Use this function to display purchase order lines for one or all sites on one, or between a range of dates, prior to an invoice being received for the order.

You can inquire by company, site and product, from one or a range of suppliers and order numbers, and for one or a range of projects. You can filter the results by the status of the order and the signature status (signed or not signed). 

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

This function is customized to the needs of your organization and your processes. The Inquiry screens function for code 'CPP' determines the way in which you enter information, and how information is displayed and printed.

The Order lines inquiry function contains a section for you to enter your selection criteria and a table (grid) in which the results of the search are displayed.

Header

Selection

Use this section to filter or select orders:

  • Start date. The default Start date is the first date of the month two months before the current month but can be amended.
  • End date. The default End date is the last date of the current month but can be amended.

The search, therefore, covers a 3 month period, by default.

Status

You can filter the results by the status of the order and the signature status (signed or not signed) using the Status section.

You can use the Criteria action to enhance the selection criteria applied.

Selection

Company (field CPY)

This field is used to specify the company code.
The company is automatically loaded with the company of the user's default purchase site. It can still be modified.
SEEINFO It is possible to display the returns of all the companies by leaving this field blank. In this case, the site field is automatically left blank.
Order site (field POHFCY)

This field is used to indicate the purchase site.
SEEINFO This site is automatically loaded with the user's default purchase site. It can be left blank. In that case, the inquiry will deal with all the company's orders.
Product (field ITMREF)

This field contains the reference identifying the product.
From supplier (field BPSNUMDEB)
To supplier (field BPSNUMFIN)
From order no. (field POHNUMDEB)

These fields are optional. They are used to enter or select a range of orders to be displayed.
If no value is assigned to them, all the orders meeting the other selection criteria are displayed.
From project (field PJTDEB)

Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".
Start date (field ORDDATDEB)

These two fields are used to specify a date range.
This range is used to filter the orders whose order date is included in this interval.
They are initialized by default in the following manner:

  • the start date is initialized with the first day of the month coming from the current date minus two months,
  • the end date is initialized with the current date postponed to the last day of the month.

Status

Closed (field CLEFLGO)

When this box is checked the fully closed orders are selected.

Not closed (field CLEFLGN)

This check box is used to select the orders that are not closed or only partly closed.

Signature

Signed (field APPFLGO)

This check box is used to select the totally signed orders or those orders for which there is no signature management.

Not signed (field APPFLGN)

This check box is used to select the orders that are not signed or only partly signed.

Tab Search results

This section displays all purchase order lines that meet the defined selection criteria. The order date, expected receipt date, quantity and pricing information for each line is included.

The columns displayed in the grid or table and the order in which they are displayed is determined by the Inquiry screens function for code 'CPP'.

Grid

Order no. (field POHNUM)
Supplier (field BPSNUM)
Bill-by BP (field BPSINV)
Pay-to (field BPRPAY)
Project (field PJT)

This field displays the associated project code. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).
Order date (field ORDDAT)
Exp. receipt date (field EXTRCPDAT)
Delivery mode (field MDL)
Product (field ITMREF)
Ordered UOM qty. (field QTYUOM)
STK-PUR conversion (field UOMPUUCOE)
PUR quantity (field QTYPUU)
Received PUR (field RCPQTYPUU)
PUR qty. being deliv. (field SHIQTYPUU)
Invoiced PUR (field INVQTYPUU)
Purchase unit (field PUU)
Currency (field CUR)
Net price (field NETPRI)
Sales order no. (field SOHNUM)
Receiving site (field PRHFCY)
Order site (field POHFCY)
Tax rule (field VACBPR)
Payment term (field PTE)
Company name (field BPRNAM)
Description (field ITMDES)
Order unit (field UOM)
Line amount - tax (doc) (field LINAMT)
Line amount - tax (co) (field LINAMTSOC)
Line amount + tax (doc) (field LINATI)
Line amount + tax (co) (field LINATISOC)
Purchase cost per unit (doc) (field CSTPURDOC)
Purchase cost per unit (co) (field CSTPUR)
Purchase cost (doc) (field LINCSTPURD)
Purchase cost (co) (field LINCSTPUR)
Actual purchase cost (doc) (field REACSTPURD)
Actual purchase cost (co) (field REACSTPUR)
Landed cost coef. (field CPRCOE)
Fixed cost per unit (co) (field CPRAMT)
Weight (field QTYWEU)
Line type (field LINTYP)
Weight unit (field LINWEU)
Volume unit (field LINVOU)
Volume (field QTYVOU)
Supplier order

Click Supplier order from the Actions icon to view the order details. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry screen is displayed.
Purchase journal traceability

Click Purchase journal traceability from the Actions icon to open the Journal traceability inquiry where you can view or browse through the hierarchy of documents created from this order line.

Specific actions

Click the Search action to load the table (grid) with purchase order lines that meet the entered selection criteria.

The maximum number of lines displayed is defined in the Inquiry screens function for code 'CPP'.

Click the Criteria action to access additional selection and display criteria. You can filter the order lines to be processed by analysis group and modify the sort order.

Screen code. You can select the required customized inquiry screen, if you are using personalized inquiries.

 Please see the Inquiry screens documentation.

You can save one or several sets of criteria using the Memo action. You can recall these using the Recall action or delete them using the Delete memo action.

Selection

Active memo (field MEMO)
Company (field CPY)

This screen defines the criteria for the selection and display of the orders to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Order display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
Order site (field POHFCY)

This screen defines the criteria for the selection and display of the orders to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Order display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
Product (field ITMREF)
From supplier (field BPSNUMDEB)
To supplier (field BPSNUMFIN)
From order no. (field POHNUMDEB)

This screen defines the criteria for the selection and display of the orders to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Order display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
To order no. (field POHNUMFIN)
From project (field PJTDEB)

Use these fields to filter for results within a range of project codes. For a single project, enter the same project code in the From/start project and To/end project fields. The content can be one of the following:

  • A project code
  • A project code and a project budget code
  • A project code and a project task code, that is a material task code, a labor task code (sales only), or a combined (mixed) labor and material task code.

If the content of this field includes a character such as an exclamation mark "!" this field links to the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is 'USA-P3' and a project code is 'USA12345678', this field displays a link to the project operational structure as 'USA12345678!USA-P3'.

To provide a quick and easy visual reference the link to the project or project structure is distinguishable by the number of separator characters used. If there is no separator, the link is made to the project. A single separator character such as an exclamation mark after the project code (the first code) indicates the link type is a task (the link is to the project operational structure). Two separators placed after the project code mean that the link corresponds to a budget code (link to the project budget structure).

 
To project (field PJTFIN)
Whole project (field PJTDSPALL)

Select this check box to view all records linked to the selected projects. To only view records linked to the selected structure of the projects, leave this check box clear.

If the value of the From/To project field includes a character such as an exclamation mark "!" the search includes the structure of the project. The character is the separator between a project code and the structure, either the project cost structure or the project operational structure. For example, if a material task code is "USA-P3" and a project code is "USA12345678", this field displays a link to the project operational structure as "USA12345678!USA-P3".
Start date (field ORDDATDEB)

This screen defines the criteria for the selection and display of the orders to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Order display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
End date (field ORDDATFIN)
field TSICOD
field TSSCOD

Status

Closed (field CLEFLGO)

This screen defines the criteria for the selection and display of the orders to be viewed.

Selection criteria:
- Company/Site: the company is compulsory.
- BP (Business Partners).
- Other optional criteria

Display criteria:
- Order display order in the grid by number or by date.
- A screen code (optional) that refers to the set up inquiry screens. These screens namely define the columns to be displayed in the inquiry table.

All these criteria can be saved by the user under a code XXX by clicking on the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under memo code STD will be pre-loaded when the user enters the function.
Not closed (field CLEFLGN)
Signed (field APPFLGO)
Not signed (field APPFLGN)
Received (field RCPFLGO)
Not received (field RCPFLGN)
Invoiced (field INVFLGO)
Not invoiced (field INVFLGN)
Printed (field PRNFLGO)
Not printed (field PRNFLGN)

Display

Screen code (field ECRAN)
Sort order (field TRI)

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation