Define Parameters for the Reports How to View Open Purchase Order Reports in LOGOs How to Save Open Purchase Order Reports

Transcription

1 Procedure #8 Purchasing Open Purchase Order Report Created By Cheryl Corbeille 8/10/2011 Updated By Karrie Revolinski 2/14/12 Purchasing - Open Purchase Order Report GENERAL Reports and Inquiries give the user tools to use for tracking purchasing transactions. Reports are used to create listings of information based on various criteria (date, vendor, status, item, GL account, etc.). Available Reports are Requisition Report, Purchase Order Report, Purchase Order Audit Report, Purchase Order by G/L Distribution Report, Open Purchase Order Report, Purchase Order Encumbrance Reconciliation Report Inquiries are used to gather information on specific transaction information. Available Inquiries as related to Purchasing are for Vendors, Item Service, Purchase Orders, and Requisitions. Define Parameters for the Reports How to View Open Purchase Order Reports in LOGOs How to Save Open Purchase Order Reports PROCEDURE 1. Go to Financial Management 2. Go to Reports 3. Go to Purchasing 4. Go to Open Purchase Order Report Page 1 of 8

2 The following screen will appear as shown below: Select the parameters on the screen above, depending what data you are looking for. 5. Report as of Date: Report date will default at today s date. ***Note: if you change the Report as of Date to an earlier date than today, all your information on the report will show open Purchase Orders to that date. Example: if today is 2/10/12 and the date selected is 1/1/11, the report will show all open purchase orders only to 1/1/11. Anything closed after that date will show as open. 6. Report Detail: This field will default to Summary, but can be changed by using the drop down arrow, as shows above. Determine if there is a need for a summary report or a detailed report. Select this with the drop down arrow 7. Report By: This field will default to Department-PO Number, but can be changed by using the drop down arrow, as shown above. Page 2 of 8

3 The Report can be run by specific Departments and Purchase Order Types. 8. Highlight the departments you are inquiring by clicking on the department under the Available Department, on the middle left side of the screen. Refer to the below screen print. Select the Add icon to move your selection to the right side of the report selection area. If you want all of the choices selected use the Add All icon to move all your selections to the right side of the report selection area. See Departments chosen below: 9. Click on the Purchase Order Types tab to select the Purchase Order Types as shown below. 10. Click and Highlight the PO Type under Available Purchase Order Type on the left 11. Click on the arrow, as described above to move the Purchase Order Type to the right of the screen under Selected Purchase Order Types Page 3 of 8

4 After parameters have been defined, resume the processing of the report How to view Open Purchase Order in Logos 1. Then select the icon. (If you select you can save your selectable parameters for the next time you run it.) 2. LOGOS Real World software function in this case, does not physically print the report, it converts it into a viewable report as shown below: You can view the report open instantly as shown below: Page 4 of 8

5 How to save Open Purchase Order Reports If you would like to save the report, you have 2 options. To save as a PDF document in LOGOS using myreports To save your report in a designated file format and location To save as a PDF document 1. To use myreports option, select the icon on the bottom of the viewable report shown above. 2. The following message will appear next to the icon when the report is completed: 3. Select the myreports icon to locate the report as shown below: 4. Select the appropriate report within the list by double-clicking it as shown below: 5. The report will open in the format shown below: Page 5 of 8

6 6. You can save or print your pdf file into another location by placing your cursor on top of the viewable report and select either option. To save your report in a designated file format and location 1. To save the file into another location use the export option on the top of the original viewable report as shown below: 2. Choosing Excel format, then select the Export selection as shown below: 3. This pop-up box appears as shown below: 4. Choose OPEN or SAVE. Page 6 of 8

7 5. If you select SAVE, select the file location, choose the file name and type of file and select SAVE. 6. This box appears showing you the download was completed as shown below: 7. Select the OPEN icon if you want to open the file. Page 7 of 8

8 The report is now available in EXCEL as shown below: The End. Page 8 of 8