The Open P/Os Report lets you see open purchase orders, including bids, for one or more branches that were either written during a specified time period or whose products are expected to arrive during a specified time period. The report also includes directs for the ship from customers of each pay to customer includes in the report.
The Open P/Os Report does not provide a line item detail option. It is only a summary report. It does display grand totals, however, for the time frames indicated. You can view detailed information on any of the purchase orders included in the report by using the View hot key from the Hold file.
Note: If you have Lot Billing Items that are open, those totals are included on this report.
To run the Open P/Os report:
From the Purchase > Reports, select Open P/Os, to display the Open P/Os window.
In the Branch/Territory field, enter the branch or territory to include on the report. Type ALL to include all branches or territories.
In the Start Date and End Date field, enter the date range to include on the report. Enter a calendar date or a variable date.
In the Sort by field, indicate how to sort the purchase orders listed on the report. Press F10 to change the sort order to Vendor, Order #, Date, or Writer.
Note: If you select Date, the system uses the date in the Order/Ship Date field.
In the Vendor field, enter a vendor ID to include only the purchase orders for that vendor on the report. If left blank, the report includes open purchase orders for all vendors.
In the Writer field, enter a writer ID to include only the purchase order for that writer on the report. If left blank, the report includes open purchase orders for all writers.
In the Order/Ship Date area, select which date on the purchase order you want to use when selecting purchase orders to include on the report.
Order Date - Displays open purchase orders that were written during the designated time period.
Ship Date - Displays open purchase orders that are expected to arrive during the designated time period.
In the Bids area, select whether to include open purchase order bids.
In the Work Orders area, select whether to include open purchase order work orders.
In the Debits area, select whether to include open purchase order debits.
Note: Any direct orders are marked with a D on the report results.
See Also: