Purchase Orders by Vendor Report

The Purchase Orders by Vendor report lists the total number and total value of purchase orders assigned to one or more vendors within a date range. A summary of the total number and value of unassigned purchase orders may also be generated. This report is available as both a visual chart and as a list. License practitioners may choose to run this report for a specific vendor to ensure license entitlements are available for any purchases that were manually created in IT Asset Management.

Generating the Report

To generate the report, perform the following steps.

To generate a Purchase Orders by Vendor report:

1. Go to Purchase Orders by Vendor report (Reporting > Purchase & Vendors Reports > Purchase Orders by Vendor).
2. Click the Vendor search icon and search and select one or one more vendors.
3. Click Run report to display the total number of assigned purchase orders for the chosen vendor(s) over the last 30 days.

Limiting the Report Results

Located from left to right below the report title are the following filters and search fields:

Filter / Search	Description
Using the search field titled Enterprise	Click the search icon and choose one or more enterprises.
Using the standard filter labeled Period	Select your preferred reporting period from the adjacent drop-down list. You can choose 14 days, 30 day, 90 days, all measured from today. Alternatively, you can choose Custom date range and set the first and last date for this report.
Clear the check box labeled Show unassigned purchases	Clear the check box labeled Show unassigned purchases to display both assigned and unassigned purchases.
Using standard filter labeled Chart	Select one of these options from the adjacent drop down list: PO Count —Select to display both the number of unassigned purchases, and the number of assigned purchases for each vendor in a bar chart. Purchase Order Amount —Select to display both the cost of unassigned purchases, and the cost of assigned purchases for each vendor in a bar chart.

For help with the search, see To Use a Fly-Down.

Reading the Report

Click the report icon to hide on show the bar chart. You can switch between charts by changing your Chart selection and clicking Run report again.

The following columns (listed alphabetically) are available in the report. By default, some are available in the column chooser.

Property	Description
Amount (currency)	The total amount of all purchase orders assigned to each vendor and, if shown, the total amount of all unassigned purchases. Not editable.
City	City for the vendor's key office. Editable in the General tab of the vendor properties.
Country	The country where the relevant office of the vendor is located. Editable in the General tab of the vendor properties.
Email	The email address you use to contact the company. Editable in the General tab of the vendor properties.
Fax	The fax number you recorded for this vendor. Editable in the General tab of the vendor properties.
Phone	The phone number you recorded for this vendor. Editable in the General tab of the vendor properties.
Postal code	The post code of the street address where the vendor's office is located. Editable in the General tab of the vendor properties.
Purchase orders (number)	The count of purchase orders linked to this vendor (if your purchase orders include multiple line items with separate purchases on each, the total number of purchases will be higher than this figure). This may give some measure of the importance of this vendor to your enterprise. Not directly editable.
State/Province	The state or province where the relevant office is located. Editable in the General tab of the vendor properties.
Street address	The street address where the vendor's office is located. Editable in the General tab of the vendor properties.
Vendor	The name you assigned to this vendor. Editable in the Name field in the General tab of the vendor properties.
Website	The website you associated with this vendor. Editable in the General tab of the vendor properties.