Purchase Order Listing Report

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Menu: Reports->Purchase Orders Reports->Purchase Order Report

Action: RP_POISS

This report displays/prints a listing of PO items per the criteria entered by the user. It is a helpful tool to review on PO activity, follow-up on outstanding POs and to determine upcoming costs once the orders are received.

The report is always grouped by event with stock orders being listed at the top of the report (when the Stock Order checkbox is checked). The sub-group level is selectable on the criteria form. The first line of report detail includes PO item number, event date, customer, last transaction date, vendor style, size, color, width, vendor code, role, item cost, % paid, confirmation date confirmation number, PO #.

The second line includes the special instructions,date sent via Smart link, qty originally ordered, qty received so far, qty outstanding, receive date, code (* means the po line item is partially received, and a ! means the po line item was forced closed), and finally the store ID that owns the PO item.

The report groups items from the same PO together.

If outstanding cost is selected then the report shows only the cost of un-received line items on stock orders, since a stock order can be partially received. A special order PO item is completely received or un-received so this setting has not effect on them.

This report offers many criteria options to filter the report. It is easy to enter a criteria combination that will result in NO items selected. Please carefully analyze the criteria to achieve the desire results.

Report Selection Criteria

Show Section

Un-Issued or Issued (checkbox)... One of these check-boxes must be selected. The report will list Open (issued) POs or PO items not yet issued as POs Un-Issued).

Group by Section Vendor... Group & sub total by vendor

Category... Group & sub total by category

No Grouping.. Chronological list our POs.

Display Section

Total Cost....When selected the system will display the total original cost of the PO Item irregardless of the outstanding quantity.

OR

Outstanding cost ..When selected the report lists only the costs for Un-Received PO Item quantities. Un-Received Qty * Unit Cost

Filter Criteria

Limit to Category...Limit the list to items from the entered category. A blank field will capture ALL categories.

Limit to vendor...Limit the list to items from the entered vendor. A blank field will capture ALL vendors.

Style Code...Limit the list to items from the entered inventory style code. A blank field will capture ALL styles.

Vendor Style Code...Limit the list to items from the entered vendor style. A blank field will capture ALL items.

Limit to Stores...Available in multi-store installations. Enter store locations and the report will limit to the PO items for members of events where the event was created at the store. When the PO Item is not linked to an event the report will list the PO Item(s) created at those store(s). Multiple stores must be separated by a comma A blank field will capture ALL stores.

Role...Limit the list to items from for customers in events with the entered role. A blank field will capture ALL customer roles.

Show Special Order (checkbox)...Checked, the listing will include customer special order PO items.

Show Stock Order Items (checkbox)...Check, the listing will include PO items for stock.

Show Received items (checkbox)?... Normally, the report will not show received PO items. If this option is checked, the report will include received and un-received PO items.

Date Range Filter

Issued (for issued POs)... Enter the issued date range for POs issued/created.

Event (for issued or un-issued)...Enter the Event date range for special order items issued/created. Special order items for customers not associated with an event will always be listed no matter what event date range is entered.

Received (for issued POs)... Enter the RECEIVED date range for POs issued.

Confirmed Options - available for Issued POs listing

No confirm date... If selected, the report includes items with no confirmed shipping dates entered.

Any confirmed date... If selected, the report includes items with a confirmed shipping date. Items without a confirmed shipping date are excluded.

Confirm date range.. Issued POs with confirmed shipping dates within the date range entered are included. Use an empty lower date to get all confirmed shipping dates.

Be careful with dates. Based on the date filter entries, a date range in one section entered could negate another date range entry in another section. This is the most common mistake when running this report

SmartLink - available for Issued POs listing

All orders...Include all orders, whether or not sent via Smart Link.

Orders not sent via Smart Link...Filter out any orders sent via Smart Link.

Sent.. Only include orders if they were sent via Smart Link within the date range specified.

Buttons

Cancel...Exits the PO Report form and returns to the previous form.

Ok...Processes the report with the entered criteria.