In this video, we’re excited to share the new features we've added to the Purchase Order Report. You can now select a date range for both the created date and the required date, which makes it much more flexible. We demonstrate how to create a date range by selecting a start date and hovering over the days you want to include.
Creating a Purchase Order Report
Objective
This SOP outlines the steps to select a date range for the Purchase Order Report based on created and required dates.
Key Steps
Step 1: Access Date Fields 0:00
Open the Purchase Order Report.
Locate the fields for 'Created Date' and 'Required Date'.
Step 2: Select a Date 0:07
Click on either the 'Created Date' or 'Required Date' field.
A calendar will appear for date selection.
Step 3: Highlight Date Range 0:22
Hover your cursor over the dates you want to include in your date range.
Click on the last date of your desired range to highlight it.
Step 4: Apply Date Range 0:30
Once the date range is highlighted, click the 'Apply' button to finalize your selection.
Cautionary Notes
Ensure that the selected date range is correct before applying, as this will affect the report results.
Double-check the highlighted dates to avoid any discrepancies in the report.
Tips for Efficiency
Familiarize yourself with the calendar interface to speed up date selection.
Use keyboard shortcuts if available to navigate through the date selection process more quickly.