How do I get the total value of a Purchase Order?

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Summing the PO lines will not work due to 'balance transfers' where the value of one line is moved to a new line due to a change in account string. Is there anywhere in the system that records a PO total value?

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Ludwig Reinhard Microsoft Employee on at

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RE: How do I get the total value of a Purchase Order?

Hi Simon,

Can you elaborate on this question?

Many thanks

Ludwig

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Community Member on at

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RE: How do I get the total value of a Purchase Order?

Hi Ludwig

I'm trying to work out a way to report on the total value of each purchase order but the only way to do so appears to be to sum all of the purchase order lines. However, due to the transfer of funds from one line to the next (usually because of a change in financial dimensions), this means there will be significant duplication of amounts. Why does the purchase order header not carry the total PO amount?

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guk1964 10,888 on at

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RE: How do I get the total value of a Purchase Order?

Odd its not on the PO header but it can be seen on the fact box - - click the Totals button that is on the form and then the totals w start displaying in the fact box. So it is a manual process not automatic.

Also

Click Procurement and sourcing > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase order tab, in the View group, click Totals.

–or–

Click Accounts payable > Common > Purchase orders > All purchase orders. On the Action Pane, on the Purchase order tab, in the View group, click Totals.

Use this form to view the various totals for the purchase order. This form displays totals for data such as the quantity, weight, and volume. The form also displays discounts, such as cash discounts, line discounts, and total discounts. Finally, the form displays taxes, charges that are the total charges from the invoice and the purchase order lines and invoice totals after taxes have been calculated

You can pull that total data with some code e.g.to see e.g. in an infolog here is an example.

https://daxbeginners.wordpress.com/2014/04/17/how-to-calculate-purchase-order-total-value/

.

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Ludwig Reinhard Microsoft Employee on at

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RE: How do I get the total value of a Purchase Order?

Hello Simon,

If you are interested in the total amount for each PO you can either make use of the online forms that magic1949 mentioned.

For reporting purposes, the purchse order inquiry forms and the reports that are available in the procurement and sourcing module might be the right choice.

Best regards,

Ludwig

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Community Member on at

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RE: How do I get the total value of a Purchase Order?

How Can I have Purchase Order totals in the workflow . Actually I want to enable a PO re approval policy and want to trigger re-approval only if the total amount of PO is changed. I am using header workflow and don't want to use the line workflow approvals

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Steven J. Rice 66 on at

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RE: How do I get the total value of a Purchase Order?

Hi Mudassar,

Did you ever find an answer to your question? I am having this exact same issue and was wondering if you found a solution yet!

Thanks,

Steven

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Community Member on at

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RE: How do I get the total value of a Purchase Order?

Hi Steven,

No I never got this resolved at that time but then I moved somewhere else so stopped following up on that

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