PO Track Report
PO Track Report
1.1 Search PO Track Report
Step-by-Step Guide
Step 1: Navigate to Report Screen
From the main left-side menu, click on:
Sales → Reports → PO Track Report
This opens the search filter screen for viewing reports.
Step 2: Apply Filters for Searching
- From DC Date / To DC Date (Mandatory) → Use date pickers to define the range.
- Select Customer → Choose the customer from the dropdown.
- Plant → Auto-generated by the system.
- Search Button → Applies the selected filters.
- Clear Button → Resets all filters to default.
Click Search to display the filtered records.
Click Clear to reset all filters and refresh the report view.
Step 3: Click “Search”
- Once the date range is selected, click on the green Search button.
- To reset the form, click Clear.
1.2 View PO Track Report
After clicking Search, you will see the report results in a tabular format.
note
For Open Sales Orders, any PO Qty / Pending Qty columns are displayed as Open Qty in screens and reports.
| Column Name | Description |
|---|---|
| PO Date | Date on the Purchase Order. |
| PO Created Date | Date and time when the PO record was created in the system. |
| Created By | User who created the PO (First Name + Last Name). |
| Billing Country | Billing address country shown as Country Code - Country Name. |
| Customer | Name of the customer who placed the order. |
| Plant Name | Name of the plant where the order is processed. |
| Plant Trade Type | Type of trade or business unit of the plant. |
| PO Number | Unique number assigned to the Purchase Order. |
| Line Item Number | Specific line item reference in the PO. |
| Part Type | Type/category of the part ordered. |
| Part Number | Unique identification number of the part. |
| Part Rev No | Revision number of the part. |
| Sales Order Reference Number | Sales Order Reference number linked to the Purchase Order. |
| Part Description | Description of the part ordered. |
| Part Code | Unique Part code associated with the Part. |
| HS Code | Harmonized System Code for goods classification. |
| Due Date | The expected delivery date for the order. |
| PO Quantity / Open Qty | Quantity of items ordered in the PO. For Open Sales Orders, this is displayed as Open Qty. |
| Invoice Quantity | Quantity of items included in the invoice. |
| Open Qty / Pending Quantity | Remaining quantity yet to be dispatched. For Open Sales Orders, this is displayed as Open Qty. |
| Invoice No | Unique invoice number issued. |
| Invoice Date | Date when the invoice was created. |
| Invoice Type | Type of invoice issued (e.g., regular, proforma). |
| Planned MOT | Planned Mode of Transport for dispatch. |
| Invoice MOT | Actual Mode of Transport used for invoicing. |
| LR Status | Status of the Lorry Receipt or transport document. |
| Vehicle Number | Number plate of the dispatched vehicle. |
| LR Number | Unique Lorry Receipt number. |
| Dispatched Date | Date when the order was dispatched. |
You can also use the Search field (top-right) to filter the report results by keyword.
1.3 Export Options
At the top of the results table, you’ll see the following buttons:
- Excel → Export the report as an Excel file.
- Print → Generate a print-friendly version of the report.
note
- Ensure date formats are consistent when filtering.
- Exported Excel files retain the same column structure.
- Printing may require browser permissions or settings adjustments.
That’s it! You’ve learned how to Search View and Export the PO Track Report in the DMeX application. For further assistance, contact the DMeX support team.