Trying to run a Open Purchase Order Report to show only purchase orders that are still open. When I run the report it also shows PO's that are received and I don't want that in the report. Can someone please help?
Glenn, I would like to known which report it is that you are trying to run. Not to be fussy but I can not find a report with that "name"
I know we all have different ways of referring to reports we run on a regular basis, but it would help if you could post a screen shot of the Options window that you generate this report from.
I know it will help others to provide assistance to you.
Hi Glenn,
It will be very helpful in solving your problem if you can tell me more details with some screenshots.
Thanks and BR,
Tian.
if you are taking about this inquiry window then please make sure to unmark the second checkbox to print only open purchase orders.
Hello, It's actually from the smart list option. I click on Purchasing, Purchase Line Items and then PO Line Items.
When the report runs and I export to excel all of the PO's come up including those that have already been received.
I'm trying to only get the ones that are not received yet that have a future date to receive.
Hopefully you understand what I'm trying to do. If you have a suggestion or can tell me how to get what I'm trying to do it will be greatly appreciated.
Thank you
community.dynamics.com/.../pastedimage1601557248749v1.png
Glenn, looking at the FILTER options - it appears that you are selecting all lines are have status of RELEASED
Click on the box where you see RELESED and it should open the FILTERING window. Here you could also select where the status of the PO is not RECEIVED.
Continue to post and the community will continue to answer.
Hope this helps.
Bill,
I'm not seeing or getting filter options to remove the RELEASED status.
How do I get to the filter box?
Glenn, when you open the Smartlist - let it build the list, then look at the bottom of the window for a line like this
Click on the box where 'first 1000 records . . . .' appears. This will open the Search window
When you have the search window open, click on the look up on the first column name field and find PO Line Status
From here you can figure out what you need to do with the filters to get your desired results.
Trust this helps. Continue to post to the community for more assistance and when resolved be sure to tell us what you did.
Bill I'm aware of this but I still can't seem to set it up for what I want it to do.
I must be doing something wrong.
I put PO line status and then after that whatever I put in the filter doesn't seem to work.
Glenn, if you would like to have me connect remotely to review this with you, provide me with an email and I will set up a remote screen session meeting. Should be able to look this over and figure out pretty fast. Be happy to assist on this one in 'remote person'
billc@misltd.ca
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