Blanket Purchase Order Report

Menu Path: Purchasing $Images\bluerarw.gif$ Reports $Images\bluerarw.gif$ Purchase Orders $Images\bluerarw.gif$ Blanket Purchase Order Report

Purpose

Output a report of detailed information for blanket purchase orders.

Overview

Use Blanket Purchase Order Report to create a report that lists information for blanket purchase orders. For more information on setting up blanket purchase orders, see Blanket Purchase Order Process Flow.

Outputting the Report

To output the report:

Select filter criteria for blanket purchase orders.
If you do not want voided blanket purchase orders to appear on the report, select the Exclude Voided Purchase Orders check box.
If you do not want to include all types of blanket purchase orders, clear the All Blanket Purchase Orders (Released or Not) check box, and clear the check boxes for the types of purchase orders you want to exclude.
Select data by which to sort blanket purchase orders on the report.
If you want to exclude specific types of blanket purchase order releases, select the appropriate check boxes.
Click the Print Options tab.
Select a report output option and processing option.
Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Blanket Purchase Order Report window.
Print	Click this button to display, output, email, or print the report based on the selected criteria.

Inquiry Tab Fields and Buttons

Field or Button	Description
All Purchase Orders	Select this check box to include all blanket purchase orders on the report. This check box is selected by default.
From (Purchase Order Number)	Enter a blanket purchase order number to include on the report, or click the Lookup button to select a blanket purchase order number. If you want to include a range of blanket purchase orders on the report, enter the first purchase order number in the range. This field is only enabled if you clear the All Purchase Orders check box.
To (Purchase Order Number)	Enter the last purchase order number in a range of blanket purchase orders you want to include on the report, or click the Lookup button to select the last purchase order number. If you want to only include a single blanket purchase order on the report, you can leave this field blank. This field is only enabled if you clear the All Purchase Orders check box.
All Supplier Codes	Select this check box to include blanket purchase orders on the report for all supplier codes. This check box is selected by default. Note You cannot clear both this check box and the All Supplier Names check box.
From Code (Supplier)	Enter a supplier code for which you want to include blanket purchase orders on the report, or click the Lookup button to select a supplier code. If you want to include blanket purchase orders on the report for a range of supplier codes, enter the first supplier code in the range. This field is only enabled if you clear the All Supplier Codes check box.
To Code (Supplier)	Enter the last supplier code in a range of supplier codes for which you want to include blanket purchase orders on the report, or click the Lookup button to select a supplier code. If you want to only include blanket purchase orders on the report for a single supplier code, you can leave this field blank. This field is only enabled if you clear the All Supplier Codes check box.
List (Supplier Codes)	Click this button to display Supplier List, which allows you to select specific supplier codes for which to include blanket purchase orders on the report. This button is only enabled if you clear the All Supplier Codes check box. If you click this button and select suppliers, the check box to the right of the button is selected.
All Supplier Names	Select this check box to include blanket purchase orders on the report for all supplier names. This check box is selected by default. Note You cannot clear both this check box and the All Supplier Codes check box.
From Name	Enter a supplier name for which you want to include blanket purchase orders on the report, or click the Lookup button to select a supplier name. If you want to include blanket purchase orders on the report for a range of supplier names, enter the first supplier name in the range. This field is only enabled if you clear the All Supplier Names check box.
To Name	Enter the last supplier name in a range of supplier names for which you want to include blanket purchase orders on the report, or click the Lookup button to select a supplier name. If you want to only include blanket purchase orders on the report for a single supplier name, you can leave this field blank. This field is only enabled if you clear the All Supplier Names check box.
List (Supplier Names)	Click this button to display Supplier List, which allows you to select specific supplier names for which to include blanket purchase orders on the report. This button is only enabled if you clear the All Supplier Names check box. If you click this button and select suppliers, the check box to the right of the button is selected.
All Products	Select this check box to include blanket purchase orders on the report for all products. This check box is selected by default.
From Code (Product)	Enter a product code for which you want to include blanket purchase orders on the report, or click the Lookup button to select a product code. If you want to include blanket purchase orders on the report for a range of product codes, enter the first product code in the range. This field is only enabled if you clear the All Products check box.
To Code (Product)	Enter the last product code in a range of product codes for which you want to include blanket purchase orders on the report, or click the Lookup button to select a product code. If you want to only include blanket purchase orders on the report for a single product code, you can leave this field blank. This field is only enabled if you clear the All Products check box.
List (Products)	Click this button to display Product List, which allows you to select specific products for which to include blanket purchase orders on the report. This button is only enabled if you clear the All Products check box. If you click this button and select products, the check box to the right of the button is selected.
All Categories	Select this check box to include blanket purchase orders on the report for all product categories. This check box is selected by default.
Code (Category)	Enter a product category for which you want to include blanket purchase orders on the report, or click the Lookup button to select a product category. This field is only enabled if you clear the All Categories check box.
All Subcategories	Select this check box to include blanket purchase orders on the report for all product subcategories. This check box is selected by default, and is only enabled if the All Categories check box is cleared.
Code (Subcategory)	Enter a product subcategory for which you want to include blanket purchase orders on the report, or click the Lookup button to select a product subcategory. This field is only enabled if you clear the All Subcategories check box.
All Customers	Select this check box to include blanket purchase orders on the report for all customers. This check box is selected by default, and is only enabled if the Direct Ship check box is selected.
From Code (Customer)	Enter a customer code for which you want to include blanket purchase orders on the report, or click the Lookup button to select a customer code. If you want to include blanket purchase orders on the report for a range of customer codes, enter the first customer code in the range. This field is only enabled if you clear the All Customers check box.
To Code (Customer)	Enter the last customer code in a range of customer codes for which you want to include blanket purchase orders on the report, or click the Lookup button to select a customer code. If you want to only include blanket purchase orders for a single customer code, you can leave this field blank. This field is only enabled if you clear the All Customers check box.
List (Customers)	Click this button to display Customer List, which allows you to select specific customers for which to include blanket purchase orders on the report. This button is only enabled if you clear the All Customers check box. If you click this button and select customers, the check box to the right of the button is selected.
All Customer Orders	Select this check box to include blanket purchase orders on the report for all customer order numbers. This check box is selected by default, and is only enabled if the Direct Ship check box is selected.
From (Customer Order Number)	Enter a customer order number for which you want to include blanket purchase orders on the report, or click the Lookup button to select a customer order number. If you want to include blanket purchase orders on the report for a range of customer order numbers, enter the first customer order number in the range. This field is only enabled if you clear the All Customer Orders check box.
To (Customer Order Number)	Enter the last customer order number in a range of customer order numbers for which you want to include blanket purchase orders on the report, or click the Lookup button to select the last customer order number. If you want to only include blanket purchase orders on the report for a single customer order number, you can leave this field blank. This field is only enabled if you clear the All Customer Orders check box.
All Locations	Select this check box to include blanket purchase orders on the report for all ship-to locations. This check box is selected by default, and is only enabled if the Warehouse check box is selected.
From Location	Enter a ship-to location prefix for which you want to include blanket purchase orders on the report, or click the Lookup button to select a ship-to location prefix. If you want to include blanket purchase orders on the report for a range of ship-to location prefixes, enter the first ship-to location prefix in the range. This field is only enabled if you clear the All Locations check box.
To Location	Enter the last ship-to location prefix in a range of ship-to locations for which you want to include blanket purchase orders on the report, or click the Lookup button to select a location prefix. If you want to only include blanket purchase orders on the report for a single ship-to location prefix, you can leave this field blank. This field is only enabled if you clear the All Locations check box.
List (Locations)	Click this button to display Location List, which allows you to select specific locations for which to include blanket purchase orders on the report. This button is only enabled if you clear the All Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Dates	Select this check box to include blanket purchase orders on the report for all release dates. This check box is selected by default.
From Date	Enter a release date for which you want to include blanket purchase orders on the report, or click the drop-down arrow to select a release date. If you want to include blanket purchase orders on the report for a range of release dates, enter the first release date in the range. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
To Date	Enter the last release date in a range of release dates for which you want to include blanket purchase orders on the report, or click the drop-down arrow to select the last release date. If you want to only include blanket purchase orders on the report for a single release date, you can leave this field blank. This field is only enabled if you clear the All Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field.
All Blanket Purchase Orders (Released or Not)	Select this check box to include all blanket purchase orders on the report that meet the filter criteria, whether or not the orders are released. This check box is selected by default.
Blanket Purchase Orders - Not Released	Select this check box to include blanket purchase orders on the report that are not released. This check box is only enabled if you clear the All Blanket Purchase Orders (Released or Not) check box. This check box is selected by default.
Blanket Purchase Orders - Released	Select this check box to include blanket purchase orders on the report that are released. This check box is only enabled if you clear the All Blanket Purchase Orders (Released or Not) check box. This check box is selected by default.
Blanket Purchase Orders - Closed	Select this check box to include blanket purchase orders on the report that are closed. This check box is only enabled if you clear the All Blanket Purchase Orders (Released or Not) check box.
Direct Ship	Select this check box to include blanket purchase orders on the report for direct ship releases. This check box is only enabled if you clear the All Blanket Purchase Orders (Released or Not) check box. This check box is selected by default.
Warehouse	Select this check box to include blanket purchase orders on the report for warehouse releases. This check box is only enabled if you clear the All Blanket Purchase Orders (Released or Not) check box. This check box is selected by default.
Sort Options	Select data by which to sort the blanket purchase orders on the report. You can sort by the following criteria: Purchase order number Purchase order date Supplier code Supplier name
Exclude Voided Purchase Orders	Select this check box if you do not want to include blanket purchase orders that were voided on the report. This check box is selected by default.
Prep Labels	Select this check box if you do not want to include blanket purchase orders on the report for which labels have been prepped. This check box is cleared by default, and is only enabled if the Direct Ship or Warehouse check box is selected.
Received	Select this check box if you do not want to include blanket purchase orders on the report that have been received. This check box is cleared by default, and is only enabled if the Direct Ship or Warehouse check box is selected.
On Shipment	Select this check box if you do not want to include blanket purchase orders on the report that are on a shipment. This check box is cleared by default, and is only enabled if the Direct Ship or Warehouse check box is selected.
Invoiced Complete	Select this check box if you do not want to include blanket purchase orders on the report that have been invoiced complete. This check box is cleared by default, and is only enabled if the Direct Ship or Warehouse check box is selected.
Finalized	Select this check box if you do not want to include blanket purchase orders on the report that are finalized. This check box is cleared by default, and is only enabled if the Direct Ship or Warehouse check box is selected.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. If you select this option, you cannot output using Scheduling Assistant. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field and the number of copies to print in the Number of Copies field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information. If you select this option and select to output to Scheduling Assistant, you are prompted to select recipients for an email, and Scheduling Assistant sends an email with the report attached as an Excel file.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen.
Time	Enter the time to output or process, and select AM or PM. These fields are only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Date	Enter the date (or first date) to output or process. This field is only enabled if the Schedule radio button is selected, and only available if the Once or Every radio button is selected.
Task Occurs	Select one of the following options: Once - Output or process at a specified date and time. Every - Output or process on a recurring basis. You can select to output/process at a specific time: every week on specified days after a specified number of days on the first or last day of each month after a specified number of minutes After - Output/process after a specified task is completed. These radio buttons are only enabled if you select the Schedule radio button.
Frequency	Select one of the following: Day of Week - Output or process every week on the selected days. Days - Output or process after a specified number of days, starting on a specified date. Month - Output or process on the first or last day of each month, starting on a specified date. Time - Output or process after a specified number of minutes, starting on a specified date. These radio buttons are only available if you select the Every radio button.
Day of Week	Select the day(s) of the week to output or process. These check boxes are only enabled if you select the Schedule radio button, and select the Every and Day of Week radio buttons.
Repeat Every X Days	Enter a number of days after which to output or process. This field is only available if you select the Days radio button.
Repeat On	Click the Lookup button and select whether to output or process on the first or last day of the month. This field is only available if you select the Month radio button.
Repeat Every X Minutes	Enter a number of minutes after which to output or process. This field is only available if you select the Time radio button.
Triggering Task Id	Click the Lookup button to select a task ID that will trigger the task. This field is only available if the After radio button is selected.
Triggering Task Name	This field displays the name of the triggering task. This field is only available if the After radio button is selected.
Triggering Task Description	This field displays the description of the triggering task. This field is only available if the After radio button is selected.
Task Description	Enter a description of the task. This can help users understand the purpose of a recurring task.
Scheduling Assistant Queue	Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue.
External Email	Select this check box to send an email (outside of Apprise, using SMTP) when the task is completed.
Screen Alert	Select this check box to display an alert when the task is completed.
Internal Email	Select this check box to send an internal Apprise email when the task is completed.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.