Exact Globe+

Overview of purchase orders per date

Introduction

You can retrieve an overview of purchase orders per date at Purchase/Reports/Date. In this overview you can see quantities ordered, quantities shipped, discounts given, who are the suppliers and other information on a particular date.

Description

You can filter the purchase orders that you want to display. To view the purchase order overview, you can define one or more of the following criteria and click Start. The purchase orders that match the search criteria you have defined are then displayed. A list of options appears if you click the Browse button in the Warehouse box, Supplier box, and other boxes. From the list, select an item and click Select.

Range section

Warehouse

Type or select a warehouse or a range of warehouses to display purchase orders per date belonging to the selected warehouse(s).

Note: This is only available if the E-Warehouse management is in the license.

Purchase order date
Type or select a purchase order date or a range of purchase order dates to display purchase orders with the selected date or within the selected range of dates.

Note: Typing or selecting only the start date will display purchase orders with the selected order date or later dates. Typing or selecting only the end date will display purchase orders with the selected order date or earlier dates.

Fulfillment date
Type or select a fulfillment date or range of fulfillment dates to display sales orders that fall on the selected date or within the selected range of dates.

Note: Typing or selecting only the start date will display purchase orders with the selected fulfillment date or later dates. Typing or selecting only the end date will display purchase orders with the selected fulfillment date or earlier dates.

Supplier
Type or select a supplier or a range of suppliers to display purchase orders with the selected supplier or range of suppliers.

Resource
Type or select a resource or a range of resources in charge of the purchase orders that you want to display.

Item
Type or select an item or a range of items to display purchase orders with the selected item or range of items.

Assortments (Assortment 1, Assortment 2, …)
Select the assortment linked to the item(s) in the purchase orders. Assortments can be defined at System/General/Settings/Item data settings.

Extra section

Group by: Warehouse

Select this check box to display the purchase orders according to the receiving warehouse.

Note: This option is available only if you have E-Warehouse management in the license.

Group by

Select Day, Week, or Month to displays purchase orders with grouping by the selected period.

Authorized
Select Yes, No, or All to display Authorized orders, Not Authorized orders, or All orders respectively.

Details

Select this check box to display purchase orders that fall within each grouping.

After defining the search criteria, click Start to generate the overview of purchase orders per date.

Buttons

Start

Click Start to generate the overview. If you double-click on the date (provided you have selected Day at Group by), a detailed overview of the purchase orders per date will be shown.

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