Reports Menu -> Automatic Reporting -> Function INPH30 -> runs Purchase Order Report
This report lists all outstanding and/or closed Purchase Orders with their dates, for a Vendor
selection and a specified date range.
It can be printed for all Agent Codes, or a single Agent.
It can be printed to a report or output to a spreadsheet in summary
or product detail.
The Purchase Order Report can be setup to be run automatically with the results emailed to staff, by setting up INPH30 with the relevant filters and email addresses in the Automatic Reporting.
Note: The Clerk code that prints on the output reflects the last clerk that updated the P.O.
The prompts are:
Purchase Orders are considered 'Closed' when all products have been received in the Warehouse Receiving even though the A/P invoice may not yet have been entered.
Note: Closing a Warehouse Receipt transaction through the Outstanding Warehouse Receipts utility without invoicing it will not change the status of the P.O. from "Received not Invoiced" as that is still true, and the P.O. will be included in the "Received not Invoiced" category for the 'Purchase Order Status' filter.
To identify and update Purchase Orders that have been received but not yet invoiced and may never need to be invoiced, run the Outstanding Warehouse Receipts report and use the update tool provided.
Uncheck this box to select a specific Agent Code.
Note: The division of each P.O. always prints on the summarized output, but for the detailed report it only prints on the spreadsheet because of space limitations.
When determining which P.O.s to include in the summarized report
the 'Purchase Order Status' of the header is respected.
On the PDF summary the column 'Status' identifies the status of
O-open, R-received (not invoiced), C-closed (received &
invoiced) and X-Cancelled.
Select Detail to print a line for each product ordered on
the P.O. with the product order details including quantities,
costs, and dates.
This is useful when trying to make past cost and quantity purchase
comparisons.
Type and Category information is also output.
In addition the spreadsheet output also includes the P.O.
Instructions, P.O. Terms, Open status, P.O. Reference, Inventory
G/L Account and the clerk code from the P.O.
When determining which P.O.s to include in the detailed report
the selected 'Purchase Order Status' filter checks the
individual product line status.
This means when printing only Open Purchase Orders, if any
product has an outstanding quantity it will be included in the
list, showing the order balance, and the last quantity received
with dates and costs.
On the PDF detail the column 'S' identifies the status of O-open,
R-received (not invoiced), C-closed (received & invoiced) and
X-Cancelled.
Report totals for order quantity, order cost, and order balance are provided.
Select P.O.# to print the Purchase Order list sequentially by P.O. document number.
Select Category to print the Purchase Order details
according to the optional Type and associated Category as entered
on each expanded product detail line of Purchase Orders.
This sort option is only provided with the Detail report or
spreadsheet output.
The Category Types for rental or sale products order
include:
Check this box to print the P.O. header notes on the Summary PDF
report.
Uncheck this box to suppress the P.O. header notes.
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