Oracle PeopleSoft Financials Navigation 9.2: How to Guide ......Oracle PeopleSoft Financials...

Oracle PeopleSoft Financials Navigation 9.2: How to Guide Purchase Order Information Look Up Updated-6/11/2019 by MGB

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Step 1:

Log into PeopleSoft Financials as normal Navigate to Purchase Orders. On your homepage locate “NavBar” on the top and far right of the screen. Then click on and find “Navigator” icon. Click on icon as well.

Step 2:

Navigate to “Purchasing” and select it.


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Step 3:

Navigate to “Purchase Orders” and select it.

Step 4:

Navigate to “Review PO Information” and select it.


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Step 5:

Navigate to “Purchase Orders” and select it.

This will take you to “Purchase Orders” page. The full path is as follows:

NavBar -> Navigator -> Purchasing -> Purchase Orders -> Review PO Information -> Purchase Orders

Step 6:

On “Purchase Order Inquiry” page enter applicable Purchase Order (PO) numbers then click on on “Search” button as in the example.


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Step 7:

Upon “search” completion, “Purchase Order Inquiry” page appears with PO information.

Step 8:

At the bottom of “Purchase Order Inquiry” page find the “Lines” section. In order to get more information about each line, select the icon to the right of line number. This will cause another page to appear, “details for line” page. On this page you see “Receiving Option” and shows wether it is required, optional, or do not retrieve. In addition, you see “Category Code” and “Description” on page.


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Step 9:

At the bottom of “Details for Line” page select “retrun” to go back to the “Purchase Order Inquiry” page.


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Step 10:

Now on “Purchase Order Inquiry” page, click on “Schedule” button at end of line in “lines” section to find out where item will be delivered.

Step 11:

“Schedules” page appears, this is where you will find shipping information to include “Ship To” building code. Click “Distribution/Chartfields” button for building location.


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Step 12:

“Distributions for Schedule” pop-up appears. At end of line under “Chartfields” tab you find actual location.

Oracle PeopleSoft Financials Navigation 9.2: How to Guide ......Oracle PeopleSoft Financials...

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