Purchase Order > Purchase Orders and Quotes > Purchase Order Reports

The Purchase Order Summary Report function allows you to print or preview summary information about the purchase orders/quotes recorded in AccountMate Enterprise.

This report has the following uses:

•To view a summary of the purchase orders/quotes for the active vendors within a specific period of time

•To evaluate your purchasing activities

•To view the sales taxes charged for each purchase order

•To evaluate the foreign currency denominated purchase order transactions

To generate the Purchase Order Summary Report, perform the following procedures:

1.Access the Purchase Order Summary Report function from the Reports group under the Reports main menu of the Purchase Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Select any of the following options for which you want to show in the report:

•Purchase Orders Only

•Purchase Quotes Only

7.Mark the Include Voided Orders/Quotes checkbox if you want to show in the report purchase orders and purchase quotes that were previously voided.

8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Purchase Order Summary Report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oPO #

AccountMate displays the purchase order/quote document when you double click the purchase order number in the report.

oVendor #

AccountMate displays the Vendor Profile when you double-click the vendor number in the report.

oCurrency

AccountMate displays the Currency Profile when you double-click the currency code in the report.

Purchase Order Summary Report

Purchase Order Summary Report

See Also