Using Reporting for Outstanding PO Quantities and Values

PO lines that have outstanding quantities and values (ie: yet to be received or invoiced) can be filtered from the report PO Received Not Invoiced (RNI).

There are 24 available filters to assist finding a PO located on the right of the screen or by clicking on the ‘filters’ logo in the top right hand corner.

Users can also select the ‘Information’ icon in the top right corner for further information/explanations (ie. Received Status and Invoice Status).

Using Filters

Purchase Orders Received Status

Confirmed_Full indicates the POs that have been fully received and there is no outstanding left.
Confirmed_Partial indicates the POs that have an outstanding quantity to be received. Similarly if there are Service POs, this will indicate all those POs that have an outstanding service.
Unconfirmed indicates the POs that have no receipt.

Users will filter the report using these Purchase Orders received statuses

Invoiced Status

Users can add more filters to show outstanding values and quantities.

Invoiced_Full indicates that the PO item(s) have been fully invoiced for all quantities.
Invoiced_Partial indicates that POs have an outstanding quantity to be invoiced.
No_Invoice indicates that no items in the PO have been invoiced.

Order Type

InvoicePlan is used for POs where invoicing has been scheduled overtime rather than upon receiving goods/services.
Blanket is used for POs with repeated purchasing of goods/services over a period of time before knowing quantity or dates.
Standard is used for POs with known quantities/services upfront.
Stock is used for POs ordering goods for inventory (stock/storage).

Fields that Report Outstanding Quantities and Values for PO lines

This Dashboard has two fields that will provide the outstanding quantities and values for POs:

Outstanding Qty (to be received)
- The formula for a PO Item Qty Ordered - (Qty Received - Qty Returned)
Remaining Amount (to be invoiced).
- The formula for a PO Item Outstanding Qty x UnitPrice