PO Activity Types

Horizon records the activities that are performed on your purchase orders, including order, claim, cancel, receipt, invoice, and voucher activities. Horizon also records activities that “undo” activities. This record provides you with a detailed audit trail of changes made to your orders that you can refer to as necessary.

For each activity, Horizon gives a description of the activity, the activity type, date, and transaction amount (if applicable). You can review these activities for each line from the PO window in the PO Line Item History window. (For information, see “Reviewing History for a PO Line Item” in the “Purchase Orders” chapter of the Acquisitions Guide.)

The activities that Horizon tracks are defined in the software as PO activity types. You cannot add or delete activity types, but you can change an activity type’s description and the number of days the activity is stored in your database.

PO activity types do not track budget transactions. (For information about tracking budget transactions, see Activating Budget Tracking.)

For activities that generate a printed form, you can also specify whether or not a message is printed for the transaction, and the text of the message. The activities that generate a printed form are: Cancelled, Credit Order, Voucher, and all claim activity types.

For the most part, the PO activity types are self-explanatory. Here are the exceptions with explanations:

cancel (Cancelled). Horizon records this activity when you cancel a line that has not been received and for which funds have not been expended.
retrn (Returned). Horizon records this activity when you cancel a line that has been received but for which funds have not been expended.
refund (Refund). Horizon records this activity when you cancel a line for which funds have been expended, regardless of whether the line has been received.

To edit a PO activity type

1 Start the PO Activity Type Table Edit process.

The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.

Horizon opens the Table Editor and displays the List PO Activity Type window.

2 Highlight the activity type you want to edit and click Edit to display the Edit PO Activity Type window.

3 If you want to change the description of the activity, enter a new description in the Description field.
4 Mark the Print? box if you want to print the message in the Printed Text field on the form that is generated for the activity type (if any).

This field does not apply if the activity type does not generate a printed form.

5 Enter the message you want to print on the form for this activity type, if applicable. A default message is provided, but you can change it.

This field does not apply if the activity type does not generate a printed form.

6 Save your changes.
7 Repeat steps 2–6 for each additional activity type you want to edit.

 


© 1998-2017 Sirsi Corporation