Best Practices
- Settings - Information that prints on the Purchase Orders can be customized, to a certain extent, through the various settings found in the Generic Setup Variables (Purchase Orders → Setup → Generic Setup Variables → Printed PO tab). Be sure to set these options based on your organization's preference and needs. Otherwise, the information appearing on the Purchase Order is determined based on the information entered through the Add Purchase Order process and/or later updated through the Purchase Order Master.
Print Purchase Order(s)
- Procurement → Purchase Orders → Taskbar → Finalize Tab → Print PO(s)
- Review the Instructions tab, then choose the Select and Range tab
- Range on PO Identification, if needed, or do not range on anything in order to get all POs that are eligible to be printed; normal defaults would include Select Non-Printed and Non-Finaled Records in order to print current, non-printed Purchase Orders (turn on the “Select Printed Records” boolean to re-print a PO that has already been printed).
- Run Report
- The Purchase Order(s) will automatically open up in Adobe Reader. Click the Printer icon or File > Print, select your printer, and click OK.
| FIELDS | Opt. | Rec. | Req. | Description |
| Range on PO Identification | ♦ | – | – | Purchase Order that you wish to print, if only needing to print one or a sequential range of POs |
| Range Criteria | ♦ | – | – | Range on any of the additional options available, if needed to narrow down the Purchase Orders to Print |
| Mark “Select Printed Records” boolean to TRUE | ♦ | – | – | If you want to re-print a PO that has previously been printed. |
| Opt. = Optional Rec. = Recommended Req. = Required | ||||
NOTE: Shenandoah was having an issue on a fresh desk ticket [#133076] PO 1300-192 and 0790-492.
With David Crowe's assistance, we discovered that when the client prints and/or archives the PO, the flags on the select tab must be set as follows in order to have the Accounting Codes for the PO print on the PO pdf print/archive file:
If the client unchecks "Select Non-Finaled Accounts" or checks "Select Finaled Accounts", the Accounting codes for the PO will not be printed on the PO. If they are not printed on the PO, they also will not be printed on the Archived Copy of that PO.