San Joaquin Delta College
ORACLE FINANCIAL SYSTEM
Help Pages
Folder Views
San Joaquin Delta College
ORACLE FINANCIAL SYSTEM
Help Pages
Requisition Summary:
Header Level: Folder: Requisition Status
Use with selection criteria such as Preparer
Select a sort order of Approval Status, or select an approval status
Requisition Line Summary:
Select Preparer, requisition, or PO number. System will return a listing of the disposition of each requisition.
Requisition Summary - Continued
Use the Requisition Distribution Summary to review all pre-encumbrances:
Popular selection criteria would be a pseudo or organization from the account distribution list.
Note: When a requisition is converted to a purchase order, the pre-encumbrance drops to $0, while the encumbrance of the PO is created.
To quickly list all of the pre-encumbrances outstanding, you may want to drop this form to an excel spread sheet. To do this select from the menu bar: Action> Export.
The folder "Charge Account Summary" may be used to view the descriptions of what is being purchased by account.
PO Summary Views/Folders:
PO Summary - Header
By selecting the requisitioner from the Deliver to alternative region, you can find all of the purchase orders that resulted from your requisitions.
If you would like to see the requisition numbers that they were created from, select "Distributions" in the results box. See section labeled: Purchase Order Summary – Distribution.
For a snapshot of all of your purchase orders by vendor, enter you name in the requester field, then select PO Summary - by Vendor.
PO Summary Views/Folders Continued
PO Summary: Lines
Use the PO Summary folder to get a clear snapshot of the PO lines. Be sure to select criteria such as requester or date range, or vendor to limit your search.
If you know the requisition number, and would like to see all of the resulting purchase orders, select the requisition number in the selection criteria (Related Documents), then select folder: Requisition to PO Cross Reference.
PO Summary Views/Folders Continued
Use the PO Encumbrance Summary folder found under PO Summary (distribution level) to view all open encumbrances.
