Purchase Order Status Report

Go to Reports --> Custom Reports

The Purchase Order Status Report is a custom report that provides a summary of purchase orders and their current status.

The console provides the ability to download the report data to a flat file on your local file system. This function currently supports the CSV file format, which presents the report data as fields separated by commas (,).

Downloading the Report

Click on the report and the date range, and you can download the whole report in a CSV.

Note: Currently, you can only generate reports for up to 100 days. 

The report includes the following fields:

• PO #: The purchase order number.
• Name: The name associated with the purchase order.
• SKU: The stock-keeping unit or product code.
• Item Description: A brief description of the item being ordered.
• Vendor: The name of the vendor or supplier.
• Vendor Terms: The agreed-upon terms with the vendor.
• PO Date: The date when the purchase order was created.
• Status: The current status of the purchase order (e.g., Sent, Canceled, Closed).
• Last Received Date: The date of the most recently received item from the order.
• Shipping Date: The date when the order was shipped.
• Due Date: The expected delivery or completion date.
• Buyer: The person responsible for managing the purchase order.
• Unit Ordered: The number of units ordered.
• Extd. Cost: The extended cost or total cost of the order.
• Qty. Received: The number of units received so far.
• Invoice No.: The invoice number associated with the order.
• Invoice Date: The date of the invoice.
• Qty. Billed: The number of units billed in the invoice.
• Unit Price (Billed): The unit price mentioned in the invoice.
• Total Amount Billed: The total amount billed in the invoice.
• Qty. Mismatch: Any discrepancy in the quantity received and billed.
• Unit Price Mismatch: Any discrepancy in the unit price received and billed.
• Hold Reason: The reason for holding or delaying the order.

This report helps track the progress and details of purchase orders, ensuring effective management of procurement activities and providing insights into any discrepancies or issues that may arise during the purchasing process.

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