Purchase Order (Report)

Additional Information

The Purchase Order report is used to create a Purchase Order statement for either current purchase orders or a revised version of a purchase order. The report will provide vendor, ship/ bill to, delivery, shipment and line item detail information along with purchase terms. Sample Report.

 

Note: The Purchase Order report only prints Final Purchase Orders; Draft Purchase Orders are not printed on the report.

General

This General area provides options to configure the report.

Field Description
Comment

Enter any comments about the report instance. Comments will display on the report console and the banner page of the report.

Restrictions

The report includes the following restrictions that display by default:

Field Description

Date Format

Select a date format. The date format selected overrides the date format used in the report. Selections include None (the None selection uses the Vendor Payment Routing Locale for date format) and formats DD-MMM-YYYY, DD MMM YYYY, DD.MMM.YYYY, DD/MMM/YYYY, YYYY-MMM-DD,
YYYY MMMM DD, YYYY.MMM.DD and YYYY/MMM/DD.
Include Banner

Select to generate the banner page on the report. By default, this field is set to generate the banner page.

Include Logo

Select to include a logo for the banner page on the report. This field determines if the company logo should be displayed. By default, this field is set to generate for the banner page. The logo image should be 300dpi. The logo height is limited to 0.85 and the length is limited to 3.95. All RGB image formats are supported.

Include Currency Code

Select to include currency code for the banner page of the report. By default, this field is set to include for the banner page.

Include Purchase Terms

 Select to include purchase terms for the banner page of the report. By default, this field is set to include for the banner page.
Include Delivery Instructions Select to include delivery instructions for the banner page of the report. By default, this field is set to include for the banner page.
 

Purchase Order Number

Select a purchase order number. By default, this field is set to include for the banner page.
 

Vendor

Select a vendor. By default, this field is set to include for the banner page.
  Buyer

Select a buyer. By default, this field is set to include for the banner page.

The report includes the following optional restrictions:

  • Bill To City
  • Bill To Country
  • Bill To State / Province
  • Currency
  • Payable Vendor
  • Primary Ship To Location
  • Purchase Order Date
  • Purchase Order Revision
  • Purchase Order Stage
  • Purchase Order Type
  • Source Company
  • Vendor Payment Routing
  • Vendor Type
  Note: Optional restrictions are not included on the banner page.

Sorts

You have the option of selecting up to three sorts. The chosen sorts are included on the banner page. Data is sorted in ascending order by Source Company Code and Purchase Order Number. There is a page break for each Purchase Order.

The report includes the following sorts:

  • Buyer Code
  • Buyer Name
  • Primary Ship To Location Code
  • Primary Ship To Location Name
  • Purchase Order Date
  • Purchase Order Stage
  • Purchase Order Type Code
  • Purchase Order Type Name
  • Vendor Code
  • Vendor Name
  • Vendor Type Code
  • Vendor Type Name