Contents of the Configure Purchase Order Print Options Screen

Use the fields and options to configure the Configure Purchase Order Print Options screen.

Print on Purchase Order

The options in this block allow you to select items to print on the purchase order.

Field	Description
Page X of Y	Select this check box to print the page number and page count as "Page X of Y" in the upper right corner of the purchase order. If you clear this check box, only the page number prints.
Order Reference No	Select this check box to print the order reference number from the purchase order line. If you clear this check box, the order reference number does not print.
Requisition Number	You can enter a purchase requisition number for each purchase order line item. If the purchase order was generated from Procurement Planning, the requisition number displays for all associated purchase order line items. Alternatively, you can enter a requisition number in the Defaults area of the Manage Purchase Orders screen, and that number displays as a default to each line item on the order. Select this check box to have the requisition number print on the purchase order. If you clear this check box, the requisition number does not print.
Deliver-To	Select this check box to print the deliver-to name from the purchase order line. The deliver-to name for the first line item prints in the text box in the header portion of the purchase order. Subsequent line items with a different deliver-to name also print on the purchase order. If you clear this check box, the deliver-to name does not print.
FAR Clause Message for Priority Projects	You can designate projects with a Defense Priorities and Allocation System (DPAS) Purchasing Rating in the Projects User Flow. Select this check box to have the Federal Acquisition Regulations (FAR) clause message print on the purchase order when a project with a priority rating is charged on a purchase order line item. The message "This is a rated order certified for national defense, emergency preparedness, and energy program use, and the Contractor shall follow all the requirements of the Defense Priorities and Allocations System regulation (15 CFR 700)" prints in the header of the order preceding line item information. If you clear this check box, the FAR clause message does not print.
Prime Contract Number/DPAS Rating	Select this check box to print the prime contract number/DPAS rating assigned to the project that is charged on the purchase order line. Assign the DPAS rating to a project in the Project User Flow. If you clear this check box, the prime contract number does not print. This check box also affects the FAR Clause Message for Priority Projects check box, which prints only if the DPAS rating is also printed on the PO/PO lines. You can also choose to not print the FAR clause even if you are printing the DPAS rating by clearing the FAR Clause Message for Priority Projects check box. Note: The prime contract number always prints when there is a DPAS purchasing rating for that project.
Return Address	Select this check box to have the return address print on the purchase order. If you clear this check box, the return address does not print.
Bill-To Address	You can specify a bill-to address for a selected branch location for individual purchase orders. Select this check box to have the bill-to address print at the bottom of the purchase order, preceding the authorized signature lines. If you clear this check box, the bill-to address does not print.
Tax Exempt Certificate Number	Sales and use tax, or exemption from sales tax, is specified for an item when the purchase order is entered. Tax-exempt purchase order line items that are charged to a sales tax code with an associated tax exempt certificate number. Enter sales tax codes and tax exempt certificate number on the Manage Sales or Value Added Taxes screen. Select this check box to have the tax exempt certificate number print on the purchase order for applicable line items. If you clear this check box, the tax exempt certificate number does not print.
Tax ID	Select this check box to have the tax ID associated with the company of the user who is issuing the purchase order print on the Purchase Order. Assign tax IDs to company IDs on the Configure Company Information screen.
Delivery Terms instead of FOB	Select this check box to have the label "Delivery Terms:" print on formless PO print formats. If you clear this check box, "FOB Point" prints instead. Note: The FOB Point field on the Manage Purchase Orders screen always prints, regardless of this setting.
Document Location	Select this check box to print the location of header and line documents.
PO Status	Select this check box to print the PO header status on the purchase orders (PO) and PO change orders.
PO Line Status	Select this check box to print the purchase order (PO) line status on the PO and PO change orders.
DPAS Rating Print Threshold (Func Curr)	Enter the minimum PO Total Amt (Func Curr) for which the PO line Prime Contract Number/DPAS Rating prints. The amount indicated in this field determines the automatic printing of the Prime Contract Number/DPAS Rating on all of the PO lines regardless of the status of the Prime Contract Number/DPAS Rating check box. The default value for this field is 0.00, and if the PO total amount is greater than or equal to the amount specified, then the Print Prime Contract Number/DPAS Rating check box will automatically be checked and cannot be edited for all the lines of a PO. If there is a value in this field and the PO total amount is less than the amount specified, then the default for the Print Prime Contract Number/DPAS Rating check box in the PO line (Manage Purchase Orders) defaults to the selection in Configure Purchase Order Print Options, and is editable. When you use the threshold to determine printing of the DPAS rating, it is recommended that you clear the Print Prime Contract Number/DPAS Rating check box so the threshold drives the PO line print option rather than it defaulting from this setting.
Number of Signature Lines (0-5)	Enter the number of authorized signature lines, up to five, to print on the purchase order. The lines print at the bottom of the order, after all line item information. Each signature line can be up to 30 characters long.
Statement of Work	Select this check box to print the header and line statement of work (SOW) for Subcontractor Agreements.
Statement of Work Location	Select this check box to print the location of header and line statement of work (SOW) for Subcontractor Agreements.
Statement of Work Notes	Select this check box to print the notes of header and line SOW for Subcontractor Agreements.
Print NAICS SBA Size Std. for All Bus. Size	Select this checkbox to print SBA standard size linked to the PO header NAICS code regardless of the vendor’s business size.

Subcontractor Agreement

Field	Description
Resources	Select this check box to print the Subcontractor Agreement resource information.
Hours	Select this check box to print the total hours for the Subcontractor Agreement resource.
Hourly Rate	Select this check box to print the hourly labor rate for the Subcontractor Agreement resource.
Work Location	Select this check box to print the location where the work is to be performed by the Subcontractor Agreement resource.
Security Requirements	Select this check box to print the security requirements for the Subcontractor Agreement resource.

Highlight Messages

This block indicates whether or not certain text and descriptive labels on the purchase order are highlighted in blue on the printout.

Field	Description
Confirmation and Duplicate	You can classify a purchase order as a confirming order on the Manage Purchase Orders screen. Confirming purchase orders display "CONFIRMATION" preceding the line item information and following vendor contact data on the purchase order. If the purchase order was already printed previously, then "DUPLICATE PO" prints beneath "CONFIRMATION." Select this check box to highlight or print continuous asterisk lines around these words when the purchase order is printed. If you clear this check box, the words are printed without the asterisk lines.
Standard Text	Select this check box to highlight or print continuous asterisk lines around standard text on the purchase order. Standard text prints at the top or the bottom of the purchase order. If you clear this check box, the standard text prints without the asterisk lines.

PO Print Defaults

This group box displays default values for printing purchase orders. The chosen values for these fields default from the Print Purchase Orders screen and can be modified there.

Field	Description
Format	Select from the Format drop-down list a type in which to print the purchase orders.
Include Project/Account/Org Breakdown	Select this check box to include the project, account, and organization distribution for each purchase order line as specified on the Manage Purchase Orders screen when the purchase order is printed. This account distribution prints beneath the description of the item ordered and after all associated line notes and text. If you clear this check box, the project, account, and organization information does not print.
Print Line Charge Type Code	Select this check box to print the miscellaneous line charge codes on the purchase order lines. If you clear  his check box, the miscellaneous line charge codes from the purchase order lines do not print.
Print NAICS Code	Select this checkbox to print the NAICS code when you print the purchase orders (PO) and/or PO change orders. This checkbox will also default in the Print Purchase Orders and Print Purchase Order Change Orders screens.

Hdr Text/Doc/SOW Placement

Select the placement option for header standard text, documents, and statement of work on the purchase order. You can override the text location on the Print Purchase Orders screen when orders are printed.

Field	Description
Top	Select this option to print the standard text at the top of the purchase order, below the vendor contact information and above any line item information. This is the default.
Bottom	Select this option to print the standard text at the bottom of the purchase order, below the last line item and above the bill-to address and authorized signature lines.

Hdr Notes Placement

Select the header notes placement option. Enter header notes on the Manage Purchase Orders screen. You can override the default location on the Print Purchase Orders screen.

Field	Description
Top	Select this option to print the header notes at the top of the purchase order, above any line item information. This is the default.
Bottom	Select this option to print the notes at the bottom of the purchase order, below the information for all line items and above the bill-to address and the authorized signature lines.