Reports
      Back to home
      1. Help Docs
      2. Reports

      PO Summary Report

      This report provides an overview of open and closed Purchase Orders for your company within a date range.

      Updated on September 06, 2024
       
       
      Accessing the PO Summary Report
       
      The following fields are included in this report:
      PO Number, Requestor, PO Date, PO Confirmed Date, PO Status, PO Closed Date, Order Status, PO Project, PO Dept, PO GL Account, PO Supplier, PO Description, Buyer, PO Discount, PO Total, Critical Order (Y/N), Currency, Amount not yet Received, Amount Invoiced Not Yet Processed, Amount Received Not Yet Invoiced, Amount Invoiced Not Yet Vouchered, Amount Invoiced not yet Pushed/Exported to ERP, Amount Pushed/Exported to ERP Not Yet Paid, Short Term PO Liability, Tax & Freight Liability, Short Term Total Liability, Long Term Liability, Internal Order Notes.
       

      AP Management > Reports

       

      Buyer > Reports

       

      Reports Role

       

      PO Summary can be selected from the Report dropdown menu:

       

      Select PO Confirmation Date, Voucher Date, or Receipt Date and define the Date Range:

       

      Users can select if POs in Re-Approval or Unconfirmed POs should appear in the report:

       

      Selecting Email Report will email the report to you when it is complete.

      Note: When Email Report is pressed, this button will be grayed out while the request is processed.

       

      Select Status Check to monitor the progress of the request and download the results when complete:

       

      Reports can be downloaded via Status Check if there is a delay in receiving the report via email.  The Status of the request will display here and Refresh can be selected to update the status of the request. Users can Download the results when complete:

       

      Email Results

      The report will also be delivered to the user to their email.  A link will be available to download containing the report:

       

       

       

      Definitions of Columns in the PO Summary

      Amount not yet Received - The total amount of the order that has not yet been received in Prendio, meaning no Receipt has been completed.

      Amount Invoiced Not Yet Processed - Total amount of invoices that have been uploaded and matched to the PO, but no further work has been done.

      Amount Received Not Yet Invoiced - The total amount of the order for which a Receipt is completed, but has not been associated with an invoice/voucher.

      Amount Invoiced Not Yet Vouchered - The total amount of the order that has a Voucher created, but the Voucher has not been completed (moved to AP Push).

      Amount Invoiced not yet Pushed/Exported to ERP - The total amount of the order related to completed Vouchers in the AP Push tab.  These are Vouchers in the AP Push tab that have not yet been Pushed/Exported to the ERP.

      Amount Pushed/Exported to ERP Not Yet Paid - The total amount of the order related to completed Vouchers in the Unpaid Bills tab.  These are Vouchers that have been Pushed/Exported to the ERP, but have not been paid.

      Long Term Liability - Items/Services yet to be Received/Performed.

      Short Term Liability - Items/Services Received/Performed and now need to be Paid within the established Terms.

       

       
      Order Status
      The Order Status column will note if a PO is in an unconfirmed status or if the PO was routed through re-approval.
      Req in Approval - The order has been submitted and currently in approval or re-approval if additional funds have been added.
      Req in Buyers' Queue - The order is waiting for a user with the Buyer role to process the order.
      Req in Buyer Review - A Buyer is reviewing the order before submitting to the supplier or sending a user a PDF copy of the PO.
      Submitted to Supplier - A Buyer has submitted the PO to the supplier on behalf of the Requestor (common for Buyer Will Place the Order types).  After the supplier confirms the order along with an ETA for delivery, the Buyer will mark the PO as Confirmed.
      Additional details can be viewed in the Requisitions section of the Analysis Tab.  For more information, please visit: