Purchase Orders (Manage)

Purchase Orders Overview (Manage)

A purchase order (PO) is a legal document that a buyer sends to a seller to request a purchase of products or services. Purchase Order data is sent to Manage from the district enterprise resource planning (ERP) system.

In Manage, users can review Purchase Orders by the following options:

• Fiscal Year.

• Open POs.

• Closed POs.

• All Purchase Orders.

Review Purchase Orders

1. In Manage, select Buckets.

2. Choose the drop-down menu Budget Name and Role Name.

3. Select View Details of the Bucket you would like to review.

4. Select Purchase Orders to review purchase orders with the selected Bucket.

Export Purchase Orders

1. In Manage, select Buckets.

2. Choose the drop-down menu Budget Name and Role Name.

3. Select View Details of the Bucket you would like to review.

4. Select Purchase Orders to review purchase orders with the selected Bucket.

5. Select Export.

The export will be sent to the email address associated with your account. Ensure that support@allovue.com is on your list of approved senders.

View PO

1. In Manage, select Buckets.

2. Choose the drop-down menu Budget Name and Role Name.

3. Select View Details of the Bucket you would like to review.

4. Select Purchase Orders to review purchase orders with the selected Bucket.

5. Select View PO to review individual details.

From the View PO page, you can filter and group transaction data.