How To: Running the Billing Report (04-32-20)

Overview

This selection is used to print a report of instant rebate billings to a vendor for a specified date range.

Special Notes

  • The report can be printed to laser printer or PDF file and/or downloaded as a tab delimited file that can be opened with a spreadsheet program (e.g. Excel).

Step-by-Step

Click image to enlarge.

  1. In the ‘Vendor Billed’ field, enter the name of the vendor being billed. Leave the field blank to include all vendors.

  1. Enter the date range for the billing in the ‘From Date’ and ‘To Date’ fields.

  1. If you want to export the file to your computer, check the Export to PC box and go to Step 4.

    If you do not want to export it, leave the box unchecked and go to Step 5.

  1. The path to the folder on your computer where the file will be saved appears in the ‘Export to File’ field.

    To change it, click the Change Export To button. The Select Export File window opens. Use the Browse icon to the right of the field to locate the directory/folder on your computer where you want to save the file. Then accept or modify the pre-prompted filename.

    • Since the exported file is tab delimited, save it with a ‘.txt’ extension.

  1. In the ‘Printer’ field, enter the ID of a laser printer or enter “PDF” to print directly to a PDF file. If you do not want to print the report (and only want to export it to a file), enter “000” in this field.

    If you are printing to a PDF file, the PDF File Name window opens. Enter the folder/directory on your computer where the PDF will be saved and accept or modify the pre-prompted name of the file.

    • If a download directory is set up for Purchase Orders in Company PDF/Export Directory (30-04) or By Term/PDF Export Directory (30-05), that directory automatically pre-prompts in the ‘Directory’ field. You can change it if necessary.
    • To change the PDF Directory and/or Filename, click the Change Export To button.

  1. Click Ok.
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