Purchasing Reports

The Purchasing page is where purchase orders reside. Review the following Purchasing reports to view/print purchase order data.

View Purchase Order Listing Report

This report provides, in .csv(The comma-separated values (CSV) file format is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor. Traditionally, lines in the text file represent rows in a table, and commas separate the columns.) format, a list of all the data displayed on the Purchase Grid. The report includes Order Number, Purchase Date, Vendor, Status, Estimated Delivery Date, and Notes.

1.      Click on , located on the top navigation bar. The Purchasing grid expands.

2.     Click on the Purchasing Report Drop Down Menu.

3.      Select Purchase Order Listing under the --- Excel --- menu subcategory.  

4.      When the message appears asking "Do you want to open or save PurchaseOrder_Listing.csv ...", click on Open.

5.      The Purchase Order Listing Report file will open within a spreadsheet program (like Microsoft Excel).  

View Product Line Listing Report

This report provides, in .csv format, a list of all line items on purchase orders in the district, using applied filters. The report includes Order Number, Purchase Date, Vendor, Vendor Account Number, FRN, Purchase Order Status, Estimated Delivery Date, Notes, Product Number, Product Name, Department, Funding Source, Account Code, Purchase Price, Shipped to Site ID, Shipped to Site Name, Invoice Number, Invoice Date, Shipping Quantity, Received Quantity, Line Status, Line Number.

1.      Click on , located on the top navigation bar. The Purchasing grid expands.

2.     Click on the Purchasing Report dropdown menu.

3.      Select Product Line Listing Report under the --- Excel --- menu subcategory. The Product Line Listing Filter window opens.

4.      Select the desired filters.

5.   Click  GO.

6.   When the message appears asking "Do you want to open or save ProductLine_Listing.csv ...", click on Open.

7.      The Product Line Listing Report file will open within the spreadsheet program (like Microsoft Excel).