This Help File Page was last Modified on 07/08/2018
❑This PO Line Items List report provides a fully functioning Grid dialog that presents a list of Detail Line Items of Purchase Orders which includes their Purchase Category, Date of Purchase, Vendor, Warehouse, Left To Receive, Left To Bill, etc., and may be viewed, sorted, filtered, reconfigured, printed, emailed, and/or exported.
•To View, Print, and/or Export this PO Line Items List Report:
a)From the Backstage Menu System Select Reports then Choose Payable Reports, or
b)From the Quick Access Menu, Select Reports then Choose Payable Reports
✓Click on the PO Line Items List option
•Refresh - To display the list of Detail Line Items Click the Refresh Icon.
PO Line Items List Grid
•Columns - Select which columns of data are to be displayed:
✓Click the asterisk (¬) at the left of the data grid's Header row (see the mouse pointer in the illustration above) to display a list of all of the column names - and associated data - which may be displayed.
✓By default, all Column Names will be Checked.
✓Remove the Check mark (Click on the Check to remove it) to hide that column of data from the data grid.
PO Line Items List - Radial Menu
✓Select the appropriate Detail Line Item
▪ Right Click on that item to open the Radial Menu
▪Choose the desired option (Click either the Go To Vendor or Go To PO option)
✓The selected Form will be opened.
•Print - Once you have:
a)Chosen which columns of data are to be included,
b)Set the order in which they are to be listed, related any columns (if appropriate),
c)Adjusted any column's width,
d)Then, you are ready to Print the resulting PO Line Items List.
✓Click the Print Icon at the top of the Form to display the Print Preview dialog.
PO Line Items List report - Print Preview
•Export Once the data has been formatted, filtered, sorted and configured as needed, Click the Export Icon to display the standard Windows® Save As dialog.
✓See the data grid chapter for more information.
•EMail - Once the data has been formatted, filtered, sorted and configured as needed, Click the EMail Icon to send this data as a PDF attachment to an Email address of your choosing.
PO Line Items List - Grid is Grouped and Sorted By Vendor