How do I print my purchase orders?

Print purchase orders.

Use Purchase Orders to print purchase orders to plain paper or a pre-printed form.  You can set up the report to select purchase orders by purchase order number, input date, created date, department, and so on.

 

Example of a purchase order form

 

Watch a video

Updated 18Jul2018

Printing purchase orders

1. Open Connect Accounts Payable > Reports > Purchase Orders.

2. Select a report title.

3. Select the Report Dates.

 

4. Set up the option to Include Previously Printed Purchase Orders.

A previously printed purchase orders is a purchase order that has already been printed during a prior session. When you print a purchase order the system changes the status on the purchase order to printed.

Do you want to re-print printed purchase orders?

  • Yes, re-print printed purchase orders. Click to select Include Previously Printed Purchase Orders.

  • No, only print purchase orders for purchase orders that have not been printed. Click to deselect Include Previously Printed Purchase Orders.

5. Click the Forms tab.

 

6. Select the Form.

The form is the form layout the report will use to format the purchase order.

Will you print purchase orders to plain paper?

  • Yes, I will print purchase orders to plain paper. Continue to the next step.

  • No, I will print purchase orders to a pre-printed form. Load the paper stock in the printer and move on to the next step. 

7. Click Print (CTRL+P).

Can I save a report as an Excel, PDF, RTF, or TXT file? How do I attach a report to an email? How do I save a report as a PDF?  

 

The purchase orders print. .

Updated 03Jun2018

Include previously printed purchase orders

A previously printed purchase orders is a purchase order that has already been printed during a prior session. When you print a purchase order the system changes the status on the purchase order to printed.

Do you want to re-print printed purchase orders?

  • Yes, re-print printed purchase orders. Click to select Include Previously Printed Purchase Orders.

  • No, only print purchase orders for purchase orders that have not been printed. Click to deselect Include Previously Printed Purchase Orders.

Purchase order form

Before you can print purchase orders you will need to set up a Purchase Order form. This is a form, created using the Forms Designer, that tells the report what information to include on the purchase order form and where you want to print it.

How do I add a purchase order form?

Use Connect Accounts Payable > Organization > Forms to add a new purchase order form. Or, use the Forms tab if you are running a report to click the Edit button that is located at the end of the Form field. Like this...

Form Options

 

 

 

 

 

 

 

Copyright © 2020 Caselle, Incorporated. All rights reserved.