Contents of the Load Purchase Order Org IDs Screen

Use the fields and options to configure the Load Purchase Order Org IDs screen.

Identification

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. After 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. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use this group box to define the selection criteria for the purchase orders that will be included in the process.

Purchase Order

Field	Description
Option	From the drop-down list, select the range of purchase orders for which to the load buyer's organization. The values are: All: Select this option to include all POs in the process. One: Select this option to include only one PO in the process. Enter the PO in the Start field and the release number in the Release field. Range: Select this option to include a range of POs in the process. Enter the beginning value in the Start field, the ending value in the End field, and the release number in the Release field.. From Beginning: Select this option to include a range of POs starting with the first PO record up to the PO you enter in the End field with the release number in the Release field. To End: Select this option to include a range of POs starting with the PO you enter in the Start field up to the last PO record and the release number in the Release field.
Start	If your Option selection is One, enter, or click to select, the individual PO to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning PO to include in the process.
Release	Enter, or click to select the starting release number of the PO.
End	If your Option selection is From Beginning or Range, enter, or click to select, the ending PO to include in the process.
Release	Enter, or click to select the ending release number of the PO.

Buyer

Field	Description
Option	From the drop-down list, select the range of the buyer for which to load the buyer's organization. The values are: All: Select this option to include all buyer in the process. One: Select this option to include only one buyer in the process. Enter the buyer in the Start field. Range: Select this option to include a range of buyers in the process. Enter the beginning value in the Start field and the ending value in the End field. From Beginning: Select this option to include a range of buyers starting with the first buyer record up to the buyer you enter in the End field. To End: Select this option to include a range of buyers starting with the buyer you enter in the Start field up to the last buyer record.
Start	If your Option selection is One, enter, or click to select, the individual buyer to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning buyer to include in the process.
End	If your Option selection is From Beginning or Range, enter, or click to select, the ending buyer to include in the process.

Vendor

Field	Description
Option	From the drop-down list, select the range of the vendor for which to load the buyer's organization. The values are: All: Select this option to include all vendor in the process. One: Select this option to include only one vendor in the process. Enter the vendor in the Start field. Range: Select this option to include a range of vendors in the process. Enter the beginning value in the Start field and the ending value in the End field. From Beginning: Select this option to include a range of vendors starting with the first vendor record up to the vendor you enter in the End field. To End: Select this option to include a range of vendors starting with the vendor you enter in the Start field up to the last vendor record.
Start	If your Option selection is One, enter, or click to select, the individual vendor to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning vendor to include in the process.
End	If your Option selection is From Beginning or Range, enter, or click to select, the ending vendor to include in the process.

Order Date

Field	Description
Option	From the drop-down list, select the range of order dates for which to load the buyer's organization. The values are: All: Select this option to include all order dates in the process. One: Select this option to include only one order date in the process. Enter the order date in the Start field. Range: Select this option to include a range of order dates in the process. Enter the beginning value in the Start field and the ending value in the End field. From Beginning: Select this option to include a range of order dates starting with the first order date record up to the order date you enter in the End field. To End: Select this option to include a range of order dates starting with the order date you enter in the Start field up to the last order date record
Start	If your Option selection is One, enter, or click to select, the individual order date to include in the process. If your Option selection is Range or to End, enter, or click to select, the beginning order date to include in the process.
End	If your Option selection is From Beginning orRange, enter, or click to select, the ending order date to include in the process.

Options

Use this group box to specify additional options for this utility.

Field	Description
Include PO Status	From the options, select the status of purchase orders for which to load the buyer's organization. These check boxes are initially selected by default, and you can clear each check box as needed. Pending Open Closed System Closed Void
Include PO Type	From the options, select one or more type of purchase orders to include within the specified ranges. These check boxes are initially selected by default, and you can clear each check box as needed. Purchase Order Blanket Order Release Order Subcontractor Retainage GFM/GFE Order Subcontractor Agreement Subcontractor Agreement Blanket Subcontractor Agreement Release
Source Organization	Select an option to load the buyer's organization. The options are: Buyer's Home Org: This is selected by default. Keep it selected to load the home organization linked to the buyer's employee ID. Others: Select this option to provide other organization ID. This option enables the field next to it where you can enter or use to select, the organization to load for the buyer's organization.