Steps in the screenshots correspond to the numbers in the headings.
The Purchase Order Detail Report will give everything you need to know about POs in a Posted, Received Partial or Change Order Status.
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 Detail 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.
9. By default, the report runs with a month of data - ending with the current date and time.
10. This report runs wide open. If you want to narrow the selection, you can click Cancel to stop processing, uncheck the Null checkbox by the desired field, enter the required info, and click view report.
11. You will know that the report is loading properly when the bar below the report criteria appears.
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.
12. You can export the PO by clicking on the floppy disc icon and choosing Excel from the menu.
Report fields:
- Site
- Place Name
- Assigned Buyer
- Posted Date
- PO #
- PO Type
- Line #
- PO Status
- PO/GNS Line Status
- Workflow
- Part/GNS ID
- MFG Part #
- Material Group
- Manufacturer
- Description
- Search Term
- Qty Ordered
- Total QTY Received
- UOM
- Unit Cost
- Extended Cost
- Currency
- Received Date
- Received By
- Vendor #
- Vendor Name
- Work Order #
- Billable
- Confirmed By
- Confirmed Date
- Expedite Status
- LLT Date
- Approval Status
- Ship Via
- Freight Account
- Tracking Info
- Delivery Type
- Due Date
- Hot Requisition Y/N
A video on this topic can be found by clicking the following link:
0 Comments
Add your comment