Purchase Order Line ReportPurchase Order Line Report

The Line Report shows a list of individual line items on purchase orders. The report shows:

  • PO Number
  • Item ordered
  • Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock)
  • The date the PO was created
  • The quantity requested
  • The quantity actually received
  • The item quantity pending (ordered but not yet received)
  • The Unit Cost of the item as ordered on the PO
  • The Extended Price of all items for that line item (Qty Ordered X Unit Cost = Extended Price)

When you first click on the Line Report you are presented with a number of Summary and Filter options to fine-tune the report. Make your selections, as described below, and press the green Run Report button to generate the report. The red Cancel button simply closes the pop-over window and returns you to the Reports list.

Once the report has been generated, you can click the Options button to modify your Summary and Filter settings.

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PO Line Report OptionsPO Line Report Options

Options button

Use the Options button to summarize the PO Line Report using a number of different filters and options.

Customer: check this box to display the total of all parts for each customer.
Sales Order: this filter will summarise the PO lines by the associated sales order. – New in 9.0924
Vendor: check this box to display the total of all parts ordered from a specific vendor.
Purchase Order: this checkbox will cause the report to display summary totals for each PO.
Item: this filter will cause a summary total of all requests for specific parts.
Use Type: check this box to see the total of items ordered from Invoices, Projects, Sales Orders, Work Orders, and Stock requests.
Line: checking this box will cause a list of all lines from all POs.

Filters

Use filters to restrict the Line Report

  • Filter From PO Date: the line report will display purchases created after this date.
  • Filter To PO Date: transactions displayed occurred prior to this date.
  • Filter Vendor: displays transaction for one particular vendor.
  • Filter Customer: only purchases for one specific customer are displayed.
  • Filter PO Submitted: only displays POs that have been marked Submitted (sent to a vendor).
  • Filter PO Received in Full: only displays line items where the entire PO was fully received.
  • Manufacturer: shows line items matching a particular Manufacturer.
  • Category: displays line items from a specific Category. When using a Manufacturer, the only categories displayed are those that the manufacturer sells.
  • Type: shows a particular Type of product. When using a Manufacturer filter, the only types available are those that match products the Manufacturer sells.
  • Item: display only a particular item that has been purchased.
  • Back Ordered: displays items based on their back-ordered status. [ Read More ]
    • Show Only – only items that have been marked Back Ordered will be included on the report
    • Don’t Show – items that are not on backorder are displayed
    • Show All – shows every item, regardless of back-ordered status. This is the same as keeping the Back Ordered field empty.
  • Filter PO Line Received: includes line items on the report depending on if they have been received or not
    • Show Only – items that have been received will be included on the report
    • Don’t Show – this option shows only items that have not been received
    • Show All – select this option to include every item, regardless of its receipt status. This option is the same as leaving the *Filter PO Line Received field empty.
  • Sales Order – choose a particular sales order to display the status for those items. The sales orders listed are any active (not archived) sales orders. – New in 9.0924
  • SO Sales Rep – choose a specific salesperson to display the status of parts for their job(s). – New in 9.0924
  • SO PM – select the name of a project manager to show the status of parts on the jobs they are associated with. – New in 9.0924

Buttons

  • View PDF: the filtered report will be created as a PDF and opened with the default PDF viewing application on the computer.
  • Print: the filtered report will be sent to the printer, using the computer’s print dialogue for printer settings.
  • Save: the generated PDF will be available to save to your computer, opening the computer’s Save window.
  • Email: the PDF is attached to an email in your default email program so you can send it to the recipient of your choice.
  • Close and Update: the on-screen report will be updated based on the modified summary and filter settings.
iPoint Version: 9.0924
Last modified: 1 Oct 2020

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