Pending Purchase Orders Report

Use this option to generate a report listing purchase orders that you are eligible to approve and that have not yet been approved, denied, or flagged as needing correction on your level.

If needed, you can limit the report to the following types of purchase orders:

• Purchase orders that have been approved by all other levels.

• Purchase orders that require approval, thereby excluding those where approval is optional.

For each purchase order selected, the report lists the entered and required dates, line item data, approval and shipping information, and account distributions. It also provides the purchase order's total cost and balance due, as well as grand totals for the purchase orders listed.

Menu Path:  Purchasing > Reports > Purchasing Reports > Pending Purchase Orders Report

Generating the Pending Purchase Orders report

1. Select Purchasing > Reports > Purchasing Reports > Pending Purchase Orders Report to display the Pending Purchase Orders page.

2. In the Report Criteria section, enter criteria identifying the records to include in the report. To perform an advanced search, use the Advanced button.

3. In the Additional Records section, select the following checkboxes as needed:

   • Only Include Records Approved By All Lower Levels - to limit the report to purchase orders you are eligible to approve and have been approved at levels lower than your own.

   • Only Include Records Which Require Approval - to limit the report to purchase orders where approval is required. This excludes purchase orders where approval is optional.

4. Click OK.

5. In the Print window, specify how to generate the report, and then click OK. The report's default file name is pendpo.rpt.