Menu Path: Purchasing Reports Purchase Orders Purchase Order Report
Output a report of purchase order information.
Use Purchase Order Report to create a report of information about purchase orders. You can filter the report by suppliers, shipping locations, buyer, delivery date, purchase order class, and status.
You can output a summary or detail version of the report, and select to include or exclude purchase order remarks on the report. You can also sort the report by supplier, purchase order number, or item number.
Button |
Description |
Exit |
Click this button to close the Purchase Order Report window. |
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Click this button to display, output, email, or print the report. |
Field or Button |
Description |
Select this check box to include purchase orders for all supplier codes on the report. This check box is selected by default, and is selected automatically if you clear the All Supplier Names check box. |
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Enter a supplier code for which to include purchase orders on the report, or click the Lookup button to select a supplier code. If you want to include purchase orders for a range of suppliers, enter the first supplier code in the range. This field is only enabled if you clear the All Supplier Codes check box. |
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Enter the last supplier code in a range of supplier codes for which to include purchase orders on the report, or click the Lookup button to select a supplier code. If you want to include purchase orders for a single supplier, you can leave this field blank. This field is only enabled if you clear the All Supplier Codes check box. |
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Click this button to display Supplier List, which allows you to select multiple suppliers for which to include data on the report. After you select suppliers, the check box to the right of this button is selected. This button is only enabled if you clear the All Supplier Codes check box. |
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Select this check box to include purchase orders for all supplier names on the report. This check box is selected by default, and is selected automatically if you clear the All Supplier Codes check box. |
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Enter a supplier name for which to include purchase orders on the report, or click the Lookup button to select a supplier name. If you want to include purchase orders for a range of suppliers, enter the first supplier name in the range. This field is only enabled if you clear the All Supplier Names check box. |
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Enter the last supplier name in a range of supplier names for which to include purchase orders on the report, or click the Lookup button to select a supplier name. If you want to include purchase orders for a single supplier, you can leave this field blank. This field is only enabled if you clear the All Supplier Names check box. |
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Click this button to display Supplier List, which allows you to select multiple suppliers for which to include data on the report. After you select suppliers, the check box to the right of this button is selected. This button is only enabled if you clear the All Supplier Names check box. |
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Select this check box to include purchase orders for all shipping locations on the report. This check box is selected by default. |
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Enter the first shipping location prefix in a range of shipping locations for which to display purchase orders on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. |
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Enter the last shipping location prefix in a range of shipping locations for which to display purchase orders on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. |
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Click this button to display Location List, which allows you to select multiple locations for which to include data on the report. After you select locations, the check box to the right of this button is selected. This button is only enabled if you clear the All Shipping Locations check box. |
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Select this check box to include purchase orders for all buyers on the report. This check box is selected by default. |
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Enter a buyer for which to include purchase orders on the report, or click the Lookup button to select a buyer. This field is only enabled if you clear the All Buyers check box. |
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Select this check box to include purchase orders for all delivery dates on the report. This check box is selected by default. |
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Enter a date to only include purchase orders with delivery dates up to and including that date on the report, or click the drop-down arrow to select a date. This field is only enabled if you clear the All Delivery Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include purchase orders for all purchase classes. This check box is selected by default. |
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Enter a purchase class for which to include purchase orders on the report, or click the Lookup button to select a purchase class. This field is only enabled if you clear the All Purchase Order Classes check box. Note You cannot enter transfer type purchase classes. |
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Select whether to output the summary or detail version of the report. If you select Detail, the report includes line item information for purchase orders. |
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Select one of the following options for sorting the report.
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Select whether to group purchase orders on the report by buyer. |
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Select this check box to display open, closed, and voided purchase orders on the report. This check box is cleared by default. |
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Select this check box to display all ordered, received, invoiced, not ordered, not received, and not invoiced purchase orders on the report. This check box is cleared by default, and is only available if you select the Open radio button. |
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Select whether to display open, closed, or voided purchase orders on the report. These radio buttons are only enabled if you clear the All check box above them. |
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Select whether to display ordered, not ordered, or both ordered and not ordered purchase orders on the report. These radio buttons are only enabled if you clear both the All check boxes and select the Open radio button. |
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Select whether to display received, not received, or both received and not received purchase orders on the report. These radio buttons are only enabled if you clear both the All check boxes and select the Open radio button. |
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Select whether to display invoiced, not invoiced, or both invoiced and not invoiced purchase orders on the report. These radio buttons are only enabled if you clear both the All check boxes and select the Open radio button. |
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Select this check box to display fully received purchase orders. This check box is selected by default, and is only enabled if you clear the All check box above it and select the Open radio button. |
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Select this check box to include purchase order remarks on the report. This check box is cleared by default, and is only enabled if you select the Supplier or Purchase Order Number radio button. |
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Select this check box to include purchase order line item remarks on the report. This check box is cleared by default, and only enabled if you select the Detail radio button. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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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 |
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Specify File Name |
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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 |
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Excel Format Name |
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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 |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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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 |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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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 |
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Number of Copies |
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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 |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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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 |
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Screen Alert |
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Internal Email |
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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:
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