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PO Summary Report
Use this report to output a summary of all purchase orders and associated outstanding quantities and values. It includes an option to print only orders with an outstanding quantity. There are several parameters associated with this report, providing a variety of options for filtering the output.
Header Details
- Company name, report name and printed date
- Page number
Line Details
For each purchase order, these details print:
- Purchase order number
- Purchase order request date
- Supplier name
- Currency and exchange rate (if foreign currency is in use)
- Expected date
- Unit cost
- Outstanding Quantity
- Outstanding Value
- Ordered Quantity (only if option to Print Full Details is selected)
- Ordered Value (as above)
- Received Quantity (as above)
- Received Value (as above)
The outstanding value for each purchase order is totalled, including the value of all outstanding lines in the order.
Parameters
These parameters are available when you run the report:
From Order Number
Enter the first order number in the range of numbers that you want to include in the report.
To Order Number
Enter the last order number in the range of numbers that you want to include in the report.
From Supplier
Enter the name of the first supplier in the range of suppliers that you want to include in the report.
To Supplier
Enter the name of the last supplier in the range of suppliers you want to include in the report. If you want to report on a single supplier, leave this field blank.
Leaving the From Supplier field empty and entering zzzzzzzzzzzzzzz in this field includes all suppliers in the report.
Currency
Enter the code for the currency that the purchase order is in.
From Delivery Date
Enter the first date in the range of dates by which the order line must be delivered.
To Delivery Date
Enter the last date in the range of dates by which the order line must be delivered.
Leaving the From Delivery Date field empty and entering zzzzzzzzzzzzzzz in this field includes all delivery dates in the report.
From Stock Code
Enter the first stock code in the range of codes to include in the report.
To Stock Code
Enter the last stock code in the range of stock codes to include in the report.
Leave the From Stock Code field empty and enter zzzz in this field to include all stock codes in the report.
From Account Code
Enter the first account code in the range of codes to include in the report.
To Account Code
Enter the last account code in the range of codes to include in the report.
Leave the From Account Code field empty and enter zzzz in this field to include all account codes in the report.
From Analysis Code
Enter the first code in the range of analysis codes that you want to include in the report.
To Analysis Code
Enter the last code in the range of analysis codes that you want to include in the report.
Leaving the From Analysis Code field empty and entering zzzzzz in this field includes all analysis codes in the report.
From Job Code
Enter the first job code in the range of codes to include in the report.
To Job Code
Enter the last job code in the range of codes to include in the report.
Leave the From Job Code field empty and enter zzzz in this field to include all job codes in the report.
From Asset Code
Enter the first asset code in the range of asset codes to include in the report.
To Asset Code
Enter the last asset code in the range of codes to include in the report.
Leave the From Asset Code field empty and enter zzzz in this field to include all asset codes in the report.
Print Outstanding Lines Only?
Select this option to only include outstanding purchase order lines in the report.