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Purchase Order lines

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Posted on by 105

Hi MS Community,

Is there a report that I can export that includes:

Purchase header:
1. Order Date or approval date
2. Purchase order number
 
Purchase line:
1. Item
2. QTY
3. Unit cost
4. Extended cost (QTY x Unit Cost).
Attachments
  • BobbyHelp Profile Picture
    BobbyHelp 105 on at
    RE: Purchase Order lines

    Thank you everyone! I'm learning new functionalities everyday thanks to you all

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,415 UG Leader on at
    RE: Purchase Order lines

    great idea!

  • Verified answer
    Avinash B Profile Picture
    Avinash B 1,450 on at
    RE: Purchase Order lines

    I would suggest publish page 518 as web service, copy the OData url.

    Create a new excel work book, go to Data > Get Data > From other sources > From Odata feed.

    Enter the URL and provide the authentication. 

    The data will retrieved to the excel automatically.

    pastedimage1654025823609v1.png

    Hope it helps.

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,415 UG Leader on at
    RE: Purchase Order lines

    I go to a specific item, drill on the Qty on Purch Lines field, then adjust my filters so that I have all purchase lines, then I can Export to Excel and do a little work.

  • Verified answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Purchase Order lines

    That option is based on having a specific permission set. It’s also only a good option for one offs. I’d urge you to review the other options with my consideration

  • BobbyHelp Profile Picture
    BobbyHelp 105 on at
    RE: Purchase Order lines

    Hi Davinna Webb,

    I wasn't able to "click the link to view the table" as suggested. Is the link supposed to be located here (See the red circle in screen shot below).

    Or somewhere else?

    pastedimage1654019021156v1.png

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 59,978 Super User on at
    RE: Purchase Order lines

    Hi, Hope the following helps.

    https://yzhums.com/8876/

    Thanks.

    ZHU

  • Verified answer
    Davina Webb Profile Picture
    Davina Webb 25 on at
    RE: Purchase Order lines

    Hi,

    there is a workaround to view/extract purchase order lines in the system.

    Open any purchase order and select a line.

    Use the help function (Ctrl+ALT+F1 or see below): 

    • Help (?)
    • Help and Support
    • Inspect Pages and Data

    Then:

    • If a PO line is selected, you should see the table in the panel 'purchase order lines' and then you can click the link to view the table
    • This opens the entries with all the detail that you need and you can export to excel
  • Suggested answer
    Vinita_Kas Profile Picture
    Vinita_Kas 325 on at
    RE: Purchase Order lines

    Hi

    These are the only reports available in standard

    docs.microsoft.com/.../purchase-reports

    If this does not work then you can connect Power BI and get more reports from the system by adding the fields you need

    Regards

    Vinita

  • Verified answer
    JAngle Profile Picture
    JAngle 33,131 on at
    RE: Purchase Order lines

    Run the page directly. It’s page 518. This gives you the method to do it: docs.microsoft.com/.../devenv-web-client-urls

    Given you have a calculated field you might consider MahGah’s suggestion in combination with an Excel layout.

    Other option would be to use power query in excel and you can layer in a custom column for your calculation. To do that publish page 518 as a web service and then use Excel’s “get data” option for OData. Paste in the URL you get after publishing a web service for page 518. Power BI offers up a similar possibility.

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