Open Purchase Orders Options Tab
Use the Options tab to select report options for the Open Purchase Orders report and to save sets of options for reuse.
Options
Field | Description |
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Type |
Use this option to limit the open purchase orders included on the report based on purchase order type. Select one of the following settings:
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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 use the lookup to select one or more items. If you use multiple companies, the list of available items includes only 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 option to limit the open purchase orders to those for specific buyers. Enter a buyer's name or use the lookup to select one or more employees who are authorized to act as buyers. If you use multiple companies, the list of available buyers includes only 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 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. |
Overdue Item Only |
Select this checkbox to include only open purchase orders with items that are overdue. Vantagepoint 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:
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Delivery Date Option | Use these options to limit the open purchase orders included on the report based on the delivery date:
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Print Aging Groups |
Select this checkbox 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 that you specify in Specific Date. On the Columns tab, select which aging group columns you want the report to display. |
Aged By | If you select the
Print Aging Groups checkbox, select the date used to determine the values for the aging groups:
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