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How to Run the PO Status Report

NAVIGATION:  Custom Reports – PO – PO Status Report

1.      Click Advanced Search (or drop the Search by field to Purchase Order and type in the number – but be careful of Business Unit differences.)

2.      Enter the Business Unit for the PO (i.e. 00759, TR759, LB759).

3.      Enter search criteria:  Purchase Order ID, date range, or Vendor.

4.      Click Search.

5.      Click Summary or Detail.  The Summary PO Status Report lists one line for the PO with pre-encumbrance, encumbrance, and expenditure balances.  The Detail PO Status Report lists all of the detail information for the PO including all the pre-encumbrance, encumbrance, and expenditure activity that occurred against the PO.

6.      Click View Report to generate the report.

The PO Status Report opens in a new window:

7.      To print the report, change the orientation of the document to Landscape and then click the print icon.