How to Generate a PO Report

Use the following steps to generate a Purchase Order (PO) Report:

1. Click on the Business tab, click Purchasing, and select PO Report.

2. If applicable, in the PO Number section, enter the From and To dates.

3. If applicable, in the Req Number section, enter the From and To dates.

4. If applicable, in the Vendor Number section, enter the From and To dates.          

5. If applicable, in the G/L Account section, enter the From and To dates.

6. If applicable, enter the Vendor Name and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

7. If applicable, click on the Location drop-down menu to select an option.

8. If applicable, click on the Batch drop-down menu to select an option.

9. If applicable, click on the Buyer drop-down menu to select an option.

10. If applicable, in the PO Status, Type and Miscellaneous section, select one of the three radio buttons in each line. The Any radio button is selected by default in each line.

11. If applicable, click on the calendar icon to enter the Order Date.

12. If applicable, click on the calendar icon to enter the Delivery Date.

13. If applicable, in the PO Year/Period section, enter the From and To dates.

Note: If the As at selection is chosen, the PO Status, Type and Miscellaneous radio buttons become unavailable and the To fields changes to As at.

14. If applicable, in the Report section, select the Summary (selected by default) or Detailed radio button.

Note: If the Detail radio button is selected, the Subtotal On section will become available. Select one of the following radio buttons: None (selected by default), Vendor Number, G/L Account, PO Number, Buyer, or Req Number.

15. Click on the Generate Report button or click on the Clear All button to remove all input information and reset the fields to their default values.

16. To download the report in an Excel, PDF or Word file format select the corresponding option and click the Export button.

Note: All exported file types have the Save (Download) or Print options. 

17. Click on the Back button to return to the Purchase Order Report screen.

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