Purchase Order Approval Report
Purchase Order Menu -> P.O. Approval
Menu -> Purchase Order Approval Report
Reports Menu -> Automatic
Reporting -> Function RSPO09 -> runs Purchase
Order Approval Report
This menu option is only available when the 'Enable P.O.
Approval' feature is activated in the Company Inventory Parameters.
This report lists PO Approval requests including pending to
approved, in PO number order or by Vendor number order, filtered by
date, Vendor, P.O.#, Purchasing Agent, Division, Approval Status,
Requesting Purchaser and Approver.
The output to PDF or spreadsheet includes the Vendor# and Name,
P.O.#, Purchasing Agent Code and Name, Date, Division, Clerk, P.O.
Total, Requesteing Purchaser, Approver and current Approval
Status.
This report can also be run automatically with the output
emailed to staff by setting up RSPO09 with the relevant filters and
email addresses in the Automatic
Reporting.
The prompts are:
-
- OPEN ONLY
- Check this box to include only Purchase Orders that have not
been filled and closed.
Uncheck this box to include all Purchase Orders in the selection
range.
Note: Any Purchase Orders that have
been cancelled are not reflected in this report as opened or as
closed.
A cancelled P.O. is not included in the Rebuild Quantity on Purchase Order calculation
either.
FROM DATE
- Accept the default starting date or enter a preferred starting
date for the report.
- TO DATE
- Accept today's date or enter an ending date for the
report.
FROM VENDOR#
- Leave this field blank for all vendors or enter a starting
vendor number or select one from the Vendor
Search window.
- TO VENDOR#
- Leave this field blank for all vendors or enter an ending
vendor number or select one from the window.
FROM P.O.#
- Leave this field blank for all P.O.'s or enter a starting P.O.
number for the list.
- TO P.O.#
- Leave this field blank for all P.O.'s or enter an ending P.O.
number for the list.
ALL AGENTS
- Check this box for all Purchasing Agent Codes.
Uncheck this box to select a specific Agent Code.
- AGENT
- Enter a Purchasing Agent Code or select one from the drop-down
list as setup in Purchasing Agents.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
SORT ORDER
- Select one of the following sorting options:
- Select Vendor# to print the Purchase Orders by
supplier.
- Select P.O.# to print the Purchase Order list
sequentially by P.O. document number.
APPROVAL STATUS
- Select one of the following P.O. Status options for the report
output:
- Select 'Draft' to only print Purchase Orders in the
range that are currently being created, or have been saved but have
a zero dollar total, or the user Cancelled out of the details
screen regardless of the amount.
- Select Pending' to only print Purchase Orders in the
range requiring Approval that have not yet been approved in the
Purchase Order Approvals utility.
- Select 'Approved' to only print Purchase Orders in the
range that are under the Purchase Agent's limit or have already
been approved in the Purchase Order
Approvals utility.
- Select 'Rejected' to only print Purchase Orders in the
range requiring Approval that have been rejected in the Purchase Order Approvals utility.
- Select 'All' to print Purchase Orders in the range for
all Statuses.
REQUESTER
- Leave this field blank to include P.O.'s from all Requesterin
Purchasers, or to narrow the output select a single Requester from
the Operator Name Search window.
APPROVER
- Leave this field blank to include P.O.'s from all Approvers, or
to narrow the output select a single Approver from the Operator Name Search window.
PRINT APPROVAL NOTES
- Check this box to print the P.O. Approval
Notes logged by the Requester in the Purchase Order and by the in the Approver in the
Purchase Order Approvals. utility.
Note: Approval Notes are not printed on the spreadsheet output.
Uncheck this box to suppress the P.O. Approval Notes on the
output.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to generate the report, or CANCEL to
abort.
Topic Keyword: RSPO09 (7089)