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titleSummitAI Procurement
Procurement
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titleConcepts

Procurement Cycle

Purchase Request

Purchase Order

Goods or Services Received Note

STPI and CT3 Approval Process for Procuring Assets

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titleEnd User

Raising Purchase Request

Viewing Purchase Requests

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titleProcurement Team

Purchase Order

Raising Purchase Order

Viewing Purchase Orders

STPI and CT3

Applying for Import Certificate

Applying for Excise Duty Exemption Certificate

GRN and SRN

Generating GRN for a Purchase Order

Generating GRN for a Purchase Request

Generating SRN for a Contract Purchase Order

Invoice

Generating Invoice

Viewing Invoice List

Approval List

Approving Budget

Approving GRN or SRN

Approving Invoice

Approving PO or CPO

Approving PR

Approving PR Quotation

Approving Vendor

Updating Annexure - XIII and Bond Details

Uploading PR Quotation

Exporting Goods to Inventory

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titleAdministrator

Application Settings

Configuring Application Settings

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Managing HOD

Mapping Approver

Budget

Adding Budget

Configuring Budget Period

Importing Budgets

Reallocating Budget

Searching Budgets

Transferring Budget

Updating Budget

Vendor

Adding Vendor

Assigning Vendor to Evaluator

Configuring Evaluation Questions

Evaluating Vendor

Searching Vendor

Updating Vendor

Currency Master

Configuring Currency Master

Enforcing Status

Enforcing Status

Feedback Configuration

Configuring Feedback Questions

Configuring Rating

Goods or Service Category

Configuring Goods or Service Category

Master Configuration

Adding Master Configurations

PO Template

Creating Purchase Order Template

Procurement Instance

Configuring Address for Tenant

Configuring Prefix Code for Tenant

Configuring Procurement Module Using Form Builder

Creating Prefix Code

Creating Procurement Tenant

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titleReports

Viewing Reports


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Report Description

The Purchase Order Report displays the Purchase Order details for the specified filter criteria. The report also displays the details such as Purchase Order Code, Vendor, Purchase Order Value, Currency, Purchase Order Date, Age, Status of the PO and so on. For more information on how to view reports, see Viewing Reports_Procurement.

PURCHASE ORDER REPORT page
Figure: PURCHASE ORDER REPORT page

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PURCHASE ORDER REPORT page.

Filters

Click the Filters icon on the ACTIONS panel to specify the filter criteria to view a particular set of Purchase Orders.

FILTERS pop-up page
Figure: FILTERS pop-up page

PRINT

Click  icon to print the records displayed on this page.

EXPORT TO EXCEL

Click  icon to export the records displayed in the reports to Microsoft Excel.

EXPORT TO ALL

Click  icon to export all the records to Microsoft Excel.


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