Purchase Order Modification Journal

This utility can be used to report on Purchase Orders activity using Vendor, Agent, Division and Date filters.

Reporting options and information include:

• New Purchase Orders report on the header and details from:
  • Purchase Orders
  • Generate P.O. From Worksheet process
  • Dropship order in the Sales Order Totals

• Deleted Purchase Orders report on the header and details from:

  • Purge Old Purchase Orders
  • DELETE button in Purchase Orders

• Modified Purchase Orders reporting any changes to the header and details and the net change on the P.O. from:

  • Purchase Orders
  • Dropship order in the Sales Orders
  Note: This excludes changes to the Ship To Address.

The prompts are:

FROM VENDOR#

Leave this field blank to include all Vendors, or enter a starting Vendor #, or select one from the Vendor Search window.

TO VENDOR #

Leave this field blank to include all Vendors, or enter an ending Vendor #, or select one from the window.

PURCHASING AGENT

Accept ALL to include all Purchasing Agents or enter a specific agent code or select one from the drop-down list as setup in Purchasing Agent Codes.

FROM DATE

Accept the first day of the current month or enter a preferred starting date for the report.

TO DATE

Accept today's date or enter an ending date for the report.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or to select the divisions to include in the report by inventory region, as outlined in Division Select By Region.

MODE

Select one of the following Modes to filter the report output by action:

• Click Add to include only new Purchase Orders on the report.
• Click Change to only include modified Purchase Orders.
• Click Delete to only include Purchase Orders that have been fully deleted.
• Click All Changes to include all Purchase Order activity in the vendor, division, and date range.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to generate the report, or CANCEL to abort.