Purchase Order Report


This report allows you to print all the forms you may need during the purchase order process.

There are three different types of forms you can print:

» Vendor—A basic Purchase Order for mailing or faxing to the vendor.

» Detailed—A detailed Purchase Order, for internal church use. Can be printed with or without space for approvals.

» Request for Price/Proposal—A Request for Price / Proposal that can be sent to a vendor to get a price or bid. It explicitly states on the report that “This is NOT a Purchase Order.” Prices and line extensions do not print on the report—that’s for the vendor to supply. Also, the Ship To address does not print (since this is a request for information, not a request for product). The report does include a blank line to the right of the quantity, where a price can be written in by the vendor (or by the person who is calling the vendor). If the vendor is filling in the prices, the form can then be faxed or mailed back to the church.

  1. Find this report by going to “Reports” in the menu bar and selecting “Purchase Orders.” You can also get to it by clicking Print from the PO grid.
  2. Choose the type of form you want.
  3. Now decide if you want to print this form for just a single purchase order or for any purchase orders with a date in the date range.
  4. Click Preview to view the form or click Print to send the form directly to the printer.