PO Summary by Business Unit Lesson


In this lesson you will learn how to run the PO Summary by Business Unit Report. 

 

Navigation:  There are multiple menu paths for this report.  This lesson uses the Purchasing menu path.

 

State of Nebraska > Purchasing - Agencies > Inquries & Reports > Purchasing Reports > Procurement Reports > PO Summary by Business Unit

 

or

 

State of Nebraska > Inventory > Inquries & Reports > Purchasing Reports > Procurement Reports > PO Summary by Business Unit


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 Summary by Business Unit link.

    Step 6
  7. Click the Data Selection option.

    Step 7
  8. Click the Submit button.

    Step 8
  9. Leave the first row (Order Type) as is. Report is setup to run on all Commodity Purchase Orders and all Direct Purchase Authority Orders.

     

    Note: Agencies with stock supply Inventory must add ZP to the first row (on the List of Values Tab after clicking Literal).

     

    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 this row.

    Step 9
  10. Click the Right Operand list of the second row.

    Step 10
  11. Click the Literal list item.

    Step 11
  12. Enter the beginning date of the date range for which to run the report into the Literal Value: field. 

     

    For this lesson enter "4/1/10".

    Step 12
  13. Click the OK button.

    Step 13
  14. Click the Right Operand list third row.

    Step 14
  15. Click the Literal list item.

    Step 15
  16. Enter the end date of the date range for which to run the report into the Literal Value: field. 

     

    For this lesson enter "4/16/10".

    Step 16
  17. Click the OK button.

    Step 17
  18. Click the Left Operand list of the first blank row.

    Step 18
  19. Click the Business Unit (F4311) (MCU) [BC] list item.

    Step 19
  20. Click the Comparison list.

    Step 20
  21. Click the is equal to list item.

    Step 21
  22. Click the Right Operand list.

    Step 22
  23. Click the Literal list item.

    Step 23
  24. Enter the business unit (branch/plant) for which to run report into the Literal Value: field. 

     

    For this lesson enter "65025009".

    Step 24
  25. Click the OK button.

    Step 25
  26. To run report for a specific vendor, complete the following information in the next blank line:

     

    Left Operand – Address Number (F4311) (AN8) [BC] This field pulls from the order detail lines.

    Comparison – is equal to

    Right Operand – enter the supplier's address book number  

     

    In this lesson we are not going to runt the report for a specific vendor.

    Step 26
  27. Click the OK button.

    Step 27
  28. Click the OK button.

    Step 28

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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