Purchase Order > Purchase Orders and Quotes > Purchase Order Reports

The Purchase Order Backorder Report function allows you to print or preview detailed information about the purchase orders with backordered inventory items.

This report has the following uses:

•To view information on received versus outstanding quantities for each line item in a purchase order (this helps you manage your backorders)

•To help in evaluating your vendors’ ability to supply goods in a timely manner

To print the Purchase Order Backorder Report, follow these steps:

1.Access the Purchase Order Backorder 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.If applicable, mark the Show Reference Account checkbox to show in the report the Inventory GL Account ID (and description) to which the PO backorder transaction is posted.

7.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 Backorder 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.

oItem #

AccountMate displays the Item Profile when you double-click the item number in the report.

oCurrency

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

Purchase Order Backorder Report

Purchase Order Backorder Report

See Also