Service PO Tracking Report
SERVICE PO TRACKING REPORT​
1.1 Search Service PO Tracking Report​
The Service PO Tracking Report page helps users track service purchase orders by supplier, PO date, status, reference details, and grouping information.
Navigation​
Go to Purchase → Reports → Service Po Tracking.
This report opens through the route:
/layout/supplierpoReport/servicePoTrack
Search Fields​
- Select Supplier: Multi-select dropdown to filter the report for one or more suppliers. A Search textbox is available within the dropdown.Users can enter a supplier name or partial name to filter the supplier list. The list updates dynamically based on the entered text.
- From PO Date: Mandatory start date for the PO date range.
- To PO Date: Mandatory end date for the PO date range.
- PO Status: Dropdown to filter by service PO status. placed,pending,received, partial received are included from the list.
- Description: Text field to search by service line item description.
- Quotation / Reference Number: Text field to search by quotation or reference number.
- Service PO Number: Text field to search by a specific service PO number.
- Grouping Name: Text field to filter by grouping name.
- Grouping Head Name: Text field to filter by grouping head name.
Default Behavior​
- From PO Date defaults from the active financial year start date.
- To PO Date defaults to the current date.
- Search is enabled only when the mandatory date range is available.
Actions​
- Search: Runs the report with the selected filters.
- Clear: Resets the form values and clears selected suppliers.
1.2 View Service PO Tracking Report Fields​
After clicking Search, the report is displayed in a tabular format.
| Column Name | Description |
|---|---|
| Serial No | Auto-generated row number. |
| Supplier Name | Name of the supplier linked to the service PO. |
| Service PO Number | Unique service purchase order number. |
| Quotation Number | Quotation or reference number linked to the service PO. |
| Product Name / Description | Product details or service line description. For product/part lines, the report combines type, number, name, revision, and brand where available. |
| Grouping Head / Category | Main grouping head for service lines. For product lines, product category is shown. |
| Grouping Name | Grouping name associated with the service line. |
| PO Date | Date on which the service PO was created. |
| Delivery Date | Delivery date committed for the line item. |
| Item | Line item number in the service PO. |
| Hs Code | HSN / HS code linked to the line item. |
| Vendor Code | Code assigned to the vendor. |
| Category | Item category shown from the service PO line. For OTHERS line types, grouping head is shown. |
| Sub Category | Sub-category for the line. For OTHERS line types, grouping name is shown. |
| PO Quantity | Ordered quantity in the service PO line. |
| Inward / Received Quantity | Quantity inwarded or received against the line. |
| Pending Quantity | Remaining quantity yet to be inwarded. |
| Total Line Item Quantity | Total quantity recorded for the line item. |
| Inward Date | Date on which the inward entry was recorded. |
| GRN Number | Goods receipt number linked to the inward. |
| GRN Date | Date of the GRN entry. |
| Invoice Number | Supplier invoice number linked to the service PO line. |
| Invoice Date | Date of the supplier invoice. |
| DC Number | Delivery challan number linked to the receipt. |
| DC Date | Date of the delivery challan. |
| Unit | Unit of measure used for the line item. |
| Currency | Base currency used for the transaction. |
| Unit Price | Price per unit for the service PO line. |
| CGST% | CGST percentage applied to the line. |
| SGST% | SGST percentage applied to the line. |
| IGST% | IGST percentage applied to the line. |
| Taxable Amount | Taxable value of the line item. |
| Tax Amount | Total tax amount calculated for the line item. |
1.3 Results Table Options​
After the report loads, the table supports:
- Keyword Search: Search within the displayed result set using the built-in table search.
- Paging: Move through the report in pages.
- Excel Export: Export the report to Excel.
note
This report is useful for tracking service purchase order quantity, inward status, financial values, and linked receipt or invoice details in one place.
That's it! You've learned how to search and view the Service PO Tracking Report in the DMeX application.