Purchase Order State Summary Report

You can view a summary of existing purchase orders by state. Afterward, you can view details about purchase orders in a specific state or export results to a spreadsheet.

Complete the following steps to view the Purchase Order State Summary report:

1. L og in to the ONE system.

2. Click Menus/Favs > Order Mgmt > Purchase Order > PO State Summary.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The PO State Summary screen displays.
   
   

   

   
   
   

3. To add more search filters, click the Add Filter link, and then click one or more filter options from the Add Filter list.

4. Fill out the filters as desired, and click the Search link.
   The search results display.
   
   

   

   
   
   

5. Click the Export to Excel button to export the results to an Excel file.

6. Click the Count link to view details about purchase orders in a specific state.
   The Search POs screen opens.