Coworking:Purchase Order Report

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Introduction

This report displays a detailed list of the purchase orders issued to the suppliers.

Introduction

This report displays relevant purchase order information such as ordered products and quantities grouped by business partner and purchase order.

Parameters Window

Purchase Order Report window list a set of filters which can be used to narrow down the information to be displayed.

Currency filter is a mandatory filter.
Therefore if the purchase order information is requested for a given currency and there are purchase transactions in a diferent currency this report will provide the amounts in both currencies, by taking into account the existing conversion rate. By default this attribute will be set to the session currency.

This feature is available starting from 3.0PR17Q3.

A refactor in this report has been introduced in 3.0PR17Q3 to transform it to a new "Process Definition" (Notice that now the output type will be replaced by 3 buttons in the top bar: "View", "Export to PDF" and "Export to Excel")

Also new fields will be available:

• Organization:
  • This allows to filter by the organization of the order
  • The selected org and its children will be taken into account
  • Combo box (one unique value can be selected)
  • Will show the orgs for the user-role

• Status:
  • This allows to filter by the status of the order
  • Combo box (one unique value can be selected)
  • Values: Empty (If empty it just won't filter by status), Draft, Closed, Booked

Sample HTML and PDF Report Output

Sample EXCEL Report Output

This feature is available starting from 3.0PR17Q3.

The layout for Excel output since 3.0PR17Q3 has been refactored to provide filtering information and new output values:

• Date: Purchase Order date
• Needed by date: Schedule delivery date
• Outstanding Quantity: Not yet delivered quantity
• UPC/EAN: This is a core functionality so it will show just the EAN that is in the product tab

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