How to Find Open Purchase Orders in 49er Mart?

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How to Find Open Purchase Orders in 49er Mart

Lesson Objective: Review Purchase Orders (POs) that are not Fully Matched (i.e., Settlement Status is ‘Partially Matched’ or ‘No Matches’) and need to be received, invoiced, or closed by the purchasing agent. 

Finding Open Purchase Orders with 49er Mart Order Search

  1. Click on Orders → Search → All Orders → Managed Searches.
  2. Click on My Searches → Manage Searches
  3. In the Shared folder, click on Campus Search Templates
  4. Click on POs Not Fully Matched report
  5. On the report, adjust the following filter

  6. a. Prepared By

    b. Click the add filter icon.

    c. Check the box next to your name.

    d. Click Save.

    Review Open Purchase Order Details

  7. Review the PO details, including invoices and receipts, by right-clicking on the PO Number and selecting Open link in a new tab or Open link in a new window.

  8. Complete receipts as needed and follow up with your Purchasing Agent or Accounts Payable or contact the ITS Service Desk for help reconciling any items. Do not request invoices directly from suppliers. Forward any invoices received from a vendor to Accounts Payable at ImageNowAP@charlotte.edu.

    To close the PO, email your Purchasing Agent or purchasing@charlotte.edu. Include the PO#, Vendor name, and Remaining Balance in your request.

    If you are unsure who your Purchasing Agent is:

    Refer to the PR Approvals tab for the PO; if the order needed Purchasing Agent Approval, the tab will show their name, or

    Check the purchasing agent departmental listing on the Purchasing website.

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