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The Open/Outstanding Purchase Orders Report provides visibility of all purchase orders that are currently Open or Partially Open, allowing users to monitor pending deliveries and outstanding supplier commitments.
This report helps purchasing and inventory management teams to:
Track the progress of active purchase orders.
Identify suppliers with outstanding deliveries.
Analyse purchasing patterns and delays.
Maintain accurate visibility of incoming stock and associated costs.
By reviewing this report regularly, users can proactively manage supplier follow-ups, avoid stock shortages, and ensure that outstanding purchase orders are completed promptly.
Getting There
To access the Open/Outstanding Purchase Orders Report in Service Geeni, follow these steps:
Select the Business Intelligence module from the main menu.
Choose the Reports sub-module.
In the Reports window, navigate to the Stock category.
Click the Open/Outstanding Purchase Orders module to open the report.
Add the desired filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which open purchase orders are displayed.
Branch: Filters the report by branch or depot. The report automatically uses the branch selected in the main Service Geeni interface.
Selecting a specific branch allows you to focus on its purchasing activity, while leaving it as All Branches shows data across the organisation.
Period: Filters the report by the date the purchase order was raised. Only purchase orders created within the selected date range are included.
This allows you to focus on recent activity or analyse trends over a longer timeframe.
Tabs Overview
The report includes two visual data tabs for easy analysis of open purchase orders:
View By Type: Displays a pie chart grouping purchase orders by how long they have been open (Less than 5 days, Less than 10 days, and 10 days or above). This helps identify delays and ageing purchase orders.
View By Status: Displays a bar chart showing the number of purchase orders per supplier. This highlights which suppliers have the highest number of outstanding or partially open orders, helping prioritise follow-ups.
Column Breakdown and Key Fields
Each row in the data table represents an individual purchase order currently marked as Open or Partially Open.
Column Name | Description |
Branch Number | Displays the branch or depot number from the main Service Geeni system. |
PO Number | The unique purchase order number assigned to the order. |
Supplier | The supplier account name associated with the purchase order. |
Date Raised | The date the purchase order was created. |
Outstanding Costs | The total remaining cost of items on the purchase order, excluding VAT. |
Outstanding Inc. VAT | The total remaining cost of items on the purchase order, including VAT. |
Insight: Monitoring outstanding values helps teams understand current financial commitments and manage budgets against pending supplier orders.
The Open/Outstanding Purchase Orders Report is a vital monitoring tool for maintaining visibility of all ongoing supplier orders and their financial implications.
Review this report on a weekly or bi-weekly basis to keep purchasing operations aligned with delivery schedules and stock requirements. Combine this with the Draft Purchase Orders report to gain a full view of the procurement cycle, from draft to completion.