Exporting purchase orders (PO) in Production Accounting (PAS) is permission based
To export POs in PAS, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Purchase orders - Full access, Manage
Purchase order (PO) export options
With PAS, you can export the following types of purchase order (PO) information:
Summary view - A CSV file containing a high-level overview of POs showing key information like total amounts, vendors, and status
Detail view - A CSV file containing a comprehensive view of POs including line-item details, notes, approvals, and transaction history
Backup - A ZIP containing supporting documentation and details for auditing purposes, often including receipts, invoices and approval trails
Hot Budget - Shows PO data formatted specifically for hot cost reporting, focusing on recent/active purchase orders and their budget impact
PO Binder - A zip file containing a complete collection of all PO documentation organized chronologically or by vendor, typically used for record-keeping
Showbiz - PO data formatted specifically for import into Showbiz budgeting software
Export POs in PAS
To export POs:
Make sure Production Accounting has been enabled for your company’s account
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the project that you want to export POs for
In the left-side navigation Accounting menu, click Purchase orders
On the Purchase orders dashboard, click the Export button and select from: Transaction details CSV or Generate PDF
Select a project, click Purchase orders, and then click the Export button
Select the type of export that you want to generate