Purchase Order Reports

Overview

Track the status of a Purchase Order to see if it is Open, Paid, Closed, Historical, partial or Voided .  The definitions of the Status are as follows:

• Open – All the PO's that have been Sent but no inventory has been received
• Partial - All the PO's that have been Sent and a partial order has been received
• Closed – All the PO's that have been closed
• Voided - All the PO's that have been canceled or deleted
• All - All the PO in the date range with all statuses

Details

Item Description- Description of the Item

PO Number- Purchase Order Number

Venor- Vendor Name

PO Date- Purchase Order Date

PO Status- Purchase Order Status- Approved, Closed, or Under Generation

Unit Ordered- The Number of Units Ordered

Extended Cost- Number of total Cost of Item

Quantity Received- Number of quantity items received

Access 

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view the Status Purchase Order report at venue(s) or store(s) assigned to them.

Overview

Provides reports for inventory reordering and back-orders, and purchase order status by item or vendor. Run this report for a list of partially received purchase orders or those that are pending (never received). If a partially received order will never be filled use the Purchase Order Tracking user interface to cancel or close them.

Details

Item Description - Description of the item

PO number - Purchase Order (PO) number for the item

Vendor - The Vendor that sold the Item

Sent date - The date of when the PO was sent out

Due Date - The date the PO was to be closed at

Quantity Ordered - The amount that was ordered

Extend cost - the Unit cost multiplied by the quantity ordered

QOH - Quantity on hand

Sale in the last 30 days - How many of that unit were sold in the last 30 days.

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view the Back Order Purchase report at venue(s) or store(s) assigned to them.

Overview

This report lists items received through purchase orders with quantity overages (or underages) or price variances. It is useful to monitor effective of the vendor in filling orders accurately or pin pointing potential issues with changes to cost or quantity once items are ordered. 

Details

The Report can be found under the Purchase Order tab of the Report menu and can be run for a specific date and filtered by Venue, Classification or Attribute. The user can select to run it for Cost Variances (Cost of the item received is higher than the Cost of the Item in PO) or by Quantity (Quantity of the item received is greater than quantity in the PO). Should the user want a detailed report, they can do so by selecting the detailed option.

Access:

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view the Price Variance Purchase Order report at venue(s) or store(s) assigned to them.