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 search button 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 Search button to filter the displayed purchase orders.
  • Select the purchase order that will be reprinted and click the Select button 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.
• If the reprinted statement was initially set up to include Additional Signature Required Over signature lines, those lines will display on the statement.
• 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 report.
• The reprinted statement will display "Reprint" across the front of the statement.

3     Print the report.

• Once the required report settings have been specified, click the Print button   to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.