Graphic icon of a jig saw puzzle piece, indicating a Scenario within the SMART Training Materials.

Scenario 1.3 - Voucher - Cannot pull PO into Voucher / PO – Quantity PO?

Scenario 1.3 - Introduction

In Scenario 1.3, the Voucher Processor attempts to copy the PO into the voucher to make another payment against the PO. When the Voucher Processor searches for the PO on the 'Voucher' screen, they do not get a search result for the PO.  The Voucher Processor contacts the Agency's Kansas Buyer.

The Kansas Buyer uses the ‘Activity Summary’ page in SMART to investigate the PO information.
Navigation to the Activity Summary page:  Purchasing > Purchase Orders > Review PO Information > Activity Summary > Details tab
Flowchart begins:


Graphic image of a "PAID" stamp, indicating the Accounts Payable modules in SMART  Accounts Payable

The Voucher Processor creates the voucher:  
Create Voucher > Worksheet Copy Option: Purchase Order Only.


Arrow Icon - User: Please proceed to the next step in the process.


The PO is not available (PO does not show up in search results).


Arrow Icon - User: Please proceed to the next step in the process.


The Voucher Processor contacts the Agency's Kansas Buyer.


Arrow Icon - User: Please proceed to the next step in the process.


Graphic icon of a shopping cart, indicating the Purchasing modules in SMART  Purchasing

The Kansas Buyer navigates to the 'Activity Summary' page  > Details Tab to view the PO details.

Optional:  Here's a link to  PO Tool 1 - Graphic Icon link for PO Tool 1  The Activity Summary Page that will outline the elements of this online page.


Arrow Icon - User: Please proceed to the next step in the process.


Graphic Icon for Decision Point  Decision Point 1:  Is the 'Amount Only' checkbox Graphic image of the 'Amount Only' checkbox, selectedselected on the PO Line?