This report provides information associated with a PO number.
Key Takeaways:
- Logic and Purpose: The report provides information associated with a Purchase Order (PO) number. This indicates its primary purpose is to track and manage transactions related to procurement within the organization. Understanding this logic helps users grasp the significance of the data provided in the report.
- Filter Options: The report offers various filter options such as Division, Region, Office, and Date Range. These filters enable users to refine their search and analysis based on specific criteria, such as geographical location, department, or time period. Utilizing these filters effectively can enhance the precision and relevance of the insights derived from the report.
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Field Details: The report includes a comprehensive list of field details related to companies, jobs, placements, and PO numbers. This detailed breakdown allows users to access specific information such as company details, job titles, placement dates, PO amounts, and remaining amounts. Understanding the available fields empowers users to extract relevant data points according to their analytical needs or business requirements.
Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.
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Click on the links below for more information:
If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager. |
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Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type PURCHASE
- Click on the Purchase Orders Report
Logic
Gives information associated with a PO number.
Filter Options
| Filter Name | Options | Description | |
| Division | All available Employer List | Use this filter to refine Employer of the Company | |
| Region | All available Region List | Use this filter to refine Region of the Company | |
| Office | All available Office List | Use this filter to refine Office of the Company | |
| Company | All available Company List | Use this filter to refine Company | |
| Job Type | All available Job Type List | Use this filter to refine Job Type of the Job | |
| Date Type | Active Placement Placement Start Date Placement Hired Date Placement Entered Date |
Use this filter to refine Report by Date Type | |
| Date From | Use this filter to refine PO number falling under the date range as per the date type selected | ||
| Date To | Use this filter to refine PO number falling under the date range as per the date type selected | ||
| Date Range | Options in the dropdown: None, Yesterday, Today, Tomorrow, Last Week, This Week, Next Month,etc. | When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'. |
Graphs/Widgets
Field Details
- Click here to go to the Operational Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Company Employer | Company's Employer | |
| Company Region | Company's Region | |
| Company Office | Company's Office | |
| Company ID | Company's ID from Front Office/Bold | |
| BO Company ID | Company's ID from Back Office/Classic | |
| Company | Company's Name | |
| Department | Company's Department | |
| Company Representative | Company's Representative | |
| Company Status | Company's Status | |
| Company Address1 | Company's Address1 | |
| Company Address2 | Company's Address2 | |
| Company City | Company's City | |
| Company State | Company's State | |
| Company Province | Company's Province | |
| Company Zip | Company's Zip Code | |
| Job Office | Job's Office | |
| Job | Job's Requisition ID | |
| Job ID | Job's ID from Front Office/Bold | |
| BO Job ID | Job's ID from Back Office/Classic | |
| Hiring Manager | Hiring Manager's Name | |
| Hiring Manager Email | Hiring Manager's Email | |
| Job Sales Rep | Job's Sales Rep | |
| Job Title | Job's Title | |
| Job Type | Job's Type | |
| Job Status | Job's Status | |
| Worksite Street1 | Job's Worksite Street1 | |
| Worksite Street2 | Job's Worksite Street2 | |
| Worksite City | Job's Worksite City | |
| Worksite State | Job's Worksite State | |
| Worksite Zip | Job's Worksite Zip Code | |
| Worksite Geo Code | Job's Worksite GEO Code | |
| Placement ID | Placement's ID from Front Office/Bold | |
| BO Placement ID | Placement's ID from Back Office/Classic | |
| Talent | Talent's Name | |
| Job Bill Rate | Job's Bill Rate | |
| Job Pay Rate | Job's Pay Rate | |
| Placement Start Date | Placement's Start Date | |
| Placement End Date | Placement's End Date | |
| PO Number | Company's PO Number | |
| PO Description | Company's PO Description | |
| PO Amount | PO Number's NetAmount | |
| Remaining Amount | PO Number's Remaining Amount | |
| Amount Used | PO Number's Amount Used | |
| Active | Shows Yes for Active PO else No | |
| Default | Shows Yes for Active PO else No | |
| Threshold Amount | PO Number's Threshold Amount | |
| Send Notification to Users | Send Email Notification or Not? When PO Remaining Amount reaches Threshold then it displays Yes, if not displays No |
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| Notifications to Users | User's Name to whom the email notification is sent when PO Remaining Amount reaches Threshold |
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