Transaction List — Printing

Use the Transaction Lists to print detailed or summary listings of all current Purchase Orders transactions. You can sort transaction reports by transaction number or vendor number, and you can specify a range of transaction numbers, vendor numbers, and currency codes (if you have a multicurrency system) by which to select the transactions to report.

When to print

Print these reports for information about current transactions and, if you keep transaction history, about past transactions you have not yet cleared.

Keep Transaction History option. If you do not keep transaction history, Purchase Orders deletes transaction information when you run Day End processing. If you keep transaction history, you choose when to delete the data for the reports using the Clear History form.

How to print

Choose the Transaction List icon in the Analytical Reports folder, then:

1. Select the type of transaction you want to print (requisitions, purchase orders, receipts, returns, invoices, credit notes, or debit notes).

2. Select the type of report (detail or summary).

3. Select the sort order (by transaction number or vendor number).

4. Select the range of transaction numbers, vendor numbers, and currencies (if you have a multicurrency system).

5. Select the additional information you want to include in the report such as the entries from the "Information" tab for the transaction type, transaction details, addresses, requisition numbers (for purchase orders) and additional costs (for receipts). You can also choose job details (for job-related transactions), optional field information (if you use Optional Fields) and serial/lot numbers (if working with transactions involving serialized/lotted items).

6. When printing the Purchase Order List, choose the types of purchase orders to list (active, standing, future, blanket).

7. When printing the Purchase Order or Requisition List, choose the statuses to include (Entered, Purchase Order Printed, Never Received, Partially Received, Completed, On Hold).

8. Click the Print button.

Choose from the following icons for information about the buttons in the Transaction List form:

For more information on the contents of this report, see Transaction List — features.

See also

Purchase Orders reports

Choosing E-mail as the print destination

Choosing File as the print destination

Choosing Printer as the print destination

Choosing Screen as the print destination