Open Purchase Orders General Tab

Use the General tab to select report options for the Open Purchase Orders report and to save sets of options for reuse.

Contents

Field	Description
Report Name	You can change the default report name.
Type	Use this option to limit the open purchase orders included on the report based on purchase order type. Select one of the following: Standard — Standard purchase orders authorize a purchase of one or more individual line items from a single vendor, with a stated quantity, terms of delivery, and purchase price. Service — Service purchase orders authorize the purchase of services from a single provider, up to a stated amount of money and for a stated period of time. The line items on a service purchase order are hours and rates rather than quantities and prices.
Ship-To	Use this option to limit the open purchase orders included on the report to those assigned a specific ship-to destination. For example, you might generate the report for items to be shipped to your firm's Boston office.
Item Number	Use this field to limit the purchase orders to those for a specific item or set of items. Enter an item number, or click to display the Lookup dialog box and select one or more items. If you use the Multicompany feature, the list of available items is only includes those for the active company.
Category	Use this option to limit the open purchase orders included on the report to those assigned a specific category (for example, Furniture, Data, Phone, or Supplies).
Category Type	Use this option to limit the open purchase orders included on the report to those assigned a specific category type (for example, Materials & Supplies, Services, or Capital Items).
Buyer	Use this field to limit the open purchase orders to those for specific buyers. Enter a buyer's name, or click to display the Employee lookup dialog box and select one or more employees who are authorized to act as buyers for your firm. If you use the Multicompany feature, the list of available buyers only includes those for the active company.
Vendor	Use this field to limit the open purchase orders to those for a specific vendor or set of vendors. Enter a vendor's name, or click to display the Vendor lookup dialog box and select one or more vendors. If you use the Multicompany feature, the list of available vendors only includes those for the active company.
Overdue Item Only	Select this check box to include only open purchase orders with items that are overdue. Vision determines if an item is overdue based on the date in the Due Date field on the Line Items tab on the Purchase Orders form.
Order Date Option	Use these options to limit the open purchase orders included on the report based on the order date: Order Date Through Today — The report includes purchase orders with order dates on or before the current date. Specific Order Date Range — The report includes purchase orders with order dates within a range of dates that you specify. For each date field, either enter the date, or click and select the date.
Delivery Date Option	Use these options to limit the open purchase orders included on the report based on the delivery date: Delivery Date Through Today — The report includes purchase orders with delivery dates on or before the current date. Specific Delivery Date Range — The report includes purchase orders with delivery dates within a range of dates that you specify. For each date field, either enter the date, or click and select the date.
Print Aging Groups	Select this check box to display the aging group columns (Age 01- Age 10). These columns display the number of items that fall into each aging group based on their age as of either the current date or the date you specify in Specific Date. On the Columns tab of the Options dialog box, select which of these aging group columns you want the report to display.
Aged By	If you select the Print Aging Groups check box, select the date that Vision uses to determine the values for the aging groups: Today's Date — Vision determines the values for the aging group columns based on the age of items as of the current date. Specific Date — Vision determines the values for the aging group columns based on the age of items as of the date you specify. Either enter the date, or click and select the date.