Is there a field where the open PO cost amount is stored, both at the line and order level? We issue a lot of PO’s that have multiple receipts and I haven’t been able to easily run a report that shows open amount by line as well as the order total.
Solved
Open PO amount
Best answer by Laura03
Hello
I attached a quick Generic Inquiry for you, to provide the open $ Amount of PO Lines. The Open $ Amount is calculated as Unit Cost * Open Quantity. Please try it, test it, verify it and modify it as necessary to fit your needs.
It sounds like you are requesting an Open Only version of your printed PO as well. I recommend working with your Partner to customize the PO report. Depending on your skillset, you may wish to download the Acumatica Report Designer and create the new report yourself. Search Acumatica Community to find the Acumatica Report Designer download. There are many online videos to help you get started.
Laura
+18HI
Have you looked at the Purchase Accrual Details Report?
+18I also thought, you could use the Purchase Order Receipt and Billing History, and you can export that to excel if you needed to:
Yes, but does not show open $ amount. I am trying to keep tabs on how much we have out there in the way of open commitments. Billed amounts depend on invoices being processed, which can be delayed from the receipt. Also want to be able to reprint a PO that only shows the open qty and amount with an open total at the bottom.
+20Hello
I attached a quick Generic Inquiry for you, to provide the open $ Amount of PO Lines. The Open $ Amount is calculated as Unit Cost * Open Quantity. Please try it, test it, verify it and modify it as necessary to fit your needs.
It sounds like you are requesting an Open Only version of your printed PO as well. I recommend working with your Partner to customize the PO report. Depending on your skillset, you may wish to download the Acumatica Report Designer and create the new report yourself. Search Acumatica Community to find the Acumatica Report Designer download. There are many online videos to help you get started.
Laura
Hi @raybat
On your GI:
You can try this to capture your Open PO Amount at the order level.
=Sum(IIf([POLine.OrderQty]=0,0,([POLine.OpenQty]/[POLine.OrderQty])*[POLine.CuryExtCost]))
Or this
=Sum(([POLine.OrderQty] - [POLine.ReceivedQty]) * [POLine.UnitCost])
This formula is saying:
“For each PO line, calculate how much of the cost is still open based on remaining quantity, then add all lines together.”
The formula will not work without grouping.
On Grouping Tab: Group POOrder.OrderNbr
Why it works with Grouping:
When you group by POOrderNbr you are telling GI:
“For each PO Order Nbr, collect all matching rows, then sum them.”
You cannot show true line detail AND a true grouped header total in the same GI grid using Sum ()
Thus, you can not have the PO Line open amount. It will need to be in another report.
John
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.