Purchase Order report

1. Go to Purchasing>P/O Payment Schedule
2. On the Report tab, choose the date range for which you want to pull data in the Starting Date and the Ending Dates.
3. Click the Header Criteria tab.

   

4. In the Display Columns panel. select the check box beside at least 1 columns. Keep an eye on the Total Length listed at the bottom of the list; this value should not exceed 132, or data will get cut off in the report.
5. Click Save As.

   Type a name for the report, and then click OK.

6. 

To clear the report data, click New.

You can run this report any time by selecting it from the Report box, specifying a date range, and then clicking Run.

1. Go to Purchasing>Purchase Order Report

   

2. In the Report box, click and choose the report you want to run.
3. On the Report tab, choose the date range for which you want to pull data in the Starting Date and the Ending Date.
4. Select any other applicable
   • Filter Criteria
   • Header Criteria
   • Detail Criteria
5. Click Run.
6. On the Print Document pop-up that appears, you may choose to Print, View, Send, or Save the document, depending on your needs.

   

• Branch: The branch in which the Purchase Orders were made. To include all branches, leave this box blank; otherwise choose the branch on which you want to report.
• Vendor: The vendor with whom the PO was placed.
• Starting Date: (required) Date of the earliest P/O you want to include. MM/DD/YYYY
• Ending Date: (required) Date of the latest you want to include. MM/DD/YYYY
• Summary or Detail: Summary includes only high level information, including date and total; Detail adds items ordered and subtotals. If you choose Detail, then a Detail tab will appear allowing you to choose the specific details that you want to include.
• Sort by: The order in which the data will appear in the report, by Branch, Vendor, PO Number, PO Date, Buyer, Ship Via, Terms, Request Date, and Warehouse.
• Buyer, Terms, Ship Via, and Warehouse: You may include one or more of any of these filter criteria. In the applicable box, click Add, and then specify the value; For example, to create a report on Overnight shipping only, go to the Ship Via panel, choose Equal To, and then click Add Warehouse. Click the and choose Overnight.

  

• Order Status Selection: Select which purchase order statuses to include or exclude. To specifically include a status, select the check box and choose the operator Equal To. To exclude a status, select the check box and choose the operator Not Equal To.
• Buyer, Terms, Ship Via, and Warehouse: You may include one or more of any of these filter criteria. In the applicable box, click Add, and then specify the value.
• Display Columns: (required) Select the check boxes beside each purchase order property you want to view in the report. These properties will appear in columns.
• Abbreviations

  • Ord#-Rcv - Order Number Received

  • PO Date - Purchase Order Date

  • Vendor - Vendor

  • Branch -Branch

  • Wh - Warehouse

  • Reference - Reference Name

  • Buyer - Buyer Initials

  • Schedule - Schedule

  • S-Via - Ship Via

  • Terms - Payment Terms

  • Last-Printed - Last PO Printed

  • Last-Sent - Last PO Sent

  • DS Ord# - Drop-Ship Order Number

  • EstPayDt - Estimated Payment Date

  • Open Val - Open PO Value

  • Rcv Val - Received PO Value

  • Orig Val - Original PO Value

If you have chosen a Detail report on the Report tab, then an additional Detail tab appears, enabling you to select which detail you want to include in the report.

• Line Detail: Select whether you want to include Complete purchase orders, Incomplete purchase orders, or both.
• Product Line, Price Group, Vendor, and Buy Line: You may include one or more of any of these filter criteria. In the applicable box, click Add, and then specify the value.
• Display Columns: (required) Select the check boxes beside each purchase order detailed property you want to view in the report. These properties will appear in columns.
  • Abbreviations

    • Product - product reference code
    • Description - product description
    • UM - unit of measure
    • Qty-Ord - quantity ordered
    • Qty-Rcv - quantity received
    • Qty-Due - quantity due
    • Unit Price - unit price
    • Discount - discount amount
    • Unit Net - unit net cost
    • Extension - delivery extension

1. Go to Purchasing>Purchase Order Report
2. In the Report box, click and choose the report you want to run.
3. Click Delete.
4. On the confirmation message that appears, click OK.