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 in the Calendar/Activities application when you generate the report, select this check box. When you generate the report, Vision displays the Activity dialog box so you can enter the activity information. Vision 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 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.
PO Number	Use this field to limit the items to those on purchase orders that you select. Enter a purchase order number, or click to display the Purchase Order lookup dialog box and select one or more purchase orders. If you use the Multicompany feature, the list of available purchase orders only includes 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 the Multicompany feature, the list of available liability codes only includes 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 the Multicompany feature, the list of available bank codes only includes 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 period you select. The options are the following: Period Select a setting from the drop-down list: 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 you specify. Enter the start and end dates of the range, or click for each field and select the dates. Posting Runs If you select Current in Period, click the Posting Runs button to include only transactions from selected invoice posting runs on the report. When you click this button, Vision displays the Vouchered PO Items Posting Logs dialog box. To select one posting run, click that row. To select multiple posting runs in consecutive rows, hold down the SHIFT key and click the first and last row. To select multiple posting runs that are not in consecutive rows, hold down the CTRL key and click each row. If you save your report options, Vision does not save posting run choices.