Get Po Balance Report

The PO Balance Report is a valuable tool for departments to review open Purchase Orders and reconcile outstanding encumbrances. This guide will provide clear step-by-step instructions on how to conveniently fill out the report online.

Follow the steps to complete the PO Balance Report online.

1. Press the ‘Get Form’ button to download the form and open it in your preferred editing tool.
2. Access the PeopleSoft Financials Application and log in using your credentials.
3. Navigate to the main menu, select BC REPORTS, then Purchasing, and finally the PO Balance option.
4. Enter 'PO_BALANCE' in the Run Control ID field, ensuring there are no spaces or dashes. Use the Add button to create a new control for future reports.
5. Select your parameters by either using the looking glass icon or by typing directly into the fields. At minimum, make sure to enter your Department information.
6. If necessary, specify other filters like Project/Grant codes or PO date ranges, starting from 4/14 of the relevant fiscal year.
7. Select the Run button to process your request.
8. In the Process Scheduler Request, choose PSUNX as the Server Name, then check the box next to PO Balances report and click OK.
9. Return to the criteria screen, click on the Process Monitor link to check the status of your report, which may display as 'Initiated', 'Processing', 'Posting', and eventually 'Success'.
10. Once the status shows success, click on the Details link to view your report.
11. Select the View Log/Trace option to access the report.
12. Locate the bcpor003_252289.PDF file, which will be opened with the Adobe Acrobat application.
13. You can print the report using the File menu, or email it by selecting File, Send, Page by email to keep an electronic copy.
14. Once done, close the Adobe window and return to the PeopleSoft application.

Start filling out your documents online to manage your purchase orders effortlessly.