Tracking ETA dates on outstanding purchase order lines
- John Nairn (Unlicensed)
Overview
When tracking the ETA date of purchase order lines, you normally want to know the ETA of the balance of each purchase order that was not supplied on the first purchase receipt. This can be easily achieved using a filter. You can then export the result and send it to the supplier if you want confirmation on expected due dates.
Procedure
From the navigation panel go to purchasing then outstanding purchase order lines.
Click on view variants and create a new view variant "Outstanding purchase order lines with a receipt"
Click on the header row of your list view and select fitler editor
Paste the filter below into your filter editor
Paste the filter below into your filter editor to try this out. The filter required to show only order lines that have not yet been received for purchase orders that have had at least one receipt is as follows:
"[Purchase Order.Purchase Receipts][].Count() > 0 And [Qty On Order] <> [Qty Ordered]"
Your purchase back orders list view should look something like the following:
Click on the supplier field to filter you list to show just one supplier if required
Click on the Export button to export the report for the one supplier as PDF or excel if you want to email the information to the supplier.