Purchase orders history report

Use the Purchase orders history report in Menu > Reports to compare purchase order item-line quantities and amounts with their associated item receipts and vendor bills. The report separately totals ordered, received, and billed activity and shows receipt-to-bill differences for the selected date range.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Purchase orders history.
3. Select Change date range to choose the transaction date range. The default is Previous rolling year.
4. Optionally filter by Item, Receiving location, Status, or Vendor.
5. Expand a purchase order and item to review the transaction type, transaction date, related transaction, status, rate, purchase order quantity, received quantity, billed quantity, and corresponding amounts.
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 links purchase order item lines to associated item receipts and vendor bills in the selected date range. It separately sums purchase order, received, and billed quantities and amounts. Receipt minus bill amount is the receipt amount minus the vendor bill amount, which helps identify differences between receiving and billing. Transactions without the selected item, vendor, location, or status are excluded when that filter is applied.