In this lesson you will learn how to run the PO Summary by Summary 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 Summary
State of Nebraska > Inventory > Inquries & Reports > Purchasing Reports > Procurement Reports > PO Summary by Summary
Click the State of Nebraska link.Step 1
Click the Purchasing - Agencies link.Step 2
Click the Inquiries & Reports link.Step 3
Click the Purchasing Reports link.Step 4
Click the Procurement Reports link.Step 5
Click the PO Summary by Supplier link.Step 6
Click the Data Selection option.Step 7
Click the Submit button.Step 8
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.Step 9
Click the Right Operand list of the second row.Step 10
Click the Literal list item.Step 11
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
Click the OK button.Step 13
Click the Right Operand list of the third row.Step 14
Click the Literal list item.Step 15
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
Click the OK button.Step 17
To run report for a specific vendor, complete the following information in the next blank line:
Left Operand – Address Number (F4311) (AN8) [BC]
Comparison – is equal to
Right Operand – enter the supplier's address book number
In this lesson we are not going to run this report for a specific vendor.Step 18
Click the OK button.Step 19
Click the OK button.Step 20
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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