PO Purchasing Edit Report window (Fund product only)
You can only access this window if the
Enable encumbering check box is selected in
Module Preferences. Use this report to review purchasing transactions and as a guide if you need to make any corrections before posting. We highly recommend you print and review this report closely before posting transactions. Corrections are generally easier to fix before posting than after.
Report Type
Use this drop-down list to select the type of report you want to print. Your choices are as follows:
• Detailed: this option prints an expanded view of each transaction that includes all detail information.
• Summary: this option prints the batch totals for each batch included and the report totals for all transactions.
• Condensed: this options prints a condensed view of each transaction that includes the totals, but omits the line-item details.
Start and End: Batch Number, Transaction Number, Vendor Number, PO Number, and Location
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. The default for the
Start boxes is
Start, and the default for the
End boxes is
End. These default settings include all items that meet the remaining criteria set in the window. Depending on your
integration settings, some of the fields have a Lookup available. Type or use the Lookup to enter criteria in these fields. For certain range fields, if you modify the default settings, a description appears to the right of or below the field.
If you are using multi-batch mode, the default for the Start and End boxes is the current batch in which you are working.
Related Topics
Published date: 03/16/2021