The default report doesn't include the individual line items of the purchase order, which for us renders the report useless. It would be nice if the Invoice Date/SupplierInv/Sent to Accounting coiuld be removed as these are not useful.
Rather to have the individual line items displayed would be must more useful.
As we do now, we copy the information up into the description (duplicating work) so we can see what we have ordered and what is outstanding.
I know we can create a .csv file via the reports section, but the only way to sort this is via Date Function, not only outstanding jobs, so is extremely fiddly.
I just want a click of the button report that i can see all my outstanding purchase items.
We can't include the line items in that dashboard view (as some clients have thousands upon thousands of lines on order), but we can do this as a report (if it's not already available)
Just so I'm getting the right requirements, do you want all of the line items on PO's that haven't been received yet?
The default report doesn't include the individual line items of the purchase order, which for us renders the report useless. It would be nice if the Invoice Date/SupplierInv/Sent to Accounting coiuld be removed as these are not useful.
Rather to have the individual line items displayed would be must more useful.
As we do now, we copy the information up into the description (duplicating work) so we can see what we have ordered and what is outstanding.
I know we can create a .csv file via the reports section, but the only way to sort this is via Date Function, not only outstanding jobs, so is extremely fiddly.
I just want a click of the button report that i can see all my outstanding purchase items.
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Tony Harcourt posted 6 months ago Admin
Hi Giselle,
We can't include the line items in that dashboard view (as some clients have thousands upon thousands of lines on order), but we can do this as a report (if it's not already available)
Just so I'm getting the right requirements, do you want all of the line items on PO's that haven't been received yet?
Tony
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