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Date sensitive PO lines for PO Status report and job overviews

We would like PO detail lines to include an order date. We frequently have issues attempting to foot to a report that is date sensitive. If a PO is issued on 1/1/23 but then a large dollar amount is added as a new line to the PO on 6/1/23, all reports will show the full PO amount as if all PO lines were added on 1/1/23.

We would envision that reports like the PO Status report and Job Overview report would report open commitments based on date sensitivity. So if I run one of these reports through 5/31/23 (for example), it's not going to pick up that 6/1/23 line item that was added to the PO dated 1/1/23.


We have a lot of revisions to purchase orders and project managers don't understand why values on their reports are suddenly massively larger when they rerun a report from a prior month.

  • Tina McElrath
  • Nov 2 2023
Company MDU CSG, Inc.
Job Title / Role Training & Service Coordinator
I need it... 3 months
  • Attach files

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