Summary

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

Step by Step

1Open thePrint Purchase Order Statementswindow (PO Reports Purchase Order Statements).

2Configure the report.

• Enter aPO Numberor click the field search buttonto 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 theReport Typeyou 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 theResend electronic purchase ordertoggle 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 includeAdditional Signature Required Oversignature lines, those lines will display on the statement.
• Check theDisplay departmenttoggle 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 theDisplay Itemtoggle to include the PO Item ID and Description for each PO line item group included in the report.
• Check theDisplay Purchase Agenttoggle to display the purchasing agent associated with each purchase order.
• The reprinted statement will display "Reprint" across the front of the statement.

3Print the report.

• Once the required report settings have been specified, click the Print buttonto print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• Click the Schedule iconnext to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and clickSUBMIT.
• 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.