Purchase Order Aging

Review Outstanding Purchase Orders to see the age on the Purchase Orders plus Value of the items on order.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Purchasing

Grant permission to the individual report > Purchasing > Purchase Order Aging

Create Your Report

The Aging Effective Date defaults to the current date. Select an alternate date by entering a date using the mm/dd/yy date format or select the drop down calendar. This date is used to categorize the Purchase Orders in the Aging columns based on the Aging Base selected.

Use the drop down list in Aging Base to select either

• Ordered Date
• Expected Date

Balance Selection will set a minimum balance for Purchase Orders to be included in the report.

Aging Columns default to 30, 60, 90, 120 days which categories the age of Purchase Order based on the Aging Effective Date and the Aging Base. Click into a field to change the aging column value.

In Location Selection All Locations is selected by default. Select One Location and enter a Site ID or select F12 to search.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.