Deltek Vantagepoint Help

Using the Help Search

Vouchered Purchase Order Items General Tab

Use the General tab to select report options for the Vouchered Purchase Order Items report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities when you generate the report, select this check box. When you generate the report, `Vantagepoint` displays the Activity dialog box so that you can enter the activity information. `Vantagepoint` then creates an activity for each vendor included on the report.
Vendor	Use this field to limit the items to those ordered from a specific vendor or set of vendors. Enter a vendor's name or use the Vendor lookup to select one or more vendors. If you use multiple companies, the list of available vendors includes only those for the active company.
PO Number	Use this field to limit the items to those on purchase orders that you select. Enter a purchase order number or use the Purchase Order lookup to select one or more purchase orders. If you use multiple companies, the list of available purchase orders includes only those for the active company.
Liability Code	To include only vouchers that were posted to a specific liability code, select the liability code. If you use multiple companies, the list of available liability codes includes only those for the active company.
Bank Code	To include only vouchers that were posted to a specific bank code, enter the bank code. If you use multiple companies, the list of available bank codes includes only those for the active company.
Category Type	Use this option to limit the items included on the report to those assigned a specific category type (for example, Materials & Supplies, Services, or Capital Items).

Time Frame

Specify the period for the report. The report only includes vouchers dated in the time frame that you specify.

Field	Description
Period	Select a period: Current: The report shows data for items on invoices dated in the accounting period that is currently open. Year-to-date: The report shows data for items on invoices dated in the current fiscal year through the current accounting period.
Invoice Date Through Today	The report shows data for items on invoices dated on or before the current date.
Specific Invoice Date Range	The report shows data for items on invoices dated within the date range that you specify.
Select Posting Run button	If you select Current in Period, click this button to display the Vouchered PO Items Posting Logs dialog box and select invoice posting runs. Only transactions from those invoice posting runs are included on the report. If you save your report options, `Vantagepoint` does not save posting run choices.

JavaScript must be enabled in order to use this site.Please enable JavaScript in your browser and refresh the page.

Vouchered Purchase Order Items General Tab

Use the General tab to select report options for the Vouchered Purchase Order Items report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Create Activity	To create activities when you generate the report, select this check box. When you generate the report, `Vantagepoint` displays the Activity dialog box so that you can enter the activity information. `Vantagepoint` then creates an activity for each vendor included on the report.
Vendor	Use this field to limit the items to those ordered from a specific vendor or set of vendors. Enter a vendor's name or use the Vendor lookup to select one or more vendors. If you use multiple companies, the list of available vendors includes only those for the active company.
PO Number	Use this field to limit the items to those on purchase orders that you select. Enter a purchase order number or use the Purchase Order lookup to select one or more purchase orders. If you use multiple companies, the list of available purchase orders includes only those for the active company.
Liability Code	To include only vouchers that were posted to a specific liability code, select the liability code. If you use multiple companies, the list of available liability codes includes only those for the active company.
Bank Code	To include only vouchers that were posted to a specific bank code, enter the bank code. If you use multiple companies, the list of available bank codes includes only those for the active company.
Category Type	Use this option to limit the items included on the report to those assigned a specific category type (for example, Materials & Supplies, Services, or Capital Items).

Time Frame

Specify the period for the report. The report only includes vouchers dated in the time frame that you specify.

Field	Description
Period	Select a period: Current: The report shows data for items on invoices dated in the accounting period that is currently open. Year-to-date: The report shows data for items on invoices dated in the current fiscal year through the current accounting period.
Invoice Date Through Today	The report shows data for items on invoices dated on or before the current date.
Specific Invoice Date Range	The report shows data for items on invoices dated within the date range that you specify.
Select Posting Run button	If you select Current in Period, click this button to display the Vouchered PO Items Posting Logs dialog box and select invoice posting runs. Only transactions from those invoice posting runs are included on the report. If you save your report options, `Vantagepoint` does not save posting run choices.