Running the Open P/Os Report

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.

To run the Open P/Os Report:

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

  2. In the Br/Tr/All field, enter the branch or territory to include on the report. Type ALL to include all branches or territories.

  3. In the Start Date field, enter the beginning date of the period to include on the report. Enter a calendar date or a variable date. Press F10 to display a calendar from which to select a date.

  4. In the End Date field, enter the ending date of the period to include on the report. Enter a calendar date or a variable date. Press F10 to display a calendar from which to select a date.

  5. In the Order/Ship Date field, indicate which date on the purchase order you want to use when selecting purchase orders to include on the report. Press F10 and select one of the following:

  6. Order Date – Displays open purchase orders that were written during the designated time period.

  7. Ship Date – Displays open purchase orders that are expected to arrive during the designated time period.

  1. 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.

  1. 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.

  2. 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.

  3. In the Bids field, indicate whether to include open purchase order bids. Press F10 and select one of the following:

  4. Include – Lists open purchase order bids along with regular purchase orders.

  5. Exclude – Does not list any open purchase order bids.

  6. Only – Prints the report with open purchase order bids only.

  1. In the Work Orders field, indicate whether to include open purchase order work orders. Press F10 and select one of the following:

  2. Include – Lists open purchase order work orders along with regular purchase orders.

  3. Exclude – Does not list any open purchase order work orders.

  4. Only – Prints the report with open purchase order work orders only.

  1. In the Debits field, indicate whether to include open purchase order debits. Press F10 and select one of the following:

  2. Include – Lists open purchase order debits along with regular purchase orders.

  3. Exclude – Does not list any open purchase order debits.

  4. Only – Prints the report with open purchase order debits only.

  1. In the Currency field, press F10 and select the currency in which you want to run the report.

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

  3. Press Esc to return to the main menu.

See Also:

Purchasing Reports Overview