PRINT PURCHASE ORDERS

Use this screen to print hard copies of the purchase order (PO). You can print all purchase orders or specific ranges. Depending on the selections on this screen, Purchase Order, Change Order, Blanket Order, Release Order, and/or Subcontract PO is printed in the header of each page, along with the respective PO ID numbers.

Please be sure to review the print settings (and the documentation) on the Configure Purchase Order Print Options screen before printing purchase orders. Several of the print options available in the Configure Purchase Order Print Options screen are modifiable only on that screen, but not the Print Purchase Orders screen.

Use this screen whenever you need a hard copy of the purchase order.

The purchase order is not part of the Costpoint trail and does not need to be retained. You may, however, find it useful to retain a hard copy of the purchase order for your records.

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

Use the fields in this group box to enter the selection criteria for the purchase orders you want to print. PO lines may list parts that have documents attached to them in the Documents subtask of the Manage Parts screen in Costpoint Product Definition. If the Print on Purchase Reports field is Y (Yes) in the Documents subtask for a particular part that is on a PO line, the document ID, revision, type and name is printed on the PO in the Item/Description section of printout. The document name and location must be valid and accessible in order for this information to print. To eliminate document information from printing on the PO, access the part ID on the Manage Parts screen, select the Documents subtask, enter N (No) in the Print on Purchase Reports field, and save the record.

Purchase Order

Option

Select the range of purchase orders to print from the drop-down list. The system-defined selections are:

Start PO

Enter, or click to select, the purchase order for the starting point of the range of purchase orders you want to print.

Start Release

Enter, or click to select, the release for the starting point of the range of release numbers you want to print.

End PO

Enter, or click to select, the purchase order for the ending point of the range of purchase orders you want to print.

End Release

Enter, or click to select, the releaser for the ending point of the range of release numbers you want to print.

Non-Contiguous Ranges

Select this check box to print multiple ranges of purchase orders.

Buyer

Use the following fields to enter the buyer selection criteria.

Option

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

Start

Enter, or click to select, the buyer whose purchase order will be the starting point to print.

End

Enter, or click to select, the buyer whose purchase order will be the ending point to print.

Return Address Branch Location

Use the following fields to enter the return address branch location criteria for the purchase orders you want to print.

Option

Select the range of return address branch locations you want to print. The system-defined selections are:

Start

Enter, or click to select, the return address branch location for the starting point of the purchase orders you want to print.

End

Enter, or click to select, the return address branch location for the ending point of the purchase orders you want to print.

Transaction Currency

Option

Select the range of transaction currencies you want to print. The system-defined selections are:

Start

Enter, or click to select, the currency for the starting point of the purchase orders you want to print.

End

Enter, or click to select, the currency for the ending point of the purchase orders you want to print.

Options

Use the fields in this group box to determine how you want to print the purchase orders. You can print your own company logo on the upper left hand corner of the purchase orders. This print option works only with the formless laser form (not pre-printed), and it requires that the Return Address check box on the Configure Purchase Order Print Options is clear. To use this print option, name your logo bitmap PORPPO.BMP and put it in your search path or your Costpoint Windows directory. This bitmap file must be no larger than 32,000 bytes and the logo should be designed with a two-to-one width-to-length ratio for best display.

Format

Select the format from the drop-down list. This setting loads from the Format field on the Configure Purchase Order Print Options screen. The system-defined selections are:

Hdr Text/Doc/SOW Placement

Select the placement option for header standard text, documents, and statement of work (SOW). The system-defined options are as follows.

Use this group box to determine the placement of any standard text associated with the PO change order. The value in this field loads from the Standard Text Placement group box on the Configure Purchase Order Print Options screen.

Hdr Notes Placement

Select the header notes placement option. The system-defined options are as follows.

Print Options

Include Previously Printed POs

Select this check box to include previously printed purchase orders in this print run, provided they are within the selection criteria. If the PO Printed check box in the Other Information subtask of the Manage Purchase Orders screen is selected, that purchase order is considered previously printed. When you print a purchase order that has been previously printed, the word "DUPLICATE" displays on the copy, indicating that this is not the original printing of this purchase order. If you clear this check box, only purchase orders that have not been previously printed are included.

Print Original Due Date

Select this check box to print original due date instead of due date on the PO line.

Include Project/Acct/Org Breakdowns

Select this check box to print detailed information of the project, account, and organization on the purchase order. If you clear this check box, project/account/organization detail is not printed. The setting for this check box loads from the Include Project/Account/Org Breakdown check box on the Configure Purchase Order Print Options screen.

Print Miscellaneous Type Codes

Select this check box to print the miscellaneous type codes on the purchase order lines. If you clear this check box, miscellaneous type codes are not printed. The setting for this check box loads from the Print Line Charge Type Code check box on the Configure Purchase Order Print Options screen.

Print Pre-assigned Serial/Lot Numbers

Select this check box to print pre-assigned serial/lot numbers. The system-defined options are as follows.

Print NAICS Code

Select this check box to print the NAICS code on the PO header. If this option is selected, and the vendor is classified as a small business for the PO header NAICS code (established on the Manage Vendors screen), the printed report includes the NAICS code along with the associated SBA information.

PO Type

Purchase Order

Select this check box to print standard purchase orders within the specified range.

Blanket Order

Select this check box to include blanket purchase orders in this print run, provided they fall within the selection range. If you clear this check box, you will only print release orders of the blanket order.

Release Order

Select this check box to print blanket purchase order releases within the specified range.

Subcontract Retainage PO

Select this check box to print the Subcontract Retainage purchase orders within the specified range.

GFM/GFE Order

Select this check box to include the Government Furnished Material (GFM) or Government Furnished Equipment (GFE) purchase orders in this print run, provided they fall within the selection range.

Subcontractor Agreement

Select this check box to print the Subcontractor Agreement purchase orders within the specified range.

Subcontractor Agreement Blanket

Select this check box to print the Subcontractor Agreement Blanket purchase orders within the specified range.

Subcontractor Agreement Release

Select this check box to print the Subcontractor Agreement Blanket purchase orders within the specified range.

Subtask

Subtask

Description

Purchase Order Non-Contiguous Ranges

Click this link to open the Purchase Order Non-Contiguous Ranges subtask, where you can print purchase orders non-sequentially.