Problem
A custom report built on the Purchasing Line Items template shows double-counted totals when Transaction Type = All (because POs, Bills, Receipts, Returns all appear) and cannot display Service Location.
Solution
Show PO totals without double counting and display the PO number
Go to Reports in the main navigation menu.
Locate and open your report.
Click Edit Report.
Search for Transaction in the column options.
Select Transaction Number and Transaction Type.
Remove any unnecessary columns as needed.
After selecting columns to add, click Apply. Then rerun the report.
In the Transaction Type filter, select Purchase Orders.
When the report is run, the Transaction Number column now shows the PO number. Totals are also no longer inflated by bills and receipts, because you're only filtering for purchase orders.
Tips for this report:
Set your Date Type/Range intentionally (broad “All” can pull historic duplicates created by returns/receipts/bills).
(Optional) Filter Vendor Name (e.g., “contains Cool Moon”) or Project Number.
To see payments made on a PO, run the same report again with Transaction Type = Bills (and add Transaction Date if available). Export both runs to Excel and reconcile by Project Number or Transaction Number.
Prevent future inflated totals
Never run with Transaction Type = All when you want PO totals; it pulls POs + Bills + Receipts + Returns → duplicates/quadruples.
Create saved views:
“PO Totals” (Transaction Type = Purchase Order)
“PO Payments” (Transaction Type = Bills)
Add Transaction Number to both so you can slice by specific POs.
Get the Service (Customer) Location
This information is not supported in the Purchasing & Inventory → Purchasing line items template.
Workaround:
Use the report drill-down: In the report, click the Job/Project number to open the job; the linked Service Location is shown there.