Indiana University Purchasing

Purchase Order Line Item DetailReport

The Purchase Order Line Item Detail report provides line item detail about a purchase order. It does not provide account information. You can search this report by entering information in boxes on the report. Below is an image of the searchable items on this report.

 

Whenever you see 'Wildcards Allowed', you can surround your search word with asterisks (*). This means that if you wanted to search by part of the vendor's name you would entere a string such as *Dell*. The report would then search for purchase orders where the vendor had the word Dell in it. If you omit the asterisks, it would look for vendors whose whole name exactly matched Dell.

To specifically find purchase order detail for your organization, you should enter the organization code in the Organization (requisition processed by) field. You can enter more than one organization separated by commas.

To retreive purchase order line items for a specific date range, you should enter a date range in the format mm/dd/yyyy .. mm/dd/yyyy in the Purchase Order Approval Period field above.

An Example is shown below.

After you enter the criteria you wish to use to search the report. You will need to select the columns you want to appear on your report. Below is a partial list of columns available on this report.

You can return all of the columns by clicking on the All Columns radio button as shown above, or you can click on individual check boxes. Clicking on individual columns will allow you limit the number of columns on your report. The above example only shows a small number of the columns available. View the report for a complete listing of available columns.

After you have selected your columns. You can select the output type, your output destination, and other available options.

You can select HTML, or Excel as report types. The HTML will appear in your screen while the Excel version will open in Excel and can be saved on your departments server just as you would any excel document you have created. Be sure the location you are saving the document to is secure.

You can choose to wait for the query to finish running, or you can have it run in the background and you will receive an email link to the completed report when it is finished running.

When you have made all of your selections click on the Run button.

You should be able to answer most questions about PO line items using this report.

If you have any questions please contact purchasing-l@indiana.edu.