P/O Purchase Order Action Report Screen

Open Purchase Orders > P/O Analytical Reports > Purchase Order Action.

Enter a start and end range of numbers for the selection you made in the Sort By field.

Specify the start and end range for the secondary sort option (displayed at the Then By field). If you are printing a Detail report, select the range for the third sort option.

Enter a start and end date range for the selection made at the Select By field.

Select a range for the third sort option. This field is available only if Detail is selected at the Report Type field.

Specify whether to select purchase orders with all items defined in the range, or items that are partly complete, complete, or incomplete. This field is available only if Detail is selected at the Report Type field.

If you are printing a detail report and you use Sage 300 Project and Job Costing, select this check box to include job-related information with purchase orders.

If you are printing a detail report, and you use optional fields, select this check box to include optional field information with purchase orders.

In multicurrency ledgers, select to print amounts in the functional or vendor currency. This field appears only if a multicurrency ledger is set up.

Specify whether to print all purchase orders in the range, or only those that are posted or printed.

Select a purchase order source.

Select a purchase order type. You can choose all purchase orders, those that have yet to be received, partially received or are on hold.

Select a report type. If you select Detail, you can sort the report by purchase order number, vendor number, or item number. Summary reports can only be sorted by purchase order number or vendor number.

Select whether to list purchase orders by expected arrival date or purchase order date. Then enter a start and end date range for the selection made.

Specify the start and end range for the secondary sort option, which is automatically determined for you and displayed in the Then By field. If you are printing a detail report, select the range for the third sort option.

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

Overview

Print the Purchase Order Action report to view a summary or detail list of your current purchase orders.

  • Detail reports can be sorted by purchase order number, vendor number, or item number. The detail report allows you to sort by Item Number and filter by Item Status.
  • The summary report lists the date, expected arrival date, vendor number and name, and the purchase order amount for each purchase order selected for the report. Summary reports can not be sorted by Item Number, nor can they be filtered by Item Status.

Depending on the options you select, the report:

  • Displays the item (detail) status you selected for the report. (You can list all details, or only those details that are either completed with no receipts, completed, or incomplete.)

  • Shows the vendor's currency (multicurrency systems only).

  • Lists the amount and percentage by which received quantities differ from the quantities entered with the purchase order.

  • Lists the item details on the purchase order.

  • Lists job-related information entered with purchase orders (If you have Project and Job Costing).

  • Includes optional field information (If you use Optional Fields).