Purchase Receipt Allocated and Backordered

This report displays detailed information about the items currently on purchase receipts with any status. The report, which is generated for a certain date range, provides you with detailed information on related inventory allocations—that is, information on the linked sales order lines (those that were marked for purchasing and for which the purchase orders were generated)—for each item listed on a receipt. Also, if the Include Backordered Items Received check box is selected on the report form, the report provides information on the lines of sales orders with the Open or Back Order status and on uncompleted transfer orders.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

• Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

  This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

• Start Date: The start date of the date range of the report.
• End Date: The end date of the date range.
  Note:

  Only documents with dates that occur within the specified date range will be included in the report. If Start Date and End Date are not specified, the report includes documents with dates during all financial periods.
• Vendor ID: The vendor, by its ID, specified in the purchase receipts to be included in the report. Select a vendor, or leave the box blank to include items in applicable documents with any vendor specified.
  The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:

  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
• Include Backordered Items Received: A check box that you select to include information on transfer orders that haven't been completed and on the received items that are listed on sales orders with the Open or Back Order status.