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UCSC FIS Training Manual

Locating Open Purchase Orders

FPIOPOF, FPIOPOV and FPIOPOB

Purchase Order numbers can be found using three query forms in Banner:

FPIOPOF – Open Purchase Orders By FOAPAL
FPIOPOV – Open Purchase Orders By Vendor
FPIOPOB– Open Purchase Orders By Buyer

An open purchase order is a PO which has not been liquidated by an invoice.
 


 

FPIOPOF
Open Purchase Orders By FOAPAL

  1. In the Go to... field on the Banner Menu Form, type FPIOPOF. Type <return>.
     
  2. You will see the cursor in the INDEX field. <TAB> Next Field to the FUND field and enter your Fund code. To query for Fund codes, type [F9] List.
     
  3. Add any other search limitations such as ORGN, ACCT, PROG, or ACTIVITY by typing <TAB> Next Field to the appropriate field and entering the code.
     
  4. Type [control page down] Next Block.
     
  5. You may scroll through the records by using <up arrow>/<down arrow> up/down arrow keys.
     
  6. If you want to see a summary of all commodities for a particular PO, select View Commodities [FOICOMM] from the Options Menu, or Right-Click View Commodities. The system will go to FOICOMM: View Commodities form.

  7. To return from FOICOMM to FPIOPOF, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit.
     
  8. To enter another query, type [shift F7] Clear Form Rollback or click on the Rollback icon in the toolbar.
     
  9. To exit FPIOPOF and return to the Banner Menu Form, click on the Exit icon or Right Click - Exit.
 

 

 

FPIOPOV
Open Purchase Orders By Vendor

  1. In the Go to... field on the Banner Menu Form, type FPIOPOV. Type <return>.
     
  2. You will see the cursor in the VENDOR Field. Enter vendor code. To query for vendor codes, type [F9] List (see Query Techniques).
  3. <TAB> to the Status buttons. PO STATUS defaults to Open. Change if necessary.

  4. <TAB> to Fiscal Year field. Current Fiscal Year will default.

  5. <TAB> to COA field. Default value X will appear. Do not change this value.

  6. <TAB> to Organization field. LEAVE THIS FIELD BLANK. You currently cannot search for open POs by Organization Code in FPIOPOV. 

  7. Type [control page down] Next Block. Your query results, if any, will appear.
 
NOTE:
 Occasionally, querying a heavily-used vendor (Apple Computer, Fisher Scientific, etc) in FPIOPOV will cause the form to work incorrectly. The following message may appear:

_________

If you encounter this situation in FPIOPOV, do the following:

a. Click OK on the "FRM-40106: No navigable items" window.
b. After the window closes, several buttons will appear on a blank screen. Do not click on any of the buttons.
c. Type [shift F7] Clear Form Rollback or click on the Rollback icon in the toolbar.
d. Re-run your original query per steps 2-7 above.

Typically, re-running FPIOPOV after encountering this error will produce successful query results.


  1. You may scroll through the records by using <up arrow>/<down arrow> up/down arrow keys.

  2. If you want to see the detail for a particular PO, type [F9] List Values, select Query Purchase Order Information [FPIPURR] from the options menu, or Right Click - Query Purchase Order Information. The system will jump to FPIPURR. In FPIPURR, type [control page down] Next Record to view info about the PO.

  3. To return from FPIPURR to FPIOPOV, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit.

  4. If you want to see commodity information from the selected PO, select View Commodities [FOICOMM] from the Options Menu, or Right-Click View Commodities. The system will go to FOICOMM: View Commodities form.

  5. To return from FOICOMM to FPIOPOV, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit.
     
  6. From FPIOPOV, to enter a new query, type [shift F7] Clear Form Rollback or click on the Rollback icon in the toolbar.


    NOTE: The COA value X is not maintained when you rollback after a previous query. You must renter the COA value after every rollback. If you try to query without the COA value X, your query will result in no records returned.

  7. To exit FPIOPOV and return to the Banner Menu Form, click on the Exit icon or Right Click - Exit.
 


 

FPIOPOB
Open Purchase Orders By Buyer and Status

  1. In the Go to... field on the Banner Menu Form, type FPIOPOB. Type <return>.
     
  2. You will see the cursor in the BUYER Field. Enter Buyer code. [F9] List Field Values is available.
     
  3. Type [control page down] Next Block.
     
  4. You may scroll through the records by using <up arrow>/<down arrow> up/down arrow keys or page up/page down, or you may perform a search for a specific PO.
     
  5. If you want to see the detail for a particular PO, type [F9] List Values, select Query Purchase Order Information [FPIPURR] from the options menu, or Right Click - Query Purchase Order Information. The system will jump to FPIPURR. In FPIPURR, type [control page down] Next Record to view info about the PO.

  6. To return from FPIPURR to FPIOPOB, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit.
     
  7. If you want to see commodity information from the selected PO, select View Commodities [FOICOMM] from the Options Menu, or Right-Click View Commodities. The system will go to FOICOMM: View Commodities form.
  8. To return from FOICOMM to FPIOPOB, type [control q] Exit Screen, click on the Exit icon or Right Click - Exit.
     
  9. From FPIOPOB, to enter a new PO query, type [shift F7] Clear Form Rollback or click on the Rollback icon in the toolbar and repeat the above steps.
     
  10. To exit FPIOPOB and return to the Banner Menu Form, click on the Exit icon or Right Click - Exit.

 
 
 


Comments to fisTraining@ucsc.edu | Content rev. 14 February 2008 | Page modified 14 February 2008