Use this screen to print PO data for reporting purposes for businesses classified as small, woman-owned, and/or disadvantaged. You can produce two primary reports from this application: a detailed report listing selected PO lines, with summary amount totals for each sort break; and summary results for each sort break only. Depending on the selections in this screen, the report will also display 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 will display in both the summary and detail reports.
Run this process whenever you want to create or print Purchase Order Activity Reports.
Use the fields in this group box to select the projects whose purchasing activity is to be included in the report.
Use the drop-down box to select the range of projects to be included. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or select using Lookup, the project ID that will be the starting and/or ending points for the project range.
Use the fields in this group box to select the agencies whose purchasing activity is to be included in the report.
Use the drop-down box to select the range of agencies to be included. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or select using Lookup, the agency ID that will be the starting and/or ending points for the agency range.
Select the radio button that corresponds to the order in which you wish the report to be sorted. The options are Project, Agency, Buyer, and Ind Class. Once you have made a selection, the selection group boxes for the other three options will be unavailable. If you select the Ind Class radio button, industry classifications will be sorted for each PO line on the detail and summary reports. The report(s) will display subtotal amounts and percentages for each new industry classification, as well as the SIC code and description in each group header.
Use the fields in this group box to select the buyers whose purchasing activity is to be included in the report.
Use the drop-down box to select the range of buyers to be included. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or select using Lookup, the buyer ID that will be the starting and/or ending points for the buyer range.
Use the fields in this group box to select the range of purchase order or purchase change order dates to be included in the report. Only the purchase orders that fall within this date range and meet the sort selection criteria will be included in the report.
Use the drop-down box to select the range of dates to be included. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter the order/change date that will be the starting and/or ending points for the range to include purchase order.
Select this checkbox to include in the report purchase orders from non-project activity. This checkbox will be enabled only if you selected Project or Agency in the Primary Sort group box.
Select this checkbox to include in the report purchase orders from non-agency project activity. This checkbox will be enabled only if you selected Project or Agency in the Primary Sort group box.
Select this checkbox to have any change order amounts listed separately on the report. This checkbox will not be enabled if you selected "All" in the Range Option field in the Order/Change Date group box.
Select this checkbox to have sales tax amounts included in the report. If you do not select this checkbox, sales tax will not be included.
Select this checkbox to have the PO line detail printed. If you do not select this checkbox, no PO line detail will be printed.
Select this checkbox 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 checkboxes are selected, the business size will print for each PO line on the detail report. If you do not select this checkbox, no PO line business size will be printed.