Check inventory for outstanding items

You can use reports and the information in the Inventory dialog to check the items are on order but not yet received or items that are overdue.

Run receiving reports

You can use receiving reports to see what is scheduled to be delivered and to identify items that are outstanding and overdue, for example.

Go to Maintenance > Purchase Orders > Receiving Reports.

The Purchase Order Report Filters dialog opens.
Double-click Receiving Status.

The Filter dialog opens.
Move Received to Not Included.
Click OK.
Click Make Report.

The Report Selection dialog opens.
Select one of the receiving reports and click View.

The Receiving Details By PO # report, for example, shows the delivery status of each purchase order item.

The Inventory dialog shows the status of each material item.

This example shows you how to check outstanding material.

Open the Inventory.
The leftmost unnamed column in the display area shows the statuses of material items.
- PO: Items are on a purchase order
- O: Items are on order (not yet received)
- R: Items are reserved for a job
- C: Items have been combined
A description of the abbreviations appear when you place your mouse on the abbreviation.
In the navigation tree, expand On Order and select Yes.

The display area now shows only material that has not been delivered.

You can narrow down the view by selecting further filters in the navigation tree. For example, by selecting Other Fields > Delivery Date and a specific date under On Order, the display area now only shows material that is due to be delivered on that date.