Use this report to view the purchase order (PO), release number (for blanket purchase order releases), order date, vendor, buyer, and line item information for the items ordered for each purchase order selected. Print this report whenever a list of purchase orders is needed.
You can print this report for all or a selected range of PO order dates, PO buyers, or PO numbers. The option to print on PO status also exists. You can also print POs for all status types or only those types desired (pending, open, closed, and/or void). You can print all types of orders, that is, purchase orders, blanket orders, and/or blanket release orders.
The purchase order register is not part of the Costpoint trail and does not need to be retained. You may, however, find it useful to retain a set of these reports once they are printed.
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.
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.
Enter, or click to select, a parameter description of up to 30 alphanumeric characters.
Use the following fields to select the range of order dates you want to print on the report.
Select the range of order dates to print from the drop-down list. The system-defined selections are:
All (default)
One
Range
From Beginning
To End
Enter, or click to select, the order date as starting point of the purchase orders to include in this report.
Enter, or click to select, the order date as ending point of the purchase orders to include in this report.
Use the following fields to select the range of buyers you want to print on the report.
Select the range of buyers to print from the drop-down list. The system-defined selections are:
All (default)
One
Range
From Beginning
To End
Enter, or click to select, the buyer for the starting point of the purchase orders to include in this report.
Enter, or click to select, the buyer for the ending point of the purchase orders to include in this report.
Use the following fields select the range of currencies you want to print on the report.
Select the range of currencies to print from the drop-down list. The system-defined selections are:
All (default)
One
Range
From Beginning
To End
Enter, or click to select, the currency for the starting point of the purchase orders to include on this report.
Enter, or click to select, the currency for the ending point of the purchase orders to include on this report.
Use the following fields to select the range of purchase orders you want to print on the report.
Select the range of purchase orders to print from the drop-down list. The system-defined selections are:
All (default)
One
Range
From Beginning
To End
Enter, or click to select, the PO ID for the starting point of the purchase orders to include on this report.
Enter, or click to select, the starting release number you wish to print.
Enter, or click to select, the PO ID for the ending point of the purchase orders to include on this report.
Enter, or click to select, the ending release number you wish to print.
Use this group box to select the sort order for the report.
Select the sort order from the drop-down list. The values are:
Order Date
Buyer
PO
Currency
Use this group box to select the criteria for reporting the purchase order status types. Select the check box of each PO status type that you want to print on the report. Only those purchase orders that are in the specified range and have a status type that has been selected are printed on the report. If all check boxes are blank, no information is printed. The PO status types are the following:
Pending
Open
Void
Manually Closed
System Closed
Use this group box to select the criteria for reporting various types of purchase orders. Select the check box of each PO type that is to be printed on the report. Only those orders that are in the specified range and have a type that has been selected are printed on the report. If all check boxes are blank, no information is printed. The PO types are the following:
Purchase Order
Release Order
Blanket Order
Subcontract Retainage PO
GFM/GFE Order
Subcontractor Agreement
Subcontractor Agreement Blanket
Subcontractor Agreement Release