BI CVW Purchase Orders – Overview

Purpose:

This view provides a comprehensive record of purchase orders (POs), including details about the vendor, items, quantities, amounts, and the status of the orders. It helps purchasing, accounting, and management teams track orders, payments, and inventory flow efficiently. *** add info about API *****

What’s Included:

• Purchase Order Info:
  

  • PO Number, sequence, and store.

  • PO Date and estimated ship date.

  • Invoice Number, Invoice Date, and Posted Date.

  • Total Amount and Reference Number.

  • Status of the PO (Open, Partial, Closed, Posted, Voided, Pending, SubRental, Credit, Rejected, Unknown).
    
    

• Vendor & Payment Info:
  

  • Vendor name.

  • Payment method.
    
    

• Ordered By:
  

  • Operator name and employee group who placed the order.
    
    

• Item Details:
  

  • Item Number, Name, Part Number, Key, and line number.

  • Quantity Ordered vs. Quantity Received.

  • Price per unit and Extended Price.

  • Expense allocation and GL Account info.

  • Line-specific comments.
    
    

• Additional Info:
  

  • Ship method.

  • Notes related to the PO.

  • Flags for Rejected Invoice or Invoice Received.

  • Posted and Credit indicators.
    
    

How It Works:

• Calculates the PO Status based on multiple fields (Status, Posted, Credit, SubRental, RejectedInvoice).

• Provides a detailed line-by-line view for each PO, showing quantities and financial details.
  
  

Uses:

• Track all active and historical POs for auditing and reporting.

• Monitor vendor performance and order fulfillment.

• Reconcile invoice and payment status.

• Analyze order trends by store, vendor, or item.

POR Tables

• PurchaseOrder PO

• PurchaseOrderDetail 

• VendorFile 

• CurrencyExchange 

• PurchaseOrderRejectedReasons 

• ItemFile 

• OperatorId 

• PurchaseOrderPaymentMethods