Purchase Order Summary screen

Use the Purchase Order Summary screen to create a report of detailed purchase order information. You can print or save this report.

For more information on running this report, see Run and Print Reports.

Note: For itemized purchase orders, the remaining balance is calculated as follows:

Balance = (purchase order quantity * purchase order unit price) – (invoice quantity * invoice unit price)

Note:

To open the Purchase Order Summary screen, go to Vendors > Reports > Purchase Orders > Purchase Order Summary.

You can control the output of the Purchase Order Summary report by entering details in one or more of the following fields on the Options tab:
  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, choose the version to use for this report. If you haven't modified the report, this field doesn't appear.
  • Report Through Date - Enter the end date for the report, select the date from a Date Picker, or select to enter a date formula. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.
  • Company - Select one or more companies for the report. If no companies are selected, all companies appear in the report.
  • Profit Center Type - Select one or more profit center types for the report. If no profit center types are selected, all profit center types appear in the report.
  • Profit Center - Select one or more profit centers for the report. If no profit centers are selected, all profit centers appear in the report.
  • Purchase Order - Select one or more purchase orders for the report. If no purchase orders are selected, all purchase orders appear in the report.
  • Vendor - Select one or more vendors for the report. If no vendors are selected, all vendors appear in the report.
  • Distribution Company - Select one or more distribution companies for the report. If no distribution companies are selected, all distribution companies appear in the report.
  • Division - Select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.
  • Profit Center Status - Select the profit center status for the report. Select Both to show both active and inactive profit centers in the report.
  • Profit Center Classification - Select one or more profit center classifications for the report. If no classifications are selected, all classifications appear in the report.
  • Project Manager - Select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.
  • Purchase Order Status - Select a purchase order status for the report. If no purchase order statuses are selected, all purchase order statuses appear in the report.
  • Report - Select Open to show only open purchase orders. Select Completed to show only purchase orders where receiving and invoicing are completed. Select Both to show both open and completed purchase orders.
  • Include Pending Transactions - Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.
  • Sort By - Select how to sort the report. Select Vendor to sort the report by vendors and then by projects. Select Profit Center to sort the report by profit center and then by vendors.