You can print a variety of reports to help you manage your Purchase Orders system, and to help you analyze Purchase Orders transactions. Printed reports also serve as a source of backup information in case the data is damaged.
Note: If you use multicurrency accounting, some of these reports can include source and functional-currency information.
This section contains an overview of the Purchase Orders analytical and setup reports.
Purchase Orders also comes with standard forms you can use to provide printed copies of transactions to vendors. For more information, see About Purchase Orders Forms.
Printing Reports
Purchase Orders prints reports to your usual print destination. When you print to any destination, Order Entry updates the report status to "Printed." For more information about print destinations, see About Print Destinations.
Purchase Orders comes with several report formats that you can use "as is," or you can adapt them for your own needs using SAP Crystal Reports® for Sage 300. For more information, see About SAP Crystal Reports.
You can print all Purchase Orders reports on 8½-inch x 11-inch paper or A4-sized paper.
Tip: Printed reports can serve as a source of backup information in the event that data is lost or damaged.
For information about printing reports, see Printing Purchase Orders Analytical and Setup Reports.
Setup Reports
Setup reports show the information entered to define records you create when setting up or updating your Purchase Order system, and the options you selected in the P/O Options screen and G/L Integration screen.
- P/O Options Report Screen.
- P/O G/L Integration Report Screen.
- P/O Additional Costs Report Screen.
- P/O E-mail Messages Report Screen.
- P/O Ship-Via Codes Report Screen.
- P/O Vendor Contract Costs Report Screen.
- P/O Optional Fields Report Screen.
- P/O Templates Report Screen.
If you do not use Inventory Control, the program also includes:
- P/O Account Sets Report Screen
- P/O Items Report Screen
- P/O Vendor Details Report Screen.
- P/O Weight Units of Measure Report Screen.
When you add, delete, or change any of these records, you should print and file the corresponding reports to keep your printed records up to date.
Analytical Reports
Purchase Orders provides Status reports that let you check on current orders, backorders, unfilled orders, lost orders, and invoicing status. Status reports include:
- P/O Purchase Order Action Report Screen.
- P/O Aged Purchase Orders Report Screen.
- P/O Shippable Backorders Report Screen
Purchase Orders also provides Audit reports for printing transaction lists, posting journals, and purchase history. Audit reports include:
- P/O Transaction List Report Screen.
- P/O Posting Journals Screen.
- P/O Purchase History Report Screen.
- P/O Purchase Statistics Report Screen.
- P/O Payables Clearing Audit List Report Screen.
- P/O G/L Transactions Report Screen.
If you do not use Inventory Control, the program also includes: