In this video, we’re excited to share the new features of the Purchase Order Report, which now includes a detailed breakdown of items by line. This enhancement allows you to view the contents of a purchase order without needing to open it, making the process much more efficient. We walk you through how to access this detail view by simply clicking the detail tab on the report.
Creating a Detailed Purchase Order Report
Objective
This SOP outlines the steps to generate and view a detailed report of purchase order items by line.
Key Steps
Step 1: Access the Purchase Order Report 0:00
Navigate to the report section of your system.
Locate the purchase order report that includes detailed breakdowns.
Step 2: View the Purchase Order Details 0:18
Click on the 'View' button next to the desired purchase order.
Select 'View Details' to access the detailed information.
Step 3: Access the Detail Tab 0:27
Once in the purchase order details, click on the 'Detail' tab.
Review all pertinent information related to the purchase order.
Cautionary Notes
Ensure you have the necessary permissions to access purchase order reports.
Double-check the PO number to avoid viewing incorrect details.
Tips for Efficiency
Familiarize yourself with the layout of the report section to speed up navigation.
Use search functions if available to quickly locate specific purchase orders.