Generate a Purchase Order Report

Generate a Purchase Order Report

1. Verify you are on [your purchase order for MP Parts Company].
2. Click the Purchase Order Report menu option. The Purchase Order Report form opens.
3. Verify the Regular check box is selected in the PO Type section found in the upper left corner.
4. Click to select the Post Status Changes check box. This indicates the status of the purchase 
order should be changed to Ordered when the report is printed.
Note: Your purchase order number is automatically populated in the Purchase Order Starting
and Ending fields. This information fills in when you link from the purchase order to the purchase 
order report.
5. Click the Preview button. The Purchase Order Report opens in a new tab.
Previewing a report allows you to view the data, print the report and save the report. 
It does not post the report and, therefore, does not post the status change indicated 
in step 4.
6. Click the X on the report tab.
7. Click the Print button. A dialog box opens with the message, “Report Submitted”.
8. Click the OK button.
9. Click the X on the Purchase Order Report form. You are returned to the Purchase Orders form.
10. Click the Detail menu option.
Note: The Status is Planned.
11. Click the Actions drop-down arrow.
12. Click the Refresh current list item.
13. Verify your Purchase Order status is now Ordered. 
14. Click the X on the Purchase Orders form

    • Related Articles

    • Generate a change order report

      Part 1: Generate the change order report 1. Click the Open icon on the toolbar. 2. Type change order re in the Filter field. 3. Click the Change Order Report list item. 4. Click the OK button. The Change Order Report form opens. 5. Click to select ...

    • Update a purchase order to generate a change order

      1. Verify you are on your purchase order for MP Parts Company. 2. Click the Lines menu option. 3. Type 800 in the Ordered field. 4. Press Tab. 5. Click the Save icon. A dialog box opens with the message, “[Create PO Change Order] will be performed.” ...

    • Create a purchase order

      Part 1: Create a purchase order 1. Click the Open icon on the toolbar. 2. Type purchase orders in the Filter field. 3. Click the web.PurchaseOrders form list item. 4. Click the OK button. The Purchase Orders form opens. 5. Click the New icon. 6. Type ...

    • Approve a purchase order requisition

      1. Click the Form drop-down arrow. 2. Click the Purchase Order Requisitions list item. The Purchase Order Requisitions form opens. 3. Click the Slider. 4. Locate and select [your requisition] line in the grid. 5. Click the Slider. 6. Click the Lines ...

    • Receive a blanket purchase order

      Part 1: Generate PO receiving list 1. Click the Open icon on the toolbar. 2. Type PO receiving in the Filter field. 3. Click the PO Receiving List list item. 4. Click the OK button. The PO Receiving List form opens. 5. Type dp189 in the PO field. 6. ...