Printing a Renewal Report
You can print a report on the POs and PO lines that are ready for renewal. (For example, you may want to see discontinued renewal orders for a particular vendor.) You create the report by following the same steps for renewing PO lines. Once you have the PO lines you want in the list on the List Renewal Candidates window, you can display the information you want and print it.
To print a renewal report
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Start the Batch Renew process. |
The default location of this process is the Acquisitions\Purchase Order folder on the navigation bar.
Horizon displays the Renewal Options window. Use this window to display the PO lines you want in the List Renewal Candidates window.
Here is an example window:
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Complete these fields in the Renewal Options window to display the renewal orders for which you want to print a report: |
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Begin Date. Enter the beginning date for the range of renewals for which you want to print a report. (This is the date in the Next Renewal Date field on the PO line. For example, enter “09/01/2003”.) |
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End Date. Enter the ending date for the range of renewals for which you want to print a report. (This is the date in the Next Renewal Date field on the PO line. For example, enter “09/30/2003”.) |
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Location. If you want to narrow the list of renewals for which you want to print a report, enter the location of the PO header. |
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Fiscal Year. Enter the fiscal year of the renewals for which you want to print a report. |
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Set Price By. This field lets you choose what the price will be for the renewed purchase order. You can leave this field as it is (because the report is unaffected by this field), or you can choose one of these options: |
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Choose PO Price if you want the renewal price to be the same as the one entered for the PO line you are renewing from. (You can choose only one option to set the price by.) |
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Choose Set Price By Payments if you want the renewal price to be the payment amount entered on the existing PO line’s statement, excluding any prorated extra charges. (You can choose only one option to set the price by.) |
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Choose Set Price By Payments and Charges if you want the renewal price to be the payment amount entered on the existing PO line’s statement, including any prorated extra charges. (You can choose only one option to set the price by.) |
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Vendor. If you want to narrow the list of renewals to a particular vendor, click the Vendor button to display the Compound Search window, then search for the vendor you want. |
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Click OK on the Renewal Options window. |
Horizon displays the list of renewal candidates:
Note: If you want to change some of the options for the Renewal report, click Options to display the Renewal Options window and make your changes.
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Click Display to display all the fields you want to print on the Renewal report. |
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Print the Renewal report. |
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