Purchase Orders Report GuideLast updated on 03/22/2022
Purpose of the Purchase Orders Report:
This report generates a list of purchase orders. The report includes purchase orders (POs) attached to jobs, and non-job purchase orders. Data is based on purchase order creation dates.
Common uses for this report:
Use this report to view PO number, creation date of the purchase order, schedule date of the job, technician, job number, invoice number, customer, amount of the invoice, and PO description.
How to find this report:
Click Reports > Search Purchase Orders > Click the report name. Then you will be able to set filters and run the report.
Report filters
Technician
Filter by the technician associated with the PO.
Vendor
Filter by vendor.
Business Unit
Filter by business unit of the PO. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a custom date range. Date range corresponds to the PO creation date.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.