Purchase Requisition Report
Purchase Requisition Report
Purchase Requisition Report
Module: Account Generation
Overview
Use the Purchase Requisition Report to print requisitions created, but not closed, by branches. User’s branch restrictions apply.
To access this report, choose Purchase Requisition Report (report #2016) from the main menu of SBN.
The Purchase Requisition Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want the report printed.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
Field |
Description |
Branch |
You may select a specific branch to limit the report to purchase requisitions created by that branch. (This menu originates from program #1530.) O If you leave this field blank, the report includes all branches in your user profile. |
Scheduled Date Range |
|
Date
- From |
You may select a range of dates to limit the report to purchase requisitions with a scheduled ship date within the range. Select the beginning date of the range. |
Date
- To |
You may select a range of dates to limit the report to purchase requisitions with a scheduled ship date within the range. Select the ending date of the range. |
Vendor ID |
You may select a specific vendor ID to limit the report to purchasing requisitions associated with that vendor. (This menu originates from program #1758.) |
Exp Date Range |
|
Date
- From |
You may select a range of dates to limit the report to purchase requisitions that contain an expected date within the range. Select the beginning date of the range. |
Date
- To |
You may select a range of dates to limit the report to purchase requisitions that contain an expected date within the range. Select the ending date of the range. |
PO Number Range |
|
PO
- From |
You may type a range of purchase order numbers to limit the report to purchase orders within that range. Type the beginning purchase order number of the range. |
PO
- To |
You may type a range of purchase order numbers to limit the report to purchase orders within that range. Type the ending purchase order number of the range. |
Item Code |
You may type a specific item code to limit the report to purchase requisitions that contain that item code. |
Vend Item Code |
You may type a specific vendor item code to limit the report to purchase requisitions that contain that vendor item code. |
Confirm |
You may type a specific requisition number to limit the report to that requisition. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Purchase Requisition Report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Branch |
Branch ID. |
Reference No. |
SBN-assigned reference number for the requisition. |
SL |
Line number for the item. |
Item Code |
Item code. |
Unit |
Unit of measure of the item. |
Description |
Description of the item. |
Ordered |
Quantity of the item to order. |
Std. Cost |
Standard cost of the item. |
Extension |
Final cost of the item, based on (quantity) * (standard cost). |
PO |
Blank line for entering purchase order number or other information. |
Total |
Total cost of all items to order. |
Approved By |
Blank line for approving signature and date from the branch. |
Acknowledged By |
Blank line for acknowledging signature and date from the purchasing department. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Purchase Requisition Report
The following table lists modifications and updates to the Purchase Requisition Report document.
Mod Number |
Date |
Description |
n/a |
8/06/14 |
Images updated. |