Use this screen to select print parameters and choose default criteria to be printed on purchase orders and purchase change orders (if applicable).
Set up this screen when Costpoint Purchasing is initialized and maintain it whenever purchase order print options need to be modified.
This group box indicates whether or not bold, asterisk lines (*****) will be printed around certain text or descriptive labels on the purchase order.
You can optionally classify a purchase order as a confirming order in the Header Information subtask of the Enter POs screen. Confirming purchase orders will display "CONFIRMATION" preceding the line item information and following vendor contact data on the purchase order. If the purchase order has previously been printed, then "DUPLICATE PO" will be printed beneath "CONFIRMATION." Select this checkbox to highlight or print continuous asterisk lines around these words when the purchase order is printed. If you do not select this checkbox, the words will be printed without the asterisk lines.
Select this checkbox to highlight or print continuous asterisk lines around the Standard Text when the text is printed on the purchase order. Standard Text is optionally printed at the top or the bottom of the purchase order. If you do not select this checkbox, the Standard Text will be printed without the asterisk lines.
This group box displays default values for printing purchase orders. The chosen values for these fields are defaulted to the Print POs function and can be changed there as necessary.
Use the drop-down box to select the desired format in which to print the purchase orders.
Select this checkbox to include the project, account, and organization distribution for each purchase order line as specified in the Enter POs screen when the purchase order is printed. This account distribution will be printed beneath the description of the item ordered and after all associated line notes and text. If you do not select this checkbox, the project, account, and organization information will not be printed.
Select this checkbox to print the Miscellaneous Line Charge Codes on the purchase order lines. If left this checkbox is left unchecked, the Miscellaneous Line Charge Codes on the purchase order lines will not be printed.
Select the default location for printing standard text on the purchase order. The text location can be overridden in the Print POs function when orders are printed, if necessary. The system-defined locations are as follows.
This selection is the system default and will print the standard text at the top of the purchase order, before any line item information is printed and after vendor contact information.
This selection will print the standard text at the bottom of the purchase order, after the information for the last line item is printed. The text is printed just above the Bill-To Address and the Authorized Signature lines.
Select the default location for printing the purchase order header notes. Enter header notes in the Header Information subtask of the Enter POs screen. You can override the default location in the Print POs screen if necessary. The system-defined locations are as follows:
This selection is the system default and will print the header notes at the top of the purchase order, before any line item information is printed.
This selection will print the notes at the bottom of the purchase order, following the information for all line items and preceding the Bill-To Address and the Authorized Signature lines.
Select this checkbox to have the page number and total number of pages print on the purchase order as page X of Y in the upper right hand corner of the purchase order. If you do not select this checkbox, the individual page number will print as X.
Select this checkbox to have the Order Reference Number entered in the purchase order line print on the purchase order. If you do not select this checkbox, the Order Reference Number is not printed.
Select this checkbox to have the Deliver-To name entered in the purchase order line print on the purchase order. The Deliver-To name for the first line item will be printed in the pre-formatted text box in the header portion of the purchase order. Subsequent line items with a Deliver-To name that differs from the first line item will be printed on the purchase order. If you do not select this checkbox, the Deliver-To name will not print.
Select this checkbox to have the Prime Contract Number, assigned to the project that is charged on the purchase order line, print on the purchase order. The Prime Contract Number will always print if a DPAS Purchasing Rating has been entered for that particular project. The DPAS rating is assigned to a project in the Government Contract Info screen in Costpoint Project Setup. If you do not select this checkbox, the Prime Contract Number will not print.
Sales and use tax, or exemption from sales tax, is specified for an item when the purchase order is entered. Purchase order line items that are tax exempt are charged to a sales tax code with an associated Tax Exempt Certificate Number. You enter sales tax codes and tax exempt certificate number in the Maintain Sales/Value Added Tax screen in Costpoint System Administration. Select this checkbox to have the tax exempt certificate number print on the purchase order for applicable line items. If you do not select this checkbox, the tax exempt certificate number will not print.
You can designate projects with a DPAS Purchasing Rating in the Government Contract Info screen in Costpoint Project Setup. Select this checkbox to have the Federal Acquisition Regulations (FAR) Clause message print on the purchase order when a project with a priority rating is charged on a purchase order line item. The FAR Clause message, "This is a rated order certified for national defense use, and the contractor shall follow all requirements of the Defense Allocations System Regulation (15 CFR Part 700)," will be printed in the header of the order preceding line item information. If you do not select this checkbox, the FAR Clause message will not be printed.
You can enter a purchase requisition number for each purchase order line item. If the purchase order was generated from Costpoint Procurement Planning, the requisition number will automatically display for all associated purchase order line items. Alternatively, you can enter a requisition number in the Defaults subtask of the Enter POs screen, and that number will display as a default to each line item on the order. Select this checkbox to have the Requisition Number print on the purchase order. If you do not select this checkbox, the Requisition Number will not print.
You can specify a bill-to address for a selected branch location for individual purchase orders. Select this checkbox to have the bill-to address print on the purchase order. When selected, the address will print at the bottom of the purchase order preceding authorized signature lines. If you do not select this checkbox, the bill-to address will not print.
Select this checkbox to have the return address print on the purchase order. If you do not select this checkbox, the return address will not be printed on the purchase order.
Select this checkbox to have the Tax ID of the company (whose user is issuing the PO) print on the Purchase Order. Assign Tax IDs to Company IDs in the Set Up Company Info screen under the Organizations menu in Costpoint General Ledger.
Select this checkbox to have the label "Delivery Terms:" print rather than "FOB Point" on formless PO print formats. Regardless, the FOB Point field that is populated in the Header Information subtask of the Enter POs screen will display on the PO printout.
Enter the number of authorized signature lines to be printed on the purchase order. The lines will print at the bottom of the order after all line item information. Each signature line can be up to 30 characters in length and the maximum number of lines that can be printed is five.