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
Saturation.io - PO data formatted specifically for import into Saturation.io accounting 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, expand the ACCOUNTING menu, and click Purchase orders
On the Purchase orders dashboard, click the Export button and then make your selection