Purchase Order Detail by Item screen

Use the Purchase Order Detail by Item screen to create a report of line details for the items that make up purchase orders. You can print or save this report.

For more information on running this report, see Run and Print Reports.

Note: For itemized purchase orders, the remaining balance is calculated as follows:

Balance = (purchase order quantity * purchase order unit price) – (invoice quantity * invoice unit price)

To open the Purchase Order Detail by Item screen, click Vendors > Reports > Purchase Orders > Purchase Order Detail by Item in the All Tasks pane.

You can control the output of the Purchase Order Detail by Item report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

Report Through Date - Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

Distribution Company - Click to select one or more distribution companies for the report. If no distribution companies are selected, all distribution companies appear in the report.

Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions appear in the report.

  • Item - Click to select one or more items for the report. If no items are selected, all items appear in the report.

  • Profit Center Type - Click to select one or more profit center types for the report. If no profit center types are selected, all profit center types appear in the report.

  • Profit Center - Click to select one or more profit centers for the report. If no profit centers are selected, all profit centers appear in the report.

  • Profit Center Classification - Click to select one or more profit center classifications for the report. If no classifications are selected, all classifications appear in the report.

Purchase Order Status - Click to select a purchase order status for the report. If no purchase order statuses are selected, all purchase order statuses appear in the report.

Report - Select Open to show only open purchase orders. Select Completed to show only purchase orders where receiving and invoicing are completed. Select Both to show both open and completed purchase orders.

Include Pending Transactions - Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.