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Contents of the Print Purchase Order Change Orders Screen

Use the fields and options to configure the Print Purchase Order Change Orders 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

Use the fields in this group box to enter the selection criteria for printing the purchase change orders.

Field Description
Purchase Order

Enter, or click to select, the ID of the purchase change order you want to print. The purchase order selected must have had a change order applied against it. PO lines may list parts that have documents attached to them in the Documents subtask of the Manage Parts screen in Costpoint Product Definition. If the Print on Purchase Reports field is Y (Yes) in the Documents subtask for a particular part that is on a PO line, the document ID, revision, type and name print on the PO/purchase change order in the Item/Description section of the printout. The document name and location must be valid and accessible in order for this information to print. To eliminate document information from printing on the PO or PO change order, access the part ID on the Manage Parts screen, select the Documents subtask, enter N (No) in the Print on Purchase Reports field, and save the record.

Release

Enter, or click to select, the release number you want to print. The current release defaults, but can be modified.

Current Change Order

Enter, or click to select, the current change order number.  You can modify it if there is more than one change order for this purchase order ID.

Baseline Change Order

Enter, or click to select, the change order number that you wish to have compared to the current change order. This can be any of the previous change orders for the entered purchase order. If there has only been one change order, the system displays 0 in this field.

Print Options

Use the fields in this group box to determine how the PO change orders are printed.

Field Description
Print Subcontractor ID Select this checkbox to print the subcontract ID associated with the purchase order.
Include Project/Account/Org Breakdowns

Select this check box to print detail information of the project, account, and organization on the PO change order. If you clear this check box, project/account/organization detail is not printed. The setting for this check box defaults from the Include Project/Account/Org Breakdown check box on the Configure Purchase Order Print Options screen.

Print Miscellaneous Type Codes

Select this check box to print any applicable miscellaneous type codes for the PO line. Miscellaneous type codes are entered in the Misc Type field for the PO line on the Manage Purchase Orders screen.

Print Pre-assigned Serial/Lot Numbers Select this check box to print pre-assigned serial/lot numbers. The system-defined options are as follows:
  • Vertically: Select this option to print pre-assigned serial/lot numbers in vertical format.
  • Horizontally: Select this option to print pre-assigned serial/lot numbers in horizontal format.
Print NAICS Code Select this check box to print the NAICS code on the PO header. If this option is selected, and the vendor is classified as a small business for the PO header NAICS code (established on the Manage Vendors screen), the printed report includes the NAICS code along with the associated SBA information; otherwise just the NAICS Code will be printed.
Print Line Period of Performance Select this checkbox to print the PO line's period of performance.
Format

Select the format of the report from the drop-down list. The system-defined selections are:

  • Formless Laser Landscape
  • Formless Laser Portrait
  • Pre-Printed Laser
  • Pre-Printed Line Printer

The setting loads from the value from the Format field on the Configure Purchase Order Print Options screen.

Hdr Text/Doc/SOW Placement

Select the placement option for header standard text, documents, and statement of work (SOW). The system-defined options are as follows.

  • Top: Select this option to print all standard text at the top of the purchase change order, before any of the line item information is printed.
  • Bottom: Select this option to print all standard text at the bottom of the purchase change order, after all line item information has been printed.

Use this group box to determine the placement of any standard text associated with the PO change order. The value in this field loads from the Standard Text Placement group box on the Configure Purchase Order Print Options screen.

Hdr Notes Placement

Select the header notes placement option. The system-defined options are as follows.

  • Top: Select this option to print all header notes at the top of the purchase change order, before any of the line item information is printed.
  • Bottom: Select this option to print all header notes at the bottom of the purchase change order, after all line item information has been printed.

Use this group box to determine the placement of any header notes associated with the PO change order. The value in this field loads from the Header Notes Placement group box on the Configure Purchase Order Print Options screen.