To generate a Purchase Order report

This report allows you to display Purchase Orders that have been posted.

Arbor Finance reports use pop-ups. Ensure your browser does not block pop-ups from the Arbor Finance website. Click here for details.

1. From the top menu choose Reporting. On the Transactions tab choose General and Purchase Orders.

2. In the Display section, set the options you require:
   
   

   • Show full detail - shows the line details of the Purchase Order

   • Extended line detail - gives more details on the purchase order with dates of changes

3. In the Settings section, enter any criteria you want to apply to this report as follows:
   
   • In the From bank accounts field, by default all bank accounts are selected. If you want the report to include transactions from only selected bank accounts, click on the required account, or hold down the Ctrl key to select multiple accounts.
   • Budget codes - To include only a section of the alphabetic list in the report, choose the first and last codes to include from the two drop-down lists.
   • Analysis codes - To include only a section of the alphabetic list in the report, choose the first and last analysis codes to include from the two drop-down lists.
   • Funding streams - To filter the report by a range in the alphabetic list of funding streams, enter the first and last funding stream in the two text boxes.
   • Contact - Allows you to choose a particular contact to show the report for.
   • Dates - To restrict the report to a particular range of dates, enter the first and last date in the two text boxes (for details see Date entry formats).
   • Cost centre - To filter the report by a range in the alphabetic list of cost centres, enter the first and last cost centre in the two text boxes.
4. Click Generate report. The report opens in the Report viewer.