Export purchase received history

Use the Purchases Received Report window to export recorded purchase-order line deliveries to a CSV file. The selected dates filter purchase orders by their entered/order date; the export then includes every recorded delivery line on the matching orders.

• Choose or create a folder where you can save the CSV file.
• Decide the purchase-order entered-date range you need. The function filters purchase orders by their Order Date (the purchase order entered date), not by each delivery's received date.
• Ensure you have access to the function.

1. On the PURCHASING or REPORTS tab, click Purchase Delivery Report. The Purchases Received Report window opens.
2. In Date Entered From, enter the first purchase-order entered date to include. You can use the date-picker option beside the field.
3. In Date Entered To, enter the last purchase-order entered date to include.
4. In Export Path, use the browse option to select the folder where the CSV file will be saved.
5. Select Export.
6. Wait for the status bar to display Complete, then acknowledge the confirmation message.

Opto saves the file in the selected folder as Purchase_DIFOT_Data_<from>_to_<to>.csv, replacing slashes in the entered dates with underscores.

The first row contains these headings:

1. Supplier Code
2. Supplier Name
3. Purchase Order Number
4. Line Item Id
5. Line Item Description
6. Line Item QTY Ordered
7. Line Item QTY Received
8. Line Item Date Due
9. Line Item Date Received
10. Purchase Order Entered Date

The function writes a row for every recorded delivery on each matching purchase-order line. It formats identifiers and numeric values for CSV export so spreadsheet software is less likely to change them automatically.