How_do_I_use_this_report_to_check_for_open_purchase_orders_

How do I use this report to check for open purchase orders?

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.


Purchase Order Report


It will also show you the Open Amount that the General Ledger should tie back to.

Open amount on Purchase Order Report


Printing the Purchase Order Report for open purchase orders

1. Open Connect Accounts Payable > Purchases and Requisitions > Purchase Order Report.

2. Use the Title field to select a report titled.

3. Enter the Report Dates.

Enter "All" as the From date and use the current date as the To date to identify all open purchase orders in the system.

4. Use the Include X Purchase Orders menu to select Open.

5. Click Preview (CTRL+Q).

Connect searches and reports all open purchase orders in the system. Use the report to identify old open purchase orders that need to be closed. You can use Close Open Purchase Orders (see the help topic titled How do I close open POs?)

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I use this report to check for open purchase orders?

      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. Purchase Order Report It will also show you the ...

    • How do I print a purchase order report?

      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 ...

    • How do I choose a specific PO form for entering purchase orders?

      Select a purchase order form for printing purchase orders from the Enter Purchase Order view. You can select a purchase order form as the default purchase order form but you can also use a different purchase order form. Example: City ABC uses one PO ...

    • Step 16. Print an Open Purchase Order Report

      If applicable, print the Open Purchase Order report for 12/YYYY. How do I print a Year-end Purchase Order report? 1. Open Connect Accounts Payable > Reports > Purchase Order Report. 2. Use the Title box to select the report titled Purchase Order ...

    • What's the difference between Purchase Orders and Purchase Order Report?

      Issue In the Reports menu, there are two reports for printing purchase orders. One report is called Purchase Orders and the other report is called the Purchase Order Report. What's the difference between the two reports? Explanation Both reports will ...