The P/O Edit List [poedtl] reports on all purchase order distribution lines that are Relieved, Open or Both. This report is similar to the P/O Report [poentp] except it has a wider variety of Report Type sorting options available.
|►||To access the P/O Edit List Report [poedtl], click the 'P/O' module from the menu tree (see following screen shot). |
|►||The P/O Edit List Report [poedtl] is also located in the 'Report' folder under the 'Purchase Order' sub-folder. |
|►||You can also access this report by typing the screen or acronym name in the blue prompt bar located above the 'Setup' menu. Then, press Enter.|
The screen then appears.
To select criteria, press the F2 Key or right click in most fields to make your selection. You can also simply type in the criteria in the allotted fields. If you wish to include all criteria information, leave all fields blank except for any white colored fields as white fields are required before proceeding in PSL3.
|•||Starting and Ending - Account numbers to include in the report. To restrict the report to only include information for a single account number, input the same account in both the Starting and Ending fields. To select all account numbers, leave both fields blank.|
|•||Starting and Ending - Transaction Effective Dates to include in the report as PSL3 is date-driven. To restrict the report to only include information for a single date, input the same date in both the Starting and Ending fields. Press the F2 Key or right click in either date field for the calendar selection to appear. |
|•||Starting and Ending - P/O Numbers to include in the report. To restrict the report to only include information for a single P/O Number, input the same P/O Number in both the Starting and Ending fields. To select all P/O Numbers, leave both fields blank.|
|•||P/O Status - Status of the P/O. Select whether you want the report to include P/O's that are Relieved, Open or Both.|
|•||P/O Type - User-defined code to track your company's different classifications of P/O's. Input the P/O Type to run the report by, if any. If a P/O Type is input here, then the report only displays P/O transactions for that P/O Type.|
|•||Press the F2 Key or right click in any of these fields (Batch Number, Production, Vendor Number, Series, Location, Set and Free Field(s)) to choose the necessary codes if they don't already default. To choose multiple codes for a particular field, press the F2 Key or right click in that field and hold down the Control Key while simultaneously using your mouse to select. By making a selection, this isolates the report to only display items based on the code(s) selected.|
|•||Source - If you have more than one currency in your database, you can choose to include only transactions denominated in one currency, two, three, etc., or all currencies. To choose multiple Currency Codes, press the F2 Key or right click in the field and hold down the Control Key while simultaneously using your mouse to select. Each currency in your database and its conversion rate are listed in the report heading.|
|•||Target - Base currency set up in the System Control Information Entry [suctrl] screen located in the 'Setup' module defaults. This Currency Code is what all transactions are converted to on the report. Each currency in your database and its conversion rate are listed in the report heading.|
|•||The Report Types (By Account Number, By Free Field, etc.) are all sorting options available for you to select per your preference. |
|◆|| Print/Preview the Report: Located in the top right hand corner of the screen, you can choose the following options to generate the report:|
|►||Print - Opens the Print Dialogue box and sends the report directly to the printer.|
|►||Preview - Generates a PDF format report and appears instantly on your screen. You are still able to print from the PDF format.|
|►||Spreadsheet - Generates an Excel format report and appears instantly on your screen. You are still able to print from the Excel format. Please note if you select this option, you are able to have additional sorting options within Excel.|