Purchase Order > Blanket Purchase Order > Blanket Purchase Order Reports

The Blanket Purchase Order Summary Report function allows you to print or preview summary information about the blanket purchase orders.

You can use this report to view a summary of the blanket purchase orders for the active vendors within a specific period of time.

To generate the Blanket Purchase Order Summary Report, perform the following procedures:

1.Access the Blanket Purchase Order Report function from the Blanket Order Reports group under the Reports main menu of the Purchase Order module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

To show multi-currencies in the report, select the option with 'multi-currency' in the layout name. Note that this layout option is only available if the multi-currency feature is activated.

5.In the Report Configuration area, define the report filters. Depending on the Sort By option you choose, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Blanket Purchase Order Report function also provides you with flexibility to perform the following:

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oBlanket PO #

AccountMate displays the Blanket Purchase Order when you double click the blanket purchase order number in the report.

oVendor #

AccountMate displays the Vendor Profile when you double-click the vendor number in the report.

oCurrency

AccountMate displays the Currency Profile when you double-click the currency code in the report.

Blanket Purchase Order Summary Report

Blanket Purchase Order Summary Report

See Also