PO with COs detail reports

You can download, link, or email purchase order (PO) detail reports with purchase order change order (PO CO) information.

Details

To create a custom detail report template for PO with COs, you can use the following bookmarks and mail merge fields for the PO CO information:

• Approved PO CO information bookmarks:

  • POCOsCount

  • POCOsSubtotal

  • POCOsTaxTotal

  • POCOsTotal

  • POSubtotalRevised

  • POTaxTotalRevised

  • POTotalRevised

• New mail merge fields in the existing mail merge table for PO line items:

  • ItemPOCOQuantity

  • ItemQuantityRevised

  • ItemSubtotalRevised

  • ItemTaxRevised

  • ItemTotalRevised

• Mail merge table and fields for PO CO items:

  • Merge table start and end tags: POCODetails

  • Fields:

    • POCOOrderNumber

    • POCONumber

    • POCOIssueDate

    • POCOSubject

    • POCORefCONumber

    • POCORefWONumber

    • POCOStatus

    • POCOStatusDate

    • ItemNumber

    • ItemDescription

    • ItemUnit

    • ItemUnitPrice

    • POCOItemQuantity

    • POCOItemSubtotal

    • POCOItemTaxTotal

    • POCOItemTotal

    • ItemCostCode

    • ItemCostResource

    • ItemTaxCode

How it works

Download, link, or email PO detail reports with PO CO information

1. Open the appropriate PO record.

2. Select Reports > PO Detail.

3. Select PO with COs in the Format dropdown.

   

4. Select the Template as needed.

5. Select one of the following Export Options:

   • To download the report in DOC format, select .DOC (Word 2003).

   • To download the report in DOCX format, select .DOCX (Word 2007).

   • To download the report in PDF format, select PDF (Adobe Acrobat).

   • To add the report to the Linked Files section in DOC format, select Save DOC to Linked Files.

   • To add the report to the Linked Files section in PDF format, select Save PDF to Linked Files.

   • To add the report as a DOC attachment to an email, select Email DOC (Word 2003).

   • To add the report as a PDF attachment to an email, select Email PDF (Adobe Acrobat).

6. Select Ok.

Upload custom detail report templates for PO with CO reports

1. Open the POWithCO.dot template file in Microsoft Word, update it as needed, and save it in DOC or DOT format.
2. Log in to Sage Construction Management as an Admin and select Settings > Templates and Reports > Detail Report Templates.
3. Select Upload.
4. Select PO with COs in the Feature dropdown.

   

5. Enter a name and select Choose File to find the template file that you previously created.
6. Select Upload.