PO Report
- Kaitlyn Niemann (Unlicensed)
- Albert Saludaga
Requirements and Purpose
Reports on Purchase Orders created within the last 24 hours. Date range is modifiable.
Report Definition
Stakeholders
Kaitlyn Niemann
Lori Setser
Author
Kaitlyn Niemann
Subject matter expert(s)
Kaitlyn Niemann
Presentation Medium
SSRS
Fields (data)
PO #
PO Total
Buying Account
Card Used
Host
PO_Note,
Payment Note
Inventory Reference Number
PO Date
Data Source(s)
The data source for this report is the Eibo-215 Database.
Tables:
dbo.BuyOrder
dbo.Client
dbo.BuyOrderTicketGroup
dbo.OrderPayment
Calculations
Column Name | Data Type | Calculation | Description |
|---|---|---|---|
Card Used | Varchar | =ISNULL(op.NameOnCard,'Accounts Payable') | Returns the card posted to in the Purchase Order |
Host | Varchar | =STUFF((SELECT ',' + e.EventName AS[text()] From Event e WHERE e.eventid = bt.primaryeventid FOR XML PATH('')), 1, 1, NULL) | Returns events on the po in a list |
PO Note | Varchar | =STUFF((SELECT ',' + od.NoteText AS[text()] From OrderNote od WHERE od.OrderID = b.BuyOrderID FOR XML PATH('')), 1, 1, NULL) | Returns PO Notes in a list. |
Payment Note | Varchar | =STUFF((SELECT ',' + op.InternalComment AS[text()] From OrderPayment op WHERE op.OrderID = b.buyorderid AND op.internalcomment != '' FOR XML PATH('')), 1, 1, NULL) | Returns Payment Notes in a list. |
Parameters
Filters
@StartDate DATETIME
Defines the start of the date range search
@EndDate DATETIME
Defines the end of the date range search
Cannot be the same date as @StartDate
@TotalAmount decimal
defines dollar amount in po
@PONumber int
defines PO Number
Additional Versions
All share filters with the above
Venue
Allows search of po's by venue
Mismatched
Allows search of po's with different accounts from cards.
Canadian
Allows search of po's that take place exclusively in Canada.
Grouping
N/a
Intentions for printing vs. online viewing
The report is delivered via SSRS
This report can be accessed here: SSRS→Admin→PO Report
Intended delivery mechanism (run on demand vs. delivered by subscription)
Run on Demand
Future maintenance tasks or manually maintained items
n/a
Results
Data Accuracy
QA
Eibo > Reports > PO Reports
Validate information from PO in SSRS Report is Accurate to Eibo.
Limitations
Occasionally duplicates lines that have multiple payments within the single po. I.e. 50% of cost to accounts payable and 50% to a specific card.
To search a single day, you must select that date, and the day after. Days are treated as being at 0:00am