Purchase Order Summary ReportPurchase Order Summary Report

The Summary shows a list of Purchase Orders. The report shows:

  • PO number
  • Vendor
  • The date the PO was created
  • If the Purchase Order has been submitted
  • If the PO has been Received in Full
  • The Total value of the PO

When you first click on the Summary 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 Summary Report OptionsPO Summary Report Options

Summarize and Filter

  • Summarize By Vendor: check this box to display the total of all parts ordered from a specific vendor.
  • 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 PO Submitted: only displays POs that have been marked Submitted (sent to vendor).
  • Filter PO Received in Full: only displays line items where the entire PO was fully received.

Note: You can combine checkboxes and filters to return more detail in summarizing. For example, adding one or more filters will narrow the information displayed.

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, opening 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 report is attached to 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.

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iPoint Version: 9.0805
Last modified: 11 Aug 2020

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