On Order Report
- Kelsey Nagel
Introduction
The on order report summarizes all of the items in purchase orders and shipments incoming to your location. This report can be used to show what stock is in the pipeline for forecasting. In truth, the “on order report” is two reports, one summarizing the total on hand and on order to your location, and one showing the details of incoming purchase orders and shipments.
How to Run the Report
You can find the on order report in the menu under reporting (the last item).
This will redirect you to a page where you have two options – you can run a detailed on order report or a summarized on order report. The summarized report shows the total ordered, shipped, and on hand. The detailed report shows every PO and shipment with ship date, but no totals.
Summary Report
To run the summary report, click run report > run on order report summary
This will bring up a list of all products incoming to or on hand in your location, either in purchase orders, shipments, or inventory. For each product, the report shows the quantity ordered, quantity shipped, total on order, total on hand, and total on hand and on order.
Qty ordered not shipped: Sum of quantity in placed POs that has not yet shipped
Qty shipped not received: Sum of quantity in shipped shipments (either from purchase orders or non-PO shipments)
Total on order: Qty ordered not shipped + qty shipped not received
Total on Hand: Qty in inventory in your location
Total on Hand and On Order: Total on hand + Total on order
You can download this report in excel by clicking the download button.
Details Report
To run the detailed report, click run report > run on order report details
This will bring up a list of all products incoming to your location in purchase orders or shipments. This version of the report only shows incoming, not on hand. Incoming quantities are shown broken out by individual purchase order and shipment, and the expected or actual ship date.
Qty ordered not shipped: The quantity on the indicated placed purchase order that has not yet shipped
Qty shipped not received: The quantity on the indicated shipped shipment that is not received
PO#: The purchase order that the ordered quantity is on
PO Description: Description of the purchase order that the ordered quantity is on
Supplier Organization: The supplier for the PO or incoming shipment. In most cases, the same as the supplier location, but a supplier may have multiple shipping locations
Supplier Location: The supplier shipping location for the PO or incoming shipment. In most cases, the same as the supplier organization, but a supplier may have multiple shipping locations
Supplier Location Group: Used to group suppliers into larger categories - by country, for example. Users can filter to see incoming by country of origin, or by international vs. local suppliers.
Estimated Goods Ready Date: For ordered not shipped items, the date that the goods will be ready to ship from the supplier
Shipment Number: The shipment that the shipped quantity is in
Ship Date: The date that the shipment was shipped
Shipment type: Whether the shipment is travelling by sea, air, or land
You can download this report in excel by clicking the download button.