PO Activity Summary in NUFinancials

This Job Aid shows a User how to determine an open amount or remaining balance on a Purchase Order.

Determine the balance remaining on a Purchase Order using PO Activity Summary 

Navigation: Purchasing > Purchase Orders > Review PO Information > Activity Summary

1. Enter the Purchase Order (PUR)
2. Click Search.

Receipt tab

The Open Amount indicates the amount of the PO which has not been received.

Invoice tab

The Amount Invoiced is the amount that has been vouchered.

Matched tab

The Amount Matched should equal the Amount Invoiced and the Amount Received.

If the amounts match, the Open Amount displayed on the Receipt tab is correct.

If the amounts do not match, do a comparison:

1. If the Amount Received is greater than the Amount Matched, an invoice has not been entered.
2. If the Amount Received is less than the Amount Invoiced, a receipt is needed.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.