Review purchase order entries for open and closed purchase orders. Unlike Purchase Orders, which will print the purchase order to a purchase order form, this report will print purchase orders based on the GL account that is assigned to the PO.
Run this report on a monthly basis, especially if you're in charge of
the Purchases and Requisitions module. This report is designed to show
you all of the purchase orders that are open in the system.
1. Open Connect Accounts Payable > Reports > Purchase Order Report.
2. Select a report title.
3. Select the Report Dates.
Report
Dates is the report date range. The report will use the report
date range to select transactions to print on the report.
Do you want to use the current month as the report date range?
Yes, I want to use the current month. Continue to the next step.
No, I want to use a different GL period. Change the Report Date, or click Advanced Options.
An open
purchase order is a document a business uses to request goods or
services in return for payment, generally set for a later date. A closed purchase order is closed
when you have received and paid for all of the items on the invoice.
What type of purchase orders do you want to include on the report?
Show open purchase orders. Use Include [ _ ] Purchase Orders to select Open.
Show closed purchase orders. Use Include [ _ ] Purchase Orders to select Closed.
Show both open and closed purchase orders. Use Include [ _ ] Purchase Orders to select Open and Closed.
Use this option to include checks and invoices associated with merchant vendors.
Yes, print the report for Merchant Vendors. Click to select Print Only Merchant Vendor Information.
No, print the report for regular vendors. Click to deselect Print Only Merchant Vendor Information
The report prints.
An open purchase order is a document a business uses to request goods or services in return for payment, generally set for a later date. A closed purchase order is closed when you have received and paid for all of the items on the invoice.
What type of purchase orders do you want to include on the report?
Show open purchase orders. Use Include [ _ ] Purchase Orders to select Open.
Show closed purchase orders. Use Include [ _ ] Purchase Orders to select Closed.
Show both open and closed purchase orders. Use Include [ _ ] Purchase Orders to select Open and Closed.
Use detail to include the purchase order and the individual sequences that relate to the purchase order. Use summary to print a single line that summarizes the PO; the summarized amount includes sequences related to the PO.
How much information do you want to include on the report?
I want to include the purchase order detail. Use Print [ _ ] Report to select Detail.
I want to summarize the purchase order. Use Print [ _ ] Report to select Summary.
Use this option to include checks and invoices associated with merchant vendors.
Do you want to print the report for merchant vendors?
Yes, print the report for Merchant Vendors. Click to select Print Only Merchant Vendor Information.
No, print the report for regular vendors. Click to deselect Print Only Merchant Vendor Information
The purchase order description line is the description assigned to the purchase order.
Do you want to add the purchase order description as a line on the report?
Yes, add the purchase order description to the report. Click to select Print Purchase Order Description Line.
No, do not add the purchase order description to the report. Click to deselect Print Purchase Order Description Line.
Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the current month as the report date range?
Yes, I want to use the current month. Continue to the next step.
No, I want to use a different GL period. Change the Report Date, or click Advanced Options.
How do I use this report to check for open purchase orders?
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