Generating purchase order reports

1. Click Reports.
2. Click Active Reports.
3. Do one of the following:

  • Expand Custom | Items and click Item Quantity List with On Order view.

  • Expand Custom | Orders and click one of the following:

  • Custom - Match PO Invoice

  • Inv. Info and Purchase Order Estimation

  • Purchase Order List

  • Expand Standard | Orders and click Purchase Order List.

4. Build filters to control what data is included in the report:

  • Field: Select the type of data you want to filter on, e.g., Status.

  • Operator: Select a filter operator, e.g., =.

  • Value: Select an appropriate value, e.g., Released.

Note: The values change depending on the Field you select.

  • AND: Select AND if you only want to the report to contain data where both filters are true.

  • OR: Select OR if want the report to contain data where either of the filters are true.

5. Click Add to add each filter to the report query.
6. Click OK. The report displays.
7. Do the following as required:

  • Click Export to Excel to export the report to Excel;

  • Click Export to PDF to export the report to PDF; or

  • Click Print to print the report.