Search

Purchase Order Reports

Report Title	Report Description	Location	Use Case Scenario
Open POs	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.	Reports > RTA Standard Reports > Parts > Open POs	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.
PO Received Transactions	The PO Received Transactions report lists part receipt activity from purchase orders, grouped by your chosen primary field (Date, Part, PO Number, or Vendor). Fleet managers can use it to reconcile receipts against invoices/POs, analyze landing costs (part cost + freight + tax), and validate vendor activity by facility.	Reports > RTA Standard Reports > Purchase Orders > PO Received Transactions	Reconcile AP invoices and PO receipts by vendor and date Audit that all items on open POs were actually received and posted Review landed cost components (part cost, freight, tax) to spot anomalies Summarize receipts by part to identify top purchased items over a period
Purchase Orders - Closed	The Purchase Orders – Closed report lists POs that have been fully closed within a selected date range, showing vendor, PO dates, costs (freight, tax, parts), and “days open.” Fleet managers can use this to audit purchasing cycle time, reconcile costs by vendor, and confirm closure of POs for the accounting period.	Reports > RTA Standard Reports > Purchase Orders > PO Received Transactions	Reconcile month-end by confirming which POs closed within the period and their total landed costs Track supplier performance via Days Open from create to close date Review freight/tax versus parts cost to spot anomalies or policy issues Summarize closed POs by vendor to support AP statements and accrual clean-up
Purchase Orders - Open	The Purchase Orders – Open report lists all POs that are currently Open or Partial for the selected facilities, vendors, parts, and PO range. Fleet managers use this to monitor outstanding commitments, track days open, and prioritize follow-ups with suppliers.	Reports > RTA Standard Reports > Purchase Orders > PO Received Transactions	Review all open/partial POs to expedite receipts and close old orders Track Days Open to manage supplier performance and resolve delays See received costs to date (freight/tax/parts) versus On Order Total to understand remaining liability Filter by vendor or part to prepare targeted chase lists
Purchases by Account Number	The Purchases by Account Number report provides a detailed breakdown of purchases categorized by account number, displaying transaction details such as vendor, invoice, PO number, and total cost. This report is beneficial for fleet managers in tracking expenditures by account number, helping identify spending patterns and monitor budget adherence.	Reports > RTA Standard Reports > Parts > Purchases by Account Number	Analyze purchase transactions by specific account numbers for budget tracking. Identify vendors associated with high purchase volumes. Support financial audits by providing a comprehensive purchase record. Monitor spending within specified date ranges for fiscal control. Assist in cost allocation for departmental budgeting and financial planning.
Receipts by Invoice or Vendor	The Receipts by Invoice or Vendor report provides a detailed view of parts receipts, organized by invoice number and vendor. This report helps fleet managers track parts acquisition, ensuring accurate accounting and inventory management for each purchase and vendor transaction.	Reports > RTA Standard Reports > Parts > Receipts by Invoice or Vendor	Track parts received by invoice or vendor over a specified date range. Monitor vendor activity and ensure compliance with purchase agreements. Verify part costs against invoices for accurate accounting. Identify high-cost items and prioritize inventory spending. Review and reconcile invoice totals for auditing and budget control.