Description
This document explains how to run Purchase List report. This report display purchase orders list sorted by Purchase Order..
Detail Steps
1.Open WMS
2.Reports > Purchases > Purchase Summary > By Purchase Order
3. Select Report Set (select *Default if no additional customisations done)
4. Select Supplier or *Show All
5. Select Location or *Show All
6. Select Item/s or *Show All
7. Select Employee or *Show All
8. Select Date range
9. Select Date Type
10. Select Purchase Type or *ALL Orders
11. Select Priority or *Show All
12. Select Approval or *Show All
13. Select Report type
14. Open Advanced Tab
15. Select Customer, Receive Status, Invoice Ref#, Job Code and Referral Source
16. Generate Report
Summary report example:
Reporting
Exporting Reports