Purchase Order Report

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

Purpose

Output a report of purchase order information.

Overview

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.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Purchase Order Report window.

Print

Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button

Description

All Supplier Codes

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.

From (Supplier Code)

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.

To (Supplier Code)

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.

List (Supplier Codes)

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.

All Supplier Names

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.

From (Supplier Name)

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.

To (Supplier Name)

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.

List (Supplier Names)

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.

All Shipping Locations

Select this check box to include purchase orders for all shipping locations on the report. This check box is selected by default.

From (Shipping Location)

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.

To (Shipping Location)

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.

List (Shipping Locations)

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.

All Buyers

Select this check box to include purchase orders for all buyers on the report. This check box is selected by default.

Buyer

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.

All Delivery Dates

Select this check box to include purchase orders for all delivery dates on the report. This check box is selected by default.

Thru

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.

All Purchase Order Classes

Select this check box to include purchase orders for all purchase classes. This check box is selected by default.

Class

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.

Report Type

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.

Sort Option

Select one of the following options for sorting the report.

  • Supplier - Sort by supplier code.

  • Purchase Order Number - Sort by purchase order number.

  • Item Number - Sort by product code.

Group by Buyer

Select whether to group purchase orders on the report by buyer.

All (Purchase Order Selection)

Select this check box to display open, closed, and voided purchase orders on the report. This check box is cleared by default.

All (Open Purchase Order Selection)

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.

Open/Closed/Voided

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.

Ordered/Not Ordered/Both

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.

Received/Not Received/Both

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.

Invoiced/Not Invoiced/Both

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.

Include Fully Received

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.

Print Purchase Order Remarks

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.

Print Line Remarks

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.

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.