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Todas las coleccionesBI Reports - ERP Pending Purchase Order Report
Before starting pending purchase order report
Before starting pending purchase order report

1. What you need to know 2. The benefits 3. Start report

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de 2 años

1. What you need to know

1. For generating the report, you can filter by:

Dates Range (Maximum range is 93 days)

Status of Documents:Completed or Closed (mandatory)

Suppliers

Product Search

Past due: Overdue or On-Time (mandatory)

2. In the section "Totals" you can visualize:

Order Number

Provider code

Supplier name

Date of Order

DOP

Days late

Purchase price

Total of products purchased

Total of products delivered

Quantity pending delivery (minimum unit)

Quantity to be delivered (volume)

Status

3. You can export/print the information to different formats: PDF, XLS, CSV and PNG.

4. The exported document shows the following information:

Order Number, Provider code, Supplier name,Date of Order, DOP, Days late, Product code, Product name, Total of products requested (minimum unit), Unit of Measure, Total of products requested (volume), Unit of Measure, Total of products delivered (minimum unit), Total of products delivered (volume), Delivery date, Quantity pending delivery (minimum unit), Quantity to be delivered (volume), Cost, and Status.

2. The benefits

View all the pending purchase orders by applying different search criteria.

3. Start report

1. Open the window "Pending Purchase Order Report".

2. Select the filters you wish to apply to the search criteria:

Dates Range (Maximum range is 93 days)

Status of Documents:Completed or Closed (mandatory)

Suppliers

Product Search

Past due: Overdue or On-Time (mandatory)

3. Click on the "Search" icon (Magnifying glass).

4. The system will display the following information in the search results section:

Order Number, Provider code, Supplier name, Date of Order, DOP, Days late, Purchase price, Total of products purchased, Total of products delivered, Quantity pending delivery (minimum unit), Quantity to be delivered (volume), and Status.

You can click on each line to see the details of the specific purchase order.

5. The end.

After finishing the aforementioned steps.

You'll have generated the Pending Purchase Order Report.

Congratulations!

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