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Contents of the Print Purchase Order Expediting Report Screen

Use the fields and options to configure the Print Purchase Order Expediting 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 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.

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 description of up to 30 alphanumeric characters.

Selection Ranges

Buyer

Use this to select the range of buyers to be printed on the report.

Field Description
Options

Select the range of buyers from the drop-down list. The system-defined selections are:

  • All (default)
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the buyer ID for the starting point of the buyer range.

End

Enter, or click to select, the buyer ID for the ending point of the buyer range.

Vendor Name

Use this to select the range of vendor names to be printed on the report.

Field Description
Options

Select the range of vendor names from the drop-down list. The system-defined selections are:

  • All (default)
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the vendor name for the starting point of the range of vendors to include in the report.

End

Enter, or click to select, the vendor name for the ending point of the range of vendors to include in the report.

Project

Use this to select the range of projects to be printed on the report.

Field Description
Options

Select the range of projects from the drop-down list. The system-defined selections are:

  • All (default)
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the project for the starting point of the range of projects to include in the report.

End

Enter, or click to select, the project for the ending point of the range of projects to include in the report.

Due Date

Use this to select the range of due dates to be printed on the report.

Field Description
Options

Select the range of due dates to be printed. The system-defined selections are:

  • All (default)
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the date for the starting point of the range of due dates to include in the report.

End

Enter, or click to select, the date for the ending point of the range of due dates to include in the report.

Sort By

Field Description
1st Sort

Select the sort order from the drop-down list. The values are:

  • Buyer
  • Vendor Name

Options

Include PO Types

Use the options in this group box to select the type of purchase orders to print on the report.

Field Description
Purchase Order

Select this check box to include standard purchase orders in the report.

Release Order

Select this check box to include blanket purchase order releases in the report.

Subcontract Retainage POs

Select this check box to include subcontract retainage purchase orders in the report. For subcontract retainage PO records, the report displays the following values, if applicable, that are not included on Standard POs and Release Orders:

  • Ordered Amount
  • Completed Work Amount
  • Stored Materials Amount
  • Completed Work Retention Amount
  • Stored Materials Retention Amount
  • Completed Work Percent
  • Completed Work Retention Percent
  • Stored Materials Retention Percent
GFM/GFE Order

Select this check box to include Government Furnished Material (GFM) or Government Furnished Equipment (GFE) purchase orders in the report.

Subcontractor Agreement

Select this check box to include subcontractor agreement purchase orders in the report.  

Subcontractor Agreement Release

Select this check box to include subcontractor agreement release purchase orders in the report.  

Include Only Non-Project PO Lines

Select this check box to include all applicable PO lines on the report that do not have a project ID assigned in the Accounts subtask of the Manage Purchase Orders screen.

Include Open 2-Way Match PO Lines

Select this check box to include open 2-way match PO lines in the report.

Show Expediting Notes

Select this check box to print the purchase order expediting notes. If you clear this check box, the expediting notes are not printed.

Show Project/Account/Organization

Select this check box to include the project/account/organization information for each line item on the report. If you clear this check box, the project/account/organization information is not printed.