Viewing Contract-Related Purchase Order Line Information

Page Name	Definition Name	Usage
Review Contracts by PO (Purchase Order) Page	PO_CNTRCT_LINE	View contract-related purchase order line information.
Purchase Order Inquiry - Purchase Order Page	PO_LINE_INQ	View the purchase order. See Review Contracts by PO (Purchase Order) Page
Maintain Purchase Order - Purchase Order Page	PO_LINE	Modify purchase order information online. See Review Contracts by PO (Purchase Order) Page
Activity Summary Page	ACTIVITY_SUMMARY	Review the receiving, invoicing, and matching activities that have been performed on the selected purchase orders to date. See Review Contracts by PO (Purchase Order) Page
Line Group Spend Inquiry - Find Line Group Items Page	PO_LN_GRP_SPND	Search for line group items.
Line Group Spend Details Page	PO_LN_GRP_SPND_DTL	View contract line group spend details See Line Group Spend Inquiry - Find Line Group Items Page

Use the Review Contracts by PO (Purchase Order) page (PO_CNTRCT_LINE) to view contract-related purchase order line information.

Navigation:

Procurement Contracts > Review Contract Information > Review Contracts by PO

Select the PO with Contract check box.

You use this page to define the search criteria for viewing purchase order contract information. After defining search criteria, you can select to search for purchase order information related to contracts or not related to contracts. When you complete the selection, click the Search button to retrieve purchase order information. Depending on your search selection, the system displays the purchase order either with contract information or without it.

Field or Control	Description
Contract ID	Select a contract for which you want to view a list of purchase orders.
Version	Select a contract version on which to base the search. This field is available when version control is set up for the business unit.
Item ID	Select an item on the selected contract.
Category	Select a category on which to base the purchase order contract search. Contract categories enable you to specify groups of items on a contract, rather than having to enter the items one at a time.
Contract Line	Select a line number that the system has assigned to a contract item's row of data.
Category Line Number	Select a line number that represents an item category. The system assigns line numbers based on the number of item categories that you assign to the contract. The more categories that you assign, the greater the line numbers.
Supplier Item ID	Select a supplier item ID from the contract selected to perform the purchase order search.
Manufacturer ID	Select a manufacturer from the contract selected to perform the purchase order search.
Manufacturer’s Item ID	Select a manufacturer item ID from the contract selected to perform the purchase order search.
PO with Contract	Select to view purchase orders that reference the selected contract. If you have also selected an item ID, the search retrieves purchase orders that reference the selected contract and item.
PO without Contract	Select to view purchase orders that do not have contracts associated with them but that contain this item. This check box enables you to view information about purchase orders for items that are on a contract but that you purchased using purchase orders that are not contract-related.
Search	Click to retrieve purchase orders that meet the selection criteria. This button becomes available after you select the PO with Contract check box or the PO without Contract check box.

List of Purchase Orders

Field or Control	Description
Version	Displays the contract version. When version control is not in use, this field value is always 1.
Up To Dt Qty (up to date quantity)	Displays the quantity to date on the purchase order.
Up To Dt Amt (up to date amount)	Displays the amount to date on the purchase order.

Use the Line Group Spend Inquiry - Find Line Group Items page (PO_LN_GRP_SPND) to search for line group items.

Navigation:

Purchasing > Purchase Orders > Review PO Information > PO Line Group Spend Inquiry

You perform line group item searches against Strategic Sourcing business units that the system uses to identify awarded event transactions. You can limit the search, for example, to the event ID, to the supplier ID that is associated with the awarded transactions, or to the item ID for one of the items in the line group. Other search options can include award to and from dates, contract SetID, and document types.

You can search based on purchase order and contract document types. When you select either option, the system provides either the Contract SetID field or the PO ID field for you to further refine the line group item search.

After you define search criteria, click the Search button. The system displays the Search Results grid with line items matching the criteria. To view the Line Group Spending Detail page, click the Display Details button. To access the Event Document Status inquiry page, click the Event ID link.

You can also access either the Contract Document Status Inquiry page or the Purchase Order Document Status Inquiry page by clicking the Document ID link in the Search Results grid. Finally, to access the Supplier Inquiry page, click the Supplier ID link.

Use the Line Group Spend Details page (PO_LN_GRP_SPND_DTL) to view contract line group spend details.

Navigation:

Click the View Contract Line Spend link for the line group on the Line Group Spend Inquiry page.

This page displays quantities and amounts for items that belong to the line group defined in the Line Group ID field. The use of line groups is controlled through PeopleSoft Strategic Sourcing business unit setup.

Field or Control	Description
Event Business Unit	Displays the business unit in which the event was created and awarded.
Event ID	Identifies a specific event that contains line groups.
Round	Displays the awarded event round. You can create multi-round events to negotiate with bidders when you need to make changes to a posted event.
Version	Displays the version of the awarded event. If a new round is created for the event, the system resets the version number to 1. After a new version is created, you cannot delete lines or bid factors because bids to the previous version would include those lines and bid factors.
Document Type	Displays the type of document. Values include Requisition, Purchase Order, RTV, RFQ, Receipt, Work Order, MSR, and Contract.
Document ID	Displays the system identifier and short description for the document.
Line Group ID	Displays the line group to which the line group items belong. A line group is a bundle of items that buyers use in PeopleSoft Sourcing to obtain better pricing for items. The relationship between the item and the contract is maintained through auction award records. Items that belong to this group are listed in the Line Group Items section.
Supplier ID	Displays the supplier who has responded with an offer for items contained in the line group. The system applies the line group price to the requisition or purchase order.
Contract Expire Date	Displays the date on which the contract expires for this line group.
Item ID	Displays the item that is a part of the line group.
Quantity Awarded	Displays the quantity of the item that has been awarded to a supplier.
UOM (unit of measure)	Displays the item's unit of measure.
Quantity Released	Displays the quantity of the item that has been released to the supplier.
Quantity Remaining	Displays the quantity of the item that is remaining for release.

Amounts Tab

Select the Amounts tab.

You use this page to view amounts for line group items. Amount values include the amount, amount released, and maximum line amount.

Viewing Contract-Related Purchase Order Line Information

Pages Used to View Contract-Related Purchase Order Line Information

Review Contracts by PO (Purchase Order) Page

List of Purchase Orders

Line Group Spend Inquiry - Find Line Group Items Page

Line Group Spend Details Page

Amounts Tab