| Description: |
How to generate a report showing summary list of POs with the PO total values
Resolution:
One can get this report in 2 ways:
- From the PO Search Center
- From the Purchase Order Expediting Report in QTool.
From the PO Search Center:
- Go to Purchasing and Inventory > Work on Purchase Orders > PO Search Center.
- Click Search > Advanced and then put in search filters such as PO Date, Vendor, etc. Click OK to run the search.
- To keep this as a regular search, click on File > Save As.
- Export this report to Excel by clicking on File > Export..., then choose the file location for saving, add filename and click Save.
From the Purchase Order Expediting Report in QTool:
- On QTool, go to Purchasing and Inventory > Purchase Order Expediting Report.
- Set the report parameters such as Ordered (PO Date) and Vendor Number. Click OK for next step.
- Add the columns you need for the report -- PO Number, Value Ordered, etc. Click OK.
- Click on Table > Sort Rows. Add PO Number for Sorting and click GRP button to group by PO Number. Click OK.
- Lastly, Click on Table > Subtotal Level. Click to select Skip Detail and click OK.
- To save this as a regular report, click on File > Save As. Put in a report title and click OK.
Knowledge Base Reference Number: KBA #110378
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