How to Generate a PO Receipts Report

PO Receipts Report can be generated based on a specified criteria.

Use the following steps to generate a PO Receipts Report:

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

2. If applicable, in the Summary By section, select one of the following radio buttons: PO # (selected by default), Stock # or Period.

3. If applicable, in the Refine By, PO # section, enter the numbers in the Starts and/or Ends fields or click on the Search icon to search for a PO.

Note: Refer to How to use PO Search for more information on how to use this feature.

4. If applicable, in the Stock # section, enter the numbers in the Starts and/or Ends fields or click on the Search icon to search for Stock.

Note: Refer to How to use Stock Search for more information on how to use this feature.

5. If applicable, in the Period section, enter the year and period in the Starts and/or Ends fields using the drop-down menus.

6. If applicable, in the Receipt Day section, click on the calendar icon to enter the Starts and/or Ends.

7. If applicable, in the Vendor # section, enter the numbers in the Starts and/or Ends fields or click on the Search icon to search for a Vendor.

Note: Refer to How to use Vendor Search for more information on how to use this feature.

8. If applicable, click on the Limit to open P.O.'s with outstanding quantities selection box.

9. 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.

10. 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.

11. Click on the Back button to return to the PO Receipts Report screen.