Purchase Order Cost Distribution Detail General Tab

Use the General tab to select report options for the Purchase Order Cost Distribution Detail 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. Blanket — Blanket purchase orders authorize as many purchases from a single vendor as necessary, up to a stated amount of money and for a specific period of time. You can create an unlimited number of releases against a blanket purchase order, as long as the total cumulative monetary amount does not exceed the amount specified on the blanket purchase order. A blanket purchase order does not create committed expenses until releases are generated for it.
Ship-To	Use this option to limit the 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 included on the report 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 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 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 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.
Closed Only	Select this check box to limit the purchase orders included on the report to those with the Closed status.
Order Date Option	Use these options to limit the 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.
Status	To limit the purchase orders included on the report based on their status (such as Approved or Rejected), select one or more of the check boxes.