PO smart Report

Implementation Updated by Implementation

What is PO smart Report?

PO smart report provides information about open Purchase Orders and created sale invoices.This report should be used by manager to review balances remaining in a regular purchase order or sale products.. It can also be used to reconcile outstanding encumbrances.

Overview

This report can be used for displaying the information of purchase orders created and the sale transactions that has taken place in organisation. PO smart report will give information on purchase value, invoice value during a selected period. However for these reports it is necessary to update the stock structure. In addition this report provides an overview of the stocks of material provided to vendor or sold to customer.   

Use cases

Suppose that there is a company Shri sai Pvt. Ltd. that manufactures shirts. They purchase raw item such as fabrics and accessories from different vendors. After production they sell finished items to their customers. purchases with their old method they need to check different reports to analysis purchase and sale.

Through Zenscale PO smart report they can check entire detail at one place. This report helps them to track the inventory like how much quantity they purchase and sale in particular time period.This reports displaying the information of purchase orders created and the sale transactions performed in company. PO smart report will give information on purchase value, invoice value during a selected period.

Steps to be performed for PO smart report

1. Go to Material Management.

2. Now, click on Purchase

3. In reporting, Click on PO smart report.

4. Following screen will open.

5. Select report > Select Report Criteria as needed.

6. Select customer that you want to check data of created sale invoices.

7. Select Interval as you required.

8. As you can see here select item wise and click on search. you can check sale invoice report with material code or name.

9. For purchase- select Purchase invoice from select report.

10. vendor wise or agent wise filter is also available. You can select as you required.

11. If select vendor wise- system will shown vendor name with purchase quantity.

12. Select vendor name to check single vendor report.

13. Information will view like this. you can select fields as required.

14. PO smart report will also display job order no. that user can analysis. PO create against job order.

14. Download it in excel if needed.

How did we do?

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Purchase Order

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