Use this screen to print purchase order activity details.
This report provides purchasing information for business classification reporting. "Small Disadvantaged" and "Small Woman-Owned" represent types of business classifications, for example.
You can use this screen to view the purchase order dollar amounts spent by business classification and by project.
After you have entered your selection criteria, you can select the Preview Default Report icon to print a copy of the purchase order activity to your screen, thus allowing you to review the data to ensure its accuracy and verify the content based on your selection criteria. You can select the Print Default Report icon to send the data to a printer.
You can print this report to view purchase order activity, as needed.
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. Once 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. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should 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 produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Project *
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 30 alphanumeric characters to designate the project ID from which to start.
The data in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Enter, or use Lookup to select, up to 30 alphanumeric characters to designate the project ID at which to end.
The data in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Agency *
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 25 alphanumeric characters to designate the agency ID from which to start.
Enter, or use Lookup to select, up to 25 alphanumeric characters to designate the agency ID at which to end.
Buyer *
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the buyer ID from which to start.
The data in the Lookup originates from the Buyers screen (Materials\Configure\Purchasing).
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the buyer ID at which to end.
The data in the Lookup originates from the Buyers screen (Materials\Configure\Purchasing).
Order/Change Date *
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Calendar Lookup to select, the order/change date from which to begin. You must enter the date in the MM/DD/YYYY format.
Enter, or use Calendar Lookup to select, the order/change date at which to end. You must enter the date in the MM/DD/YYYY format.
1st Sort *
Use the drop-down box to make a selection. Your choices are "Project," "Agency," "Buyer," and "Industry Class."
Your selection determines the report sort order. After you make a selection, the remaining three options become disabled.
Select this checkbox to include purchase orders from non-project activity in the report. This checkbox will be selected if the 1st Sort field displays "Project" or "Agency."
Include Non-Agency Project Purchases
Select this checkbox to include purchase orders from non-agency project activity in the report. This checkbox will be selected if the 1st Sort field displays "Project" or "Agency."
Select this checkbox to have change order amounts listed separately in the report. This checkbox will be deselected if the Order/Change Date Option field displays "All."
Select this checkbox to include sales tax amounts in the report. If you do not select this checkbox, sales tax will not be included.
Select this checkbox to print purchase order line detail. If you do not select this checkbox, no purchase order line detail will display on the report.
Select this checkbox to print the business size on the report.
If you selected the Print PO Line Detail and Use PO Line Business Size checkboxes, the business size will print for each purchase order line on the detail report.
* A red asterisk denotes a required field.