Consolidated Purchase Order Report

This report displays purchase order data for all submitted vendor orders for one or more vendors, from multiple locations. This report can be used both for reporting purposes and to submit PO’s from multiple locations to each vendor in a single document or file. (In this instance, the "VO Mode" for these vendors = 'Phone', and this report/file is submitted AS the purchase order.)

The data displayed in this report will be grouped by Purchase Order. Each order will have a header line containing information specific to that order. Within each order, product details will be displayed. Orders will be listed by Location and, within each location, in numeric order by Order Number.

Transactions Included: Unreconciled Vendor Orders

Report Controls

Hierarchy: Select the desired hierarchy level from the drop-down

Period: Current Month, Current Post, Current Week, Day, Period (limited to 31 days), Post

Funnel (Filters): Location, Account #, Vendor, Order #, Order Date, Expected Delivery Date, Value, Vendor Product Number, Product Number, Product Name, Vendor Units, Order Quantity, Price, Extended Value

Printer (Export): PDF, Excel, CSV formats

-><-, <-->: Click to minimize/maximize the report header

Order Header Details:

Location – The location that created the order.
Account # – From the Vendor Details screen.
Vendor – The vendor for which the order was created.
Order # – The system-generated transaction number.
Order Date – The date the order was submitted.
Expected Delivery Date – The date the order was expected to arrive; entered upon order creation.
Value - Sum of the "Extended Value" fields for all products on the order.

Report Columns (Product Rows):

Click any column header to sort by the data in that column.

Vendor Product Number – From the product's bid sheet in Bid Master.
Product Number, Product Name – The number and name of the product being ordered.
Vendor Units – From the product's bid sheet in Bid Master.
Order Quantity – The quantity ordered, in vendor units.
Price (per Vendor Unit) – The vendor's bid/contract price.
Extended Value = [ Order Quantity x Price ]