Open purchase orders report

Use the Open purchase orders report in Menu > Reports to review purchase order item lines that still require receipt or billing as of a selected date. It excludes draft, rejected, fully billed, closed, and voided orders and shows the ordered amount that has not yet been billed.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Open purchase orders.
3. Select Change date range to change the report date. The default is Today.
4. Optionally filter by Receiving location, Status, or Vendor.
5. Expand a purchase order to review its date, vendor, status, Current amount, and Total (Purchase order).
6. Select Export as Excel (.xlsx) to export to Excel, or open More actions and select Export as PDF.

How the report is calculated

The report includes eligible purchase order item lines in Pending receipt, Partially received, Pending billing/Partially received, or Pending bill status on the selected report date. Draft, Pending approval, Rejected, Fully billed, Closed, and Voided purchase orders are excluded. Current amount sums the ordered amount, excluding canceled quantities, that has not yet been billed. Total (Purchase order) sums the line amount, excluding canceled quantities.