Materials Management Reports
Purchase Orders
Shows all purchase orders and their underlying PO Item information that have been created for the selected work order. Includes PO Number, PO Item description, order quantity, received quantity, back order quantity, status, reconciliation status and date, amounts, etc. When choosing this report, ShopPAK displays sorting options so you can order and sub-total purchase orders different ways:
It also gives you two options: Include Financial Information and Only Show Un-received Materials. The first option tells ShopPAK to include dollar amounts on the report. The second option tells ShopPAK to filter the report so only show materials that are not yet in house.
Inventory Pick List
As explained earlier in this chapter, the work order ‘Materials’ sub tab lists all of the materials required to fabricate and/or ship the work order. Materials are made up of inventory ‘stock’ items that need to be picked from inventory and specialty items that are purchased directly for the job. The inventory pick list report generates the inventory ‘pick list’ that employees use to pick necessary items from inventory for the selected work order. When printing this report, ShopPAK displays the following dialog box to customize how the report looks.
Hardware / Material Pick List
Similar to the Inventory Pick report, but this report also includes non-stock material items and separates material needs into two groups: Fabrication and Shipping.
