Upland Analytics Out-of-the-Box Client PO Association Reports

The Client PO Association reports you to have insight on invoiced and non-invoiced purchase orders.

This article details the out-of-the-box Client PO Association Reports under Upland Analytics > Dashboard & Reports > Client Purchase Orders

A Report detailing the Client name, Account Executive, PO Number, PO Issue Date, PO Valid From Date, PO Valid To Date, PO Status, Client Currency Code, PO Amount, PO Prepaid Amount, PO Invoiced Amount, PO Recognized Amount and the PO Remaining Amount.

A Report detailing the Client name, Currency, PO Number, Status, Valid From Date, Valid To Date, Amount, Invoiced Amount, Remaining Amount and Utilization. Clicking on a Client allows you to drill into the Invoices & PO associations report which shows the Clients and their corresponding Invoices where the Invoice # is a link to the corresponding PSA Invoice.

A Report detailing the Client name, Invoice, State, Start Date, End Date, PO Number, Time, Expenses, Charges, Products, Invoice Total and the Currency. Clicking on a Client allows you access the Detailed Client PO Utilization or the Client PO Details reports. Clicking on an Invoice # will open the corresponding PSA Invoice.

A Report which is grouped by Project and details the Client name, Invoice, State, Start Date, End Date, PO Number, Project, Time, Expenses, Charges, Products, Invoice Total and the Currency. Clicking on a Client allows you access the Details Client PO Utilization or the Client PO Details reports. Clicking on an Invoice # will open the corresponding PSA Invoice.

A Report which is grouped by Project and details the Invoices which have no PO associations. The displayed columns are Client name, Invoice, State, Start Date, End Date, PO Number, Project, Time, Expenses, Charges, Products, Invoice Total and the Currency. Clicking on a Client allows you access the Detailed Client PO Utilization report. Clicking on an Invoice # will open the corresponding PSA Invoice.

A Report which is grouped by Project and details the POs and their respective Invoice associations. The displayed columns are Client, PO Number, PO Name, PO Status, Valid From, Valid To, Invoice Number, Time, Expenses, Charges, Products, Invoice Total and the Currency. Clicking on a Client allows you access the Detailed Client PO Utilization report.