Open Purchase Orders
Shows all Open Purchase Order Items for Delivery. You can report on all PO's or filter by Date Ranges. You can also report on all open PO's or sort by Vendor and/or Who the order was Placed By. These selections are made from the Advanced Selection Criteria screen. This report will show you each record sorting the Vendors alphabetically with the PO numbers, then the quantity, part number, quantity back ordered, and the Promise Date.
Here is an example of this report with no advanced selections or specific date ranges:
Purchase Check <Top>
Shows all Open Purchase Orders grouped by different categories. The first is No Price or Promise Date, then No Price, then No Promise (Delivery) Date, then the PO's that are Late. It sorts the listings by PO#, Vendor ID, Status ("lte" = days late), Quantity Back Ordered, Internal Part#, Description, Dollars (Price) and Promise Date.
Here is an example of this report (From the first page, which shows the Orders with no price and/or promise date first):
Purchase Check By Promise Date <Top>
This report is the same as the above Purchase Check, but sorts by Promise Date starting with the No Promise Dates, then the earliest to latest Promise Dates. This report shows all Open Purchase Orders grouped by different categories. The first is No Price or Promise Date, then No Price, then No Promise (Delivery) Date, then the PO's that are Late. It sorts the listings by PO#, Vendor ID, Status, Quantity Back Ordered, Internal Part#, Description, Dollars and Promise Date.
Here is an example of this report (From the first page, which shows the Orders with no price and/or promise date first):
Purchased For Job <Top>
Shows all Purchase Order Items that have been tied to a Sales Order Number (using the Reference Number for the PO Line Item). You can report on all Open PO's for all Job numbers and SalesOrder/Reference numbers, or filter by Job and/or Ref number in the Advanced Selection Criteria screen. If no filter is applied, then it sorts by SaleOrder Nums numerically. Each listing will show you the Sales Order number, then the Vendor ID's with the open PO's with their Items and Desciptions. It also shows you the cost, the quantity ordered, the quantity back ordered, and the delivery date.
Here is an example of this report with no filters:
Purchase Receiving History <Top>
History By Internal Part Num from Receiving Histoy. Grouped by Year, Month, Week with Summary. You can filter by Date Range with this report, and use the Advanced Selection Criteria screen to filter by Stock Items (Yes or No), Product Codes, Inventory Codes, and Internal Part Numbers. Update: In Versions 5.77 of BusinessMaster and newer, this report can also be filtered by Vendor.
Here is an example of this report with no advanced selections or specific date ranges:
Purchase Receiving History - Costed <Top>
History by Internal Part Num from Receiving Histoy. Grouped by Year, Month, Week with Summary. This is the same report as the above Receiving History report, but includes the Costs for the items. You can filter by Date Range with this report, and use the Advanced Selection Criteria screen to filter by Stock Items (Yes or No), Product Codes, Inventory Codes, and Internal Part Numbers. Update: In Versions 5.77 of BusinessMaster and newer, this report can also be filtered by Vendor.
Here is an example of this report with no advanced selections or specific date ranges:
PO Price/UOM <Top>
This is a version of the Purchase Order report and is generated by clicking the Prev PO Price/UOM button from within the Purchasing Manager. It is used as the PO to send to your Vendor when you are setting an alternate UOM Quantity to drive Pricing for the Line Items you are purchasing. This might be used when there are slight variances in the UOM that need to be accounted for.
Here is a screenshot example fo the PO Price/UOM Report:
Note: Whenever you run a report, if you get an error, check the criteria for that report. Locate the criteria that is always listed at the top of the report you are looking at. Then go back and make sure there are entries in the data for all that criteria. Here is an example of the Listed Criteria for a Report (The criteria's here are JobPhase, Dept, Started, Complete, and Production Started):
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