PO Recap Lesson


In this lesson you will learn how to runt he PO Recap Report.


Steps:

  1. Click the State of Nebraska link.

    Step 1
  2. Click the Purchasing - Agencies link.

    Step 2
  3. Click the Inquiries & Reports link.

    Step 3
  4. Click the Purchasing Reports link.

    Step 4
  5. Click the Procurement Reports link.

    Step 5
  6. Click the PO Recap link.

    Step 6
  7. Click the Data Selection option.

    Step 7
  8. Click the Submit button.

    Step 8
  9. Leave the first and fourth rows (Order Type) as is to run report on all Purchase Order types, or change the Right Operand to the specific Order Type(s) for which to run the report.

     

    Note: To change the information in the Right Operand field, click the drop-down arrow in the corresponding row and choose Literal. Enter the appropriate information, and click OK to return to the Data Selection window.  

     

    In this lesson we are not going to change these rows.

    Step 9
  10. Leave the second, third, sixth, and seventh rows (Dates) as is; the dates will be entered on the Processing Options window.

    Step 10
  11. To run the report for a specific agency, enter the following information on the next blank line:

     

    Left Operand: "Agency Number (F0006) (RP01) [BC]" This field pulls from the Business Unit Master table which is tied to the business unit on the order header.

    Comparison: "is equal to"

    Right Operand: "literal." Enter 3-digit agency number

     

    To run the report for a specific Vendor, enter the following information on the next blank line:

     

    Left Operand: "Address Number (F4301) (AN8) [BC]" This field pulls from the order header.

    Comparison: "is equal to"

    Right Operand: "literal." Enter Supplier's address book number

     

    To run the report for a specific Buyer, enter the following information on the next blank line:

     

    Left Operand: "Buyer Number (F4301) (ANBY) [BC]" This field pulls from the order header.

    Comparison: "is equal to"

    Right Operand: "literal." Enter Buyer's address book number. 

     

    In this lesson we are not going to narrow the report.

    Step 11
  12. Click the OK button.

    Step 12
  13. Enter the date range for which to run the report.  

     

    Note: In this lesson we are not gonig to change the dates in these fields. 

    Step 13
  14. Click the OK button.

    Step 14
  15. Click the OK button.

    Step 15

To view the report you will need to go to View Job Status. For more information go to the Reports Lesson under the System Basics Training Guides.

 

You have successfully completed this lesson.

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