If clicked, generates the selected report using the pre-filters entered.

If clicked, opens the Purchasing Order Entry form, which is used to enter a new Purchase Order. Definitions for the tabs and fields are available via the Order Entry page.

If clicked, opens the Purchasing Order Entry form, which is used to modify the selected Purchase Order. Definitions for the tabs and fields are available via the Order Entry page.

Pick list used to determine the kind of report to generate. There is also the ability to create unlimited user versions of any purchasing report for users with permission and also expanded the security that determines which reports each user will see in this field.  Options are:

• A/P Distribution - Displays Purchase Order detail information including the Purchase To/Charge To account for each line on the orders selected.
• Blanket Purchases - Displays the ordered, used, and remaining quantities for orders with an "Order Type" of Pricing Order containing blanket quantities.
• Blanket Releases - Displays one row per line item that was received against a blanket order.
• Invoice Variance - Displays any variances for invoiced Purchase Orders.
• Lots Received - Displays the Lot number, Part number, quantity received, and Lot cost for each line on the Purchase Order.
  • The item's Shelf Life (pr_shelf), as indicated on the Item Master General 2 tab, is available to this report.
  • All of the fields from the Vendor Part table (dmprod2) and the Purchase Order lines table (dtpur) are available to the grid layout.
• Order Detail - Displays Part number, Vendor, quantity ordered, quantity shipped, and pricing information for every line on Purchase Orders.
  • The name of the User who approved Quality Control results, which may be different than the user who entered the results, is available to this report.
  • Purchase Order line User Fields, Item Master User Fields, Item Facility, and Item Facility User Fields are available to this report.
  • Vendor Part UDFs are available to the Order Detail grid. Users can access vendor part UDFs from all PO detail-based grids in addition to customer part UDFs from all SO detail-based grids.
• Order Summary - Displays the Vendor, ordered date, received date, invoiced date, paid date, order amount, and order balance for each Purchase Order.
  • The name of the User who approved Quality Control results, which may be different than the user who entered the results, is available to this report.
  • Vendor User Fields, PO Header User Fields and Ship Via User Fields are available to this report.
  • The "View Docs" button is available to this report, allowing users to add files or pictures directly to purchase orders without requiring users to drill into the selected purchase order.
• PO User Detail 1-5 - Contain the same information available on the "Order Detail" report. Users can personalize any one of these reports based on the needs of their company or facility.
• PO User Summary 1-5 - Contain the same information available on the "Order Summary" report. Users can personalize any one of these reports based on the needs of their company or facility.
• Period - Displays total order amounts and total orders by month and sums total weight (using the "Unit Weight" for all Parts in the report, as defined on their Item Master Calcs tab) for orders that have been received.
• Pre-Receipt QC Detail - This reports provides the same information as the Pre-Receipt QC Summary report and adds the purchase orders that have been linked to each pre-receipt pat number together with the Vendor name and User Lot number. Actual test results are not displayed.
• Pre-Receipt QC Summary - Summary report showing the Vendor, Part Number, Lot Number, and additional attributes for items and user lots that contain pre-receipt QC items. This report does not show any actual test information, only part numbers and lots, by Vendor, that have pre-receipt QC information supplied by the Vendor and entered in the system.
• QC Detail - Displays the Quality Control Test, test description, and minimum, maximum, target, and actual values for each Part on the selected Purchase Orders. QC Test user fields are available to this report.
  • The fields in the Quality Control Group (dmqc) table are available to this report and can be used to add the QC Group Name and other relevant information.
• QC Summary- Summary report showing the number of QC passes performed and pass/fail results for each pass for each Part on the selected Purchase Orders. QC Test user fields are available to this report. Note: The default Approval User and Approval Date columns on this report use the "q5_approvedby" and "q5_date" fields respectively when populating these columns.
• Ranking - Summary report that ranks the report results from highest to lowest based on the "Rank By" selection.
  • When running this report, the "View Summary" button is displayed at the top of the report. If clicked, this button displays the Order Summary report for the specific row selected on the Ranking report. Note that if a date range was specified on the Order Reporting pre-filter, this date range will be applied to the Order Summary report that is generated.
• Ranking 2- Summary report that ranks the report results from highest to lowest based on the "Rank By" selection compared to prior year.
• Short Ship - Detail report showing quantity and Part information for Purchase Orders where the received quantity was different then the ordered quantity.
• Standard Variance - Detail report showing quantity, Part information, Purchase Price, Standard Price, and variance for all Purchase Order lines.
  • Columns for Last Cost and Average Cost are available to this report.

Pick list used to determine which Purchase Orders Types, as indicated on their General tab, should be included in the report. Options are:

• All
• Canceled - tp_ordtype = d
• Complaint - tp_ordtype = c
• Hold Receive - tp_ordtype = h
• Internet - tp_ordtype = n  (requires EDI license)
• Payment On Account
• Pricing - tp_ordtype = i
• Purchase and Hold - tp_ordtype = h
• Purchase Order - tp_ordtype = p
• Quote - tp_ordtype = q
• Recurring - tp_ordtype = u
• Requisition - tp_ordtype = r
• Template - tp_ordtype = t

Pick list used to determine if report results should include backorders.

Pick list used when "Report Type" is set to a Ranking report to determine in what order report results should be listed, determined by the dollar amount of the property selected. Options are:

• Expense Account
• Facility
• Facility Group
• Inventory Category
• Item Planner
• Item Search 1-5
• PO Search 1-2
• Part Description
• Part Number
• Sub-Category
• Vendor

Pick list used to determine which Purchase Orders should be included in the report. When "Report Type" is set to a Ranking report, options are to either show or hide zero items, otherwise options are:

• All Orders
• Invoiced
• Invoiced Not Paid
• Not Invoiced
• Not Paid
• Not Received
• Paid
• Received
• Received Not Invoiced

Pick list used in conjunction with the start and end dates to determine the criteria that will be used to order report results. Options are:

• Invoiced
• Ordered
• PO Date 1-5
• Paid

Used in conjunction with the "Date Based On" field to filter report results that belong within the date range selected.

Filters report results for the Purchase Order selected.

Filters for Purchase Orders made for Vendors that belong to the selected Vendor Group.

Filters for Purchase Orders that are made for the Vendor selected.

Filters for Purchase Orders that have the selected Ship-to Company indicated on their Misc 1 tab.

Filters for Purchase Orders that contain the Part selected.

Used to filter report results for Parts that begin with the inputted string.

Pick list used to filter report results for either All, Private, or Public orders, as indicated on their General tab. 

• The security setting "Purchase orders -- view private" controls a user’s ability to both create and view private Purchase Orders.

Filters for Purchase Orders that have the selected Facility indicated on their General tab.

Filters for Purchase Orders that have a Facility on their General tab that belongs to the selected Facility Group.

Filters for Purchase Orders with Parts belonging to the selected Category, as indicated on their Item Master General 1 tab.

Filters for Purchase Orders with Parts belonging to the selected Sub-Category, as indicated on their Item Master General 1 tab

Pick list used to filter report results for a specific inventory segment. Definitions of each segment are available in the "Item Type" field description in the General 1 tab section of the Item Master Encyclopedia page.

Filters for Purchase Orders with Parts that have the selected Item Planner indicated on their Item Master General 1 tab.

Filters for Purchase Orders that are linked to the Job specified via their Misc 1 tab.

Filters for Purchase Orders that are linked to the Sales Order specified via their Misc 1 tab.

Filters for Purchase Orders that have the selected Ship Via indicated on their General tab.

Filters for Purchase Orders that have the inputted text for the user-defined Text 1-2 fields as indicated on the Misc 1 tab.

• Captions for these fields are maintained via System > Maintenance > Captions.

Filters for Purchase Orders that have the selected user-defined PO Search 1-2 options indicated on their Misc 1 tab.

• Captions for these fields are maintained via System > Maintenance > Captions.

Filters for Purchase Orders that have the selected Work Flow indicated on their Work Flow tab.

Filters for Purchase Orders that have the selected Work Flow Sequence as the next to complete. 

Search field used to select the Currency in which results should be displayed.

Filters report results for Purchase Orders with the selected Currency indicated on their General tab.

Filters report results for Purchase Orders with the selected Account indicated on their Misc 2 tab.

Filters report results for Purchase Orders with the selected Project indicated on any line on the order.

Filters report results for Purchase Orders with Parts that have the selected user-defined Item Search 1-5 options indicated on their Item Master User Fields tab.

• Captions for these fields are defined via System > Maintenance > Captions.

Filters report results for Purchase Orders with the selected Terms indicated on their General tab.

Filters report results for Purchase Orders entered by the selected User.

If clicked, opens the Purchase Order Entry form, which is used to enter a new Purchase Order. Definitions for the tabs and fields are available via the Order Entry (Purchasing) page.

If clicked, opens the Purchase Order Entry form, which is used to modify the selected Purchase Order. Definitions for the tabs and fields are available via the Order Entry (Purchasing) page.

Opens the selected Purchase Order in view mode. Details on the fields available to this form that are not available during initial order entry (via the Purchasing > Order Entry form) are available in the sections below.

Only available when running the "Ranking" report. When clicked, displays the Order Summary report for the specific row selected. Note that if a date range was specified on the Order Reporting pre-filter, this date range will be applied to the Order Summary report that is generated.

This button allows users to attach files or pictures directly to the selected Purchase Order without having to drill into the order.

• Only available when running a Report Type of Order Summary.

If clicked, opens the Order Entry form linked to and with fields populated from the selected Purchase Order.

• This option is useful when entering returns.
• When running the "Ranking" report, this button is not available, and is instead replaced with the "View Summary" button. Details on the "View Summary" button are available in the View Summary description above.

Generates an Accounting Reporting "General Ledger Detail" report for the selected order.

• A listing of sample postings containing many of the normal Purchase Order actions such as receipt, invoicing, and payment may be found in Sample Accounting Postings.

Generates an "Order Summary" report for the backorders of the selected order.

Starting in version 16.01.009 this button allows users to copy a purchase order by selecting one in the generated report. When using this button the system will open the Order Entry form with the vendor from the selected order already copied to the "Vendor" field and the selected purchase order number populated and ready to copy.

• Only available when using Order Summary, Order Detail, PO Summary 1-5, and PO User Detail 1-5 reports.

If this field is selected, the system will link the newly created Purchase Order to the one being copied and insert the number of the original PO (the one being copied) into the “Link To PO” field on the Misc1 tab of the new Purchase Order.

If users prefer, this field may be set to default by following the steps below:

• Ensure the “Link To PO” box is checked.
• Click the “Settings” button on the Copy PO form.
• Click the “Add” button on the Settings form to display the Edit Saved Pre-Filter form.
• Enter a description.
• Select the appropriate value in the “Save For” field and check the “Active” and “Default” checkboxes.
• Save and Exit the Edit Saved Pre-Filter form.
• Click the “Continue” button on the Settings form to complete the process.

Using the “Link To PO” field can be useful in many situations including scenarios where customers will be creating debit memos and want to link to the original PO so that debit memos can be matched with PO's on check runs and when creating manual checks.

Opens the Edit Item Master form for the selected line item, which is used to modify the Part.

• The majority of changes made when using this button will not take effect on the existing Purchase Order line unless the order is modified and the appropriate Part is re-selected on the Purchase Order. If the order is modified and the part is re-selected, users will need to verify and possibly adjust quantity and pricing information for the selected line.

Opens the record history listing user modifications for the selected order.

• Each entry contains the date, time, user, and field name that was modified as well as the old and new values.

Displays any Jobs linked to the selected order.

Opens the Edit Order Header form, which contains two tabs.

• The General tab is used to modify order information such as Ship-To, Terms, Shipped Via (beginning in version 17.04.006) ,PO Search 1-2, PO Type, Text 1-2, Notes, 1099 Form Type, and 1099 Required flag on the order.
• The User Fields tab displays the Purchase Order header user-defined fields in view mode, as defined on the Purchase Order header User Fields tab.

Displays any Sales Orders linked to the selected order.

Opens the Print To form, which is used to select a print destination and print Purchase Order labels for the selected order.

Displays any Purchase Orders linked to the selected order.

Generates an Accounting "Payables Detail" report for the order selected.

Generates an Inventory "Transaction" report for the Lots received against the selected line.

Generates a CRM "Standard" report for all Contacts linked to the Vendor assigned to the order.

Displays a list of all Purchase Order line User Fields.

Displays the vendor invoice number.

Displays the sum of the line extensions.

Displays the date this order was received.

Displays the date a vendor invoice for this order was entered.

Displays the date listed on the vendor invoice.

Displays the date payment for this order is due as specified by the Terms, with the "Vendor Invoiced" date being day zero.

• If discounts are taken, the cash discount is automatically calculated, and the Date to Pay is set to the last day that the discount is available to be taken.
• If the Terms do not include discount options, the date is based on the “Payment Due” field as specified by the Term parameters.

Displays the date the invoice for this order was paid.

Displays the time that should be blocked off for delivery when using the Dock Calendar.

The Ship Via originally assigned to the order during entry.

The Ship Via used to ship the order.

Determines into which inventory segment items/lots will be moved during receipt or receipt verification(if the Verify Receipts flag is checked on the Purchase Order header). Selection options are:

• Inventory (default)
• Quarantine

This field was added in version 17.04.007.

This field is only enabled if the security "Inventory -- move to quarantine" is set to yes.

This "Move To" field above this one will display the status the receiver entered during receipt.