Tracking Purchase Orders in Sage 100

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Tracking Purchase Orders in Sage 100

Open Purchase Order Report

The Open Purchase Order Report provides information for all or a selected group of open purchase orders. A variety of setup options for this report make it a helpful tool for tracking and analyzing. These options include:

• Choice of sorting by order number, vendor number, required date, and vendor name
• Option to include orders with a particular status
• Ability to include all order types, just one order type, or a combination of order types
• You can print the report in either a detailed or summary format

Open Orders by Item Report

The Open Orders by Item Report lists open orders by item number or description. This is helpful when analyzing or tracking what items are on order with vendors. The options on this report include:

• Ability to include all order types, just one order type, or a combination of order types
• Ability to base the selection criteria on item number, product line, and warehouse
• You can print the report in either a detailed or a summary format

Open Orders by Job Report

The Open Orders By Job Report is available only if you are integrating Purchase Order with Job Cost. It provides a report of open purchase orders by job number to facilitate the tracking of outstanding orders for each job. A variety of setup options for this report make it a helpful tool for tracking and analyzing. These options include:

• Option to include orders with a particular status
• Ability to include all order types, just one order type, or a combination of order types
• You can print the report in either a detailed or a summary format

Open Orders by Work Order Report

The Open Orders By Work Order Report is available only if you are integrating Purchase Order with Work Order. It provides a report of open purchase orders by work order number to facilitate the tracking of outstanding orders for each work order. The setup options for this report include:

• Option to include orders with a particular status
• Ability to include all order types, just one order type, or a combination of order types
• You can print the report in either a detailed or a summary format

Expected Delivery Report

The Expected Delivery Report is sorted by the delivery date. The delivery date is the date you indicated each item on the purchase order is required. This report can assist you in ensuring your vendors are meeting your requests for items in a timely manner and alerting your warehouse of possible deliveries. The setup options for this report include:

• Ability to sort by delivery date, item number, or warehouse/item number
• Ability to base the selection criteria on item number, delivery date, product line, and warehouse

Expected Delivery Recap Report

The Expected Delivery Recap Report summarizes the expected deliveries for outstanding purchase orders for any three consecutive user-defined periods.

• Total quantities to receive for each item are displayed for each of the periods.
• If Inventory Management is integrated with Purchase Order, this report provides the on-hand quantity, the committed quantity, the available quantity, and the quantities on the purchase order for each item.