Report Purchase Order Summary Export

This report is formatted for exporting. It is too wide to be printed on standard paper. It includes a summary of purchase orders issued during the time window given. No taxes are included.

• This report is similar to the Purchase Order Summary report, but in a wide format that exports nicely to Excel.
• The report has additional columns for Vendor SO, Customer SO, Buyer, Class, Location Group, Qty Received, and Qty Remaining. These are in addition to the Part, Description, Vendor, Qty Ordered, Unit Cost, and Total Cost fields.
• The report can be saved in CSV, XLS, or various other formats by clicking the Save button in the Reports module.
• The exported report file can also be automated and emailed in the Schedule module.

The Modify Report button allows the following report filters to be customized:

OPTIONAL TAB

• Apply Date Filter To - Choose the date for the date range to look at. Options are: Item Date Scheduled, Order Date Created, Order Date Issued, Order Date Completed, Order Date Last Modified, Order Date Confirmed, and Order Date Scheduled.
• Group By - Choose whether to group by PO or by Part.
• Show Qty - Choose whether to show the Total, Remaining, or Received quantities.
• Show Vendor - Choose whether to show the vendor name or the vendor contact.
• Class - Choose a class to run the report for. Leave this field blank to run for all classes.
• Location Group - Choose a specific location group to run the report for. Leave this field blank to run for all location groups.
• Vendor - Choose a specific vendor to run the report for. Leave this field blank in for to run the report for all vendors.
• Part Number - Choose a part number to run the report for. Leave this field blank to run for all parts.
• Report Title - This allows the title of the report to be customized.
• Date Range - Choose a date range to run the report for. This correlates with the Apply Date Filter selection above.
• Bid Request - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Closed Short - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Fulfilled - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Issued - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Partial - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Voided - Choose to show/hide purchase orders with this status by checking/unchecking this checkbox.
• Format Report for Exporting - Removes the page breaks and displays the report on one long page for exporting to CSV, Excel, and other formats.
• Show Cost - Choose to show/hide the purchase orders cost by checking/unchecking this checkbox.
• Show Sales Orders - Choose to show/hide sales orders by checking/unchecking this checkbox.
• Show Work Orders - Choose to show/hide work orders by checking/unchecking this checkbox.

PRINTER TAB - Allows a default printer to be specified for the report in each location group.