Use this report to view open purchase order lines due within a user-specified time range. You can group the lines by buyer or vendor for expediting deliveries. Print this report whenever you need to expedite purchase orders.
Print this report for all or a selected range of buyers, vendors, projects, or purchase order due dates. You also have the option to print project, account, and organization breakdown.
The expediting report is not part of the system audit 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.
Select the radio button that corresponds to the order in which the information should be printed: Buyer or Vendor Name.
Use the options in this group box to select the type of POs to print on the report.
Select this checkbox to include standard purchase orders (i.e., the PO Type is "P") in the report.
Select this checkbox to include blanket purchase order releases (i.e., the PO Type is "B") in the report.
Select this checkbox to include subcontract purchase orders (i.e., the PO Type is "S") in the report. For subcontract PO records, the report will display the following values, if applicable, that are not included on Standard POs and Blanket PO Releases: Ordered Amount, Completed Work Amount, Stored Materials Amount, Completed Work Retention Amount, Stored Materials Retention Amount, Completed Work Percent, Completed Work Retention Percent, and Stored Materials Retention Percent.
Use the fields in this group box to select the range of buyers to be printed on the report.
Use the drop-down box to select the range of buyers to be printed. The system-defined selections are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the buyer that will be the starting and/or ending points of the purchase orders to be printed on this report.
Use the fields in this group box to select the range of vendor names to be printed on the report.
Use the drop-down box to select the range of vendor names to be printed. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter the vendor name that will be the starting and/or ending points of the purchase orders to be printed on this report.
Use the fields in this group box to select the range of projects to be printed on the report.
Use the drop-down box to select the range of projects to be printed. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the project that will be the starting and/or ending points of the purchase orders to be printed on this report.
Use the fields in this group box to select the range of due dates to be printed on the report.
Use the drop-down box to select the range of due dates to be printed. The system-defined selections are: "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter the due date that will be the starting and/or ending points of the purchase orders to be printed on this report.
Select this checkbox to have the project/account/organization information for each line item to be printed on the report. If this checkbox is blank, the project/account/organization information will not be printed.
Select this checkbox to include open 2-way match PO lines in the report.
Select this checkbox to print the purchase order expediting notes. If you do not select this checkbox, the expediting notes will not be printed.
Select this checkbox to include all applicable PO lines on the report that do not have a project ID assigned in the Account Distribution subtask of the Enter POs screen. Selecting this checkbox disables all fields in the Project group box.
Information reported can be found in the following tables, depending on selection criteria: The Enter POs or Create Blanket Releases screens.