PO0600 Purchase Order and Receiving Purchase Line History Report

Purchase Line History Report

Application Overview

 When purchase orders are deleted (through the Delete Closed Purchase Orders application) certain information regarding the line items on those purchase orders is saved.  This data is known as the purchase line history data and it may be printed out on the Purchase Line History Report.

 The report is structured to show each purchase order line item (in order by receipt date), for each vendor from whom the item was ordered, for each inventory item.  For instance, suppose you have an item in stock that you call a widget and its item number is 100.  Suppose also that you order widgets from three different vendors and that you have recently had receivings of widgets from each of the vendors.  You could use this report to list all receivings of widgets for each vendor and compare how well the vendors did.

 Data on the report that can be used to evaluate vendors includes the receipt date (the last receipt date if there was more than one), the request date and promise date (to be compared with each other and with the receipt date), the expected price of the item and the actual price, the quantity ordered, quantity received, quantity rejected and quantity canceled.  Additionally, the line item's purchase order number is shown to help you identify where the line item came from.

 You might find, for instance, that one of the vendors shipped on time but there was a high rejection rate, while another shipped a few days late but there were no rejects.  Perhaps the third vendor shipped on time with no rejections but billed you at a higher price than you ordered at.  All of these factors can assist you in determining whether to emphasize one vendor over the others or to locate another source of supply altogether.

 In addition to providing a means of evaluating vendor performance in the delivery of particular items, this report can be used simply as an historical reference.  When printing the report, you have the option of selecting a range of items, vendors and receipt dates.  This will enable you to focus upon those items or vendors you are most interested in.  You also have the option of purging the file within these parameters.  When you purge the file you will probably be most interested in purging all items for all vendors within a range of receipt dates (for instance, every line item with a receiving dated on or before March 31).  This is likely to be the case since the older a line item is the less valuable it is.  This file should be purged occasionally to prevent it from taking up too much disk space.


Run Instructions

 

    Select Purchase Line History Report from the pull down P/O Reports window.  The following screen will then be displayed:

 

 

 

    The following options are available:

    • Select the Print mode from the Purchase Line History Report menu bar
    • Enter the data requested on the screen
    • If you choose to print the report without purging the file, you will be allowed to select another range immediately.  The file can be purged for only one set of range parameters at a time so if you select the purge option, the program will return automatically to the Purchase Line History Report Screen.

     

        To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.

     

    Entry Field Descriptions

     

    Name

    Type and Description

    1.   Purge File ?

    Y or N.

    Enter Y to purge the file or N to decline.

    This field defaults to N.

    2.   Starting Item No

    15 alphanumeric characters.

    Enter the number of the first item that is to be included in the range of items to be printed or purged.  The number need not be that of a valid item on file in the Item file 

    Press the F7 key to search by item number.  Press the F8 key to search by item description.

    Defaults to All.

    3.   Ending Item No

    15 alphanumeric characters.

    Enter the number of the last item that is to be included in the range of items to be printed or purged.  The number need not be that of a valid item on file in the Item file.

    Press the F7 key to search by item number.  Press the F8 key to search by item description.

    Defaults to the starting item number's entry. 

    4.   Starting Vendor No

    6 alphanumeric characters.

    Enter the number of the first vendor whose line items are to be included among those that are printed or purged.  The number need not be that of a valid vendor on file in the Vendor file.

    Press the F7 key to search by vendor number.  Press the F8 key to search by vendor name.

    Defaults to All.  

    5.   Ending Vendor No

    6 alphanumeric characters.

    Enter the number of the last vendor whose line items are to be included among those that are printed or purged. 

    Press the F7 key to search by vendor number.  Press the F8 key to search by vendor name.

    The number need not be that of a valid vendor on file in the Vendor file.

    Defaults to the starting vendor number's entry.

    6.   Starting Receipt Date

    A date in the standard date format.

    Enter the earliest receipt date that will qualify a line item to be included among those that are printed or purged.

    Defaults to All. 

    7.   Ending Receipt Date

    A date in the standard date format.

    Enter the latest receipt date that will qualify a line item to be included among those that are printed or purged.

    Defaults to the starting receipt date's entry. 

    8.   Starting Buyer Code

    2 alphanumeric characters 

    Enter the code of the first buyer for whose orders line item are to be included among those that are printed or purged.  The entry need not be that of a valid buyer code 

    Press the F7 key to search by Buyer code.

    Defaults to All. 

    9.  Ending Buyer Code

    2 alphanumeric characters.

    Enter the code of the last buyer for whose orders line items are to be included among those that are printed or purged.  The code need not be that of a valid buyer code.

    Press the F7 key to search by Buyer code 

    Defaults to the starting buyer code's entry. 

    10. Print Expanded Comments

    Y or N 

    Enter Y to print expanded comments or N to decline.

    This field defaults to Y.


    Run Date: Jan 14, 1993 ‑ 11:35am         Elliott Electronics Co.                                                            Page    1

                                          P U R C H A S E   L I N E   H I S T O R Y   R E P O R T

     Range: All Items

           All Vendors

           All Receipt Dates

           All Buyers

    Item‑No          Item‑Description                Vendor‑No     Receipt‑Date  Req‑Date    Exp‑Price     Qty‑Ord     Qty‑Rej Po‑Number

                                                     Vendor‑Name                 Prom‑Dte    Act‑Price     Qty‑Rec     Qty‑Can Um  Buyer

    CHAR‑GEN         Character Generator At 25 Meg   000100          02/11/92    02/03/92       7.8000       5.000        .000 000013‑00

                     Character ‑ Gen ‑ 25           Computer Electronics Center                 7.8000       5.000        .000 EA    BC

                                                                                       Vendor Totals:        5.000        .000

                                                                                                             5.000        .000

                                                                                         Item Totals:        5.000        .000

                                                                                                             5.000        .000

                                                                                        Grand Totals:        5.000        .000

                                                                                                             5.000        .000

    Purchase Order

    1. Why Receiving Non-Inventory Items in PO Will Cause General Ledger Inventory Account Out of Balance?
    2. Order Has Been Printed But Not Posted
    3. When does the Purchase Line History data get updated?
    4. Can I Edit the Ship Date Field in PO Line Item Screen?
    5. Getting PO Lock File Problem During PO Printing
    6. Feature - Notes Tracking from PO Warehouse Receiving to Inventory Transfer Management to Inventory Transaction
    7. Feature - Prevent MM Item from Purchasing
    8. Feature - Include Or Exclude UDC in Buyer's Desk
    9. Feature - Item Number Verification After Serial Number Scan
    10. PO05S1 Purchase Order and Receiving Receivings Audit Trail Report
    11. PO05S2 Purchase Order and Receiving Drop Shipment Receivings Report
    12. PO0104 Purchase Order and Receiving Release Blanket Orders
    13. PO0105 Purchase Order and Receiving Purge Closed Purchase Orders
    14. PO0200 Purchase Order and Receiving Print Purchase Orders
    15. PO0300 Purchase Order and Receiving Purchase Order Inquiry
    16. PO0400 Purchase Order and Receiving Scheduled Receipts Reports
    17. PO0600 Purchase Order and Receiving Purchase Line History Report
    18. PO0700 Purchase Order and Receiving Cash Requirements Projection Report
    19. PO0800 Purchase Order and Receiving Commodity Code Vendor Report
    20. PO0900M Purchase Order and Receiving Vendor Performance Analysis Report
    21. PO1000 Purchase Order and Receiving P/O Setup
    22. PO1101 Purchase Order and Receiving Buyer Code File Maintenance
    23. PO1201 Purchase Order and Receiving Comment Code File Maintenance
    24. PO1301 Purchase Order and Receiving Reject Reason Code File Maintenance
    25. PO1401 Purchase Order and Receiving Ship-To File Maintenance
    26. PO1501 Purchase Order and Receiving Item Vendor File Maintenance
    27. PO1502 Purchase Order and Receiving Purge Item Vendor File Maintenance
    28. PO1601 Purchase Order and Receiving Vendor Service Address
    29. PO1700 Purchase Order and Receiving Clear Year-to-Date Statistics
    30. PO1800 Purchase Order and Receiving Open Purchase Orders Reports
    31. POCLSMNU Purchase Order and Receiving PO Close Processing
    32. POIMPMNU Purchase Order and Receiving Purchase Order Import
    33. POINVMNU Purchase Order and Receiving Invoice Processing
    34. POORDEXS Purchase Order and Receiving Purchase Order Export
    35. POEQMNT Purchase Order and Receiving Purchase Order Requisition
    36. POEQPST Purchase Order and Receiving Post Requisitions
    37. PORSTSCN Purchase Order and Receiving Reset P/O Rec/Inv Qty
    38. POUPDSTA Purchase Order and Receiving Update Vendor Statistics
    39. POWHRMNT Purchase Order and Receiving Warehouse Recovery Process
    40. POWRIMNT Purchase Order and Receiving Warehouse Receiving Import
    41. Feature -- PO Ship-to File Maintenance Determine Drop Ship Location by State/Zip Code Tables
    42. Feature - Warehouse Receiving Serial Number Validation
    43. Feature - Buyer's Desk Inventory Class Selection Criteria
    44. Feature - PO Ship-To File Received to Transit Location
    45. Purchase Order Line Item Add or Change Event
    46. PO0000 Purchase Order and Receiving Overview 1
    47. PO0000 Purchase Order and Receiving Overview 2
    48. PO0000 Purchase Order and Receiving Overview 3
    49. PO0000 Purchase Order and Receiving Overview 4
    50. PO0000 Purchase Order and Receiving Overview 5
    51. PO0000 Purchase Order and Receiving Overview : Index
    52. PO0100 P/O and Receiving Purchase Order Processing 1
    53. PO0100 P/O and Receiving Purchase Order Processing 2
    54. PO0100 P/O and Receiving Purchase Order Processing 3
    55. PO0100 P/O and Receiving Purchase Order Processing 4
    56. PO0100 P/O and Receiving Purchase Order Processing 5
    57. PO0100 P/O and Receiving Purchase Order Processing: Index
    58. PO2000 P/O and Receiving Receivings Processing 1
    59. PO2000 P/O and Receiving Receivings Processing 2
    60. PO2000 P/O and Receiving Receivings Processing 3
    61. PO2000 P/O and Receiving Receivings Processing 4
    62. PO2000 P/O and Receiving Receivings Processing 5
    63. PO2000 P/O and Receiving Receivings Processing 6
    64. PO2000 P/O and Receiving Receivings Processing 7
    65. PO2000 P/O and Receiving Receivings Processing 8
    66. PO2000 P/O and Receiving Receivings Processing 9
    67. PO2000 P/O and Receiving Receivings Processing: Index
    68. POFRMMNT P/O and Receiving P/O Form Setup 1
    69. POFRMMNT P/O and Receiving P/O Form Setup 2
    70. POFRMMNT P/O and Receiving P/O Form Setup 3
    71. POFRMMNT P/O and Receiving P/O Form Setup 4
    72. POFRMMNT P/O and Receiving P/O Form Setup 5
    73. POFRMMNT P/O and Receiving P/O Form Setup: Index
    74. PORCNMNU P/O and Receiving P/O Reconciliation Process 1
    75. PORCNMNU P/O and Receiving P/O Reconciliation Process 2
    76. PORCNMNU P/O and Receiving P/O Reconciliation Process 3
    77. PORCNMNU P/O and Receiving P/O Reconciliation Process: Index
    78. How to Retrieve Open Purchase Orders Through SQL SELECT Statement
    79. Feature - Receivings Processing Mass Receiving Changes
    80. Feature - Warehouse Receiving Mass Receiving

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