How To: Use Purchase Order Report

How To: Use Purchase Order Report

This report is helpful to view all the purchase orders made on a single screen and provides access to detailed information regarding them. 

 

It can be accessed by going to: 

 

Reports > Purchase Management > Purchase Order Report 

 

After reaching here, the following screen will be visible: 

 

 

 

Here, we can see different columns associated with the purchase orders which we made before. We have the columns related to Request No, Vendor, Purchase Order #, Payment Terms, Purchase Order Date, Delivered Date, PO Status. 

 

Request No is generated if we raise a purchase requisition request first. That request no is added while making a purchase order. Here, the Request No is empty for many fields which shows that Purchase Order was made directly by the authorised users. 

Vendor field shows the information regarding the Vendor to whom this Purchase Order has been made. 
Purchase Order # is generated while making a purchase order. 
Payment Terms is the condition of making the payment to the Vendor. 
Purchase Order Date is the date of making the purchase order. 
Delivered Date represents the required date of delivery of the goods whose request is made through the Purchase Order. 
PO Status shows whether the Purchase Order is pending, or it has been completed. 

 

 

You can see here the coloured boxes in the above blue rectangle. These give us the option of saving as Report or Widget, Exporting the data as PDF or Excel File, Refreshing the data to reflect any new additions and Grid Settings to tailor the information grid according to our requirements by making changes to it. 

 

We can increase the per page records that will be shown by clicking on Showing Records Dropdown which can be seen within the Yellow Rectangle in the above image. 

 

Here, we can see a drop down in the blue oval shape above where “Default View” is written. This means that the Purchase Orders Section Grid which is shown below is the default view which has been provided. We can also create our own custom view by clicking on the “+” Button on the right of “Default”. 

 

We can set Filters in the various fields above by typing in the Text Box in the Grid which is just below the respective Column Headings. We can set Multiple Filters. . For some columns like “Vendor”, “Request No”, “Payment Terms” we will see the following screen:

 

Here we can choose the required option. For vendor we will see the following dropdown for the filter. 

 

 

In this, suppose we want to see “Acme” as an “Vendor”, so we will choose “Acme” from this dropdown. When we click on “Apply”, the filter will be set. After adding the Filters, we will see the following screen: 

 

 

 

 

Here we can see that this Filter has been set and in the grid the Purchase Orders related to Acme as a vendor are being shown which is visible by the blue rectangle. 

 

We can remove the filters through the “Clear Filter” Option shown in the green rectangle. 

 

This is how we can use the Purchase Order Report. 



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