More Info

The More Info tab provides additional information about the purchase order, including the replenishment batch ID.

Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on purchase order ID, location, vendor ID or invoice number, status, date (or date range), employee ID (requester, buyer, orderer), and equipment ID, among other values.
Note: Unless you specify a header status, filtering on equipment ID returns all items in all statuses that apply to that ID.

The Purchase Orders screen supports location-level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.

Detail View Header

The field in the top section of the More Info tab is display only from the Basic Info tab.

Purchase order ID

Identifier of the purchase order either being defined or that is currently selected in the grid. The description displays to the right of the field.

Detail View

Data in the fields in the bottom section of this tab list the employee IDs and other information associated with different aspects of the purchase order. These fields are optional.

Employee IDs

Requested by

Identifier of the employee who requested the items. This field has a list box. The employee name displays to the right of the ID.

Buyer

Identifier of the buyer who ordered the items. This field has a list box. The employee name displays to the right of the ID.

Ordered by

Identifier of the employee who submitted the purchase order to the vendor. This field has a list box. The employee name displays to the right of the ID.

Tip: If this field is blank when the status is changed to OPEN on the Basic Info tab, this field auto-populates with the employee ID associated with the user ID currently logged in.

Closed by

Identifier of the employee who closed the purchase order. This field has a list box. The employee name displays to the right of the ID.

Replenishment batch ID

Identifier of the replenishment batch. Display only from the Generate tab of the Data -> Enterprise Purchasing -> Replenishment -> Replenishment Management screen.

Miscellaneous 1-4

Free-form text fields. The maximum field length is 30 characters. This field is optional.

Information in these fields may be edited on CLOSED purchase orders.

Note: Values entered at earlier stages in the purchasing process are carried over to the subsequent objects. For example, a Miscellaneous 1 value entered on a requisition is carried over to the Miscellaneous 1 value on the purchase order generated from the requisition.

Funding source ID

Identifier of the grant or capital funding source for the purchase order. This field has a list box. This field is optional.

Note: If your organization does not use the Capital Planning module, the choicelist does not display, and you may use this field however you want.

Funding sources are defined on the Data -> Equipment Management -> Capital Planning -> Funding Sources screen.

The date and time (in MM/DD/YYYY HH:MM format) of the approval displays beneath the field.

Notification template

Identifier of the notification template. When the record is processed, a notification instance ID based on the template data is generated and recorded on the purchasing object. Only applies if the purchasing object does not have a notification instance ID already. This field has a list box and a zoom button to the Data -> Shop Activity -> Setup -> Notification Template screen. This field is optional.

Notification templates are defined on the Data -> Shop Activity -> Setup -> Notification Template screen.

Notification status

Status of the notification. This field has a zoom button to the Notification Instance screen. This field is display only.