Steps in the screenshots correspond to the numbers in the headings.
This Report is used to manage all Open Requisitions and Purchase Orders. The report excludes requisition lines that have been: Closed, Canceled, Received Full or Received Over.
As always, you should run this report from the SSRS Server in the Portal. Running Reports through the CLIENT taxes the system and slows processing speed.
1. From your Internet Browser, go to the ATS Reporting Server. You can type this directly into your address bar as shown in the screenshot below.
2. If you are in the Work Module, you can click on Links from the main menu and select Reports from the drop-down menu.
3. Either way you will arrive at the ATS Reporting Server Home Page.
4. You may need to open the ATS_FMS_Reports folder first if you have not made this report one of your favorites.
5. Choose the Purchase Order Report from the screen.
6. If you want to add this report to your Favorites, click on the three lines in the upper right corner of the tile, then click on the star to Add to Favorites.
7. The report parameters load.
8. Enter your 4 digit site number.
9. Click View Report.
10. You will know that the report is loading properly when the bar below the report criteria appears.
11. A loading message appears.
12. The Report Loads.
13. You can export the PO by clicking on the floppy disc icon and choosing .pdf from the menu.
Fields Include:
- Site
- Part/GNS ID
- MFG Part #
- Part/GNS Description
- MFG
- Req#
- Line Priority
- Line #
- Hot Req Y/N
- Req Released Y/N
- Line Status
- Work Flow
- Last Release Date
- PO ID
- Billable
- Location
- Customer Want by Date
- Customer Promised Date
- Line Posted Date
- Confirmed Date
- Work Order #
- Task ID
- Part Need Status
- Line PO Category
- QTY Ordered
- QTY Received
- Unit Cost
- Total Cost
- Total Cost Received
- Currency
- UOM
- Delivery Type
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