AP: Purchase Order Report

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Select to group the records on the report by Warehouse, Vendor Number, Vendor Name, Requested By, or Type.

Select to sort the items on the report by Purchase Order Number, Purchase Order Date, Vendor Number, Vendor Name or Requested By.

Select the check box next to each PO Status to include on the report.

Jobs

Use the Jobs category to select the Jobs to include on the report.

Select All to include all Jobs.

Select Range to define a range of Jobs for the report. When you select Range, the range fields display. Type the beginning Job Name or Number in the From field and the ending Job Name or Number in the To field.

Select Pick to define specific Jobs for the report. When you select Pick, the Jobs list displays. Select the check box next to each Job to include on the report.

Select Create to define your own list of Jobs. When you select Create, a small grid displays to the right. Enter the Job Numbers you want to include in the list, or use the Lookup to locate the Job Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Job Numbers you want to exclude in the list, or use the Lookup to locate the Job Numbers.

PO Dates

Use the P.O. Dates category to select the Purchase Order Dates to include on the report.

Select All to include all Purchase Orders, regardless of the dates.

Select Range to define a range of Purchase Order dates. When you select Range, the range fields display. Type the beginning PO Date in the From field and the ending PO Date in the To field, or use the Date Control to select a date.

PO Numbers

Use the PO Numbers category to select the Purchase Orders to include on the report.

Select All to include all Purchase Orders.

Select Range to define a range of PO Numbers for the report. When you select Range, the range fields display. Type the beginning PO Numbers in the From field and the ending PO Numbers in the To field.

Vendors

Use the Vendors category to select the Vendors to include on the report. (On the HR: and INS: Benefit Insurance/Other Analysis Reports, this Category is available when the Report Type is Vendor Billing.)

Select All to include all Vendors.

Select Range to define a range of Vendors for the report. When you select Range, the range fields display. Type the beginning Vendor Number in the From field and the ending Vendor Number in the to field, or use the Lookup to locate the Vendor Number.

Select Pick to define specific Vendors for the report. When you select Pick, the Vendor list displays. Select the check box next to each Vendor to include on the report.

Select Create to define your own list of Vendors. When you select Create, a small grid displays to the right. Enter the Vendor Numbers you want to include in the list, or use the Lookup to locate the Vendor Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Vendor Numbers you want to exclude in the list, or use the Lookup to locate the Vendor Numbers.

Requested By

Use the Requested By category to filter by the name of the person or department requesting the products or items.

Select All to include all packing slips regardless of who requested them.

Select Pick to define specific persons or departments who requested the products or items for the report. When you select Pickt, the Requested By list displays. Select the check box next to each person or department to include on the report.

Types

Use the Types category to select the Types to include on the report.

Select All to include all Types on the report.

Select Pick to define specific Types for the report. When you select Pick, a list of Types displays. Select the check box next to each Type you want to include the on the report.

Warehouses

Use the Warehouses category to select the Warehouse Locations to include on the report.

Select All to include all Warehouse Locations on the report.

Select Pick to define specific Warehouse Locations for the report. When you select Pick, a list of Warehouse Locations displays. Select the check box next to each Warehouse Location you want to include the on the report.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.

Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.

Preview

Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.

Print

Click the Print button (or press ALT + P) to send the report to your default printer.

Export

Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).

The AP Report Purchase Order screen has its own Security Group, AP Report Vendor Master.

The AP Report Purchase Order screen is part of the AP;Reports ALL Security Group.

Tip:  For more information see Security Groups Overview and Security Groups By Module.