Select PropertiesCompanies

Click to select PropertiesCompanies from the Select PropertiesCompanies tab. The report runs for all selected PropertiesCompanies.

From PO / Thru PO

Click the Lookup icon to display the Select Purchase Order Tab and select a starting and an ending purchase order. Purchase order numbers appearing on this list are established using the Purchase Orders Tab, and are valid only for the selected PropertiesCompanies.

From Vendor ID / Thru Vendor ID

Click the Lookup icon to display the Select Vendor Tab and select a starting and an ending vendor ID. Entries appearing on this list are established on the Vendors Tab in AP Setup.

From PO Date / Thru PO Date

Enter a starting and ending purchase order date. Or use the Calendar Button to select a date.

Status

Select an invoice status from the drop-down list. The following statuses are possible: All (default), Open, Closed, Revised, Pending, Denied, Backorder, Void.

Sort by

Select a sort mechanism from the drop-down list. The following sorts are possible: PO # (default), Vendor #, Account #.

Print by PropertyCompany

Select this option if you want the system to group the report data by PropertyCompany.

Report Type

Select one of the following types: Summary, Detail.

PDF Format

Select this option if you want the report to print in PDF format. For more information, refer to Report Printing Options.

Create Spreadsheet

Select this option if you want the report to print in an Excel spreadsheet. For more information, refer to Report Printing Options.

Cancel

Click to exit without saving changes.

Print

Click to print the report.

As the name implies, this report provides information on invoices that have been created using purchase orders. The report runs for selected PropertiesCompanies. You can limit this report to a range of purchase orders, vendors, or purchase order dates. You can also limit this report by an invoice status. For printing, the report can be sorted by purchase order number or vendor number. The report prints in one of the two standard formats: PDF or Spreadsheet.

When the report displays, it includes information on the purchase order date, purchase order/contract number, the vendor ID and name, the purchase order amount, the invoice amount, the remaining amount, and the invoice status.

A total line provides you with the following information: the vendor invoice number, the invoice date, and the invoice amount.

Note

This report shows information for purchase orders entered in ePO only. It does not show information for purchase orders entered in eFinancials. To view this report with information for all purchase orders, eFinancials users can generate this report from the eFinancials—Reports—AP Reports menu.

1. From the eFinancials menu, select Reports—AP Reports—Invoices for POs. Or, from the ePO menu, select Reports—Invoices for POs.
2. Click Select PropertiesCompanies. Select the PropertiesCompanies for which you want to print the report and click Save.
3. From the From PO and Thru PO fields, click the Lookup icon to display the Select Purchase Order Tab and select a purchase order range for the report.
4. From the From Vendor ID and Thru Vendor ID fields, click the Lookup icon to display the Select Vendor Tab and select a starting and an ending vendor ID.
5. From the From PO Date and Thru PO Date fields, type a purchase order date range for the report. Or, use the Calendar icon to select a date.
6. From the Status drop-down list, select an invoice status: All (default), Open, Closed, Revised, Pending, Denied, Backorder, Void.
7. From the Sort By drop-down list, select a sort order for the report: PO # (default), Vendor #, Account #.
8. To group the report by PropertyCompany, select the Print by PropertyCompany check box. Otherwise, leave the check box cleared.
9. Select either Detail or Summary to define the level of detail to include. This field displays for all register types.
10. Select one of the following report printing options:
• PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.
• Create Spreadsheet: Prints the report in an Excel spreadsheet.
11. Select any of the following check boxes for the invoice statuses to include on the report: Normal, Separate Check, Voided.
12. Select any of the following check boxes for the invoice payments to include on the report: Approved, Unapproved.
13. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

 

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