The Open Purchase Orders Report

Follow

Certify Purchasing 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 departmentdate 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 Purchasing tab.

Accounting_Review_1.png

Step 2: Click Go to Purchasing.

Accounting_Review_2.png

Step 3: This is your Purchasing dashboard. Click the Reporting tab.

Users_Report_1.png

Step 4: In the Purchasing Reports box, click Open PO's.

Open_Purchase_Orders_1.png

Step 5: Enter your Date Range manually, or by selecting from the drop-down menu.

Open_Purchase_Orders_2.png

Step 6: Choose your Department from the Department drop-down menu.

Open_Purchase_Orders_3.png

Step 7: Choose a Vendor from the Vendor drop-down menu.

Open_Purchase_Orders_4.png

Step 8: When finished entering your report criteria, click Run Report.

Open_Purchase_Orders_5.png

Step 9: Your results will show below. Click Export to Microsoft Excel to save the report to your computer.

Open_Purchase_Orders_6.png

Step 10: To view a single purchase order click the PO #.

Open_Purchase_Orders_7.png

Step 11: The details for the selected purchase order will appear.

Open_Purchase_Orders_8.png

 

 

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request