Generating purchase order reports

General section

Warehouse, to

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.

PO date, to

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.

Fulfilment date, to

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.

Supplier

Type or select a supplier to display the purchase order(s) to the selected supplier.

Show

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.

Group by

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.

Status section

Status

Select the Authorized, Not Authorized, Open, and/or Completed check boxes to display purchase orders with the selected statuses.

Advanced section

Note: This section is available when you have clicked Advanced.

Purchase order

Select a purchase order to display the selected purchase order. By default, the All check box is selected to display all purchase orders.

Selection code, to

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.

Item section

Note: This section is available when you have clicked Advanced.

Item group, to

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.

Item, to

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.

Assortment 1, 2, 3

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.

Planner section

Note: This section is available when you have clicked Advanced.

Planner

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.

Currency section

Note: This section is available when you have clicked Advanced.

Show: Foreign currency

Select this check box to display the purchase orders in both the default and foreign currencies.

Currency

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.

Exchange rate

Select one of the following options:

• Original – This displays the report based on the exchange rate on the date the purchase order was created.
• Current – This displays the report based on the exchange rate on the current date.
• Historical – This displays the report based on the exchange rate on the selected date.

Date

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.

Display

Click this to generate the report based on the defined criteria. For more information, see Purchase order report.

Simple/Advanced

Click Simple to hide the additional criteria available. Click Advanced to display the additional criteria.

Close

Click this to exit.