P.O. Status Report

The P.O. Status Report provides information about Purchase Orders in sequence by vendor code, job, item code, or purchase order number.

Important: It is recommended that you ALWAYS enter a delivery date in this page to ensure that all POs are reflected on the report. There are multiple delivery date fields on a purchase order: there is a single delivery date in the purchase order header, and each detail line also has a delivery date. The following example shows how the P.O. Status Report uses the delivery date fields to filter which purchase order items display when the Report format is set to Detail.

Example:

Say we have a purchase order (PO # 114B) with the following delivery dates:

  • Header delivery date = 10/15/10
  • Detail line #1 delivery date = 11/15/10
  • Detail line #2 delivery date = 12/0/10
  • Detail line #3 delivery date = blank

First, the delivery date range entered in the P.O. Status Report page is compared with the Header delivery date in order to determine whether or not the purchase order should be selected. If selected, all the amounts associated with the purchase order are included, and all the detail lines of the purchase order are included in the summarized totals. So, in our example, if the delivery date range is 10/01/10 - 10/31/10, then PO #114B will display on the Vendor format of the report, but if the delivery date range was changed to 11/01/10-11/30/10 this purchase order would not display on the Vendor format of the report.

The Item format of the P.O. Status Report also uses the delivery date range to determine which items on the purchase orders will display on the report, but this format uses the purchase order's Detail line delivery date instead of the Header delivery date. Therefore, if the delivery date range is 10/01/10-10/31/10, then no information from PO#114B will display on the Item report. However, if the delivery date range is 11/01/10-11/30/10, then Detail line #1 will display on the Item report.

Note: When the Received amount is greater than the Ordered amount, the amount in the Remaining on-order field is computed as zero unless the Ordered amount is also a negative number.