ManEx KB

Reports - PO Mgmt

To obtain the Purchse Order Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.

Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module

Select the Report Type: PO - A List of Reports will be displayed that are available on the Web for PO

To obtain the Purchase Order Reports within the desktop, select the Print button from the ManEx action buttons at the top of the screen.

The following reports screen will display a list of reports that are available on the ManEx Desktop:

PURCHASE ORDER FORM report

Select Purchase Order Form and depress the Option tab and the following screen will be displayed:

If you want all line items & scheduled quantities to print, check that box.

Select one of the following options: Unprinted PO, Open PO, Close/Cancel PO, New Orders, Reprint Last Batch, Single PO #, In Store Orders by clicking on the radial.
NOTE: Depending on which one of these options you select will depend on what will be displayed on the report. For Example: If User selects Open/Active the report will have "APPROVED" at the top of the report (as displayed below) and prints out the Purchase Order form AFTER some receiving has occurred against that PO, then ONLY the un-received still open amounts will print on this form. Any line items COMPLETELY RECEIVED or CANCELED will NOT display on the PO form. If User selects Close/Cancel PO the report will have "CLOSED" at the top of the report and will display the original scheduled balance.

Highlight the PO of interest and depress the > button. To select all POs, depress the >> button.

Check the "Show All MPNs for the Parts on the PO" box if you want all MPNs listed on the report.

Check the "Show Item Master Note" box if you would like the Item master notes to be displayed on the report.

Check the "Print BOM Addendum for all "MAKE" parts on the Selected PO" When the users add a Make/Buy part to a Suppliers PO, and checks this option the system will then print a "BOM Indented with AVL" report as an addendum to the PO form. Each BOM will be printed as a separate report and will reference PO and item on the PO. If the AVL on the approve vendor list for any of the items on the BOM happens to be checked as "disallow to buy" this AVL will not be included within the addendum to the PO.

Depress the OK button

When this report is printed is will display the Approval status of the order, it will also display the Supplier Part Number if entered in the ICM module.

If purchase order status is "NEW" report will print "NOT APPROVED"
If purchase order status is "OPEN" and has been approved, report will display "APPROVED"
If purchase order status is "EDITING" meaning order was once approved but now in edit status, the report will display "EDITING PENDING APPROVAL"

The following report will be displayed:

NOTE: If the user prints out the Purchase Order form AFTER some receiving has occurred against that PO, then ONLY the un-received still open amounts will print on this form. Any line items COMPLETELY RECEIVED or CANCELED will NOT display on the PO form.

PURCHASE ORDER FORM with REQUIRED DATE report

This report is exactly the same as the Purchase Order Form report above, except that this report will also show the Required Date information.

User must first enter in a Purchase order Number. Note: If the status is "New" the PO number will still have the "T" in front of it, so the users will be required to enter in the entire PO Number.

Then select "Y" (yes) or "N" (no) to display All Line Items and Schedule Qty's, All MPN's for the parts on the PO, and Show Item Master Notes to print on report. These selections are all defaulted to "N" but can be changed.

Depress the OK button.

This report will display the Supplier Part Number if entered in the ICM module.

The following report will be displayed:

PO BOM ADDENDUM report

Check the "Print BOM Addendum for all "MAKE" parts on the Selected PO" When the users add a Make/Buy part to a Suppliers PO, and checks this option the system will then print a "BOM Indented with AVL" report as an addendum to the PO form. Each BOM will be printed as a separate report and will reference PO and item on the PO. If the AVL on the approve vendor list for any of the items on the BOM happens to be checked as "disallow to buy" this AVL will not be included within the addendum to the PO.

Enter the desired Purchase Order Number.

Note: If the status is "New" the PO number will still have the "T" in front of it, so the users will be required to enter in the entire PO Number.

Depress OK.

The following report will be printed.

OPEN PURCHASE ORDER DETAIL report

At the bottom of the screen, highlight the Detail Report, By Supplier, By Part Number, By Part Number with Where Used or By Due Dates.

Note: If you select ANY of the Detail selects other than “By Supplier” then you can click directly on the OK button and ALL open PO's will be displayed.

The “Open Purchase Order Detail” report shows only items that still have balance. So if you have an open PO with three items and only one of those items have a balance the report will only show the one item with the balance.

If user selects “By Supplier”, the Values screen will be displayed for further options.

Enter the desired Date Range to filter the search more.

Enter a Supplier of interest between the single quotes. If All Suppliers are desired leave '*' Defaulted

Depress the OK button.

The following report will be displayed:

OPEN PURCHASE ORDER SUMMARY report

Enter in the desired Date Range.

Depress the OK button.

The “Summary” report shows all open orders based on the status of the PO. If the open PO has no items with balance left the "Open Purchase Order Detail" report will not show this PO at all, but the "Open Purchase Order Summary "report will.