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Open Order Purchase Order report by delivery date

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Posted on by Lisa S.

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

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CU11121527-0 4 on at

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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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Lisa S. 5 on at

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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.

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CU11121527-0 4 on at

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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.

Option 2:

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

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Lisa S. 5 on at

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

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Lisa S. 5 on at

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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!

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