# Purchasing Progress Report

### **Report Module Guide: Purchasing Progress Report**

#### **Module Location**

#### Purchasing > Reports > Purchasing Progress Report

#### **Module Objective**

#### The **Purchasing Progress Report** module is used to generate a report that tracks the end-to-end progress of the procurement process. This report allows users to trace a request from the **Purchase Requisition (PR)** stage, on to the **Purchase Order (PO)**, and through to the **Goods Receipt (Receipt Report)** stage.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing various parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/pIoimage.png)

#### Here is an explanation for each key parameter:

- #### **Document Number Filter**:
    
    
    - #### You can search by a specific number such as **Purchase Requisition No**, **Purchase Order Number**, or **Receipt Report Number**.
- #### **Purchase Requisition Date**:
    
    
    - #### Specify the creation date range (**Date From** and **To**) of the Purchase Requisitions you wish to see the progress of.
- #### **Status Filter**:
    
    
    - #### **PO Created**: Filter based on whether a PR has had a PO created for it or not.
    - #### **Request Closed**: Filter based on whether a PR has been closed or is still open.
- #### **Other Filters**:
    
    
    - #### Comprehensive filters such as **Item Code**, **Department**, and others are available to narrow down the search results.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need to focus the report on the data you wish to analyze.

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons at the bottom:

- #### **View Report**: To preview the purchasing progress report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/rYCimage.png)
- #### **Export To Excel**: To download the report data in an Excel file format. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/bhQimage.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details every stage in the procurement process.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Vuaimage.png)

#### **Report Explanation**: This report presents purchasing progress data in a table format that tracks each stage from left to right.

#### **Document Flow Structure**:

- #### **Requisition**: This section displays all details from the initial Purchase Requisition, including the **Requested Quantity**.
- #### **Purchase Order**: Displays the details of the PO created based on the requisition, including the **PO Qty**.
- #### **Receipt Report Number**: Displays the goods receipt document number if it has been received at the warehouse, along with the **Receive Date** and **RR Qty** (Received Quantity).

#### **Analysis Columns**: Pay attention to the **Requested Quantity**, **PO Qy**, and **RR Qty** columns to compare the quantities that were requested, ordered, and received. The **Remaining** column shows the balance yet to be received.

### **Tips & Important Notes**

- #### Use this report to get a complete overview of the status of every purchase request.
- #### This report is very useful for the **requesting department** to track the status of their requests and for the **Procurement team** to monitor orders that are pending receipt.
- #### If the **Receipt Report Number** column is still empty, it means the goods from the related PO have not yet been received at the warehouse.