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
Fig.1 - Running the Project Procurement Planning Report
Enter report criteria below to get desired results, as per Fig.2 below.
Fig.2 - Report Criteria for the Project Procurement Planning Report
|Projects||Displays all Active projects available for the report.|
|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.|
When the Project Procurement Planning Report is generated, the result should look similar to Fig.3.
Fig.3 - Project Procurement Planning Report results
|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.|
The total cost of the amount of the product needed.
The day the product should be ordered by.
|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.|