Setting Up a Suggested P/O Report

Use the Suggest P/O Report to pull data that appears on the Suggested P/O Queue for analysis.

You can change the fields that display on the report. You can also print different summary reports from the information that the Suggested P/O program generates. For example, if one branch has limited storage space, you may want to list items by brand and ascending carrying cost to make sure you order those needed items that have the lowest carrying cost for that branch.

Report Structure

The order in which the items display in the On Report column reflects the order (left to right) that they display on the report. The Not Used column lists available fields that have not been selected to display on the report. The same print options apply to this report as other reports.

To select the fields for the report, use the spacebar to toggle between selecting and placing fields. Use the arrow keys to move the fields between the On Report and Not Used columns and to position them in the sequence you want them to appear on the report.

For example, to select the Purchase Unit field from the Not Used column, use the arrow key to place the cursor on Purchase Unit and press the Spacebar. The Purchase Unit field highlights. Press the Right Arrow key and the field moves to the On Report column. Press the Left Arrow key and the field moves back. You can use the Up Arrow and Down Arrow keys to place the field where you want on the report display.

Running the Report

The following procedure describes how to run the report.

To run the Suggest P/O Report:

From the Purch > Reports, select Suggest P/O to display the Suggest Purchase Order selection screen.
Use the Setup hot key Suggested P/O Print Setup screen.
Select User or Company at the Setup For prompt to indicate whether the print setup applies to the current user or to all users in the company and select the fields to display from the On Report column and the Not Used column.
Set options, if needed, and generate the report.