Adaco: Project Procurement Planning Report – Fourth & HotSchedules Customer Success Portal

Project Procurement Planning Report

The Project Procurement Planning Report is used to see when the products assigned to projects should be ordered by and how much needs to be ordered.

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

Project Procurement Planning Report

Fig.1 - Running the Project Procurement Planning Report

Report Criteria:

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

Fig.2 - Report Criteria for the Project Procurement Planning Report

Fields	Description
Projects	Displays all Active projects available for the report.
Group By	Project Category: sorts the report by the category assigned to the project. Product Category: sorts the report by the category assigned to the products on the Product Master.
Outlets	Select All: ability to select all outlets in one click. Can choose one or more outlets with which to generate the report.
From Date...To Date	Determines which products will be displayed on the report. The product will appear on the report if the Order Date falls within the specified range.

Report Results

When the Project Procurement Planning Report is generated, the result should look similar to Fig.3.

Project Procurement Planning Report

Fig.3 - Project Procurement Planning Report results

Fields	Description
Project	The Adaco number and name of the project.
Outlet	The Adaco number and name of the outlet.
Project Category	The Adaco number and name of the category assigned to the project.
Product	The Adaco number of the product.
Description	The name of the product.
Purch. Unit	The Purchase Unit assigned to the product on the Product Master.
Qty	The amount of the product specified on the project.
Price	The purchase cost of the product at the time the project was created.
Ext Cost	The total cost of the amount of the product needed. Calculation: EXT COST = QTY x PRICE
Order Date	The day the product should be ordered by. Calculation: ORDER DATE = NEED BY DATE - LEAD TIME
Assigned To	The username of the user specified on the project.
Ordered	Displays Yes if the product appears on a purchase order to which the project is assigned, otherwise No will be displayed.

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