Materials User Guide With Financials

This report shows the status and summary of line items for a single purchase order or all purchase orders meeting the relevant criteria.

• Required User Permissions

1. Navigate to the project's Materials tool.

2. Click the Reports tab.

3. Click the PO Item Receipt Summary sub tab.

4. Enter your report criteria:
   Note: You can also leave fields blank to see a summary of all purchase orders meeting the criteria.

   • PO Number. Enter the purchase order name or number.

   • Part PO. Enter the part name or description.

   • Delivery Date. Enter the date range for the delivery.

   • Mark the checkbox to Show Summary to show pie charts of the summary items.

5. Click Generate Report.