Purchase Orders Report

Review and track all purchase orders created from purchase requests in a date range.

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Business Value

• Trace every purchase order (PO) back to its purchase request (PR).
• Track what each vendor must deliver, delivery status and cost per order.
• See pending and received orders for accruals and stock checks.

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Use Cases

• A purchasing officer reviews pending orders and follows up late suppliers.
• A cost controller checks partially received or closed orders for stock and cost control.
• A purchasing manager reviews orders by vendor to see the total ordered from each supplier.

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How It Works

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Running the Report

1. Date Range (From / To): POs created in this period.
2. Status: pick one or more statuses:
   • Pending: PO created but not received yet.
   • Received: PO fully received and closed.
   • Partially Received + Closed: part of the PO was received, then it was closed by hand.
   • Closed: PO closed by hand with nothing received.
3. Details:
   • Detailed: one line for each ordered item.
   • Summarized: one line for each purchase order.
4. File Type: XLS, XLSX, ODS or PDF.

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Summarized View

One line for each purchase order:

• Number: the PO number.
• Description: the source PR number or notes.
• Date: the date the PO was created.
• Vendor: the supplier name.
• Status: Pending, Received, Closed and so on.

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Detailed View

Every purchase order split by item and store.