Printing the Purchasing Edit Report (Fund product only)
We highly recommend you run the Purchasing Edit Report to review purchasing transactions before you post. This report shows all the items ordered, including their costs and quantities. You must have security rights assigned to run this report.
Following are four ways that you can access the Purchasing Edit Report:
• Select Purchasing Tasks > Preview Purchased Items before Posting from the navigation pane.
• Click Verify Accuracy of Purchased Items in the Workflow.
• Click the Print Edit Report button in the PO Enter Items window.
• Select the Print Edit Report button from the Options slide-out menu in the PO Enter Items window.
Use the start and end ranges in the window to filter the report to the transactions you want to see. After you set the criteria, you should see a report similar to the following image.
Click thumbnail for larger view of image.
Published date: 02/08/2021