Running the Overdue Purchase Orders Report

The Overdue P/Os Report lets you see purchase orders, for one or more branches that were expected to arrive during a specified time period, but have not reached the ship-to address.

The Overdue P/Os Report provides line item details on the purchase orders that are overdue.

To run the Overdue P/O report:

  1. From the Purch > Reports menu, select Overdue P/Os, to display the Open P/Os criteria screen.

  2. In the P/Os With Expected Date Before field, enter the date to use to select purchase orders for the report. The expected date would be in the previous week. The default entry is the current date. Enter a calendar date or a variable date. Press F10 to display a calendar from which to select a date.

  3. In the Only Items With Customers Waiting field, indicate whether to list only those items for which customers are waiting.

  4. Y – Lists items that have customers waiting. The system uses the next line on the screen to prompt for the number of days in which the stock is expected.

  5. N –  Lists items that do not have customers waiting. This is the default.

  1. In the Expecting within __ days field, enter the number of days within which the items are expected.

Note: This field is dependent on the Only items With Customers Waiting field. If you select N, this field does not display.

  1. In the Branch/Div field, enter the branch or territory to include on the report. Type ALL to select all branches and territories.

  2. In the Show Customer Commitments (Y/N) field, indicate whether to display information relative to the sales order and the quantities for which the customers are waiting.

  3. Y – Lists items that have customers waiting.

  4. N – Lists items that do not have customers waiting.

  1. In the Show Stand Alone Comments (Y/N) field, indicate whether to display stand alone comments in the report.

  2. Y – Lists all stand alone comments.

  3. N – Does not list stand alone comments. This is the default.

  1. In the Branch Select field, indicate whether to select P/Os for the report based on the pricing branch or the shipping branch. Press F10 to select a branch:

  2. Pricing – Branch from where stock is expected to be priced.

  3. Shipping – Branch where stock is expected to be received.

  1. In the Vendor Select field, indicate whether to select P/Os for the report based on the vendor type. Press F10 to select a vendor type:

  2. Ship From – The vendor from which the order is shipped.

  3. Pay To – The vendor to be paid for the order.

  1. In the Sort by field, indicate how to sort the purchase orders on the report. Press F10 and select an option:

  2. Vendor – The vendor supplying the items.

  3. Writer – The user who entered the purchase order into the system.

  1. In the Sort by Break field, indicate how to separate the purchase order information on the report. Press F10 and select a separation type:

  2. None – Displays the purchase orders on the report sequentially without breaks.

  3. 2 Lines –  Inserts two blank lines between each purchase order.

  4. Page – Prints each purchase order on a separate page.

  1. In the Select Writer field, enter a writer's ID to include only those purchase orders associated with a specific writer. Press F10 to display the list of writers. If left blank, the report includes purchase orders associated with all writers.

  2. In the Select Vendor field, enter the vendor's name to include only those purchase orders associated with a specific vendor. If left blank, the report includes purchase orders associated with all vendors.

  3. In the Directs (Inc/Exc/Only) field, indicate whether to run the report for direct purchase orders. Press F10 to select the option.

  4. Include – Lists all items including direct purchase orders.

  5. Exclude – Lists everything except direct purchase orders.

  6. Only – Lists only direct purchase orders.

  1. In the Debits (Inc/Exc/Only) field, indicate whether to run the report for debits. Press F10 to select the option.

  2. Include – Lists all items including debits.

  3. Exclude – Lists everything except debits.

  4. Only – Lists only debits.

  1. Use the Fax and Fax Setup hot keys, as needed:

Hot Key

Description

Fax

Send the fax using the previously saved settings under the Fax Setup hot key.

Note: The Sort by Break field must be set to Page to enable the fax functionality.

Fax Setup

Displays the Fax Memo screen to set up the fax cover sheet information. The system saves the settings for the next time you fax this report. A "Saved Settings" indicator displays when you view this screen again.

For more information on setting up your fax cover sheet, see Sending Faxes or Designating Fax Recipients.

Note: You must have the Fax System companion product for this functionality to be enabled.

  1. Set options, if needed, and generate the report.

  2. Press Esc to return to the main menu.

See Also:

Purchasing Reports Overview