Purchase Order Report

The Purchase Order Report will print a report detailing all of the purchase orders during a selected time period.

You can select Purchase Order Report from the reports tab, located in the top of your purchase order display. Select reports>Purchase Order Report.

Once selected, will be able to Group, Sort and have Include options to show on your report.

Beginning Date - This is the beginning date of the report.

Ending Date - This is the ending date of the report.

Grouping:  The report can be grouped by purchase order number, by item, or by General Ledger Account. When grouped by purchase order number, each purchase order with the associated items and information is printed together. When grouped by item, each type of item is grouped together. For example all of the linens will print together.

    * Note:  When grouping by item, the purchase order detail as well as the vendor information will not be printed. when grouped by General Ledger Account, each account will be grouped together such as Resale or Repairs.

Sort Order:  The report can be sorted by Purchase Order number, by status, or by vendor.

    By Purchase Order Number: Sort by the purchase order number.

    By Status: Each purchase order will be printed in status order and then sub-sorted by purchase order number.

    By Vendor Name: The report will be sorted first by the vendor name on the purchase order and then by purchase order number.
 

Options:

    Include Open - Checked includes purchase orders that are open in the report.

    Include Partial Received - Checked includes purchase order that are back ordered (some items have been received) in the report.

    Include Closed -  Checked includes purchase orders that are closed (all items received) in the report.

    Include Posted -  checked includes purchase orders that have been posted to Account Payments.

    Include Pending - Checked includes purchase orders that are pending (not finalized) in the report.

    Include Subrental - Checked includes Subrental purchase orders in the report.

    Include Pending Subrental - Checked includes pending Subrental purchase orders in the report.

    Included Voided -  Checked includes purchase orders that are voided in the report.
 

Store:

    Store to Report  - This option is only valid if you are running the multi-store version. For multi-store systems you can select the store number to report.
 

Printer:

    Select a Printer - This button defines the printer that the report will print to.

    Cancel - This button skips the printing of the purchase order report.

    Generate - This button will display the purchase order report to the screen.

This report grouped by purchase order will look similar to the following report: