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Action To Be Taken Report

 

This report will be visible in the menu only if the flag 'Want to use Action to be taken Report?' is set as 'On' through Purchase Policy option of Administrator Tools Module.

 

View or print a list of 'Bought Out' and 'Ready SubAssembly' type of Items belonging to an OAF or SJO for which some action is still pending to be complete.

 

Along with other information, this report shows the shortage quantity of Item for which a particular action is still pending for its SJO/OAF. The shortage quantity does not include the allocated quantity of the Item.

 

The pending actions that are considered for the report are -

  1. Indent has not been created
  2. Indent has been created but PO has not been generated
  3. PO has been generated but GRN has not been generated
  4. GRN has been generated but Quality Control is still pending
  5. Material is in Process Warehouse but Quantity Control is still pending

Screen Layout of Action To Be Taken Report

Selection Criteria

Site Selection

Site:

Specify the Site for the report.

 

Currently logged in Site will be displayed by default. Click on the field to access a list of already defined Sites for the currently logged in Company. Select your desired Site from the list by scrolling down to it and pressing <ENTER>. Alternatively you can also enter the Site. Press <TAB>.

Criteria Selection

Specify whether you want the report to be grouped and ordered on SJO / OAF or Item Code by selecting any one of the following option -

SJO/OAF Wise

Turn this option 'On' by clicking on it if you want the report to be grouped and ordered on SJO/OAF Number. Otherwise, keep it 'Off'.

 

Item Code Wise

Turn this option 'On' by clicking on it if you want the report to be grouped and ordered on Item Code. Otherwise, keep it 'Off'.

Item Type Selection:

Specify whether you want the report to show only 'Bought Out' type of Items or only 'Ready Sub Assembly' type of Items or both.

BY

Turn this option 'On' by clicking on it if you want the report to show 'Bought Out' type of Items. Otherwise, keep it 'Off'.

 

RS

Turn this option 'On' by clicking on it if you want the report to show 'Ready Sub Assembly' type of Items. Otherwise, keep it 'Off'.

Report Selection

No Action Taken QQQQQ Sample Report

Turn this option 'On' by clicking on it if you want the report to display all those Items belonging to the selected or all SJO/OAF for which Indent has not been created yet. Otherwise, keep it 'Off'.

 

Indent Where No POQQQ Sample Report

Turn this option 'On' by clicking on it if you want the report to display all those Items belonging to the selected or all SJO/OAF for which Indent has been created but Purchase Order has not been generated yet. Otherwise, keep it 'Off'.

 

Pending POQqqqqqqQQ Sample Report

Turn this option 'On' by clicking on it if you want the report to display all those Items belonging to the selected or all SJO/OAF for which Purchase Order has been generated but Goods Receipt Note has not been generated yet. Otherwise, keep it 'Off'.

 

Pending GRNQqqqqqQQSample Report

Turn this option 'On' by clicking on it if you want the report to display all those Items belonging to the selected or all SJO/OAF for which Goods Receipt Note has been generated but Quality Control has not been generated yet. Otherwise, keep it 'Off'.

 

ProcessQqqqqqqqqqQQSample Report

Turn this option 'On' by clicking on it if you want the report to display all those Items belonging to the selected or all SJO/OAF for which Material is in Process Warehouse but Quantity Control is still pending. Otherwise, keep it 'Off'.

OAFSelection

OAF

Turn this option 'On' by clicking on it if you want the report to display Pending Actions for Items belonging to the all/selected OAFs falling within a particular date range. Otherwise, keep it 'Off'.

From Date:

Specify the date starting which the OAFs should be considered for the report. Start date of the current financial year will be displayed by default which can be changed.

 

To Date:

Specify the date up to which the OAFs should be considered for the report. Today's date will be displayed by default which can be changed.

 

All

Select this option by clicking on it if you want to consider all OAFs falling within the specified date range.

 

Selected

Select this option by clicking on it if you want to select particular OAFs that should be considered for the report. As a result, a list of all OAFs falling within the specified date range will be displayed as follows -

 

Click on the small white box to select or de-select a particular OAF. You can select multiple OAFs in the same fashion.

 

Only the selected OAFs will be considered for the report.

SJO Selection

SJO

Turn this option 'On' by clicking on it if you want the report to display Pending Actions for Items belonging to the all/selected SJOs falling within a particular date range. Otherwise, keep it 'Off'.

From Date:

Specify the date starting which the SJOs should be considered for the report. Start date of the current financial year will be displayed by default which can be changed.

 

To Date:

Specify the date up to which the SJOs should be considered for the report. Today's date will be displayed by default which can be changed.

 

All

Select this option by clicking on it if you want to consider all SJOs falling within the specified date range.

 

Selected

Select this option by clicking on it if you want to select particular SJOs that should be considered for the report. As a result, a list of all SJOs falling within the specified date range will be displayed as follows -

 

 

Click on the small white box to select or de-select a particular SJO. You can select multiple SJOs in the same fashion.

 

Only the selected SJOs will be considered for the report.

Vendor Selection

Specify whether you want the report for all or selected Vendors.

All

Select this option by clicking on it if you want to consider all Vendors for the report.

Selected

Select this option by clicking on it if you want to select particular Vendors that should be considered for the report. As a result, a list of all Vendors defined through Vendor Master Entry option will be displayed as follows -

 

 

Click on the small white box to select or de-select a particular Vendor. You can select multiple Vendors in the same fashion.

 

Only the selected Vendors will be considered for the report.

Buyer Selection

Specify whether you want the report for all or selected Buyers.

All

Select this option by clicking on it if you want to consider all Buyers for the report.

Selected

Select this option by clicking on it if you want to select particular Buyers that should be considered for the report. As a result, a list of all Buyers defined through Buyer Master - Entry option of Administrator Tools Module will be displayed as follows -

 

 

Click on the small white box to select or de-select a particular Buyer. You can select multiple Buyers in the same fashion.

 

Only the selected Buyers will be considered for the report.

Click on 'Reset' button to remove the current selection criteria.

 

Once you are done with the selection criteria, click on 'View' button to view the report details in a grid. The user may copy this data in Excel; filter it as per requirement and even print it.

 

Click on 'Print' button to finally view or take a print out of the report.

 

Click on 'Send Email' button to email the report as an attachment.