Viewing Purchase Orders in PeopleSoft Fluid

eSettlements Fluid Purchase Order pages allow external Supplier users of eSettlements to view Purchase Order information and create an invoice directly from a Purchase Order.

The PO Flip option on the Fluid Purchase Order page allows purchase order data to be copied onto an invoice triggering the Self Service Invoice creation activity guide. The Supplier user can then review the invoice data where they can view, modify, and then submit the invoice created from a purchase order.

Page Name

Definition Name

Usage

Purchase Orders Page

SCP_SEC_PO_PG_FL

View purchase orders and create invoices directly from a purchase order.

Use the Purchase Orders page (SCP_SEC_PO_PG_FL) to view purchase orders and create invoices directly from a purchase order.

Navigation:

Supplier Secure Homepage > Quotes and POs > Purchase Order.

This example illustrates the fields and controls on the Purchase Orders page. You can find definitions for the fields and controls later on this page.

 Purchase Orders page

Field or Control

Description

Business Unit / Purchase Order

Displays the name of the Business Unit and the Purchase Order number.

Supplier Location

Displays location for this Supplier.

PO Date

Displays the date when the purchase order was created.

PO Status

Displays the current status of the purchase order.

Last Dispatched Date/Time

Displays the timestamp when the purchase order was dispatched.

Buyer

Displays the name of the buyer on the purchase order.

PO Total Amount / Currency

Display the total amount and currency on the purchase order.

Payment Terms

Displays the Supplier payment that exist on the purchase order.

Acknowledgement Status

Indicates the current purchase order acknowledgement status. Each time a PO or change order for a PO is dispatched, the system changes its default status to New.

Actions

The Actions button displays a list of actions that you can execute on a purchase order.

  • Acknowledge POA: Select to access the PO Acknowledgment page and acknowledge the purchase order.

  • Create ASN:Select to access the Create ASN page to choose lines to create an advanced shipping notification. The system transfers the PO ID you selected to the ASN.

  • View PO Dispatch Document: Select to access the View PO Dispatch Document page to generate a printable version of the purchase order.

  • PO Flip:Select to launch the Fluid Activity Guide to create a new invoice. All the purchase order data will be copied to the invoice. The Supplier user can review the invoice data before submitting the invoice. For more information on creating an invoice in PeopleSoft Fluid, see Self Service Invoice — Create Invoice Page

    The PO Flip option within the Actions button is available only if:

    • A valid eSettlement Agreement exists between the Supplier and buying organization.

    • The Purchase Order has not already been partially and fully sourced to another invoice.

    Note: The PO Flip option is available until partial or full PO quantity has been copied to the voucher, and the voucher has been saved.

PO Details

Select to access the Review Purchase Orders page to review line item details and access invoices that are related to a selected purchase order.

Download PO Information

Displays the PO information in a grid that you can then use to download to an excel spreadsheet.

A external Supplier user must be mapped to a role of “COSP Fluid Secure” and have necessary access to view their Purchase Order data. By adding the “COSP Fluid Secure” role to the eSettlements Supplier User id setup, a Supplier user will have access to the Supplier Secure Homepage. For information on how to map roles to role types, see Maintain Role Types - System Access Page

For more information on how to access the Supplier Secure Homepage in eSettlements, see Understanding the eSettlement Fluid HomepageUnderstanding the eSettlement Fluid Homepage.

To to add or edit Supplier users and establish login credentials for external Supplier users in eSettlements, see Review User Profiles - Supplier User Details Page