Location Summary Report (Classic)

Purpose

The Location Summary report will retrieve orders placed by a location to a certain supplier within a given time period.

Run the Report

To run report go to Reports > Purchase Order Reports > Location Summary > Fill in information > Select Output Format > Generate Report. Order details included in the report are listed below

PO number
Name of person who placed the order
Means by which order was placed
Order date
Received date
Total dollar amount ordered
Total dollar amount received

Parameters

Supplier and Detail Parameters

*Supplier – Select supplier by searching through ellipsis …
Buyer Location – Select a location by searching through the ellipsis …, or click on Clear to leave blank and run report for all locations.
*Detail Type – Standard or Condensed

Date Range Parameters

Begin PO Date – Enter the date you would like report to run from
End PO Date – Enter date you would like report to run through
Output Format – Select the type of format you would like to run report. (MS Excel No Formatting) preferred.