Inquire on POs Creating a Balance Difference Using Oracle Purchasing - Process Help (R12)

Use these instructions to identify purchase orders (POs) that haven't been "Final Closed" or “Canceled” using the Oracle purchasing module.

Prerequisites

  1. You must know the project and task numbers or the PO number.

    Note: You must take corrective action to resolve the balance issue for POs with a closure status of closed and a remaining amount displayed in the Active Encumbrance Amount field

To Inquire on POs Creating a Balance Difference Using Oracle Purchasing

When completing the Oracle forms referenced in this procedure, note that a white field indicates optional entry or one that is conditional based on the particular process.

  1. Select Purchase Orders > Purchase Order Summary to open the Find Purchase Orders form.
  2. Enter the following fields on the Find Purchase Orders form:

    Field Name

    Required (R) or Optional (O)

    Description

    Number

    R

    The purchase order number that you need to review.

    Results Region

    Distributions

    R

    Select the Distributions option.

  3. Click Find to open the Purchase Order Distributions form.
  4. If you are querying by PO number, review the Active Encumbrance Amount field to identify PO lines with a remaining balance.
  5. If you are querying by project and task number, select View > Query by Example > Enter.
  6. The Purchase Order Distributions form will now be blank.
  7. Enter the following fields on the Purchase Order Distributions form:

    Field Name

    Required (R) or Optional (O)

    Description

    Project

    R

    The project number.

    Task

    R

    The task number.

  8. Select View > Query by Example > Run.
  9. Review the Active Encumbrance Amount field to identify PO lines with a remaining balance.