Open Purchase Order Report

Learn how to use the Open Purchase Order Report to monitor all not fully received or paid orders for better financial obligation management and accurate expense tracking.

The report helps you to:

The report includes all PO types, including Standard, Blanket, and Custom POs in the Approved, In Revision, Pending, and Matching statuses.

All calculations can be displayed in both document and company currency.

Follow these steps to generate a default Open PO Report:

Navigate to the Reports module → select Open Purchase Orders in the Reports By Precoro section.
Select your preferred data display:
- By Document’s Total (set by default): Shows the total amount for each PO, similar to the Purchase Order Export by Document report.
- By Items: Breaks down amounts for each item in the PO, similar to the Purchase Order Export by Item report.
Choose the preferred Report Currency: Document/Item currency (depending on the chosen data display), Company currency, or both.
Set the needed filters. At least one date range should be selected to run a report.
Click the Run Report button to complete the process.
Click the Export button to download and save the report in XLSX format.

Refer to the Report Export to Google Sheets Based on Schedule guide to save filters and schedule the reports.

To create a custom Open Purchase Order (PO) report:

Navigate to the Reports module → click the Create a Custom Report button.
Configure the report settings:
1. Name the report
2. Select Purchase Order as the document type
3. Set the preferred Report Access Type
Select the columns you wish to include in the report.
Click the Save and create button.

To generate the created report:

Locate the custom report in the Custom Reports section.
Apply the necessary filters for your data. At least one date range should be selected to run a report.
Click the Run Report button to complete the process.
Click the Export button to download and save the report in XLSX format.

Refer to the Report Export to Google Sheets Based on Schedule guide to save filters and schedule the reports.

The following calculation columns provide detailed insights into your purchase orders:

Purchase Order Total	The overall amount of the order.
Total Invoiced	All invoices with Pending, In Revision, Approved, Closed, Paid, and Partly Paid statuses.
Total Uninvoiced	The difference between the Purchase Order Total and Total Invoiced. Represents the remaining amount for which an invoice is yet to be issued.
Total Received	The total monetary value of items received. It is always displayed as a Net amount.
Total Waiting	The difference between the Purchase Order Net Total and Total Received. Indicates the remaining amount awaiting receipt of goods or services.
Total Received Not Invoiced	The difference between Total Received and Net Total Invoiced. A negative value means fewer items were received than invoiced. This column reflects the Net amount and helps assess whether received quantities align with invoiced quantities.
Paid	The total payments made against the PO and associated invoices, including payments via credit notes.
To Pay	The difference between the Purchase Order Gross Total and the Paid amount in the document currency.

💡Please note: The distinction between Gross and Net columns depends on whether your company applies taxes.