Generating PO MIS Report

This is a typical analytical report used by supervisors and managers for decision support needs.

Select the “Generate PO MIS Report” link under the “Procurement Reports” business component.

The “Generate PO MIS Report” page appears.

Enter the following in the “Report Criteria” group box. Data entry in the following fields is optional:

From PO #	The starting number in the range of purchase order numbers for which the report is required (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
To PO #	The ending number in the range of purchase order numbers for which the report is required (Alphanumeric, 40). You can enter the number in full or specify it partially using the “*” character.
PO Date From	The starting date in the range of dates of the purchase order (Date Format).
PO Date To	The ending date in the range of dates of the purchase order (Date Format).
Part #	The number identifying the part for which the purchase order is raised (Alphanumeric, 40).
PO Type	Use the drop-down list box to specify the PO type for which the report must be generated. The PO can be of the following types:
	General – The purchase order, which can have any stockable items.
	Express – The purchase order raised in the case of urgent situations. For example, a PO may have been created against a supplier, for a part that is not mapped to that supplier. The system maps the part to the supplier after creating the PO.
	DropShip – The purchase order raised for a high value item, where you specify the location to deliver the shipment.
	Sample – The purchase order raised for sample parts. The supplier can supply these parts free of cost. The system displays “General” by default.
Supplier #	The code identifying the supplier of the item (Alphanumeric, 45).
PO Category	Use the drop-down list box to specify the category of the PO. All the categories irrespective of the status, defined in the “Create Quick Codes” activity are available for selection.
Buyer Group	The group identifying a set of buyers (Alphanumeric, 25).
PO Status	Use the drop-down list box to specify the PO status. The status of the PO could be "Draft”, “Fresh”, ”Under Authorization”, "Open", "Partially Amended", "Amended", "Held", "Short Closed", "NT Closed", "Closed" and "Cancelled".
Created By	The name of the user who created the purchase order. (Alphanumeric, 30).
PO Location	Use the drop-down list box to specify the location in which the purchase order is raised. The system lists all the organization units in which the PO can be raised.
Carrier / Agency #	The carrier or agency through whom the shipment is being made. (Alphanumeric, 20).
Priority	Use the drop-down list box to specify the priority of the purchase order for which the report must be generated. The system lists "AOG", "Critical", "Expedite" and "Routine" as options.
Part Type	Use the drop-down list box to specify the type of the part for which the purchase order is raised. The system provides the options “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”.

Enter the following field in the “Report Options” group box:

Report Action

Use the drop-down list box to select the report action. The system lists the following options:

Print – Select this option to print the purchase order status report.
View Report – Select this option to view the purchase order status report.

Sort By

Use the drop-down list box to specify the field by which the report must be sorted. The report can be sorted based on "PO #", "PO Date", "PO Type".

Select the “Generate PO Status Report” link to generate the purchase order status report.
Select the “Generate PO Pending Receipt Report” link to generate the purchase order pending receipt report.
Select the “Generate PO Amended Report” link to generate the purchase order amended report.
Select the “Generate PO Part History Report” link to generate the purchase order part history report.
Select the “Generate Carrier Code Shipment Report” link to generate the carrier code shipment report.