The Open Purchase Orders Report

Certify AP has a large set of reports which enable administrators and managers to analyze spend data. The Open Purchase Orders Report is a permission based report that allows users to view open purchase orders by department, date range, or vendor.

This article will show you, an Accounts Payable Administrator, how to access and run the Open Purchase Orders Report.

Step 1: On your Certify homepage, click the down arrow next to Certify then click AP.

Step 2: This is your Certify AP dashboard. Click the Reporting tab.

Step 3: In the Purchasing Reports box, click Open PO's.

Step 4: Enter your Date Range manually, or by selecting from the drop-down menu.

Step 5: Choose your Department from the Department drop-down menu.

Step 6: Choose a Vendor from the Vendor drop-down menu.

Step 7: When finished entering your report criteria, click Run Report.

Step 8: Your results will show below. Click Export to Microsoft Excel to save the report to your computer.

Step 9: To view a single purchase order click the PO #.

Step 10: The details for the selected purchase order will appear.