Purchase/Work Order Reports
These reports are designed to provide management with data related to Purchase/Work orders. These reports are customizable and can be filtered with numerous conditions in order to help management pinpoint exact selections or information.
Issued From / Thru:
Use these two fields to enter the beginning and through dates that will be used to filter the reports output. Click on the calendar icons next to the fields in order to choose which dates you would like to use.
Types & Output:
Order Type:
Use these checkboxes to filter the report based on the type of the Purchase/Work orders you wish to view. You may filter the report by Requests (which can only be selected on its own) or by a combination of Authorized, Invoiced, or Closed statuses.
Description Display:
Use this field to enter the desired output descriptions you wish to be displayed on your report. Select the arrow to create a drop-box that contains the options you can select which consist of General Description, Special Instructions, or Category Codes/Descriptions.
Sorting Method(s):
Sorting Order-:
Use these checkboxes to select the sorting criteria in regards to the order of presentation of the report. You may select as many sorting options as you would like.
Client No:
Enter the client number(s) in this field that you would like to filter output for. Click on the Client link to view all client numbers that are available. Leave this field blank in order to select ALL client numbers.
Vendor No:
Enter the vendor number(s) in this field that you would like to filter output for. Click on the Vendor link to view all vendor numbers that are available. Leave this field blank in order to select ALL vendor numbers.
Category:
Enter the categories in this field that you would like to filter output for. Click on the Category link to view all categories that are available. Leave this field blank in order to select ALL categories.