How To: Viewing the Detail Report (04-44)

Overview

This tutorial describes how to view the detail report for the Received Not Invoiced selection.

Step-by-Step

1. When this selection is accessed, the Summary report appears.

Click image to enlarge.

2. Click the ‘Detail’ tab. Received, not invoiced purchase orders display, sorted by P/O number and receiving branch.

3. To view additional details for a purchase order, double-click the P/O number. The purchase order opens in Purchase Order History (04-40). When you’re finished, click ‘Exit’ to return to the Received Not Invoiced screen.

4. To delete a purchase order from the Received, Not Invoiced file (e.g. because it was paid through A/P or included on another paid invoice), click ‘Delete.’ Then click ‘Yes’ at the confirmation prompt.

5. Click ‘Export’ to open the report directly in Excel and also save it to your computer (optional).
   IMPORTANT: You must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the report to open correctly in Excel and successfully save to your computer.

6. Click the ‘Print’ button to print a paper or digital copy of the list (optional). At the ‘Select Printer’ prompt, enter the ID of a physical printer, or enter “PDF” to save the list to a PDF file. If printing to PDF, accept or modify the filename and click ‘Ok.’
   IMPORTANT: When printing to PDF, you must have a ‘Miscellaneous’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the PDF to save successfully to your computer.