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
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: 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 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: 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.
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.
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: Today's Date: The values for the aging group columns are based on the age of items, as of the current date. Specific Date: The values for the aging group columns are based on the age of items, as of the date that you specify.