Corporate Summary Report (Classic)
Purpose
The Corporate Summary Report displays purchase orders generated within a set time period. The data can be sorted by Supplier or Buyer Location. Selecting Buyer Location will present data on a location basis with each purchase order, placed within the allotted time frame, listed below. Choosing to view data by Supplier will alphabetically list all Suppliers with each location that has placed an order cataloged below. The contents of each purchase order will also be shown.
Run the Report
To run report go to Reports > Purchase Order Reports > Corporate Summary > Fill in information > Select Output Format > Generate Report.
Specific purchase order information displayed includes:
Purchase order number
Name of person who placed the order
Order status
Supplier
Item number
Description of product
Quantity purchased
Unit of measure
Price
Parameters
Vendor - All Suppliers or select a specific supplier by searching in the … ellipsis.
Choose Type - Purchases
Display Product Detail - Optional
Display GL Summary - Optional
Group By - Buyer Location, Supplier
PO Range Parameters
Select a type of range to run the report and enter the Begin and End date of when the Backup Person was set to approve orders.
PO Date Range
PO Number Range
Confirmation Number Range
Output Format – Select the type of format you would like to run report. (MS Excel No Formatting) preferred.