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PO Tool 1 - Activity Summary Page - Page 1 of 4

Use the Activity Summary page to review summary information pertaining to purchase orders, receipts, vouchers, payments, matching information, and RTV (Return to Vendor) information. Anyone with the ‘Agency Purchasing Viewer’ role can access this page and view the information on it.
Step 1:  
Navigate to the Activity Summary page:
Purchasing > Purchase Orders > Review PO Information > Activity Summary

Step 2:  
Enter the search criteria and click the Search button.

Step 3:  
Select the desired search result to open the Activity Summary page.

Details Tab

On the Activity Summary page:  Use the first tab – the Details tab - to view the ‘Order Qty’, ‘Amount Ordered’, and the ‘Amount Only’ checkbox.
Graphic image of the Activity Summary Page - Details Tab
  • Line Details button Graphic image of the Line Detail button = Allows the user to see all details, for all tabs, for the line on one vertical page

  • Order Qty = Displays the quantity of items/services that were ordered on the purchase order

  • Amount Ordered = Displays the dollar amount for the items/services that were ordered on the purchase order

  • Amount Only Checkbox = This checkbox indicates whether the ‘Amount Only’ checkbox was selected on the purchase order line or not.
    Please refer to PO Tool 4 – ‘Amount Only’ Information for information about the checkbox and its use.

Receipt Tab

Use the second tab - the Receipt tab - to view the ‘Qty Received’, ‘Qty Accepted’, ‘Open Quantity’ and ‘Open Amount’.
Graphic image of the Activity Summary page - Receipt Tab
  • Qty Received = Displays the amount of items that have been received on receipt(s) for the PO

  • Qty Accepted = Displays the amount of items that have been accepted on receipt(s) for the PO

  • Open Quantity = Displays the amount of items that have not yet been received on a receipt for the PO

  • Open Amount = Displays the dollar amount for items that have not yet been received on a receipt for the PO

The Receipt Tab is continued on Page 2.