Reporting Explained: Purchase Order Summary
Business Need: This report will provide an overview of all purchase orders for an organization summarized by document.
How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The report will display the vendor the PO was created for, the quantity ordered, total vendor price, and user that committed the document. Users that are taking advantage of the cancel ship and start ship dates will also have the option filter the report further based on those dates.
Go to the Standard Reports section of Yellow Dog:
1. Select Standard Reports
2. Open the Purchasing Folder
3. Open the Purchase Orders Folder
4. Select the Summary report
5. Fill out the date, store, vendor, and status filters needed
6. Generate
Reading
the Report
1. Shows the filters selected for the report
2. Change Columns, Sorting, and Grouping: Will be where users can add/remove columns, as well as group the report by the selected column to display subtotaled data.
3. Store Name: The name of the store for the Purchase Order
4. Vendor Code: The numerical code assigned to the vendor
5. Vendor: The name of the vendor for the purchase order
6. Number: The document number assigned to the PO
7. Status: The current status of the PO
8. Committed: Will display the date and time the PO was committed
9. Start Ship Date: Will display the date the order is expected to start shipping. Note: This column will only display data if a Start Ship date is added to the PO
10. Cancel Ship Date: Will display the last day the PO can be cancelled if it has not yet been shipped. Note: This column will only display data if a Cancel Ship date has been added to the PO.
11. PO Created By: Will display the user logged in when the PO was created
12. Quantity: Will display the total quantity of the items included on the PO
13. Total Vendor Price: Will display the total vendor price value for the PO
14. Print/Save/Export: These options will be where users can print the report, save it as a template, or export it to Excel, CSV, or PDF
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