Purchase Order Closeout Status - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon

Closeout activities can be assigned to a purchase order (PO) in order to track and control activities to finalize and close the PO. With closeout activities, you specify a set of standard events that must occur before a PO is considered closed.

Before you run this report, you must execute a database job that prepares the data for the report. It is recommended to run this job at least once a day. For more details see Manage Synchronization Jobs.

To generate this report, select the appropriate format from the Report Formats group in the Selection box.

Additionally, you can select one or multiple values from the following lists, to filter and limit the displayed data accordingly:

• Project - Project for which the purchase order is issued

• Supplier - Supplier assigned to the purchase order

• Buyer - The buyer assigned to and responsible for the purchase order

• Expediter - The expediter assigned to the purchase order

The selection is limited to a maximum number of 1,800 entries.

To select multiple values, press and hold CTRL while selecting values from the list.

After selecting the values, click Go to apply the filter.

To remove the filter and display all data, click Clear All.

Click to collapse the Selection box. To display the Selection box again, click .

The chart legend entries are truncated if their length exceeds 30 characters.

Report Formats

The available report formats are described below.

(1) PO Closeout Status

The (1) PO Closeout Status report format contains the PO count on the y-axis and the month/year on the x-axis. This curve provides a quick visual of the purchase order approval and closing progress. The purchase order count by month may be displayed by pointing to the progress line.

(2) PO Closeout Status by Project

The (2) PO Closeout Status by Project report format outlines the purchase order closeout status at the project level.

(3) PO Closeout Details

The (3) PO Closeout Details report format identifies all of the data elements that are utilized to generate the PO Closeout Status metrics. This report is a good resource if there are questions concerning the information included as part of a particular report format.

• This is an interactive report.

• Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.

• To change the number of displayed rows, select a value from the Rows list.

• Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).

(4) Monthly PO Closeout Status

The (4) Monthly PO Closeout Status report format lists the number of approved and closed purchase orders per month.

Data Sources

The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.

The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.