Commitment Enquiry

What are my total Commitments?

Select e5 Main Menu General LedgerEnquiries

Double-click Account Details Enquiries

You will be presented with the Selection criteria screen. Complete as normal, using it to refine your enquiry.

Report Code Enter COMM here

The report shows the commitments by period, YTD and for the full year

3 Types of Commitments

Requistions (PREQ) Purchase Requisiton

Orders (PORD) Purchase Order

GRNs (PGRN) Goods or Services that have been received

Commitment ProcessRequistions are raised and remain PREQ until they have been authorised

Once a Requisition has been authorised it goes from a PREQ and becomes a PORD

Once the goods have been received and the PORD is updated on the system it becomes a PGRN

Once the Invoice is received by Finance and matched against the PGRN it then becomes a PTRX

Bal Class

PR

PO

GR

AB

Commitment Enquiry

Can I see a listing of Outstanding Orders?

Either Double-click on the amount in the YTD orders in the Account Details Enquiries screen or

Select e5 Main Menu General LedgerEnquiries

Double-click Transactions by Account Code You will be presented with the Selection criteria screen. Use this to refine your enquiry

Balance Class Enter PO here

The report shows the all orders posted and backed out (will have minus in front of it) for the period including any outstanding orders

How do I find my Purchase Order Number?

Select the tab Source Ledger Details

Commitment Enquiry

How do I see the actual Purchase Order?Select the Purchaser order that you want to view from the Transaction Detail List and click on Linked Enquiry. This shows the purchaser order details

How do I see the Purchase Order Lines ?Once you get to the screen above select Summary and this will bring up the Order Summary screen

This shows the Purchase order lines by Value and (if you click on the Quantities) by Quantity

If the Purchase Order has been matched to an invoice – if you click on the Invoice List it will give you details of the Invoice it has been matched to – see an example of a Matched invoice summary below.