Service Titan Knowledge Base

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)

Business Unit

If the purchase order was created from a job or invoice, this will be the business unit of the job.

PO #

Purchase order number.

Vendor

Purchase order vendor.

How to configure - Vendor (Add, Edit, or Deactivate Vendors): Navigate to Settings> Vendors. Click Add Vendor to add a new vendor. Click the Edit Pencil to edit or deactivate an existing vendor.

Date Created

Purchase order date. This is the date you entered when you created the PO.

Job Date

The most recent start date of the job.

Technician

Technician entered on the purchase order.

(Report columns continued)

Issued By

ServiceTitan user who created the purchase order.

Job #

If the purchase order was created from a job or invoice, this will be the job number. If this is a non-job purchase order, this column will display as Non-job.

Invoice #

If the purchase order was created from a job or invoice, this will be the invoice number. If this is a non-job purchase order, this column will display as Non-job.

Customer

If the purchase order was created from a job or invoice, this will be the Bill To customer name. If this is a non-job purchase order, there will be no customer name.

Amount

Amount of the purchase order.

Description

Purchase order description. This is the description entered in the Summary field when you created the PO.



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.