Purchase Order Summary Report

Purchase Order Summary Report

This report shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order.

Prerequisites

 

 

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Reporting Period

Allows the user to select the reporting period from a list of options or set a custom date range.

Currency

Allows the user to select the currency to be used in the report.

Layout

Set to the Default layout. Allows selection of saved layouts, if any.

Save Layout As

Allows saving a layout for potential future use.

Reset Layout

Resets the layout to the default layout or selected saved layout.

 

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Fields

Supplier

Name of the supplier who received the purchase order

PO #

Purchase Order Number the product is ordered by

PO Date

Date of the purchase order

Invoice Date

Invoice Date of the purchase order

Required By

Date when the purchase needs to be delivered

Status

Purchase status

Year

Year of the purchase order date

Quarter

Quarter of the purchase order date

Month

Month of the purchase order date

Currency

Supplier currency code this purchase is created in

Invoice #

Invoice number assigned by the supplier

PO Status

Purchase order status

Invoice Status

Status of the invoice

Supplier Additional Attribute 1-10

Values of Additional supplier attributes

Data Headers

Order Total

Total Ordered amount

Invoice Total

Total Billed amount. Includes Credit Note if any.

Paid Total

Total Paid amount. Includes Credit Note refund if any.

Due

Amount not yet paid. Due = Invoice Total - Paid Total.

 

 

Note: If you have added an Additional Attribute set to your purchase process, the attributes will appear as additional report fields.

 

FAQs

PO-00XXX (advanced purchase) shows a lot under receiving that has actually been received. Please can you help identify why this is happening.

The payments and Stock are not marked as received. If this has been fully received and paid for, kindly click on the PO drop-down and mark as received.      

We are having a problem in the Purchase Order Summary where the Order Total reflecting one amount and in the actual Purchase Order is completely different. It repeats the order total to each stock receiving and invoicing, what inflates the total amount.

This is a feature of Advanced Purchases. Advanced purchases are designed to handle purchase orders where multiple invoices and stock deliveries are to be considered part of the same purchase. This results in multiple invoice lines which are attributed to the same purchase order. As shown below, each invoice line will show the order total for the entire PO. This is by design to show Order total in every row if there are multiple invoices.

  

Still no answer to your question? Please do not hesitate to get in touch with Cin7 Core support.

Was this article helpful?

Have more questions? Submit a request