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Open Order Purchase Order report by delivery date

Posted on by 5

How do I run an open  purchase order report by delivery date?

  • Lisa S. Profile Picture
    Lisa S. 5 on at
    RE: Open Order Purchase Order report by delivery date

    Quick question please - Can the filter report be transferred to XCEL so that the info can be manipulated?

    UPDATE: I did find out how to export in to EXCEL. The issue that I am having is that when the report is exported, it leaves out "Due Date", which is odd. It shows document date and Date To BE Issued, but not Due Date.

    Is there an easy fix to this? I am sure I just do not have a box that is suppose to be ticked.

    Any help would be greatly appreciated.

    Thank you!

  • Lisa S. Profile Picture
    Lisa S. 5 on at
    RE: Open Order Purchase Order report by delivery date

    Thank you so much for your help! I think one of these reports will work. =)

  • Suggested answer
    CU11121527-0 Profile Picture
    CU11121527-0 154 on at
    RE: Open Order Purchase Order report by delivery date

    You can do this 2 -ways

    Option 1

    No need for a report

    Open "Purchase Order" page and add a filter by status and save the filter. 

    pastedimage1674245114151v1.png

    Option 2:

    Try searching for report "Purchase Order Status" and see if this is what you are looking for

    open-purchase-order.png

  • Lisa S. Profile Picture
    Lisa S. 5 on at
    RE: Open Order Purchase Order report by delivery date

    Sorry. Let me try to make things clearer.

    I am talking about when I make a purchase order to a vendor for supplies/parts etc, I would like to run an open order report to see what all I have open still to come in.

  • CU11121527-0 Profile Picture
    CU11121527-0 154 on at
    RE: Open Order Purchase Order report by delivery date

    Hello

    Your question is confusing, can you clarify, are you talking about purchase order or sales order? Delivery Date is tied to sales order and Receipt Date is tied to purchase order.

    Thanks

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