Running the Goods on the Way report

The Goods on the Way report shows all items you have ordered via purchase orders but have not yet fully received into inventory. This report helps you track your open orders, monitor expected delivery dates, and identify items that may be overdue for receipt.

Before you start

• You need permission to view reports. If reports are missing from your menu, ask your administrator to enable the reports app for your role.
• Have a date or date range ready if you want to filter by purchase order date or expected receipt date.
• Optionally have a vendor name or warehouse/inventory location ready if you want to filter results.

Steps

1. Go to Reports. Open in Usystems

2. Under Purchase & Vendor Reports (or Inventory Reports, depending on your system configuration), choose Goods on the Way. Click on the report name.

3. Set your report parameters:

   • (Optional) Choose a date range for when the purchase orders were placed. This helps filter to recent orders.
   • (Optional) Choose an expected receipt date range to see items expected to arrive within a specific period.

4. (Optional) Add filters to narrow the results:

   • Click Add Filter or the filter icon.
   • Choose a filter type: Vendor, Warehouse, Product, Status, or another available option.
   • Type or select the value. Some filters let you choose multiple items.
   • Click Apply or press Enter.

5. Click Run or Generate to execute the report.

   • The report loads showing all open purchase order lines with items that are on the way.
   • Columns typically include vendor name, product/item code, ordered quantity, expected receipt date, and status.

6. (Optional) Review the results:

   • Scan for items with expected receipt dates approaching today.
   • Identify items that appear to be overdue (expected date has passed).
   • Note high-value or critical items that are in transit.

7. (Optional) Drill down or export (see "Exporting and printing the Goods on the Way report").

Accounting impact

Running the report does not change any inventory or purchase order records. The report is a read-only snapshot of items ordered but not yet received. Goods on the way are typically recorded on your balance sheet as a liability (if invoiced before receipt) or as a purchase commitment.

Tips & common mistakes

• Expected date vs. order date. Use the expected receipt date filter to see items due to arrive soon; use the order date filter to see recent purchases.
• Overdue items. If an expected receipt date has passed but the status is still "On Order," follow up with the vendor to confirm shipment status.
• Partial receipts. If you have received only part of a purchase order, the report shows the remaining quantity not yet received.
• Cancelled orders. The report typically excludes cancelled or completed purchase orders; if you see an order that should be excluded, verify its status in the purchase order record.

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