Summary

The Print Purchase Order Statements window is used to generate a PO statement from outside of the purchase orders batch process. PO statements can be reprinted for both open and closed purchase orders.

Step by Step

1     Open the Print Purchase Order Statements window (PO> Reports> Purchase Order Statements).

2     Configure the report.

• Enter a PO Number or click the field label to select one from a list. This will open the Purchase Orders Selection window.
  • Enter the desired PO details in the Search Criteria section and click the Refresh icon to filter the displayed purchase orders.
  • Select the purchase order that will be reprinted and click the Confirm icon to return to the Print Purchase Order Statements window.
• Select the Report Type you would like to print.
  • The Summary report type displays the product code, quantity, line item description, unit price and amount.
  • The Detailed report type displays everything included in the Summary report type as well as the purchase order line item number, quantity, unit type (U/M column) and GL account.
• Check the Resend electronic purchase order toggle if the vendor attached to the selected purchase order is set up to receive purchase orders electronically. The electronic PO emails will be generated when the report is run.
• Check the Display department toggle to include department information on the reprinted purchase order. When checked, the department will display below the purchase order number in the top-right corner of the printed purchase order.
• Check the Display Item toggle to include the PO Item ID and Description for each PO line item group included in the statements.
• The reprinted statement will display "Reprint" across the front of the statement.
• If the reprinted statement was initially set up to include Additional Signature Required Over signature lines, those lines will display on the statement.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).