PO Activity Summary in NUFinancials

This Job Aid shows a User how to determine an open amount or remaining balance on a Purchase Order.

Determine the balance remaining on a Purchase Order using PO Activity Summary 

Navigation: Purchasing > Purchase Orders > Review PO Information > Activity Summary

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  1. Enter the Purchase Order (PUR)
  2. Click Search.

Receipt tab

The Open Amount indicates the amount of the PO which has not been received.

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Invoice tab

The Amount Invoiced is the amount that has been vouchered.

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Matched tab

The Amount Matched should equal the Amount Invoiced and the Amount Received.

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If the amounts match, the Open Amount displayed on the Receipt tab is correct.

If the amounts do not match, do a comparison:

  1. If the Amount Received is greater than the Amount Matched, an invoice has not been entered.
  2. If the Amount Received is less than the Amount Invoiced, a receipt is needed.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:NUFinancials, "Purchase Order", Balance, "PO Activity Summary", Buyer   Doc ID:110795
Owner:ESAF PTP Team .Group:Northwestern
Created:2021-05-13 11:22 CDTUpdated:2021-08-05 10:46 CDT
Sites:Northwestern
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