PO History Report window: Report Options tab

PurchaseOrderCS > Purchase Order > Reporting menu > PO History Report window > PO History Report window: Report Options tab

Use the options on this tab to set the criteria for the report.

Report Type

Use the drop-down list to select the type of report you want to print. Your options are:

• Detailed: this option prints a detailed report that includes all information for each item on the purchase order.

• Summary: this option prints a condensed report that excludes the detail information for the purchase order.

PO Status

Use this drop-down list to select the purchase orders you want to include in this report based on their status. Your options are as follows:

• All: this option shows all posted, but not deleted, purchase orders.

• Completed: this option shows only posted purchase orders that are marked as completed.

• Not Completed: this option shows only posted purchase orders that are not marked as completed.

• Deleted: this option shows only purchase orders that were deleted before any items on them were received.

Sort By

Use this drop-down list to select how you want to sort the contents of the report. The sorting order depends on the type of report you are printing (purchase order or item). If you are printing the PO Purchase Order History Report, the sorting order for each option is as follows:

• PO Number: this option sorts the report content by only the PO Number.

• Vendor Number: this option sorts the report content first by Vendor Number and then by PO Number.

• PO Date: this option sorts the report content first by PO Date and then by PO Number and Vendor.

• UDFs: this option sorts the report content first by the selected UDF and then by PO Number.

If you are printing the PO Item History Report, the sorting order for each option is as follows:

• PO Number: this option sorts the report content first by PO Number and then by Vendor Number and PO Date.

• Vendor Number: this option sorts the report content first by Vendor Number and then by PO Number and PO Date.

• PO Date: this option sorts the report content first by PO Date and then by PO Number and Vendor Number.

• UDFs: this option sorts the report content first by the selected UDF and then by PO Number, Vendor Number, and PO Date.

Start and End Ranges: PO Number, Vendor Number, Stock # / GL Acct, and Location (MLI only)

The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.

If you selected the Purchase Order History radio button, the PO Number and Vendor Number ranges appear. If you selected the Item History radio button, the Stock # / GL Acct range appears.

PO / Expected Date Range

The label for this drop-down list changes depending on other selections in the window. Using this drop-down can help speed up the reporting process by allowing you to select a predefined period of time in which to run the report. For more information on the date range options available, see Working with Date Ranges.

Include Line Type(s)

These options only appear when you choose to run the Item History Report. You can select one type or multiple types to include in the report.

All

Select this check box to include all items in the report regardless of their type.

Inventory

Select this check box to include inventory items in the report.

Direct Expense

Select this check box to include direct expense items in the report.

Job Cost (Accounting product only)

This check box is only available if Purchase Order is integrated to Job Cost and you can only select it if you deselect All. Select this check box to include Job Cost history on the report.