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    How to identify purchase orders linked to total commitments by fund

    • Article Type: General
    • Product: Voyager
    • Product Version: 9

    Desired Outcome Goal:
    How to identify purchase orders linked to total commitments by fund

    Procedure:
    1. In Acquisitions, go to File > Search > Purchase Order
    2. To search one ledger/fund for Approved/Sent POs that may be contributing to the commitments, use the following parameters:
    Search by: Ledger Name
    Condition: equal
    Search For: <insert ledger name here>
    Operator: AND

    Search by: Fund Code
    Condition: equal
    Search For: <insert fund code here>
    Operator: AND

    Search by: Status
    Condition: equal
    Search For: Approved/Sent

    3. Repeat Step #2 using same ledger name and fund code; next use Statuses "Complete", "Received Partial", then "Received Complete"
    4. Repeat Steps #1-3 for each ledger name and fund code to determine a complete list of purchase orders that may be involved in commitments

    Category: Acquisitions - Voyager

    Subject: Voyager


    • Article last edited: 8/20/2014
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