You use this program to generate a list of Blanket Purchase Order contracts, covering most of the information displayed in the Blanket Purchase Order Query program.
The report can be sequenced by contract or supplier and may be printed in detail or summary, depending on the report options.
| Field | Description |
|---|---|
| Report sequence | The print program reads through the Blanket Purchase Order Contract Detail file and sequences the transactions according to the selected report sequence. The selection defaults to Contract. |
| Contract | Select this to print a report by contract in order of the contract number. |
| Supplier | Select this to print a report by contract in order of the supplier number. |
| Report type | The report type selection defaults to Detail, but can be changed: |
| Detail |
Select this to print a report with all the contract header information as well as the detail lines. You also have the option to print transactions for all the detail lines i.e. Scheduled dates, quantities ordered, received and outstanding etc. |
| Summary |
Select this to print a report with only the header information for the contracts, with totals per contract. If you select this option, then the option to print the transaction details and the stock code selection option are disabled. |
| Contract type selection |
The type of contract determines how purchase orders are generated against the contract. This field is defined when adding a new contract, and is displayed throughout the Blanket Purchase Order module when viewing any contract details. Select the contract types you want to include in the report. The following contract types can be selected:
|
| Contract status | |
| All | Select this to include all contracts, regardless of the contract status code. |
| Open |
Select this to include all contracts with a status code: 0 - In Process or 1 - Ready to Print. The print active contracts only option, in the report selections group box is set as selected and then disabled. No cancelled contracts, or contracts with no detail lines, are printed. |
| Printed |
Select this to include all contracts with a status code: 0 - In Process or 4 - Contract Printed. The print active contracts only option, in the report selections group box is set as selected and then disabled. No cancelled contracts, or contracts with no detail lines, are printed. |
| Include schedule | |
| No | Select this to exclude the contract schedule information from the report. |
| All | Select this to include schedule information for schedules for all the scheduled dates, purchase order numbers and release dates. |
| Confirmed | Select this to print the schedule date and purchase order number where the purchase order number is not blank (i.e. schedules with purchase orders). |
| Unconfirmed | Select this to print the schedule and release dates where the purchase order number is blank (i.e. schedules with no purchase orders). |
| Report selection | |
| Print transaction details |
Select this to print the transactions for every detail line, similar to the History Query program. This option is only available if you selected to print a Detail report. |
| Print active contracts only |
Select this to print the transactions for all the Open and Printed contracts only. Cancelled contracts and contracts without detail lines are not printed. Selecting Open or Printed contract status types will first set this option as selected and then disable it. |
| Field | Description |
|---|---|
| Supplier selection | Indicate the suppliers for whom you want to generate the report. |
| Supplier class selection |
Indicate the supplier class(es) for which you want to include suppliers in the report. The supplier class is defined against the supplier using the Supplier Maintenance program. |
| Contract selection | Indicate the contract(s) for which you want to generate the report. |
| Stock code selection |
Indicate the stock code(s) for which you want to include contracts in the report. You have the option to print all the contracts where any of the detail lines relate to the selected stock code. The report prints the contract header information, the detail lines, and transactions if required. The total quantity and value for the stock code across all the contracts are printed at the end of the report. You cannot change the Report sequence when a single stock code is selected and the Report type will always be Detail. |
| Field | Description |
|---|---|
| Include contracts based on | |
| Number of days to contract expiry date |
Select this to include all contracts with a Basis of delivery schedule of Date range where the contracts that expire within the number of days specified. The Expiry days selection - Number of days field is enabled to allow you to enter the number of days. |
| Number of deliveries away from contact expiry | Select this to include all contracts with a Basis of delivery schedule of No of deliveries where the number of deliveries left against the contract falls within the number of deliveries specified. The Expiry days selection - Number of deliveries field is enabled to allow you to enter the number of deliveries. |
| Percent of total deliveries away from expiry |
Select this to include all contracts with a Basis of delivery schedule of No of deliveries where the number of deliveries left against the contract falls within the percentage of the total number of deliveries for that contract. The Expiry days selection - Number of deliveries field is enabled to allow you to enter the percentage of total. |
| Schedule activity required within date range |
Select this to include all contracts with Schedule Dates that fall into the specified date range. The Expiry days selection - Date Range, Single or List are enabled to allow you to enter the date selection. |
| All contracts |
When you select this option, the Include lines based on - Percent of total quantity received field is enabled, together with the entry field to allow you to enter a percentage. Only lines where the received quantity for the stock code is within a specified percentage of the total quantity for the contract are available. |
| Expiry days selection | The Number of days, Number of deliveries, Percentage of total or Date selections are enabled depending on the Include contracts based on option selected. |
| Number of days | Enter the number of days to contract expiry date you require. |
| Number of deliveries | Enter the number of deliveries away from contact expiry you require. |
| Percentage of total | Enter the percent of total deliveries away from expiry you require. |
| Range | If you selected the option: Schedule activity required within date range, then you must enter the date range or single date you require. |
| Include lines based on | This is enabled if you selected All Contracts at the Include contracts based on option. |
| Percent of total contract quantity received | Select this to specify the percentage of total quantity received on which the inclusion of lines is determined. |
| Percentage | Indicate the percentage of total quantity received to use. |
| History options | |
| Include completed transactions |
Select this to print completed transactions in the report. Completed transactions are indicated as the difference between the quantity ordered and the quantity received when you receive less than the quantity ordered and you mark the purchase order line as complete. Transactions for quantities of items received into inspection are not included. |
| Include over-receipts |
Select this to print transactions for over receipts in the report. Over-receipted transactions are those where the quantity received is greater than quantity ordered. Transactions for quantities of items received into inspection are not included. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).