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
- Enter the Purchase Order (PUR)
- Click Search.
The Open Amount indicates the amount of the PO which has not been received.
The Amount Invoiced is the amount that has been vouchered.
The Amount Matched should equal the Amount Invoiced and the Amount Received.
If the amounts match, the Open Amount displayed on the Receipt tab is correct.
If the amounts do not match, do a comparison:
- If the Amount Received is greater than the Amount Matched, an invoice has not been entered.
- If the Amount Received is less than the Amount Invoiced, a receipt is needed.