web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Purchase Order report
Finance | Project Operations, Human Resources, ...
Suggested Answer

Purchase Order report

(0) ShareShare
ReportReport
Posted on by Shail Mekala 17

Hi, 

I'm looking for a PO report which will include - PO Number, Trans Date, Vendor Number, Vendor Name, and PO Amount.

I don't need details from the line level, and I need for ALL PO status.

Please is there any standard report available in D365 F&O?

thanks 

Shail

I have the same question (1)
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at

    Hi,

    You can get all the details from Purchase order display form by just adding field and then you can extract from there.

    For report, I don't think this is OOB fit, hence some effort might be required to create a custom SSRS report.

  • Shail Mekala Profile Picture
    Shail Mekala 17 on at

    Hi Ramit, Thank you so much for your reply, yes we can add the required columns on PO Main screen, but I don't see any fields with Unit Price or Total PO amount, which I can add. Are you saying that we need to develop an SSRS report just for the total PO Amount Feild is missing in Data Entity PO Header?

    Thanks

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,797 Most Valuable Professional on at

    Hi,

    That's right.

    If the unit price is not there to add in OOB then if this is required you need to make a custom field there or you need to create SSRS report for this.

  • Shail Mekala Profile Picture
    Shail Mekala 17 on at

    Thanks Ramit for your help !

  • Suggested answer
    Junaid Idrees Profile Picture
    Junaid Idrees on at

    Hi Shail Mekala,

    we don't have OOB PO report/Screen where you can have all these fields PO Number, Trans Date, Vendor Number, Vendor Name, and PO Amount on one screen.

    Purchase order list page have all these information except PO amount but that will not fulfill your purpose so better to create a custom field that shouldn't take much time to customize.

    if creating one custom field on PO list page can fulfill your purpose that i dont think you need to create any report but that actually depends on what you are looking for.

  • Shail Mekala Profile Picture
    Shail Mekala 17 on at

    Hi Junaid,

    thanks so much for your help. I tried to create a custom field as Total price, but I'm getting a error. I think we a code to fix to populate total price from PO list page ?

    SQL error -

    SELECT T1.ORDERACCOUNT,T1.LINEDISC,T1.ACCOUNTINGDATE,T1.ACCOUNTINGDISTRIBUTIONTEMPLATE,T1.ADDRESSREFRECID,T1.ADDRESSREFTABLEID,T1.AUTOSUMMARYMODULETYPE,T1.AVAILSALESDATE,T1.BANKCENTRALBANKPURPOSECODE,T1.BANKCENTRALBANKPURPOSETEXT,T1.BANKDOCUMENTTYPE,T1.CASHDISC,T1.CASHDISCPERCENT,T1.CHANGEREQUESTREQUIRED,T1.CONFIRMEDDLV,T1.CONFIRMEDDLVEARLIEST,T1.CONFIRMINGPO,T1.CONSTARGET_JP,T1.CONTACTPERSONID,T1.CONTRACTNUM_SA,T1.COUNTYORIGDEST,T1.COVSTATUS,T1.CROSSDOCKINGDATE,T1.CURRENCYCODE,T1.DEFAULTDIMENSION,T1.DELIVERYDATE,T1.DELIVERYNAME,T1.DELIVERYPOSTALADDRESS,T1.DELIVERYTYPE,T1.DISCPERCENT,T1.DLVMODE,T1.DLVTERM,T1.DOCUMENTSTATE,T1.DOCUMENTSTATUS,T1.EMAIL,T1.ENDDISC,T1.ENTERPRISENUMBER,T1.EXCHANGERATEDATE,T1.FINALIZECLOSINGDATE,T1.FIXEDDUEDATE,T1.FIXEDEXCHRATE,T1.FREIGHTSLIPTYPE,T1.FREIGHTZONE,T1.FSHAUTOCREATED,T1.INCLTAX,T1.INTERCOMPANYALLOWINDIRECTCREATION,T1.INTERCOMPANYCOMPANYID,T1.INTERCOMPANYCUSTPURCHORDERFORMNUM,T1.INTERCOMPANYDIRECTDELIVERY,T1.INTERCOMPANYORDER,T1.INTERCOMPANYORIGIN,T1.INTERCOMPANYORIGINALCUSTACCOUNT,T1.INTERCOMPANYORIGINALSALESID,T1.INTERCOMPANYSALESID,T1.INTRASTATADDVALUE_LV,T1.INTRASTATFULFILLMENTDATE_HU,T1.INVENTLOCATIONID,T1.INVENTSITEID,T1.INVOICEACCOUNT,T1.INVOICEAUTONUMBERING_LT,T1.ISENCUMBRANCEREQUIRED,T1.ISMODIFIED,T1.ITEMBUYERGROUPID,T1.LANGUAGEID,T1.LISTCODE,T1.LOCALDELIVERYDATE,T1.MANUALENTRYCHANGEPOLICY,T1.MARKUPGROUP,T1.MATCHINGAGREEMENT,T1.MCRDROPSHIPMENT,T1.MULTILINEDISC,T1.NUMBERSEQUENCEGROUP,T1.ONETIMESUPPLIER,T1.ONETIMEVENDOR,T1.PACKINGSLIPAUTONUMBERING_LT,T1.PAYMENT,T1.PAYMENTSCHED,T1.PAYMMODE,T1.PAYMSPEC,T1.PORT,T1.POSTINGPROFILE,T1.PRICEGROUPID,T1.PROJID,T1.PURCHASETYPE,T1.PURCHID,T1.PURCHNAME,T1.PURCHPOOLID,T1.PURCHSTATUS,T1.REASONTABLEREF,T1.REPLENISHMENTLOCATION,T1.REQATTENTION,T1.REQUESTER,T1.RETAILDRIVERDETAILS,T1.RETAILRETAILSTATUSTYPE,T1.RETURNITEMNUM,T1.RETURNREASONCODEID,T1.RETURNREPLACEMENTCREATED,T1.SERVICEADDRESS,T1.SERVICECATEGORY,T1.SERVICEDATE,T1.SERVICENAME,T1.SETTLEVOUCHER,T1.SOURCEDOCUMENTHEADER,T1.SOURCEDOCUMENTLINE,T1.STATPROCID,T1.SYSTEMENTRYCHANGEPOLICY,T1.SYSTEMENTRYSOURCE,T1.TAMVENDREBATEGROUPID,T1.TAXGROUP,T1.TAXPERIODPAYMENTCODE_PL,T1.TRANSACTIONCODE,T1.TRANSPORT,T1.TRANSPORTATIONDOCUMENT,T1.UNITEDVATINVOICE_LT,T1.URL,T1.VATNUM,T1.VENDGROUP,T1.VENDINVOICEDECLARATION_IS,T1.VENDORREF,T1.WORKERPURCHPLACER,T1.PURCHASEORDERHEADERCREATIONMETHOD,T1.PURCHORDERFORMNUM,T1.BILLTOADDRESS,T1.REPORTINGCURRENCYFIXEDEXCHRATE,T1.CXMLORDERENABLE,T1.INTENTLETTERID_IT,T1.CREATEDDATETIME,T1.CREATEDBY,T1.RECVERSION,T1.PARTITION,T1.RECID,T2.PURCHTABLE,T2.SPECIALMOVEMENT_CZ,T2.RECVERSION,T2.PARTITION,T2.RECID,T3.CFPSID_BR,T3.INVOICEREFRECID_BR,T3.PURCHTABLE,T3.SALESPURCHOPERATIONTYPE_BR,T3.SERVICECODEONDLVADDRESS_BR,T3.TAXDIRECTIMPORT_BR,T3.VENDFINALUSER_BR,T3.VENDFINESETUP_BR,T3.VENDINTERESTSETUP_BR,T3.PRESENCETYPE,T3.CREATEDDATETIME,T3.RECVERSION,T3.PARTITION,T3.RECID,T4.CARRIERCODE,T4.CARRIERGROUPCODE,T4.CARRIERSERVICECODE,T4.MODECODE,T4.PURCHID,T4.ROUTECONFIGCODE,T4.TRANSPORTATIONTEMPLATEID,T4.MODIFIEDDATETIME,T4.MODIFIEDBY,T4.CREATEDDATETIME,T4.CREATEDBY,T4.RECVERSION,T4.PARTITION,T4.RECID,T5.LOCATION,T5.ADDRESS,T5.VALIDFROM,T5.VALIDFROMTZID,T5.VALIDTO,T5.VALIDTOTZID,T5.COUNTRYREGIONID,T5.RECVERSION,T5.RECID,T6.PERSON,T6.RECVERSION,T6.RECID,T7.PERSON,T7.RECVERSION,T7.RECID,T8.INVOICEDECLARATIONID,T8.RECVERSION,T8.RECID,T9.CONFIRMINGPOID,T9.LANGUAGEID,T9.RECVERSION,T9.RECID,T10.NAME,T10.RECVERSION,T10.RECID,T11.OPERATIONTYPEID,T11.RECVERSION,T11.RECID,T12.DESCRIPTION,T12.RECVERSION,T12.RECID,T13.NAME,T13.RECID,T13.RECVERSION,T13.INSTANCERELATIONTYPE,T13.RECVERSION,T13.RECID,T14.NAME,T14.RECID,T14.RECVERSION,T14.INSTANCERELATIONTYPE,T14.RECVERSION,T14.RECID FROM PURCHTABLE T1 LEFT OUTER JOIN PURCHTABLE_INTRASTAT T2 ON (((T2.PARTITION=5637144576) AND (T2.DATAAREAID=N'gb01')) AND (T1.RECID=T2.PURCHTABLE)) LEFT OUTER JOIN PURCHTABLE_BR T3 ON (((T3.PARTITION=5637144576) AND (T3.DATAAREAID=N'gb01')) AND (T1.RECID=T3.PURCHTABLE)) LEFT OUTER JOIN TMSPURCHTABLE T4 ON (((T4.PARTITION=5637144576) AND (T4.DATAAREAID=N'gb01')) AND (T1.PURCHID=T4.PURCHID)) LEFT OUTER JOIN LOGISTICSPOSTALADDRESS T5 ON ((T5.PARTITION=5637144576) AND (T1.DELIVERYPOSTALADDRESS=T5.RECID)) LEFT OUTER JOIN HCMWORKER T6 ON ((T6.PARTITION=5637144576) AND (T1.REQUESTER=T6.RECID)) LEFT OUTER JOIN HCMWORKER T7 ON ((T7.PARTITION=5637144576) AND (T1.WORKERPURCHPLACER=T7.RECID)) LEFT OUTER JOIN VENDINVOICEDECLARATION_IS T8 ON (((T8.PARTITION=5637144576) AND (T8.DATAAREAID=N'gb01')) AND (T1.VENDINVOICEDECLARATION_IS=T8.RECID)) LEFT OUTER JOIN CONFIRMINGPO T9 ON (((T9.PARTITION=5637144576) AND (T9.DATAAREAID=N'gb01')) AND (T1.CONFIRMINGPO=T9.RECID)) LEFT OUTER JOIN ACCOUNTINGDISTRIBUTIONTEMPLATE T10 ON ((T10.PARTITION=5637144576) AND (T1.ACCOUNTINGDISTRIBUTIONTEMPLATE=T10.RECID)) LEFT OUTER JOIN SALESPURCHOPERATIONTYPE_BR T11 ON (((T11.PARTITION=5637144576) AND (T11.DATAAREAID=N'gb01')) AND (T3.SALESPURCHOPERATIONTYPE_BR=T11.RECID)) LEFT OUTER JOIN LOGISTICSLOCATION T12 ON ((T12.PARTITION=5637144576) AND (T5.LOCATION=T12.RECID)) LEFT OUTER JOIN DIRPARTYTABLE T13 ON (((T13.PARTITION=5637144576) AND (T6.PERSON=T13.RECID)) AND (T13.INSTANCERELATIONTYPE IN (15497) )) LEFT OUTER JOIN DIRPARTYTABLE T14 ON (((T14.PARTITION=5637144576) AND (T7.PERSON=T14.RECID)) AND (T14.INSTANCERELATIONTYPE IN (15497) )) WHERE ((T1.PARTITION=5637144576) AND (T1.DATAAREAID=N'gb01')) ORDER BY T1.PURCHID DESC OPTION(FAST 6)

  • Community Member Profile Picture
    Community Member on at

    Hi Shail

    it is clearly a DB Synch Issue. After doing customization did you build your model with referenced models and synchronize the DB.

    If you do it already. Can you share the Extension Code which you have done to create the field in listpage?

  • Shail Mekala Profile Picture
    Shail Mekala 17 on at

    Hi Akhilesh,

    thank you for your prompt response, really apricated.

    Yes, I need to raise a case with our Developer to build code extension, I need to provide the PurchTable info to developer ?

    Thanks in advance.

    Shail

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    Hi Shail,

    You can add a new data method into PurchTable and display the total amount, since it will be a calculated field. But that might cause performance issues for the form.

    How often do you need this report? If you need this once or twice a day, you might look into modifying the PurchPurchaseOrderHeaderEntity and adding the total field as a computed column there. You can then export the data using data management.

  • Shail Mekala Profile Picture
    Shail Mekala 17 on at

    Hi Gunjan, business might need this on regular intervals specially when month end closure.

    As suggested rather then doing changes in PO list GUI it would be better have a CR for PurchPurchaseOrderHeaderEntity and adding the total field.

    we'll give a options -

    PO list page

    or PurchPurchaseOrderHeaderEntity

    Thanks a lot !

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 449 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 422 Most Valuable Professional

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 239 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans