Reports

You can run a report from any section with EzyPO (i.e. Draft, Pending and Approved Orders). Approved reports can also have reports run . directly in Eclipse by the Accounts Department.

From the main navigation drop-down menu click on the section you would like to run the report from, i.e. Draft Orders, Pending Orders or Approved Orders.

Report Details Tab

Reports Type - Choose either PDF or Preview. The Preview report will be generated in HTML format and you will lose some formatting.
Report - Input Control report lists PO's in the order in which they were typed with just pertinent information. The Distribution report lists only the PO details in Chart order with subtotals for each different chart of account code. It is recommended to run this report when checking these codes for job costing and budgeting reasons.
Currency -You can restrict your report to only show PO's for 1 currency or select A to include all currencies.
Currency Conversion - If you have PO's for more than 1 currency you can select to convert them all to one currency. Select the currency from the drop list.
Exchange Rate - You can convert orders to the budgeted rate or current rate as set by the administrator.
Report Layout - Select the report format from the drop list. Custom reports can be created and added to this list. Consult with your Administrator.
Display Report Image - This shows a sketch of what the report will look like.

EzyPO Tab

Calculate Modified PO Amount -Tick this if you want to use the difference between the original order and the current order. Unticked, the order will just use the amounts shown on the modified order.
Note:  This option is recommended when running the reports for budgeting purposes to avoid double counting costs

Run a PO Report from EzyPO

1. Running to PDF

You can print out a Distribution or Input Report by clicking "Select All" button and then the "Report" button.

After you click the Report button, a window popup will present you with a list of options, allowing you to choose between a Distribution Report and an Input Control Report. After you click OK, a new tab will open with your report that will be generated. You can then save this as a PDF or Excel document.

2. Running to Excel

If you go into the Approved Orders Page on EzyPO website you can export the PO details to Excel.

To do this click the "Select All" button and then the "Excel" button. It will export all POs into excel format with three different sheet layouts. The third sheet layout (Dist by Department) will be grouped into different departments. The downside to this method is that there are no PO monetary values as they have all been cleared or zeroed in Eclipse and this propagates over into EzyPO. 

Run a PO Report from Eclipse with Original PO Values

If you need POs with original values you will have to do this from Eclipse by opening Purchase Order Maintenance. 

• You can then click the "ReqDepartment" column header to sort all POs by their Department 

• You can also click the "Originator" or "Requested" column header to sort by the user login in EzyPO that requested the PO. 

Once they are organised by the appropriate column, you can select the POs and highlight them by holding Shift+Left Click. Click on any selected entry and then right click and select Excel. Please see the below screenshot for an example: