Purchase Order Report in IntoAEC
The Purchase Order (PO) Report in IntoAEC allows users to track and manage purchase orders efficiently. It provides insights into issued POs, vendor responses, and overall purchase order amounts.
Accessing the Purchase Order Report
To view the Purchase Order report:
Navigate to Reports from the main menu.
Select Purchase Order to open the report page.
Filtering Purchase Orders
Users can refine the purchase order records using the following filters:
Project Name – Select a specific project to view related purchase orders.
Select Vendor – Choose a vendor organization from the list.
Issued Between – View POs issued within a specific date range.
Click Apply to filter results or Clear to reset selections.
Purchase Order Dashboard Summary
The dashboard provides key insights, including:
Total Purchase Orders – The number of purchase orders issued.
Total Accepted Purchase Orders – The count of POs accepted by vendors.
Total Purchase Order Amount – The total value of all purchase orders.
Understanding Purchase Order Records
Each purchase order entry contains details such as:
Project Name – The project linked to the PO.
Vendor Organization – The vendor receiving the purchase order.
Vendor Amount – The quoted price from the vendor.
PO ID – A unique identifier for the purchase order.
Organization Status – Status updates from the organization (Sent, Price Updation Received).
Vendor Status – Status updates from the vendor (Received, Price Updated).
Issued On – The date the PO was issued.
Bulk Selection & Exporting Data
Users can bulk select multiple purchase orders or choose a single one for exporting.
The selected purchase order data, including project name, vendor details, PO status, issued date, and total amount, can be exported in Excel format for further analysis and record-keeping.
How to Configure Purchase Order Report Automation in IntoAEC
Set it once and streamline your purchase order reporting effortlessly.
Follow the steps below to automate Purchase Order Reports using the Configure Report Automation icon:
Open the Configure Report Automation Popup
Click the Configure Report Automation icon to launch the Purchase Order Report Automation popup.
Pick the Reporting IntervalUse the Generate Report dropdown to select how often the reports should be sent:
Daily (default setting)-A report will be created within one hour of the selected time.
For instance, if set to 6:00 PM, the report will generate between 6:00 PM and 6:59 PM.Weekly –A summary for the current week will be sent at the same time and day the following week.
Monthly – A report for the current month will be generated on the same day and time next month.
Set the Automation Start Date and Time
Choose the Start Date and Start Time for when the report automation should begin.
Note-A Start Time must be selected this is required for the automation to function.
Save or Cancel Your Settings
Click Save to apply and activate the purchase order report automation, or Cancel to discard your setup.
The Purchase Order report helps users efficiently track purchase orders, vendor interactions, and financial commitments. With filtering options and a detailed dashboard, users can quickly retrieve relevant data, take bulk actions, and export reports for seamless procurement management.
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