PO and Receiving Information Section - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect

Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

This section of the Header View is used to display the purchase order and receiving information for the invoice being processed if it's a purchase order invoice. These fields are blank for non-PO invoices.

Name

Description

Editable?

Ref PO #

The Purchase Order Number is manually entered during the indexing process.

No

Ref PO Rel #

The Purchase Order Release Number is manually selected during the indexing process. The release number refers to a release to a blanket purchase order. A blanket purchase order is a budgetary PO that allows the company to negotiate costs based on bulk or pre-ordered commitments. The releases are individual purchase orders that draw down from the blanket agreement amount.

No

PO Amt

The PO Amount represents the total PO-ordered amount derived from the Costpoint PO header record. The amount used is the TRN_PO_TOT_AMT (Transaction PO total amount).

No

PO Viewer Button

This button is located to the right of the PO Amt field. By clicking on this button, the user may view a dynamically rendered image of the PO as derived from live Costpoint data. The user may compare this view with the invoice for coding purposes and for ensuring that the invoice is matched with the correct PO. This is a read-only view.

N/A

Remaining PO Balance

The Remaining PO Balance is the current open balance on the purchase order based on the PO total amount minus previously vouchered invoices in Costpoint against the purchase order selected. This does not account for any outstanding invoices currently in the IAConnect workflow.

No

Rec Amt

The Received Amount field represents the total received amount against this purchase order as derived from Costpoint.

No

Receipt Traveler Viewer Button

This button is located to the right of the Rec Amt field. When a purchase order is received in Costpoint, the system updates the receiving tables and allows the user to print a receipt traveler report document to display the received quantities for the purchase order. By clicking on this button, the user is able to see a dynamically rendered image of the receipt traveler report from live Costpoint data.

N/A