Purchase Orders - Partial Receipts and $ Amount Outstanding

RobK

Hi,

I use 3 reports for managing job materials

1 All purchase orders by job (I call it a Procurement Status Report)

2 Open purchase orders by job

3 Job Cost Report

When there is a partial delivery on a PO then $amount showing on both reports is total qty x unit price. This makes it difficult to know the $amount of outstanding POs

I can download the reports to excel and add columns to calculate the true outstanding amount of open POs.

Also, in theory you could calculate the difference between value of reports 1 & 3 above but we do not use POs for every expense on a job.

The other work around is to add a line to the PO every time you have a partial delivery to reflect the outstanding qty for the item (ie. split received and outstanding qty's).

All of the above is incredibly time consuming and frustrating when you have a lot of jobs and POs. Our Project Managers are continually unhappy about this. In the current supply chain environment - partial deliveries are becoming common.

Am I missing something in being able to add $ values for materials received and open items on these reports? I have also looked at trying to build a custom report without success.

thanks

Rob

Acctd4

Hmm ... I've just had a play around with the reports - including like you, creating a custom one from scratch - to display the open qty & $ amounts - & it looks like you're right Rob ... The "Open" (& manual customisation to show only "Open") actually only displays the PO line total $ amounts! 😣🙄 One would expect an "Open ..." PO report to actually display the "Open" amounts!

I'd recommend voting (if someone 's already listed it) or otherwise, adding this, to the Ideas/Wish List: https://ideas.reckon.com/