Use this screen to print purchase orders.
This screen is similar to the Print Purchase Orders screen (Materials\Transactions\Purchase Orders). However, this application provides detail specific to the purchase order history, and allows you to view and/or print the purchase order, release number, order date, vendor name, and purchase order status.
After you have entered your selection criteria, you can select the Preview Default Report icon to print a copy of the purchase order register to your screen, thereby 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 use this screen to print 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.
Order 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 date from which to start. You must enter the date in the MM/DD/YYYY format.
Enter, or use Calendar Lookup to select, the order date at which to end. You must enter the date in the MM/DD/YYYY format.
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).
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 12 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 12 alphanumeric characters to identify the currency code at which to end.
The data in the Lookup originates from the Currencies screen (Administration\Maintain\Multicurrency).
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 designate the purchase order ID 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, up to four characters to identify the release number from which to start.
The release number represents the change order number of the purchase order.
Enter, or use Lookup to select, up to 10 alphanumeric characters to designate the purchase order ID 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, up to four characters to identify the release number from which to end.
The release number represents the change order number of the purchase order.
1st Sort *
Use this drop-down box to make a selection. Your choices are "Order Date," "Buyer," "PO," and "Currency."
Your selection determines the primary sort of the report data.
Select this checkbox to include purchase orders with a "Pending" status in the report.
Select this checkbox to include purchase orders with an "Open" status in the report.
Select this checkbox to include purchase orders with a "Manually Closed" status in the report.
Select this checkbox to include purchase orders with a "System Closed" status in the report.
Select this checkbox to include purchase orders with a "Void" status in the report.
Select this checkbox to include standard purchase orders in the report.
Select this checkbox to include release order information in the report.
Select this checkbox to include blanket orders in the report.
Select this checkbox to include subcontract purchase orders in the report.
* A red asterisk denotes a required field.
Costpoint retrieves data (primarily) from the PO_HDR (PO Header), PO_LN (PO Line), and PO_LN_ACCT (PO Line Account) tables as you execute this report.