Common Elements Used in Purchase Order Tracking

Amount Tolerance

User defined warning limits:

• (Red): Exhausted or expired PO tracking number.

• (Yellow): Below tolerance.

• (Green): Normal tolerance.

Bill To Customer

Customer receiving the billing invoice.

Committed Amount

Amount for the PO tracking number or extension sent to PeopleSoft Billing, before bills have been finalized. When a bill is finalized in PeopleSoft Billing, the amount for that bill is backed out of the Committed Amount field, and is then reflected in the Remaining Amount field.

The committed amount for a PO tracking number includes all extensions.

Customer PO

Enter your customer's PO reference number to relate it to your internal PO tracking number. The customer PO appears on the printed invoice provided by PeopleSoft Billing. The number may differ from one extension to another.

Encumbrance Amount

An estimated amount added to the PO committed amount for estimated taxes on invoices.

Entered By

User ID of the person who created the PO tracking number.

Extension Number

System-generated number in the PO tracking ID for each amount added to the PO tracking ID. PeopleSoft Pay/Bill Management uses the extension to summarize PO activity by the original PO plus extensions.

The system sets the first extension number to zero with Customer as the extension type.

PO Tracking ID

System-generated field to uniquely identify the PO. This is your internal PO number.

Remaining Amount

Total amount for the PO tracking number or extension minus any amounts finalized in billing.

The remaining amount for a PO tracking number includes all extensions.