Purchase Order Burn Report
Bullhorn Support is able to assist with navigating sample reports, but they are unable to build customizations on reports for you. If you need customizations, you will need a Business Intelligence specialist who is familiar with writing database queries.
The Purchase Order Burn report provides a summary and detailed breakdown of hours and amounts accrued against specific Purchase Orders.
This report can be leveraged as a burn report and can also be used to determine how close a Purchase Order is to date and amount thresholds.
Running the Report
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From your Bullhorn ATS Menu, select Canvas.
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Select Run beside the Purchase Order Burn report.
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Fill out the report criteria:
Data item Definition Enter Period End Date
The From and To dates indicate the Period End Dates for which transactions will be accrued against the Purchase Orders.
For example, if you run the report from January 1, 2024 to December 31, 2024 then the report will only consider transactions associated with a charge where the period end date for the charge falls within 2024. To cover a larger time frame you can run the report for further in the past and leverage the Active/Inactive Purchase Orders filter.
View
Allows you to run the report in a summary view by Purchase Order or a detailed output of all transactions related to the Purchase Order. This option can be changed after the report is run without changing any other filters if you’d like to see both views. Past Warning Date
- Yes: Show only Purchase Orders that have bill amounts for the given time period and are passed their warning date.
- No: Show only Purchase Orders that have bill amounts for the given time period and are not passed their warning date.
- All: Show all Purchase Orders that have bill amounts for the given time period.
Past Warning Balance
- Yes: Show only Purchase Orders that have bill amounts for the given time period and are passed their warning balance.
- No: Show only Purchase Orders that have bill amounts for the given time period and are not passed their warning balance.
- All: Show all Purchase Orders that have bill amounts for the given time period.
Active Purchase Orders
- Active: Show only Purchase Orders that have bill amounts for the given time period and the Purchase Orders’s end date is empty, greater than, or equal to today’s date.
- Inactive: Show only Purchase Orders that have bill amounts for the given time period and the Purchase Orders’s end date is less than today’s date.
- All: Show all Purchase Orders that have bill amounts for the given time period.
Invoiced Only
- Yes: Show only Purchase Orders that have bill amounts for the given time period and the Purchase Order is associated with a transaction that is invoiced. The totals will reflect only the invoiced transactions against this Purchase Order and it will not display totals for transactions that have yet to be invoiced.
- No: Show all Purchase Orders that have bill amounts for the given time period.
Recognized Revenue Only
- Yes: Show only Purchase Orders that have bill amounts for the given time period and the Purchase Orders is associated with a transaction that has unbilled revenue created for it. The totals will reflect only the transactions that are associated with this Purchase Orders and have unbilled revenue against them. It will not display totals for transactions that have yet to have Unbilled Revenue.
- No: Show all Purchase Orders that have bill amounts for the given time period.
Waiting to Bill Only
- Yes: Show only Purchase Orders that have bill amounts for the given time period and the Purchase Orders is associated with a transaction and that transaction has not yet been revenue recognized or invoiced. The totals will reflect only the transactions against this Purchase Orders that have yet to be revenue recognized or invoiced and it will not display totals for transactions that have been revenue recognized or invoiced.
- No: Show all Purchase Orders that have bill amounts for the given time period.
Company (optional)
The Purchase Order filter will filter the results based on the company(s) selected within this filter. This filter is optional. Purchase Order(s) (optional)
The results are filtered by the Company filter. Using this filter will filter the results by the specified Purchase Order(s) selected. Placement ID (optional)
The report will filter the results based on the placement(s) selected within this filter. This filter is optional. Candidate ID (optional)
The report will filter the results based on the candidate(s) selected within this filter. This filter is optional. - Click Finish.
The following fields are available on this report.
Summary Fields
| Data Item | Definition |
|---|---|
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Company |
The Company associated with the Purchase Order |
|
PO Name |
The Purchase Order Name |
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Description |
The Purchase Order Description |
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Start Date |
The Purchase Order Start Date |
|
End Date |
The Purchase Order End Date |
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Total Amount Budgeted |
The Purchase Order Total Amount Budgeted |
|
Warning Balance |
The Purchase Order Warning Balance |
|
Warning Date |
The Purchase Order Warning Date |
|
External Amount |
The Purchase Order External Amount. This field is designed to be used if you are tracking any amounts outside of Bullhorn and the report will use it in the calculation of Total Amount |
|
Total Hours Budgeted |
The Purchase Order Total Hours Budgeted |
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Total Hours Accrued |
The total amount of hours for the Bill Transactions associated to this Purchase Order |
|
Amount Waiting to be Billed |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have not been Revenue Recognized or Invoiced |
|
Amount Revenue Recognized |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have been Revenue Recognized but have not yet been Invoiced |
|
Amount Invoiced |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have been Invoiced |
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Total Amount |
The total dollar amount associated to Bill Transactions associated to this Purchase Order |
|
Remaining Balance |
Calculated Column: Total Amount Budgeted - (External Amount + Total Amount) |
|
CRF Label |
The label of the Customer Required Field (CRF) that the Purchase Order is associated with |
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Option Value |
The Option Value of the Customer Required Field that the Purchase Order is associated with. This will always be the Purchase Order name |
|
Option Display Label |
The Option Display Label of the Customer Required Field that the Purchase Order is associated with. This will always be the Purchase Order name |
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Custom Date (1-5) |
The Custom Date fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
|
Custom Int (1-5) |
The Custom Int fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
|
Custom Text (1-5) |
The Custom Text fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
Detail Fields
| Data Item | Definition |
|---|---|
|
Company |
The Company associated with the Purchase Order |
|
PO Name |
The Purchase Order Name |
|
Billable Charge ID |
The Billable Charge ID related to the Bill Transaction associated to this Purchase Order |
|
Invoice |
The Invoice ID related to the Bill Transaction associated to this Purchase Order |
|
Transaction Date |
The Work Date for the Bill Transaction associated to this Purchase Order |
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Earn Code |
The Earn Code for the Bill Transaction associated to this Purchase Order |
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Rate |
The Bill Rate for the Bill Transaction associated to this Purchase Order |
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Hours |
The Hours for the Bill Transaction associated to this Purchase Order |
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Amount |
The Dollar Amount for the Bill Transaction associated to this Purchase Order |
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Candidate ID |
The Candidate ID for the Bill Transaction associated to this Purchase Order |
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Candidate Name |
The Candidate Name for the Bill Transaction associated to this Purchase Order |
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Placement ID |
The Placement ID for the Bill Transaction associated to this Purchase Order |
|
Job ID |
The Job ID for the Bill Transaction associated to this Purchase Order |
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Job Title |
The Job Title for the Bill Transaction associated to this Purchase Order |
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CRF Type |
The Type of Customer Required Field (CRF) that the Purchase Order is associated with. This will always be Purchase Order |
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CRF Label |
The label of the Customer Required Field (CRF)that the Purchase Order is associated with |
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Option Value |
The Option Value of the Customer Required Field (CRF) that the Purchase Order is associated with. This will always be the Purchase Order name |
|
Option Display Label |
The Option Display Label of the Customer Required Field (CRF) that the Purchase Order is associated with. This will always be the Purchase Order name |
|
Period End Date |
The Period End Date of the Billable Charge related to the Bill Transaction associated to this Purchase Order |
|
Amount Waiting to be Billed |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have not been Revenue Recognized or Invoiced |
|
Amount Revenue Recognized |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have been Revenue Recognized but have not yet been Invoiced |
|
Amount Invoiced |
The total dollar amount for the Bill Transactions associated to this Purchase Order where the transactions have been Invoiced |
|
Total Amount |
The total dollar amount associated to Bill Transactions associated to this Purchase Order |
|
Custom Date (1-5) |
The Custom Date fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
|
Custom Int (1-5) |
The Custom Int fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
|
Custom Text (1-5) |
The Custom Text fields associated with the Purchase Order entity. These columns will not be visible if they are not enabled in field maps or if there is no data populated in the results of the report |
Exporting to Excel
Depending on the amount of data, it may be easier to view the report via Excel. Follow these steps to export your report to Excel:
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From the HTML drop down button in the top right corner, click View in Excel Options > View in Excel 2007 Format.
The Excel format you choose can be based on personal preference. We recommend using View in Excel 2007 Format to maintain the same format that you see in Bullhorn Reporting (Canvas) and/or if you plan to use standard Excel functions (pivot, sort, etc).
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The request will process and a pop up stating "Your report is ready and will download to your Web browser in a few moments" will appear.
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When prompted, Save the report to your computer.
Once the report is exported to Excel, you can utilize standard Excel functions to filter, sort and pivot the data.