PO Open Purchase Order Report window

PurchaseOrderCS > Purchase Order > Reporting menu > PO Open Purchase Order Report window

Use this report to view details of your open purchase orders, including those received and invoiced. Purchase orders remain in the open file until they are completed in the PO Receive Items window or removed from the system. This report offers several options to sort and/or filter its contents.

Report Type

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

• Detailed: this option prints an expanded view of each purchase order including all detail information.

• Single Line: this option prints a condensed view of each purchase order and omits the detail information.

Sort By

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

• PO Number: this option sorts the report content by PO Number only.

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

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

• UDFs: this option sorts the report content by the selected UDF and then by PO Number.

Show Vendor Totals

This check box is only enabled if you selected the single-line report type and you chose to sort the report by the vendor number. Select this check box to print the totals for each vendor. If a vendor only has one purchase order in the batch, the totals will not appear since there is only one amount for the vendor.

Start and End: Stock #/GL Acct, Job Number, PO Number, Vendor Number, PO Date

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.

(Accounting 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.

PO Date/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 custom dates. For more information on the date range options available, see Working with Date Ranges.

Status

This section of the window contains options from which you can choose which purchase orders appear in the report based on their status. You can select multiple options in this section, but you must choose at least one in order to print this report.

All

Select this check box to include all purchase orders regardless of their current status. Once selected, all other check boxes are checked and disabled. The default setting is checked.

Paid Out

Select this check box to include purchase orders that are paid out.

Fully Rec Not Invoiced

Select this check box to include purchase orders that are fully received, but not yet invoiced.

Partially Rec Not Invoiced

Select this check box to include purchase orders that are partially received and not yet invoiced.

Fully Rec And Invoiced

Select this check box to include purchase orders that are fully received and invoiced.

Partially Rec And Invoiced

Select this check box to include purchase orders that are partially received and invoiced.