Purchase Order Summary Journal Instructions

Use the Purchase Order Summary Journal Instructions to print the PO Summary Journal using the Report Writer Utility.  

Tips:

• There are two versions of the purchase order journal:

• The Detail journal that provides purchase order detail information as well as, the purchase order header information

• The Summary journal that provides only the purchase order line item information without the purchase order header information

• For more information about the buttons on the toolbar, see the Report Writer Toolbar.

• At the Report Writer window, you can change the selection and sort options for the report.  For more information, refer to the Report Writer Overview.

Directions:

To see directions for...

• Opening the Purchase Order Summary Journal Instructions, click More.

   

  1.  Click Fund Accounting from the Menu Bar.

  2.  Click Daily Work.

  3.  Click Purchasing.

  4.  Click Purchase Order Summary Journal.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [u] [d] [p] [s].

   

  Note:  If Purchase Order Entry is open, right-click for the shortcut menu where you can select Purchase Order Summary Journal.

   

  Purchase Order Summary Journal Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Purchase Order Summary Journal - Report Writer Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Report Writer	Review the Report Writer prompts and make changes, if applicable. Tips: To send the report to the Print View window, enter the appropriate Printer Number (usually 5). For more information, refer to the Report Writer Overview.
  Cover Page	Specify if you want to print a cover page that lists the range options and sort options. To include the cover page:  At the Options menu, click Cover Page so the check mark  appears. To omit the cover page:  Click Cover Page so the check mark  does not appear. Tips: This option is not included when you save the settings for a report. When you change the Cover Page option, the new setting becomes the default for the next report.
  Number of Copies	Enter the number of copies to print of the report.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To the report, click OK or press [ENTER]. Keyboard shortcut:  [ALT + o]
  	To escape from the print routine, click Cancel. Keyboard shortcut: [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Purchase Order Summary Journal Sample.