Open POs

Summary/Use Case

Report Summary

The Open POs Report provides a list of all open purchase orders by facility, showing details such as PO number, date created, vendor, account, and the on-order total amount. This report is beneficial for fleet managers to track outstanding purchase orders and manage supplier relationships effectively.

Use Case

  • Monitor outstanding purchase orders and manage budget commitments for each facility.

  • Identify and follow up on delayed orders with suppliers.

  • Allocate resources based on current open orders across facilities.

  • Improve cash flow planning by understanding on-order commitments.

Location: Where to Find It

Reports > RTA Standard Reports > Parts > Open POs

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Data Filter Prompts

You will be prompted for filtering of the Data to specify and narrow down the data that will be pulled. See Data Filter List Below for Options.

Data Filter List

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Filter Name

Recommended Filter Condition(s)

Value (Options)

Value (Default)

Facility

Equal To

1 - 99999

1

Report Output and Data Elements

Report Output

Once the Open POs report is run, the user will see a table displaying open purchase orders by facility. This includes details like PO number, creation date, status, vendor, account, and on-order total, allowing users to assess the total on-order amounts and manage inventory commitments.

Report Data Elements

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Column Number

Column Title

Data Notes

1

PO Number

Unique identifier for each purchase order

2

Date Created

Date when the PO was created

3

Status

Indicates if the PO is open or partial

4

Vendor

Name of the vendor associated with the PO

5

Account

Account number associated with the order

6

On Order Total

Total cost on order for each PO

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