the line.

PORC100 - Advanced Shipment Receipt (ASR)

Vendor ID	Enter the vendor setID in the first field and the vendor ID in the second.
Print Schedules	Select to have the report generate detail to the schedule level.

Note. SQR does not currently support the printing of bar codes from processes that run on IBM OS400 or MVS servers. For these environments, the system supports bar codes by running processes using an application server or on the client.

Note. Define ship to locations for all purchasing transactions at the schedule level.

Production ID	If the item is associated with a PeopleSoft Manufacturing production kit, this field displays the item's associated production identification number.
Op Seq (operation sequence)	The order number in which this material is used in the production sequence.

PORC200 - Planned Receipt

Vendor ID	Enter the vendor setID in the first field and the vendor ID in the second.
Print Schedules	Select to generate detail that includes the schedule level on the report.

Note. Define ship to locations for all purchasing transactions at the schedule level.

Open Quantity	Quantity of the purchase order line (or schedule) that has not been received. This is the purchase order quantity minus the receipt quantities.
Production ID	If the item is associated with a PeopleSoft Manufacturing production kit, this is the item’s associated production ID.
Op Seq (operation sequence)	The order number in which this material is used in the production sequence.
Pegged	Indicates if the line or schedule is pegged.

PORC700 - Receipt Accrual

Before you run the Receipt Accrual report:

Put away all inventory receipts.
Run the AP/PO Matching process in PeopleSoft Payables.
To ensure correspondence with amounts in the general ledger, run inventory costing, accounting line creation, and journal generation for inventory.

Also run Posting in PeopleSoft Payables.
Run the accrual process for non-inventory items.

If you are including landed costs in this report, match and post the vouchers, and run the landed cost extract.

GL Business Unit	Select this option and enter a business unit to report on receipts for a specific business unit. If you do not enter a specific business unit, you will report on all GL business units.
Recv BU	Select this option and enter a business unit to report on receipts for a specific receiving unit. If you do not enter a specific business unit, you will report on all receiving business units.
ChartField	Enter the ChartField by which to sort the report. The default is by account.
ChartField Value 1 and ChartField Value 2	Then enter ChartField values in order to limit the report to a specific range for that ChartField. To report on all values, leave the range fields blank. You can sort by more than one ChartField.

PORC920 - PO Receipt Item Usage Labels

All Unprocessed Receipts	Select to produce a flat file including items on all unprocessed receipts. The system retrieves all lines in the RECV_LN_DISTRIB table that have not been processed (LOC_RECV_LBL_FLG = N) for usage label generation.
Reprint	Select to reprint a report including items on a specific flat file. In addition, you may reprint labels according to values that you entered in the Receipt ID and Receipt Line fields, or according to entries in the RECV_LN_DISTRIB table with a LOC_RECV_LBL_FLG = Y.
Receipt ID	If you selected the Reprint option, enter the receipt number for which to reprint labels.
Receipt Line	If you selected the Reprint option and have entered a receipt ID, enter the receipt line number associated with the item for which to reprint labels.
Item Usage Label Format	Select a label format ID from the available options. You define this value on the Data Collection Label Setup page.
Number of Copies	Enter the number of sets of labels to print.
Override File	Select to designate that this report file is to override an existing flat file.
File Directory	Enter the file directory that contains the file to override with the current flat file.
File Name	Enter the name of the file to override with the current flat file.

When items are delivered to a receiving dock, they are either put away in inventory storage or delivered to a point-of-use location. This process enables you to create a flat file to print item usage labels for items that are delivered to point-of-use locations directly upon receiving.

Only items that are defined at the par location level or setID item level as being usage tracked with a method code of track for billing or track for costing cause labels to be printed. The labels are created in the item’s standard unit of measure.

The fields on this report are the same as those found on the Item Usage Label report.

PORC930 - PO Receipt Device Tracking

Include Inactive Items

Select to include items that are restricted to warehouse movement transactions, adjustments, RMA and RTV transactions, and receiving transactions.

See Also

Using Device Tracking

Managing Inventory by Item Status

POROL001 - Open Purchase Order

Refresh	Click to display multiple rows for each column in the ChartField Selection area and default Sequence field values. When you click Refresh, the button name changes to Restore, and you can click it to restore the default view of ChartField Selection area.
Sequence	The sequence in which ChartFields appear on the report.
Include CF (include ChartField)	Select to generate a report on the ChartField and values that you selected in this row.

POROL002 - PO Rollover

Pending	Select to report on purchase orders that are pending.
Mid Roll	Select to report on purchase orders for which you have run the PO Roll1 process.
Roll Completed	Select to report on purchase orders for which you have run the PO Roll1 process and the PO Roll2 process. As a result, new distributions are ready to be budget checked.
Disqualified	Select to report on purchase orders that are in roll error.

PORQ010 - Requisition Print SQR

On the report, the status of the requisition appears next to the business unit in the header portion of the report:

Open: The requisition has been saved, but an authorized user must change its status to Pending Approval for the process to continue.
Pending Approval
Approved
Canceled
Completed

Requester Signature	The person who submitted the requisition can sign here for purposes of accountability.
Procurement Card, Card Type, and Expires	If applicable, the procurement card number, type, and expiration date will appear in the header portion of the report under the Requestor Signature field.
*	An asterisk will appear next to the requisition line and schedule if that line is to be paid by a procurement card.
Extended Amt (extended amount)	The merchandise amount of the schedule is the schedule price multiplied by the schedule quantity. It does not include other amounts associated with the schedule, such as freight and tax. This is in the transaction currency on the purchase order that you send to the vendor.

PORT001 - RTV Dispatch/Print

Freight Terms	If freight terms apply to this return to vendor, this field shows the applicable terms according to the schedules of the purchase order for the received material. The freight terms reflect who holds legal responsibility for the material until ownership has passed.
UM (unit of measure)	Unit of measure of the quantity being returned.
Action	Return action for the item.
Dispose	Disposition assigned to the item being returned.
Reason	Return reason for the item.
Ship Via	Route or mode of transportation of the shipment assigned to the returned material.

See Also

Managing Vendor Returns

POS8001 - Procurement Budgetary Activity

Amounts are reported in the base currency of the general ledger business unit associated with the selected purchasing business unit.

ChartField types and values are reported based on your selections on the Req-PO Budgetary Activity page.

Business Unit	Purchasing business unit for which the report was run.
Budget Date From/To	Budget dates for which the report was run. The budget dates do not necessarily correspond to a budget period.
Remaining Amount (at the report header level)	Distribution remaining amount criteria against which the report was run.
PO ID (purchase order ID)	Purchase order for which information is reported.
Line/Sched/Dist (line/schedule/distribution)	Report processing checks the Purchase Order Line Distribution tables and selects lines, schedules, and distributions for which the following criteria are met: The business unit and budget date on the line meet report request parameters. The report provides information for distribution lines with budget line statuses of V (valid) or W (warning). The line meets defined ChartField criteria, if any.
Original PO Amount (original purchase order amount)	Original purchase order distribution amount.
Liquidated Amount	The liquidated amount is calculated from the original purchase order amount less the remaining amount. Note. You should define a default commitment control ledger group on the Ledgers for a Unit - Commitment Control Options page. The liquidated amount on the report is derived from the KK_LIQUIDATION table using the distribution’s general ledger business unit and its default commitment control ledger group. The liquidated amount on the report is set to zero if you have not selected a default commitment control ledger group.
Remaining Amount (at the report line level)	The remaining amount is calculated using the default commitment control ledger group associated with the general ledger business unit on the purchase order distribution line, the ledger group in the BU_LED_GRP_TBL table, and the setting of the Commitment Detail Ledger option on the Ledgers for a Unit - Commitment Control Options page. If you select the Commitment Detail Ledger option, the remaining amount is derived from KK_LIQUIDATION.MONETARY_AMT. If the Commitment Detail Ledger option is not selected, the remaining amount is derived from PO_LN_DISTRIB.MONETARY_AMT_BSE.
Vouchered Amount	Sum of the vouchered amount associated with the purchase order distribution line.
Totals	The report provides totals for original purchase order amount, liquidated amount, remaining amount, and vouchered amount values.

See Also

Defining Ledgers for a Business Unit

POS8002 - Requisition Budgetary Activity

Amounts are reported in the base currency of the general ledger business unit associated with the selected purchasing business unit.

ChartField types and values are reported based on your selections on the Req-PO Budgetary Activity page and on data stored in the REQ_LN_DISTRIB table.

Business Unit	Purchasing business unit for which the report was run.
Budget Date From/To	Budget dates for which the report was run. The budget dates do not necessarily correspond to a budget period.
Remaining Amount (at the report header level)	Distribution remaining amount criteria against which the report was run.
REQ ID (requisition ID)	Requisition for which information is reported.
Line/Sched/Dist (line/schedule/distribution)	Report processing checks the Requisition Line Distribution tables and selects lines, schedules, and distributions for which the following criteria are met: The business unit and budget date on the line meet report request parameters. The report provides information for distribution lines with budget line statuses of V (valid) or W (warning). The line meets defined ChartField criteria, if any.
Original REQ Amount (original requisition amount)	Original requisition distribution amount.
Liquidated Amount	The liquidated amount is calculated from the original requisition amount less the remaining amount. Note. You should define a default commitment control ledger group on the Ledgers for a Unit - Commitment Control Options page. The liquidated amount on the report is derived from the KK_LIQUIDATION table using the distribution’s general ledger business unit and its default commitment control ledger group. The liquidated amount on the report is set to zero if you have not selected a default commitment control ledger group.
Remaining Amount (at the report line level)	The remaining amount is calculated using the default commitment control ledger group associated with the general ledger business unit on the requisition distribution line, the ledger group in the BU_LED_GRP_TBL table, and the setting of the Commitment Detail Ledger option on the Ledgers for a Unit - Commitment Control Options page. If you select the Commitment Detail Ledger option, the remaining amount is derived from KK_LIQUIDATION.MONETARY_AMT. If the Commitment Detail Ledger option is not selected, the remaining amount is derived from REQ_LN_DISTRIB.MONETARY_AMT_BSE.
PO Amount	Sum of the MONETARY_AMT_BSE field values from the purchase order distribution lines associated with the requisition distribution line.
Totals	The report provides totals for original requisition amount, liquidated amount, remaining amount, and PO amount values.

See Also

Defining Ledgers for a Business Unit

POY1100 - Requisition to PO XREF

When you run this report, a business unit is required. If you leave the Business Unit field blank, the report will be blank.

If you leave the From Date and Through Date fields blank, all requisitions are included.

POY3031 - Contract Activities

Max Amount(maximum amount)

The maximum amount of the contract.

Note. The contract must not exceed the contract maximum amount.

POY5001 - Receiver Summary

Note. Define ship to locations for all purchasing transactions at the schedule level.

Rcv Date (receiving date)	The date on which you physically received the shipment.
Rcv Status (receiving status)	The status of the shipment.
Match Status	The matching status of the receipt line item. Values are: Matched: Fully matched. No Match: No match found. Partial: Partially matched. To Match: To be matched.
Bill Of Lading	The shipper's proof of identification of the material in transit.
Hold Asset	Indicates whether the system is currently processing asset information for this receipt or holding until you clear Hold Asset on the Receipt Defaults page. Y (yes) indicates that Hold Asset is selected for this receipt. N (no) indicates that Hold Asset is not selected for this receipt.
Hold Inventory	Indicates whether the system is currently processing inventory and putaway information for this receipt or holding until you clear Hold Inventory on the Receipt Defaults page. Y (yes) indicates that Hold Inventory is selected for this receipt. N (no) indicates that Hold Inventory is not selected for this receipt.

Note. You can no longer select Hold Inventory for a receipt after that receipt has a status of Moved.

See Also

Entering Asset Information

Defining Receipt Statuses

POY5020 - Receiver Account Detail

Rcv Status (receiving status)	The status of the shipment.
GL BU (general ledger business unit)	The PeopleSoft General Ledger business unit associated with the selected distribution.
Product	The identification number of the product group to which the selected distribution line item belongs.

See Also

Defining Receipt Statuses

POY5030 - Receiver Delivery

Bill of Lading	The shipper's proof of identification of the material in transit.
Recv L (receiving line)	The receipt line number.
PO HDR Comment/PO LINE Comment	Header and line comments entered on the purchase order with the Shown at Receipt option selected.

POY5035 - Shop Floor Receipt Delivery

Production ID	If the item is associated with a PeopleSoft Manufacturing production kit, the system displays the item’s associated production ID in this field.
Operation Sequence	The order number in which this material is used in the production sequence.
WC Description (work center description)	Description of the selected work center.
Bill of Lading	The shipper's proof of identification of the material in transit.
Recv Ln (receiving line)	The identification number of the line on the receipt.

POY5050 - Return To Vendor Detail

RTV ID (return to vendor)	Select a return to vendor ID in combination with a business unit to run a report for an individual return.
Return Status	Select a return status to run a report for all vendor returns having a specific return status and business unit.
Freight Terms	If freight terms apply to this return to vendor, this field shows the applicable terms according to the schedules of the purchase order for the received material. The freight terms reflect who holds legal responsibility for the material until ownership has passed.
Disp Type (disposition type)	Disposition assigned to the item being returned.
Prod ID (production ID)	If the item is associated with a production kit, this field displays the item’s associated production ID.
OP Seq (operation sequence)	Number designating the sequence in which production uses this material.
Ship Via	Route or mode of transportation for the shipment line assigned to the returned material. The ship via can differ line to line if for some reason an item requires a different method of shipping. For example, a shipment line may require a ship via for a hazard-controlled item.