Purchase Order Item Allocation Report

The PO Item Allocation Report will show allocated items by Purchase Order information.

To run the Purchase Order Item Allocation Report go to the CMMS Purchasing menu and select the PO Item Allocation link.

  1. On the following screen select the type of report to generate:

    1. Allocated - To report only items, matching the criteria entered, that HAVE BEEN allocated to a drawing

    2. Not Allocated - To report only items, matching the criteria entered, that have NOT been allocated.

    3. All - To report ALL items, matching criteria entered, regardless of allocation status.

po_allocation_report.gif

  1. Enter Report Criteria:  Any combination of the following criteria may be used to generate report.  At least one criteria must be entered.

    1. Expedite Date

    2. Promise Date

    3. Customer Purchase Order number

    4. Purchase Order number

    5. Vendor Number

  2. Click Report to search for matching Purchase Orders.
     

Sample PO Item Allocation Report:
allocation_reports.gif

Report is sorted by Purchase Order Number and then Product Code within the Purchase Order.  The top line of information displayed is in reference to the Purchase Order (red box).  The second line of information displayed is in reference to the Drawing (green box).

The following information is displayed:

  1. Store Product Code

  2. Drawing Project Number

  3. Item description

  4. Non Allocated item will be annotated as such next to the product description.  Note that a PO number is listed for item but no drawing number (yellow box)

  5. Allocated items will display PO# item allocated to and Drawing # (blue box)

  6. PO item number

  7. Drawing item number - if allocated

  8. Status of item on PO

  9. Release Status of item on Drawing

  10. Quantity Allocated from the PO

  11. Current Estimate of item on Drawing

  12. Quantity Ordered on Purchase Order

  13. Quantity Open on Drawing

  14. Quantity Received on PO

  15. Scheduled Ship Date of item on Drawing

  16. Drawing Tag Number

  17. PO Tag Number

  18. Quantity Open on Drawing
     

Click here to search for Item Allocations by Drawing Information.