PRINT PURCHASE ORDER ACTIVITY REPORT

Use this screen to print purchase order (PO) data for reporting purposes for businesses classified as small, woman-owned, and/or disadvantaged. You can produce two primary reports from this application:

Depending on the selections on this screen, the report also displays applicable subcontract PO information in addition to standard PO and blanket PO release information. This report prints in accordance with SF 294/295 standards. For example, Small Veteran-Owned and Small Service-Disabled Veteran-Owned vendor PO amounts display in both the summary and detail reports.

Run this process whenever you want to create or print Purchase Order Activity Reports.

Location

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Project

Use this to select the projects associated with the purchasing activities that you want to include in the report.

Option

Select the range of projects to be included from the drop-down list. The system-defined values are:

Start

Enter, or click to select, the project ID for the starting point for the project range.

End

Enter, or click to select, the project ID for the ending point for the project range.

Agency

Use this to select the agencies associated with the purchasing activities that you want to include in the report.

Option

Select the range of agencies to be included from the drop-down list. The values are:

Start

Enter, or click to select, the agency ID that will be the starting point for the agency range.

End

Enter, or click to select, the agency ID that will be the ending point for the agency range.

Buyer

Use this to select the buyers associated with the purchasing activities that you want to include in the report.

Option

Select the range of buyers from the drop-down list. The system-defined selections are:

Start

Enter, or click to select, the buyer ID for the starting point for the buyer range.

End

Enter, or click to select, the buyer ID for the ending point for the buyer range.

Order/Change Date

Use this to select the range of purchase order or purchase change order dates you want to include in the report. Only the purchase orders that fall within this date range and meet the sort selection criteria are included in the report.

Option

Select the range of dates to be included from the drop-down list. The system-defined selections are:

Start

Enter, or click to select, the order/change date as starting point for the date range.

End

Enter, or click to select, the order/change date as ending point for the date range.

Sort By

Use this group box to specify the order in which you want to sort the report.

1st Sort

Select the sort order from the drop-down list. The values are:

If you select the Ind Class option, industry classifications are sorted for each PO line on the detail and summary reports. The reports display subtotal amounts and percentages for each new industry classification, as well as the Standard Industrial Code (SIC) and description in each group header.

Options

Include Non-Project Purchases

Select this check box to include purchase orders from non-project activity in the report.

Include Non-Agency Project Purchases

Select this check box to include purchase orders from non-agency project activity in the report.

Isolate Change Order Amounts

Select this check box to have any change order amounts listed separately on the report. This check box is not enabled if you select All in the Option field in the Order/Change Date.

Include Sales Tax Amounts

Select this check box to include sales tax amounts in the report.

Print PO Line Detail

Select this check box to print the PO line detail. If you clear this check box, no PO line detail is printed.

Use PO Line Business  Size

This check box defaults to select to have the business size print small/large/non-profit/other amounts for the activity report. If both the Print PO Line Detail and Use PO Line Bus Size check boxes are selected, the business size prints for each PO line on the detail report. If you clear this check box, no PO line business size is printed. If you clear this check box, you will receive a warning message in Costpoint.