Purchase order reports

• Orders Status: lists outstanding orders, their current status, the date each order was placed and whether the order has been received or invoiced.
• Not Fully Received: lists the orders and items that you are still waiting to receive from your suppliers.
• Fully Received Not Fully Invoiced: lists orders that have been fully received but have not been invoiced.
• Purchase Orders Not Printed: lists purchase orders that have not yet been printed.

• Items Requiring Ordering: helps you determine the items you need to purchase from your suppliers. The report is based on the stock levels set for stock items (type stock). Where an item has fallen below the re-order level it is listed in the report. The report includes the quantity required for each listed item. The required quantity is based on the usual order quantity specified for the item or the difference between the current stock level and the re-order level set for the item. The report displays the greater of the two.

  If you are using multiple locations, the report groups the information by warehouse indicating the location used to store the item.

• Back to Back Orders Required: helps you determine the purchase orders you need to place with your suppliers in order to meet customer orders. This report is only relevant if you are using the From supplier via stock fulfilment method. The report lists stock items detailing their code, name and stock unit of measure. Included are the sale order details. This information covers the customer's name, account reference, the date the order has been promised and the quantity required. Also included is the date the customer order was recorded in Sales Order Processing and the associated sales order number.
• Orders Receipts Pending: lists purchase order lines for which the goods have not yet been received.
• Orders Invoices Pending: lists purchase order goods received for which an invoice has not been received.

• Returns Status: lists outstanding returns, their current status, the date each return was recorded and whether the return has been despatched or credited.
• Not Fully Despatched: lists purchase returns that have not yet been despatched.
• Fully Despatched Not Fully Credited: lists returns that have been returned to your supplier but you have not yet received credit for the goods.

• Returns Not Despatched.
• Return Credit Notes Pending: lists purchase returns for which a credit note has not yet been received.

There are two reports, a detailed report and a summary report. The summary report lists orders and returns providing details of the order/return number, date, the status of the order/return, the requested delivery date and order/return value.

The detailed report provides the same information as the summary report and includes details of the items purchased/returned. This information covers the item code, the total quantity ordered/returned and its value. For an order, the report also displays the quantity that is on order with the supplier.

You can prepare the reports to list orders and returns, orders only or returns only.

Both the Detailed and Summary reports group the information by supplier, displaying the suppliers reference, name and currency.

These provide details of invoices and credit notes recorded in Purchase Order Processing. Invoices and credit notes are listed in numerical order together with the associated item details. This information covers the item code, description, quantity, unit of measure, value, user name, and the order or return the invoice/credit note is associated with. The report also indicates whether the invoice/credit note is marked as disputed. The report groups the information by supplier, displaying the supplier's reference, name and currency.

These provide details of receipts and despatches associated with purchase orders and returns recorded in Purchase Order Processing. Details include the order/return number, the item code and description, the quantity and the name of the person who recorded the receipt/return. If you are using multiple locations, the report also details the locations used to store the goods (warehouse and bin). The report groups the information by supplier, displaying the supplier's reference, name and currency.

These list disputed invoices and credit notes recorded in Purchase Order Processing. The disputed supplier documents are listed in numerical order indicating the dispute comments, dispute code and dispute description used. Details of the invoice/credit note are also displayed. This information covers the document date, item code and description, the quantity and unit of measure, the value and the order or return the document is associated with. The report also displays the name of the person who recorded the order/return. The report groups the information by supplier, displaying the supplier's reference, name and currency.

This report is only relevant if you have enabled the POP setting to Record details of cancelled orders. The report details the order lines that have been cancelled for purchase orders. Cancelled order lines are listed by item code. The cancellation details cover the date the order line was cancelled, the quantity cancelled, the buying unit, the associated order number and the person who cancelled the order. If you have cancelled purchase returns, the report can be used to view the associated cancelled return lines. The report groups the information by supplier, displaying the supplier's reference, name and currency.

This lists purchase order items that have been received. Items are grouped with the relevant purchase order. The associated delivery details cover the goods received number (GRN), delivery date, quantity delivered and the person who recorded the goods in. The invoice status is also provided to indicate whether the goods have been invoiced either in full or in part.

This lists any stock items on your purchase orders that you have flagged for a possible discount. This allows you to discuss costs with your supplier's supplier.

Lists existing additional charges. Details cover the charge's code, name, tax rate, value and the nominal code used to post values to the Nominal Ledger.