Purchase Order Formats



Overview

This article will discuss how to create purchase order formats. The Set PO Print Formats option allows you to define up to ten different laser contract formats. Several of these have been predefined for you. You can modify the existing formats to create new formats using Crystal Reports. The description will display on the screen when printing out a purchase order. You can make the description anything that makes sense to you.

For example, you could rename the PO Process to "Driver Pickup PO". The File Name is the actual Crystal Report file name for the desired format. The copies are the default number of copies to print for the format. The first format will always be the default format for printing.


Topics in this article include

• Purchase Order Formats
• Edit PO Format
• Purchase Order

Here's how to get there
Expert: Program Menu > Purchase Order > Options > Set PO Print Formats
Elite: Left Menu > Purchase Order > Options > Set PO Print Formats

Purchase Order Formats
 

The purchase order formats window will look like the following:
 

Edit PO Format

Press the edit button to begin modifying a format.

The window below will open. This is where you can update or create a new format.
 

Note: If you have five or fewer columns set up, we recommend using PO-Params. If you set up six or seven columns, you may prefer PO-ParamsWide.
 

Description - This allows you to enter the name of the purchase order format.
 

File Name - This allows you to select a type of format for the purchase order.
 

Copies - This sets the default number of copies that print. You can manually change it at the print screen.
 

Show Details - If you check the Print Details, the following fields will print directly below each line item, unless they are left blank:
 

a. Item Group Bin: Location, Serial Number (from the Item file record), Expense To, and General Ledger Account (from the Purchase Order comments)

b. Remit To: With the box checked, it will show Name, Address, City, State, and Zip. Uncheck will show Company Name.
 

Columns - This allows you to select what is to be displayed on the purchase order in multiple columns.

Purchase Order
 

This example shows a five-column purchase order using the PO-Params format.
 

This example uses PO-ParamsWide format, with seven columns that all print on the same row:
 

Related articles

Purchase Orders
Purchase Order Report