Purchase ➔ Reports ➔ Purchase order
You can generate reports on all purchase orders that you have created and processed.
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Type or select a warehouse or a range of warehouses to display the purchase orders from the selected warehouse(s). By default, the All check box is selected to display purchase orders from all warehouses.
Type or select a date or a range of purchase order dates to display the purchase orders created on the selected range of dates. Alternatively, select the All check box to display purchase orders created on any date. By default, a range of 14 days from the current date is displayed.
Note: Typing or selecting only the start date will display purchase orders created on the selected order date and later dates. Typing or selecting only the end date will display purchase orders created on the selected order date and earlier dates.
Type or select a date or a range of purchase order fulfillment dates to display the purchase orders that have the selected fulfillment date(s). By default, the All check box is selected to display the purchase orders with any fulfillment date.
Note: Typing or selecting only the start date will display purchase orders with the selected order date and later dates. Typing or selecting only the end date will display purchase orders with the selected order date and earlier dates.
Type or select a supplier to display the purchase order(s) to the selected supplier.
Select Purchase units to display the quantity of purchase orders by purchase units. Select Sales units to display the quantity of purchase orders by sales units.
Select Warehouse, Supplier, or PO date to group the purchase orders by the respective options. Select None if you do not want to group the purchase orders.
Select the Authorized, Not Authorized, Open, and/or Completed check boxes to display purchase orders with the selected statuses.
Note: This section is available when you have clicked Advanced.
Select a purchase order to display the selected purchase order. By default, the All check box is selected to display all purchase orders.
Type or select a selection code or a range of selection codes to display the purchase orders linked to the selected selection code(s). By default, the All check box is selected to display the purchase orders linked to all selection codes.
Type or select an item group or a range of item groups to display the purchase orders with items from the selected item group(s). By default, the All check box is selected to display the purchase orders with items from all the item groups.
Type or select an item code or a range of item codes to display the blanket purchase orders with the selected item(s). By default, the All check box is selected to display the purchase orders with all items.
Select the specific assortment(s) to display purchase orders with items linked to the selected assortment(s).
Note: The Assortment boxes displayed depend on the number of assortments defined at Order ? Items ? Assortments or System ? General ? Settings, under Item data settings. For example, if three assortments are defined, three Assortment boxes will be displayed.
Select the ID of the person to display purchase orders with items of which the person is the planner. This planner can be defined by selecting the respective item at Purchase ? Items ? Maintain and clicking Open. In the Items screen under the Inventory tab, select a warehouse under the Warehouses section. and then click Edit. In the Items per warehouse screen in the Sales section, you can define the planner at Planner.
Select this check box to display the purchase orders in both the default and foreign currencies.
Type or select the currency to display the purchase order(s) that is using the selected currency. By default, the All check box is selected to display the purchase orders with any currencies.
Select one of the following options:
Type or select the date of exchange rate to convert the amounts in the report based on the exchange rate on the selected date.
Note: This field is enabled only if you have selected Historical at Exchange rate.
Click this to generate the report based on the defined criteria. For more information, see Purchase order report.
Click Simple to hide the additional criteria available. Click Advanced to display the additional criteria.
Click this to exit.