Contents of the Print Purchase Order Activity Report Screen
Use the fields and options to configure the Print Purchase Order Activity Report screen.
Identification
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.
| Field | Description |
|---|---|
| Parameter ID |
Enter, or click
When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults. |
| Description |
Enter, or click
|
to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.
Selection Ranges
Project
Use this to select the projects associated with the purchasing activities that you want to include in the report.
| Field | Description |
|---|---|
| Option |
Select the range of projects to be included from the drop-down list. The system-defined values are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the project ID for the starting point for the project range.
Agency
Use this to select the agencies associated with the purchasing activities that you want to include in the report.
| Field | Description |
|---|---|
| Option |
Select the range of agencies to be included from the drop-down list. The values are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
Buyer
Use this to select the buyers associated with the purchasing activities that you want to include in the report.
| Field | Description |
|---|---|
| Option |
Select the range of buyers from the drop-down list. The system-defined selections are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
Order/Change Date
Use this to select the range of purchase order or purchase change order dates you want to include in the report. Only the purchase orders that fall within this date range and meet the sort selection criteria are included in the report.
| Field | Description |
|---|---|
| Option |
Select the range of dates to be included from the drop-down list. The system-defined selections are:
|
| Start |
Enter, or click
|
| End |
Enter, or click
|
to select, the order/change date as starting point for the date range.
Sort By
Use this group box to specify the order in which you want to sort the report.
| Field | Description |
|---|---|
| 1st Sort |
Select the sort order from the drop-down list. The values are:
If you select the Ind Class option, industry classifications are sorted for each PO line on the detail and summary reports. The reports display subtotal amounts and percentages for each new industry classification, as well as the Standard Industrial Code (SIC) and description in each group header. If you select the NAICS Code option, the report will be printed in the ascending order of the NAICS code. |
Options
| Field | Description |
|---|---|
| Include Non-Project Purchases |
Select this checkbox to include purchase orders from non-project activity in the report. |
| Include Non-Agency Project Purchases |
Select this checkbox to include purchase orders from non-agency project activity in the report. |
| Isolate Change Order Amounts |
Select this checkbox to have any change order amounts listed separately on the report. This checkbox is not enabled if you select All in the Option field in the Order/Change Date. |
| Include Sales Tax Amounts |
Select this checkbox to include sales tax amounts in the report. |
| Print PO Line Detail |
Select this checkbox to print the PO line detail. If you clear this checkbox, no PO line detail is printed. If this checkbox is selected and the 1st sort option selected is NAICS Code , group PO lines by NAICS code, and print sequence of each group in ascending order of the NAICS code. |
| Use PO Line Business Size |
This checkbox defaults to selected to have the business size print small/large/non-profit/other amounts on the activity report. If both the Print PO Line Detail and Use PO Line Bus Size checkboxes are selected, the business size prints for each PO line on the detail report. If you clear this checkbox, and the PO header has a NAICS code, the business size specified at the PO header; if the PO header does not have a NAICS code, Costpoint will use the default vendor size for the PO vendor. If you clear this checkbox, you will receive a warning message. |