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munis:po_inquiry [2014/07/24 08:01]
jlester
munis:po_inquiry [2014/07/24 08:03] (current)
jlester
Line 3: Line 3:
 ===== Find POs and Print or Save Them ===== ===== Find POs and Print or Save Them =====
  
-  - From the main Munis menu, expand Departmental Functions and then choose Purchase Order Inquiry: \\ {{:​munis:​po_inquiry1.jpg?​nolink|}} +  - From the main **Munis** menu, expand ​**Departmental Functions** and then choose ​**Purchase Order Inquiry**: \\ {{:​munis:​po_inquiry1.jpg?​nolink|}} 
-  - Click on Search. ​ Your Department/​Location should be filled in automatically. ​ Enter the current fiscal year and click Accept: \\ {{:​munis:​po_inquiry2.jpg?​nolink|}}+  - Click on **Search**.  Your **Department/​Location** should be filled in automatically. ​ Enter the current fiscal year and click **Accept**: \\ {{:​munis:​po_inquiry2.jpg?​nolink|}}
   - You will be returned to the main PO Inquiry screen and be shown the first record in the search results. ​ You can use the navigation buttons at the bottom to scroll through the list of POs that were returned: \\ {{:​munis:​po_inquiry3.jpg?​nolink|}}   - You will be returned to the main PO Inquiry screen and be shown the first record in the search results. ​ You can use the navigation buttons at the bottom to scroll through the list of POs that were returned: \\ {{:​munis:​po_inquiry3.jpg?​nolink|}}
-  - You can also click Browse to bring up a list of all the POs that were returned. ​ Click on one and then click Accept to show that PO: {{:​munis:​po_inquiry4.jpg?​nolink|}} +  - You can also click **Browse** to bring up a list of all the POs that were returned. ​ Click on one and then click **Accept** to show that PO: {{:​munis:​po_inquiry4.jpg?​nolink|}} 
-  - When you are viewing a PO, you can click on Attachments to get a PDF of that PO.  Click on Attachments,​ then choose Purchase Orders, and then choose View Documents: \\ {{:​munis:​po_inquiry5.jpg?​nolink|}}+  - When you are viewing a PO, you can click on **Attachments** to get a PDF of that PO.  Click on **Attachments**, then choose ​**Purchase Orders**, and then choose ​**View Documents**: \\ {{:​munis:​po_inquiry5.jpg?​nolink|}}
   - The system will automatically load up the generated PDF of the PO.  This is the copy you need to send to your vendor. ​ You can either print it or save it to your computer and e-mail it to the vendor: {{:​munis:​po_inquiry6.jpg?​nolink|}}   - The system will automatically load up the generated PDF of the PO.  This is the copy you need to send to your vendor. ​ You can either print it or save it to your computer and e-mail it to the vendor: {{:​munis:​po_inquiry6.jpg?​nolink|}}
  
 ===== View Activity and Correlations Between Requisition and PO ===== ===== View Activity and Correlations Between Requisition and PO =====
-  - When you are on the PO screen, you can click Activity to view everything associated with that PO.  You can see the original requisition,​ whether it has been invoiced, etc.  \\ {{:​munis:​po_inquiry7.jpg?​nolink|}} +  - When you are on the PO screen, you can click **Activity** to view everything associated with that PO.  You can see the original requisition,​ whether it has been invoiced, etc.  \\ {{:​munis:​po_inquiry7.jpg?​nolink|}} 
-  - This is the activity screen. ​ Click Return to go back to the main PO screen: \\ {{:​munis:​po_inquiry8.jpg?​nolink|}}+  - This is the activity screen. ​ Click **Return** to go back to the main PO screen: \\ {{:​munis:​po_inquiry8.jpg?​nolink|}}
  
  
munis/po_inquiry.txt · Last modified: 2014/07/24 08:03 by jlester