“Open /Draft Purchase Orders” Report

Reports List from the Menu:

• was added the new Report to the List:
  • Open /Draft Purchase Orders Report;
• after clicking on the report -> corresponding form of Report is opened.

“Open /Draft Purchase Orders” Report List form:

• Rules:
  • data is sorted by Vendor then by order date;
  • In the Datagrid are displayed Open or Draft Purchase Orders;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Order # -> textbox;
  • Vendor -> dropdown List;
  • Store -> dropdown List;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Vendor;
    • Order Date;
    • Order Nimber;
    • Store;
    • Order Amount;
    • Order Payment;
    • Open Balance;
  • at the bottom are displayed next Total Values:
    • Total Amount = Sum (“Total of Order Amounts”) column;
    • Total Payments = Sum (“Total of Payments”) column;
    • Total Open Balance = Sum (“Total of Open Balances”) column;
  • After double clicking on the line item -> the Order edit form is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• was added new permission to Reports tab -> Reports List:
  • Can View Open / Draft Purchase Orders Report:
    • if for user the checkbox is unchecked:
      • “Open / Draft Purchase Orders” Report is hidden from the Report Menu List form.