Purchase Order Receipt Summary

 In Beta

This feature is currently in beta for select Procore customers.

Background

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

Things to Consider

  • Required User Permissions

Steps

  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.

Overdue Purchase Order Line Items
Returns Summary