Steps in the screenshots correspond to the numbers in the headings.
The Purchase Order Report is used to export and print POs in their format so they can be sent to the vendor or saved for your records.
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 Tech Portal, 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. A message tells you that the report is processing. Click cancel.
9. The report requires you to either enter a PO or your 4-digit site number or you will receive the error highlighted in the red box.
10. Click on the Null checkbox until it is blank and either enter the site number or your PO number.
11. You can additional criteria if you want to further define your search.
12. Click View Report.
13. You will know that the report is loading properly when the bar below the report criteria appears.
14. If you do not see the bar after 1 minute hit Cancel, and view report again.
If it is a very large report or your site has very slow internet connectivity, you may want to wait as long as 5 minutes.
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