P/O Transaction List Report Screen

Open Purchase Orders > P/O Analytical Reports > Transaction List.

Select the range of transaction numbers, vendor numbers, and currencies (if you have a multicurrency system).

Select the range of transaction numbers for the secondary sort option displayed at the Then By field.

Select the additional information you want to include in the report such as the entries from the "Information" tab for the transaction type, transaction details, addresses, requisition numbers (for purchase orders) and additional costs (for receipts). You can also choose job details (for job-related transactions), and serial/lot numbers (if working with transactions involving serialized/lotted items).

Select the type of transaction to print.

Select the type of report to print.

Specify whether to sort the report by vendor number or transaction number.

Specify whether to print purchase orders or requisitions that were manually entered or entered from the Internet.

When printing the Purchase Order or Requisition List, select the statuses to include (Entered, Purchase Order Printed, Never Received, Partially Received, Completed, On Hold). Also select to sort the report by vendor number or transaction number.

This field displays a secondary sort option based on the selection made at the Sort By field.

Select the types of purchase orders to list. These options appear only if Purchase Orders is selected at the Print field.

Overview

Use the Transaction List to print detailed or summary listings of all current Purchase Orders transactions.

Print the report for information about current transactions and, if you keep transaction history, about past transactions you have not yet cleared.

You can sort transaction reports by transaction number or vendor number, and you can specify a range of transaction numbers, vendor numbers, and currency codes (if you have a multicurrency system) by which to select the transactions to report. More...

Depending on the printing options you select, the report lists:

  • The currencies selected for the report (multicurrency systems only).

  • The optional information selected for the report.

  • The serial and lot numbers when working with transactions involving serialized and/or lotted items.

  • Total amount of the purchase order. In multicurrency systems, the vendor currency is identified and the total is shown in both source (vendor) and functional currencies.

The summary report includes the outstanding purchase order total together with the numbers, dates, and totals of any receipts, invoices, returns, credit notes, and debit notes that were posted with the purchase order number.

Note: If you do not keep transaction history, Purchase Orders deletes transaction information when you run Day End processing. If you keep transaction history, you delete the data for the reports using the Clear History screen at a time of your choosing.