PO Expected Late Items Report window

PurchaseOrderCS > Purchase Order > Reporting menu > PO Expected Late Items Report window

Use this report to view ordered items that have not been received and are either expected to arrive by a certain date, or are past the expected receiving date.

Report Type

Use this drop-down list to select the type of report you want to print. Your choices are as follows:

• Expected: this option prints the report showing all items that have been ordered, but not yet received.

• Late: this option prints the report showing all items that have been ordered, but their expected date has passed and they have not yet been received.

Sort By

Use this drop-down list to select how you want to sort the contents of the report. Your options are as follows:

• Expected Date: this option sorts the report content by Expected Date, then by PO Number, and then by Line.

• Item Type: this option sorts the report content by Item Type, then by Expected Date, followed by PO Number and Line.

• PO Number: this option sorts the report content by PO Number and then by Line.

• Expected Quantity: this option sorts the report content by Expected Quantity and then by Expected Date, followed by PO Number and Line.

• UDFs: this option sorts the report content by the selected UDF and then by Expected Date, followed by PO Number and Line.

Group by item

Select this check box to group the report content by line-item type. For example, if you choose to include all line types, then the inventory items are listed together and the direct expenses are listed together on the report. This might be beneficial if you want to review all of the line item types together instead of intermixed within the report.

Start and End: Stock #/GL Acct, Job Number, and Location (MLI only)

The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.

(Business product only) The Job Number fields only appear if Purchase Order is integrated to Job Cost. Depending on your integration settings, some of the fields have a Lookup available.

Filters

These fields only appear if at least one user-defined field (UDF) is set up in Module Preferences. Use these drop-down lists to select an available UDF by which to filter the report content.

Expected Date Range

This drop-down can speed up the reporting process by allowing you to select a predefined period of time in which to run the report. You can also enter a custom date range. For more information on the date range options available, see Working with Date Ranges.

Include Line Type(s)

The options in this section of the window determine which items are included in the report. Inventory and General Ledger (for Direct Expense) are only available for selection if they are integrated.

All

Select this check box to include all line types in the report. Once you select this check box, all other check boxes are checked and disabled. The default setting is checked.

Inventory

You can only select this check box if you deselect All. Select this check box to include inventory type line items in the report.

Direct Expense

You can only select this check box if you deselect All. Select this check box to include direct-expense type line items in the report.