Set Options for Open POs

When you run Open POs (EVAGE) or you click Purchases and then Open Stats in the Executive Information Summary (EIS) program, the program displays orders due and the open amount per period. You can set options that affect the display.

  1. (Optional) Click Prog opts to review your options. To change them:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    2. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Cutoff date 1 - 15

Optional
10 characters

Enter the ending date or date shortcut to calculate the ending date for up to fifteen groupings to cover any desired time frame.

The first grouping starts at 01/01/1900. Groupings 2 through 15 start one calendar day after the previous cutoff date. You cannot leave "holes" between cutoff dates; however, you need not populate all cutoff date fields.

Example: You want to see past due orders in two groups: orders less than 30 days late and orders 30 or more days late. You also want to see current orders for the next couple of months by fiscal period. Assuming that today is 9/18/2014, you would enter five cutoff date shortcuts as follows:

  • Cutoff date 1: -30
    Groups orders due from 01/01/1900 to 30 days prior to the current date

  • Cutoff date 2: Y
    Groups orders due from the day after the prior cutoff date through yesterday

  • Cutoff date 3: EOP
    Groups orders due from the day after the prior cutoff date through the end of the current fiscal period (i.e., 09/30/2014)

  • Cutoff date 4: +1EOP
    Groups orders due from the day after the prior cutoff date through the end of the next fiscal period (i.e., 10/31/14)

  • Cutoff date 5: +2EOP
    Groups orders due from the day after the prior cutoff date through the end of the next fiscal period (i.e., 11/30/2014)
    1. (Optional) Click the Program 2 tab to set these program specific options:

Field Name

Type / Max Length

Action / Description
Type of purchase Optional Select the type of purchases you want to include:

Select

To display orders on

*

 All purchases

L

 All labor (i.e., purchased service) PO lines

M

 All material PO lines

Material purchases can be further stratified as follows:

I

 Material - Inventory (i.e., inventory items with an asset account specified on the PO line)

A

 Material - Other assets (i.e., non-stock material with an asset account specified on the PO line)

E

 Material - Expenses (material purchases with an expense account specified on the PO line)

N

 Material - No GL account specified on the PO line

    1. (Optional) Click Save to save these options for future use.

    2. Click OK to apply these options or click Cancel to exit without applying them. If you click OK, see Display Open POs.