Reports: Purchase Order Line Details (Receipt & Invoice Details)

PURCHASE ORDER LINE DETAILS WITH RECEIPT AND INVOICE DETAILS

The Purchase Order Line Details with Receipt and Invoice Details Report allows you to view
and track purchase order lines through the life cycle of Issue to Receipt to Invoice Payment.
The following components displayed on the report will assist you with tracking and reconciling
purchases:
 Purchase Order Number and Status
 Supplier Name
 Purchase Order Line Amount
 Receipt Information
 Invoice Number, Amount, Status
 Payment Status

Follow the steps below to view this report:

1. Search for and select UMC RPT SC Purchase Order Line Details with Receipts and
Invoice Details.

2. In the Organization field, enter the grant number or cost center. Complete other fields if
needed, such as purchase order or date fields, to filter the report results.
3. Click OK.

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Job Aid – v. 2020R2 (Last revised 11/03/2020)
*Subject to Change depending on UMMC modified Business Processes
Reports: Purchase Order Line Details (Receipt & Invoice Details)
PURCHASE ORDER LINE DETAILS WITH RECEIPT AND INVOICE DETAILS
The resulting report displays the purchase order lines, along with the associated receipt and
invoice information, for the cost center(s), grant(s), etc. that you selected.
4. To export the report to Excel, click the export icon
5. To view a purchase order, click the PO number hyperlink.
6. To view an invoice, click on the Supplier Invoice hyperlink.

7. If an invoice has not been approved for payment, an analytic indicator will display in the
Supplier Invoice Status column.

Page | 2
Job Aid – v. 2020R2 (Last revised 11/03/2020)
*Subject to Change depending on UMMC modified Business Processes