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Purchase Order Reports

  • 12 February 2022
  • 1 reply
  • 314 views

I had a question about the purchasing reports.  Is there a way to run a report that details all the purchase orders with the PO #, amount, date, etc, as well as who approved the purchase order? 

I was able to run a PO report that shows the #, amount, date, etc but I cannot find a way to run a report or modify the report to include the individual who approved the PO.  Is this possible to see in one of the reports?

Best answer by hkabiri

@tfalcone I believe the best way is customized the same report and add EPApproval Table, which holds all approval records for all documents and relation can be epapproval.refnoteid=POOrder.noteid and from that table you can add ApprovedByID as well as ApproveDate.

Keep in mind if you multi level approvals, you may want to use functions like max on approvedate otherwise you will face multi line for each Purchase Order.

This Table, EPApproval , can be used for all other entities having approval map set.

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hkabiri
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  • Acumatica Support Team
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  • February 14, 2022

@tfalcone I believe the best way is customized the same report and add EPApproval Table, which holds all approval records for all documents and relation can be epapproval.refnoteid=POOrder.noteid and from that table you can add ApprovedByID as well as ApproveDate.

Keep in mind if you multi level approvals, you may want to use functions like max on approvedate otherwise you will face multi line for each Purchase Order.

This Table, EPApproval , can be used for all other entities having approval map set.


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