Adaco: Purchase Order Report

Purchase Order Report

The Purchase Order report is used to print, view, save, export/e-mail open purchase orders.

• To run the this report, go to Report Center > Purchasing Reports > Purchase Order
• To open the report criteria screen, double-click Purchase Order report or select the report and click Run Report, as per Fig.1

Fig.1 - Running the Purchase Order report
 

Report Criteria

Enter report criteria below to get desired results, as per Fig.2.

Fig.2 - Report Criteria for the Purchase Order report
 

Fields	Description
Summary	When enabled, it removes the PO Layout option and generates the report in a list format.
Report Type	Unprinted Purchase Order: generates the report with only unprinted purchase orders. Date Range: generates the report with purchase orders that have a delivery date which falls in the specified time frame. Selected Purchase Order: generates the report with only the chosen purchase orders.
Sort Order	Line Number: orders the products numerically by how they appear on the purchase order. Description: orders the products alphabetically by product description/name.
PO Layout	Provides a choice between the default purchase order setup and a customized purchase order layout, if applicable.

 

Report Results

When the Purchase Order report is generated, the results should look similar to Fig.3.

 

Fig.3 - Purchase Order report results
 

Fields	Descriptions
Order Number:	The Adaco number for the purchase order.
Order Date:	The date the purchase order was created on.
Delivery Date:	The date the purchase order is to be received.
Phone:	The phone number as defined on the Vendor Master, located Property > Vendor.
Fax:	The fax number as defined on the Vendor Master.
Vendor:	The Adaco number and name of the vendor. Attn: if the Contact Details have been filled out on the Vendor Master, the Contact Name will appear here.
Ship To:	The shipping address selected when the purchase order was created, which is defined under Property > Setup > Address Book.
F.O.B:	Displays the text that was either manually entered on the purchase order or automatically populated from the Vendor Master.
Ship Via:	Displays the text that was either manually entered on the purchase order or automatically populated from the Vendor Master​.
Payment Terms:	Displays the text that was entered into the Terms field on the Vendor Master​ or entered manually on the purchase order.
Supplier A/C No.:	Displays the text that was entered into the Customer Reference # field on the Vendor Master​.
Project Name	Name of project (If PO is assigned)
Line	The line number the product appears on, on the purchase order.
Product	The Adaco product number.
Product Description	The name of the product.
Vendor Ref	If designated on the Product Master, Property > Products > Vendor, the vendor product number will display here.
Purchase Unit	The product's unit information is displayed as PurchaseUnit [PackSize PackUnit (SubPackSize SubPackUnit)].
Quantity	The amount of the product defined on the purchase order.
Price	The current purchase price on the purchase order.
P. Unit	The purchase unit as defined on the Product Master.
Cost	Displays the total cost of the amount of product being ordered. Calculation: COST = QUANTITY x PRICE
Attributes	Displays the retail attributes assigned to the product on the Product Master.
Purchase Info	The text which has been typed into the Purchase Info field on the Product Master.
Line Comments	The text which has been typed into the Comments field on the product line on the purchase order.
Requisition	The Adaco number for the purchase requisition, if the purchase order was created from a purchase requisition.
Outlet	The Adaco number for the outlet.
Outlet Name	The name of the outlet.
Approver	The name of the user who approved the purchase requisition. This field will only appear if it is enabled under Property > Administration > Property Preferences > Purchasing > Display Name.
Final Approver	The name of the user who final approved the purchase requisition.  This field will only appear if it is enabled under Property > Administration > Property Preferences > Purchasing > Display Name​.
Requisition Creator	The name of the user who created the purchase requisition. This field will only appear if it is enabled under Property > Administration > Property Preferences > Purchasing > Display Name​.
PO Creator	The name of the user who created the purchase order. This field will only appear if it is enabled under Property > Administration > Property Preferences > Purchasing > Display Name​.

 

When the Purchase Order Report is generated with the Summary option enabled, the results should look similar to Fig.4.

Fig.4 - Purchase Order report results when Summary option is enabled
 

Fields	Description
Ordered Qty	​The amount of the product being purchased on the purchase order.
Purchase Price	The cost of the product being purchased.
Purchase Value	The total cost of the amount of product being purchased. Calculation: PURCHASE VALUE = ORDERED QTY x PURCHASE PRICE
Grand Total	The sum of the Purchase Value column.