Purchase Orders Legacy Report

Overview

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.

Who uses this feature

Administrators and managers

How to find this report

Click Reports in the main navigation menu.
On the Reports screen that opens, click Legacy Reports.
In the Search field, search for Purchase Orders.
Click the report name. Then you will be able to set filters and run the report.

Tip: You can also schedule the report by clicking Schedule next to the report name

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.

Note: Data in this report is based on purchase order creation dates.

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:

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. Note This is the PO number generated by ServiceTitan, not the vendor invoice 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. Note: When you create a PO in ServiceTitan, the PO date will default to the current date. However, you may also manually set the PO date.
Job Date	The most recent start date of the job.
Technician	Technician entered on the purchase order. Note: Only the technician entered on the PO will appear on this report, even if the technician assigned to the job is different from the technician entered on the purchase order.

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. Note: This is the original amount of the PO. If you have set a mark-up rate for purchase orders, this report will not display the mark-up amount.
Description	Purchase order description. This is the description entered in the Summary field when you created the PO.