Purchase order by supplier detail report in Reckon One

Learn how to use and customise the Purchase order by supplier detail report in Reckon One, so you can understand exactly what's been ordered, received and is still outstanding.

Before you start

You’ll need to enable purchase orders in your book first.

About the Purchase orders by supplier detail report

Use the Purchase order by supplier detail report to see a row-by-row breakdown of purchase orders grouped by suppliers, so you can see the details of what you've ordered, what you've received, and what remains unfulfilled.

Run the report

1. In the Reporting menu, select Reports.
2. Click on the Purchase orders by supplier detail report (found in the Suppliers and money out category).
3. Select your Reporting period, the time range you wish to see data for. Select one of the the standard options or select The following dates to enter dates of your choosing.
4. (Optional) To customise the report further (including sorting, filtering and choosing data to show), click Show more options. Follow our detailed steps for customising your report below.
5. Click Refresh to update the report with your selections.

Customise your report

You can customise the information shown in your report and sort and filter data:

1. In the Reporting menu, select Reports.
2. Click Generate on the Purchase orders by supplier detail report (found in the Suppliers and money out category).
3. Click Show more options.
4. Once you've made your customisations, click Refresh to update the report.

Filter by status

In Status, select:

1. All to show purchase orders of every status
2. Selected to choose specific purchase order statuses to show. This will show a list of possible statuses.

Filter by suppliers

In Suppliers, select:

1. All to show all suppliers
2. Selected to choose specific suppliers to show. This will show a list of possible suppliers.

Filter by items

In Items, select:

1. All to show all items
2. Selected to choose specific items to show. This will show a list of possible items.

Filter by classifications

If classifications is enabled, in Classifications, select:

1. All to show all classifications
2. Selected to choose specific classifications to show. This will show a list of possible classifications, as well as the option to select No classification if you wish to show purchase orders that are not assigned a classification.

Filter by projects

In Projects, select:

1. All to show all projects
2. Selected to choose specific projects to show. This will show a list of possible projects, as well as the option to select No project if you wish to show purchase orders that are not assigned to a project.

Show or hide columns

To show or hide columns in the report:

1. In Columns, select checkboxes against the columns you want to show.

Choose report orientation

1. In Orientation, choose whether you wish the report to show in portrait or landscape (your selection will also apply when exporting the report).

Read more

• For a higher-level view of unfulfilled orders, try the Open purchase orders by supplier report
• Learn how to view purchase order history