Reports and forms

To print your item numbers on a purchase

 
  1. In the Purchases Command Center, click Print Purchase Orders to open the Review Purchases Before Delivery window.


  2. Click Advanced Filters to open the Advanced Filters window - Print/Email Purchase Orders.


  3. Select Item from the Purchase Type list.


  4. In the Selected Form for Purchase list at the bottom of the window, select the item purchase form you want to use.


  5. Click the Customize button at the bottom of the window. The Customize window appears.


  6. Scroll through the window until you locate the data column labelled [Vendor's Item #]. Click in this column to select it. Then press Delete or Backspace on your keyboard to remove the [Vendor's Item #] data field from the form layout.


  7. Click the Add New Data Field/Column button to display the Select from List [multiple selection] window for data fields and columns on this form.


    Note:  Use the "tool tips" when you use the toolbar
  1. Enter "My Item #" in the Select only field at the top of the window to move directly to this field in the list. Click in the selection column to the left of the field name to select [My Item #] for inclusion on the form.


  2. Click OK. The My Item # field now appears on the item purchase form layout.


  3. Drag the My Item # field to the location where you want your item numbers to print. (You'll probably want to place this field in the same location as the Vendor's Item # field that you deleted.)


    Caution:  Fields not entirely within the printable area of a form layout will not print
  1. When you're finished, click the Save Form As button. The Save As window appears; enter a name and a brief description for the new item purchase layout and click OK. (If you selected a custom form in step 3, click Save Form to save your changes without creating a new form layout.)


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