Creating PO Tracking Numbers

This topic discusses how to create PO Tracking numbers.

Page Name

Definition Name

Usage

Purchase Order Page

FO_PO_HDR_ADD

Define general information for a new PO.

Purchase Order Page

FO_PO_HDR

View and edit existing PO information.

View Date History Page

FO_PO_DATE_INQ

View time and date history for modifications to PO end dates. Indicates the last user who made modifications to a particular PO tracking number along with the date and time that the modifications were made.

Purchase Order Page

History Page

FO_PO_EXTENSION

Create, modify, or review extensions attached to a PO tracking number.

Service Agreements Page

FO_PO_SAR

Enter the service agreement requirements negotiated with the customer. This text is informational-only.

Contract Lines Page

FO_PO_LINK

Link a PO tracking number to orders and assignments through the associated contracts and contract lines.

Use the Purchase Order page (FO_PO_HDR_ADD) to define general information for a new PO.

Navigation:

Staffing > Pay/Bill Management Center > Purchase Orders > Create Purchase Orders

Purchase Order Information

Field or Control

Description

Currency Code

Select the PO tracking number currency. This PO currency must be equal to the currency of all linked contact lines.

Start Date

Enter the PO tracking number start date, which must be less than or equal to the end date. This field is unavailable for entry once the extension is active.

End Date

Enter the PO tracking end date.

Date Edits History

Click this link to view time and date history for changes to PO tracking numbers.

Reference

Field or Control

Description

Contact ID

Displays the customer PO contact. This information is for your reference only. No data is passed into PeopleSoft Billing.

Phone Number

Displays the phone number; you can override it here. This information is for your reference only. No data is passed into PeopleSoft Billing.

Amounts

Field or Control

Description

Total Amount

Enter the total amount to apply to this PO tracking number.

Customer PO

Enter your customer's PO reference number to relate it to your internal PO tracking number. The Customer PO appears on the printed invoice provided by PeopleSoft Billing.

Use the Purchase Order page (FO_PO_HDR) to view and edit existing PO information.

Navigation:

Staffing > Pay/Bill Management Center > Purchase Orders > Create Purchase Orders

This example illustrates the fields and controls on the Purchase Order page. You can find definitions for the fields and controls later on this page.

 Purchase Order page

Purchase Order Information

Field or Control

Description

PO Status

Displays the status of each PO tracking number: New, Active, Expired, or Exhausted.

This field appears only if you accessed this page in Edit mode and does not appear when you are adding a new PO tracking number.

Date Edits History

Click to view time and date history for changes to the PO end date.

Reference

Field or Control

Description

Add Amount

Click this button to add a new extension to this PO tracking number.

Extensions Summary

Field or Control

Description

Total Amount

Displays the total amount for all extensions applied to your PO tracking number. This value is from the Purchase Order - History page.

Authorized Amt (authorized amount)

Displays the remaining amount minus the committed amount.

Use the History page (FO_PO_EXTENSION) to create, modify, or review extensions attached to a PO tracking number.

Navigation:

Staffing > Pay/Bill Management Center > Purchase Orders > Create Purchase Orders > History

This example illustrates the fields and controls on the History page. You can find definitions for the fields and controls later on this page.

 History page

Field or Control

Description

Extension Type

Select an extension type. Values are: Internal or Customer. Once set to Customer, the extension type cannot be reset to Internal.

Note: The first PO extension (extension # = 0) must be Customer.

Extension Data

Field or Control

Description

Status

Displays the extension status, which the system sets to Active once a transaction is applied to the extension. You cannot change an extension amount or customer PO (PO reference number) once a transaction is applied to the extension.

Total Amount

Enter the total amount for this extension.

Currency Code

Displays the currency of the PO tracking number.

Reference

Field or Control

Description

Contact ID and Phone Number

Displays the contact ID and phone number, which appear by default from the PO header or previous extension number, if applicable.

Use the Service Agreements page (FO_PO_SAR) to enter the service agreement requirements negotiated with the customer.

This text is informational-only.

Navigation:

Staffing > Pay/Bill Management Center > Purchase Orders > Create Purchase Orders > Service Agreements

Field or Control

Description

Service Agreement Requirement

Enter the service agreement requirements negotiated with the customer. This text is informational-only.

Use the Contract Lines page (FO_PO_LINK) to link a PO tracking number to orders and assignments through the associated contracts and contract lines.

Navigation:

Staffing > Pay/Bill Management Center > Purchase Orders > Create Purchase Orders > Contract Lines

Link All Contract Lines

Field or Control

Description

Contract

Select a contract (order) to which you will associate this PO tracking number. Your list of available contracts is limited to those with the same currency and customer ID as the PO tracking number.

Lines Fetch button

Click the Lines Fetch button to populate the PO Contract Lines grid with all contract lines (assignments) with the Awaiting PO field set to Yes.

PO Contract Lines

Field or Control

Description

Contract

Select a contract (order) to which you will associate the PO tracking number.

Contract Line

Select a contract line (assignment) to which you will associate this PO tracking number. Only assignments with the Awaiting PO field set to Yes are available for selection.