How do I create differing Purchase Order Layouts?

How do I create differing Purchase Order Layouts?

Step 1.  Create your new Purchase Order Layout using the Report and View Developer (File>Reporting Configuration>Report and View Developer) and save the report with a unique name.

 

Step 2.  Go into File>Reporting Configuration>Specific Reports Layouts and ‘Add’ a new record.  Select ‘Purchase Order’ under column ‘Print Form Name’ and select Supplier (or Supplier Type or Purchase Type) under column ‘Condition’.  Under column ‘Value’ select either the specific Supplier, Supplier Type, or Purchase Type.  Finally, under column ‘Filename’ locate the above report.

    • Related Articles

    • What options are available for creating Purchase Order Lines?

      If you go into Purchasing>Purchase Orders and click on the 'Lines' tab you can enter lines in both Batch or single entry modes as follows: - Selecting from a user-defined List - Selecting Items in batch - Selecting Descriptors in batch - Selecting ...

    • How do I create different Invoice Layouts?

      Step 1. Create your new Invoice Layout using the Report and View Developer (File>Reporting Configuration>Report and View Developer) and save the report with a unique name. Step 2. Go into File>Reporting Configuration>Specific Reports Layouts and ...

    • Can I ‘Drop-Ship’ my Purchase orders

      Ostendo will allow you to create a Purchase Order and identify the delivery address to be that of your Customer. Your Supplier will confirm the delivery (Usually by presentation of an Invoice). You can print your Sales Invoice at any time or upon ...

    • How do define how Purchase Orders are numbered?

      The settings for Order Number generation is defined against the Purchase Types records. Go into Purchasing>Settings>Purchase Types and you can define if you want Automatic or Manual Order Numbers. If 'Manual' is selected then you are required to type ...

    • How can I reverse a Purchase Shipment in Ostendo?

      Once a Purchase Shipment is Updated (ie: Closed) you are unabe to re-open it change it or reverse it through the shipment screen. The process for reversing it is as follows: 1) Determine the Purchase Receipt Batch Number(s) generated from the orginal ...