Use this screen to print purchase orders.
A purchase order is a document that represents written authorization which allows a vendor to ship products to a company at a specified price.
Prior to printing purchase orders in this screen, you should review the control parameters in the PO Print Options screen (Administration\Configure\Materials). The fields in the PO Print Defaults block dictate printing format and details that you cannot specify in this screen; therefore, these pre-determined settings will impact the content and format of the purchase orders.
After you have entered your selection criteria, you can select the Preview Default Report icon to print a copy of the purchase orders 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.
This screen displays the Purchase Order Non-Contiguous subtask, which you can use to enter non-contiguous purchase order records. If you are not entering non-sequential records, use of this subtask is not required.
Use this screen to print or reprint purchase orders, 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.
Purchase Order
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 10 alphanumeric characters to identify the purchase order number from which to start.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Lookup to select, the release number, if applicable.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the purchase order number at which to end.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Lookup to select, the release number, if applicable.
The data in the Lookup originates from the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Select this checkbox to enter non-sequential purchase order records.
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).
Return Address Branch Location
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 branch ID from which to start.
The data in the Lookup originates from the Branch Locations screen.
Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the branch ID at which to end.
The data in the Lookup originates from the Branch Locations screen.
Transaction Currency
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 three alphanumeric characters to identify the currency code from which to start.
The data in the Lookup originates from the Currencies screen (Administration\Maintain\Multicurrency).
Enter, or use Lookup to select, up to three alphanumeric characters to identify the currency code at which to end.
The data in the Lookup originates from the Currencies screen (Administration\Maintain\Multicurrency).
Use the fields in this block to specify purchase order print options. You can print your company logo in the upper left corner of the purchase orders. This print option will only work with the formless laser paper (as opposed to those that are pre-printed), and it requires that the Return Address checkbox in the PO Print Options screen (Administration\Configure\Materials) be deselected. To use this print option, you should name your logo bitmap PORPPO.BMP and put it in your search path or your Costpoint Windows directory. This bitmap file must be no larger than 32,000 bytes, and the logo should be designed with a two-to-one width-to-length ratio for best display.
Format *
Use the drop-down box to make a selection. Your choices are "Formless Laser Landscape" and "Formless Laser Portrait."
The setting for this drop-down box defaults from the Format field in the PO Print Options screen (Administration\Configure\Materials).
Use the fields in this group box to enter the selection criteria for the printing placement of any standard text associated with the purchase orders. The radio button settings for this group box default from the Standard Text Placement group box in the PO Print Options screen (Administration\Configure\Materials).
Select this radio button to print all standard text at the top of the purchase order. This text prints before any of the line item information.
Select this radio button to print all standard text at the bottom of the purchase order. This text prints after all of the line item information.
Use the fields in this group box to enter the selection criteria for the printing placement of any header notes associated with the purchase orders. The radio button settings for this group box default from the Header Notes Placement group box in the PO Print Options screen (Administration\Configure\Materials).
Select this radio button to print all header notes at the top of the purchase order. This text prints before any of the line item information.
Select this radio button to print all header notes at the bottom of the purchase order. This text prints after all of the line item information.
Include Previously Printed POs
Select this checkbox to include previously printed purchase orders, provided they are within the selection criteria.
If the PO Printed checkbox in the Other Information subtask of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders) is selected, the purchase order has been previously printed.
When you print a purchase order that has been previously printed, the word "DUPLICATE" will display on the copy, indicating that this is not the original printing of this purchase order. If you do not select this checkbox, only purchase orders that have not been previously printed will be included.
Select this checkbox to include blanket purchase orders, provided they fall within the selection range.
Print Subcontract Purchase Orders
Select this checkbox to include subcontract purchase orders, provided they fall within the selection range.
A subcontract purchase order is a service-related purchase order; it is specific to the period of performance along with work completion percentages or actual dollar amounts owed to subcontractors.
Select this checkbox to print the original purchase order due date.
Include Project/Acct/Org Breakdowns
Select this checkbox to include project, account, and organization data on the purchase orders.
Print Miscellaneous Type Codes
Select this checkbox to print miscellaneous codes on the purchase orders.
* A red asterisk denotes a required field.
Select this link to open the Purchase Order Non-Contiguous subtask, where you can print purchase orders non-sequentially.