Data views and standard log reports for purchase orders (POs)
- Go to Reports.
- Select Project Specific Reports from the Report Category dropdown.
-
Select POs from the Report Sub-Category dropdown.
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Select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Project Home page:
- Select POs in the Procurement section and select Reports on the POs page.
- Select Procurement Overview in the Procurement section and select the reports icon (
) in the POs row of the Procurement Stats - Commitments section.
Primary data views
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
- vw_POInfo
- vw_POItems
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_JobCostCodes
- vw_ChangeOrderInfo
- vw_ChangeOrderInfoSimple
- vw_WorkOrderInfo
- vw_WorkOrderInfoSimple
Single project standard log reports for POs
| Report name | Filter parameters |
|---|---|
| PO Items Grouped by Prime Contract, Manufacturer and Status | ProjectId, PrimeContractId, Manufacturer, POStatus |
| PO Items Grouped by Prime Contract, Status and Cost Code | ProjectId, PrimeContractId, POStatus, JCCId |
| PO Items Grouped by Prime Contract, Status and Division | ProjectId, PrimeContractId, POStatus, JCCDivision |
| PO Items Grouped by Prime Contract, Status and Owner Code | ProjectId, PrimeContractId, POStatus, OwnerCostCodeId |
| PO Items Grouped by Prime Contract, Supplier and Status | ProjectId, PrimeContractId, SupplierId, POStatus |
| PO Open Balance Details by Contract and Supplier | ProjectId, PrimeContractId, SupplierId, POItemCompleteStatus |
| PO Open Balance Details by Contract, Supplier and Cost Code | ProjectId, PrimeContractId, JCCId, SupplierId, POItemCompleteStatus |
| PO Open Balance Summary by Prime Contract and Supplier | ProjectId, PrimeContractId, SupplierId, POType, POCompleteStatus |
| POs Grouped by Prime Contract and CO | ProjectId, PrimeContractId, COId, POStatus |
| POs Grouped by Prime Contract and Status | ProjectId, PrimeContractId, POType, POStatus |
| POs Grouped by Prime Contract and Supplier | ProjectId, PrimeContractId, SupplierId, POType, POStatus |
| POs Grouped by Prime Contract, Status and Type | ProjectId, PrimeContractId, POType, POStatus |
Multi-project standard log reports for POs
| Report name | Filter parameters |
|---|---|
| Cross Project - PO Open Balance Details by Manufacturer, Project and Supplier | POFromDate, POToDate, Manufacturer, SupplierId, POItemCompleteStatus |
| Cross Project - PO Open Balance Summary by Supplier | POFromDate, POToDate, SupplierId, POCompleteStatus |