• "How do I review and track purchase orders and vendor bills within the system?"

Resolution Steps

  1. Go to Reports → Service → PO/VB.
  2. Select the desired Start and End Dates for the report.
  3. Apply filters if needed:
    • View Both Purchase Orders and Vendor Bills.
    • View Purchase Orders Only.
    • View Vendor Bills Only.
  4. Click Run Report to generate results.
  5. The report will display the following details:
    • Vendor Bill Creation Date
    • Purchase Order Date
    • Vendor Bill Date
    • Expected Delivery Date (from the purchase order)
    • Vendor Name
    • Vendor Bill Number (clickable and highlighted in blue to view full details)
    • Reference Number
    • Status of the bill or P.O.
    • Total Amount

Verification: The report will displace all vendor bills and purchase orders.