The "Purchasing" grid provides access to preconfigured reports as .csv extracts that can be viewed and manipulated in a spreadsheet program such as Excel or Google Sheets.

1.  Navigation:
2. Admin/Site/Warehouse View
3. Purchasing
4. Reports Dropdown

When in "Administrative View," the reports by default include all purchase orders in the district. In "Site View," the reports include all purchase orders for assets located at the current site. To return a subset of data, the user is required to apply a filter to the records in the grid prior to running the report.

Product Line Listing Report

This report, in .csv format, provides a list of all line items on all open purchase orders in the district, using applied filters. The report includes Order Number, Purchase Date, Vendor, Vendor Account Number, FRN, State Funding %, Federal Funding %,Purchase Order Status, Estimated Delivery Date, Notes, Product Number, Product Name, Funding Source, Account Code, Purchase Price, Shipped to Site ID, Shipped to Site Name, Invoice Number, Invoice Date, Shipping Quantity, Received Quantity, Line Status, and Line Number.

1. Click on Purchasing, located on the top navigation bar.
2. Click on the Please Select Purchasing Report drop-down menu, located above the blue grid header.
3. Select Product Line Listing Report under the "--- Excel ---" menu subcategory. The “Product Line Listing Filter” window opens. Select the desired filters. Purchase Date Range is a required filter.
   
   

4. Click on GO. 
5. When the message appears asking “Do you want to open or save csv,” click on Open. The "Product Line Listing Report" opens in Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.

Purchase Order Listing

This report, in .csv format, provides a complete listing of all purchasing records displayed on the "Purchasing" grid. The report includes Order Number, Purchase Date, Vendor, FRN, State Funding %, Federal Funding %, Status, Estimated Delivery Date, and Notes fields.

1. Click on Purchasing, located on the top navigation bar.
2. Click on Please Select Purchasing Report drop-down menu, located above the blue grid header.
3. Select Purchase Order Listing under the "--- Excel ---" menu subcategory.
4. When the message appears asking “Do you want to open or save csv,” click on Open. The "Purchase Order Listing Report" opens in Microsoft Excel. If your browser does not prompt you to open the file, check your downloads folder.