Ideas to Impact Conference: May 28-31, 2019

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When printing a report, you can configure your report to meet the needs of your organization, such as selecting different options and fields to generate the information for a particular vendor or a range of dates.

 To customize and print reports
  1. Under Generate Reports, click the Reports tab.
  2. In the drop-down list, select Purchase Orders and click Go .
  3. In the Reports window, select the report you want to print, then click Customize.
  4. On the Options tab, select the options you want to display on your report.
  5. On the Purchase Orders Search tab, select the search criteria to base your report on.
  6. Click Preview to display your report, then click Print to print it.

Additional Field Information

The following fields and options are available on the Options tab. Not all options are available for every report.

Title
Displays the ACS report name. To enter a report name of your own, click in the Title field.

Print Date
Displays the date the report is printed. The ACS default date is the current date; however, you can enter a different date to print on the report, or select a date in the calendar. Entering a different Print Date does not affect the information on the report.

Report Options


Sort By
Click in the Sort By box, and select the order in which you want the report information sorted. The available options are:

  • Vendor Name — Purchase orders are sorted in alphabetical order by the information in the Last Name field.
  • Vendor Code — Purchase orders are sorted by the vendor code in numerical order.
  • Page Break on Vendor — To direct ACS to insert a page break when a different vendor name or code is encountered, select the check box.

Vendor Options


Include Inactive Vendors
If you want to include vendors that are not active, select the check box.

Purchase Order Options


Include Completed Purchase Orders
If you want to include purchase orders with all items received, select the check box.

Include Partially Received Purchase Orders
If you want to include purchase orders with only some of the items received, select the check box. This is the ACS default setting.

Include Unreceived Purchase Order
If you want to include purchase orders with no items received, select the check box. This is the ACS default setting.

Include Unposted Purchase Orders
If you want to include entered but not posted purchase orders, select the check box.

Buyer
To print the report for a specific buyer or a group of buyers, select the check box. Click Select, and choose the buyers you want to include in the report.

Terms
To print the report for purchase orders with certain payment terms, select the check box. Click Select, and choose the terms you want to include in the report.

Approval Flag
If you select to include unposted purchase orders in your report, you can also select the status of the purchase orders that you want to include in the report.

  • Approved POs — To include only purchase orders with an approved status in the report, select this option.
  • Unapproved POs — To include only purchase orders with an unapproved status in the report, select this option.
  • Both — To include both approved and unapproved purchase orders in the report, select this option. This is the ACS default setting.