Purchase Order Items Reports section.
To view Purchase Order Items by Vendor, select the "P/O Items by Vendor" option. The following screen will appear:
Tip
A Purchase Order will remain open if at least one of its Line Items is open. Once all Line Items are closed, the Purchase Order will also be closed. To reopen a closed Purchase Order, simply open one of its closed Line Items.
When displaying Purchase Order Items by Vendor, you are presented with the following options:
- Vendor #
Enter the Vendor Number of the Vendor whose Purchase Order Items you want to view.
- All Items
Select to include all Purchase Order Items by Vendor in the display.
- Open Items
Select to include open Purchase Order Items by Vendor in the display.
- Closed Items
Select to include closed Purchase Order Items by Vendor in the display.
- All Sites
Select to display Purchase Order Items by Vendor for all Sites.
- Selected
Specify Site whose Purchase Order Items by Vendor you want to display.
- All Purchasing Agents
Select to display Purchase Order Items by Vendor for all Purchasing Agents.
- Selected
Specify Purchasing Agent whose Purchase Order Items by Vendor you want to display. Users may be designated as Purchasing Agents at the system level.
- All PO #s
Select to display Purchase Order Items by Vendor for all Purchase Order Numbers.
- Selected PO #
Specify Purchase Order Number whose Purchase Order Items by Vendor you want to display.
- P/O Items
Display lists Purchase Order Items by Vendor, using the specified parameters.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- QUERY
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Right-clicking on a Line Item in the Purchase Order list enables you to select from the following menu options:
If the Line Item is closed, the following option will be available:
To view Purchase Order Items by date, select the "P/O Items by Date" option. The following screen will appear:
Tip
A Purchase Order will remain open if at least one of its Line Items is open. Once all Line Items are closed, the Purchase Order will also be closed. To reopen a closed Purchase Order, simply open one of its closed Line Items.
When displaying Purchase Order Items by date, you are presented with the following options:
- Starting Due Date
Purchase Order Items entered on and after this date will be displayed.
- Ending Due Date
Purchase Order Items entered on and before this date will be displayed.
- All Sites
Select to display Purchase Order Items by date for all Sites.
- Selected
Specify Site whose Purchase Order Items by date you want to display.
- All Purchasing Agents
Select to display Purchase Order Items by date for all Purchasing Agents.
- Selected
Specify Purchasing Agent whose Purchase Order Items by date you want to display. Users may be designated as Purchasing Agents at the system level.
- All Items
Select to include all Purchase Order Items by date in the display.
- Open Items
Select to include open Purchase Order Items by date in the display.
- Closed Items
Select to include closed Purchase Order Items by date in the display.
- P/O Items
Display lists Purchase Order Items by date, using the specified parameters.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- QUERY
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Right-clicking on a Line Item in the Purchase Order list enables you to select from the following menu options:
If the Line Item is closed, the following option will be available:
To view Purchase Order Items by Item, select the "P/O Items by Item" option. The following screen will appear:
Tip
A Purchase Order will remain open if at least one of its Line Items is open. Once all Line Items are closed, the Purchase Order will also be closed. To reopen a closed Purchase Order, simply open one of its closed Line Items.
When displaying Purchase Order Items by Item, you are presented with the following options:
- Item Number
Enter the Item Number whose Purchase Order Items you want to view. The browse button located to the right of the field leads to a searchable list of make and buy items.
- UOM
Inventory Unit of Measure.
- All Sites
Select to display Purchase Order Items by Item for all Sites.
- Selected
Specify Site whose Purchase Order Items by Item you want to display.
- All Items
Select to include all Purchase Order Items by Item in the display.
- Open Items
Select to include open Purchase Order Items by Item in the display.
- Closed Items
Select to include closed Purchase Order Items by Item in the display.
- All Purchasing Agents
Select to display Purchase Order Items by Item for all Purchasing Agents.
- Selected
Specify Purchasing Agent whose Purchase Order Items by Item you want to display. Users may be designated as Purchasing Agents at the system level.
- P/O Items
Display lists Purchase Order Items by Item, using the specified parameters.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- QUERY
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Right-clicking on a Line Item in the Purchase Order list enables you to select from the following menu options:
If the Line Item is closed, the following option will be available: