Understanding Purchase Order Tracking

PO tracking enables you to add customer purchase orders to the system with their balances and expiration dates, link assignments with these customer POs, apply the amounts billed against the PO balances, and obtain online tracking information for the PO balances.

In the Assignment component, on the Assignments - Billing page, if the Use PO Tracking check box is not selected, users can enter a customer PO number—for POs that have not been previously added to the system and for which users do not need PO balances to be tracked. In such situations, the PO number is free-form and is passed to the billing plan in PeopleSoft Contracts; from there it is sent to PeopleSoft Billing where it can be used to print on the invoice.

Note:

You can associate an assignment with a PO when you create the assignment.

Although you can capture customer PO information for career assignments, the PO balance tracking feature is only available for temporary assignments.

This section discusses:

• PO tracking numbers.

• PO statuses.

• PO linking.

• PO extensions.

• PO inquiries.

• PO processing.

• PO encumbrances.