Inquiring on PO Lines

Inquiring on PO Lines

At any point after the requisition has been converted into a purchase order, the PO Line Inquiry (PLI) screen can be used to track the activity of the purchase order.

1.	From any screen in the Purchasing module, type PLI in the NEXT FUNCTION field and press ENTER to access the PO Line Inquiry Selection (PLI) screen.
2.	Type XXBG if you are inquiring on goods, or XXBS if you are inquiring on services, in the BUY ENTITY field. (Note that XX represents your agency identification number.)
3.	Type the purchase order number in the PO NO. field and press ENTER. Purchase order information will be displayed by the system.
4.	Check LINE under the LINE STATUS field for the following statuses: 0 Unresolved 1 Complete 2 Do Not Print 3 Canceled 8 Printed 9 Closed
5.	Check RECEIPT under the LINE STATUS field for the following statuses: O Open, no receipts P Partial receipt C Closed to receiving
6.	Check INV under the LINE STATUS field for the following statuses: O Open, to invoicing P Partially invoiced C Closed to invoicing

The system is designed so that you don't always have to remember the screen identifiers. For example, the INQUIRY SELECTIONS field heading on this screen lists seven additional purchasing screens. By typing an X under the screen identifier and pressing ENTER, you can access each screen.

The seven screens linked to the PLI screen are as follows:

The PO Line General Information (PLG) screen displays general purchase order information.

The PO Line Ordered Item Information (PLO) screen is used to check detailed information about a purchase order line, including item number, description, UOP, SKU, order quantity, price, and promise date.

The PO Line Receipt/Invoice Controls (PLC) screen is used to check receiving and invoice controls information about a purchase order.

The PO Line Receipt/Invoice Information (PLR) screen is used to check quantity ordered, quantity received, quantity invoiced, amount invoiced, and basic dock-to-stock data.

The PO Line Financial Information (PLF) screen is used to check basic financial data about a purchase order line, including taxes, additional costs, quantity, price, and extended amount. The screen also shows the type of budgetary control exception, if any, and compares the actual purchase price to the target price.

The PO Comment Inquiry (PCI) screen is used to check the comments on the purchase order header, blanket release, and PO lines.

The PO Invoice Matching Information (PMI) screen is used to check permit-to-pay amounts calculated for AP versus the amount actually invoiced to date for both the selected purchases.

To check information pertaining to a selected purchase order line, type X in the each field (PLG, PLO, PLC, PLR, PLF, PCI, PMI) you wish to view and press ENTER. The screens you have selected will be displayed by the system. Press ENTER to advance to the next screen. On all screens except PCI, you may type X in the BROWSE field and press ENTER to view other lines of the purchase order.

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