PURCHASE ORDERS - Reports

Accessing and generating Purchase Order reports / forms for Print / Preview / Email

• Access 
  • Purchase Orders:
    • Purchases List
      • select the Purchase Order(s) from the filtered or unfiltered list (see Filters)
      • choose Print Selected or Print All for the reports list

                     

• • • Purchase Order
      • click Print for the reports list

• • Purchase History:
    • Purchase Order > Purchase History > Purchases / Items Tabs

               

• • • • choose Print Selected or Print All for the reports list
    • Purchase History List

               

• • • •  choose Print Selected or Print All for the reports list

              

• Generating Reports / Forms
  • from the Reports list, select your report(s)
  • highlight the report to check the description below to see if it's what you expect

• • select the run method:        

• • • Print - send directly to the selected printer
      • accept or change the Printer

• • • • accept or change the Paper Source
      • printer format permitting, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same settings will be used next time this report is selected for printing
    • Email 
      • Setup
        • establish Company Settings (see Company Settings)
        • establish User Settings (see User Settings)
      • select from Email drop-down
        • Email Batch – if the email is for multiple records and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the Email module > Batches tab > Messages tab
          • open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once
          • access them as individual email in the Messages tab
        • Email Message – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the Email module > Messages tab
      • **Note – Emails can be re-sent
    • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:
      • use Ctrl + scroll to zoom in or out
      •   Print the report currently in the viewer window
      •   Print All reports across all tabs
      •   Export

                 

• • • • • select from the listed Formats
        • select from the listed Destinations
          • Application will open the program on your computer that is associated with the Format you chose
          • Disk file will prompt you to save the Report in the Format you chose
          • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
        • click OK
      •   Find to search text of the document / report
      •     navigate through pages of the displayed report alternatively to scrolling down

• Security on Reports / Forms can be established at Company Level, User Level, or Server Level:
  • Company Level - Edit > Company Settings > Reports > Security tab
    • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
    • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
  • User Level - Edit > User Settings > Reports
    • Company Default uses settings established in Edit > Company Settings > Reports
    • Disable Security gives access to all reports within the modules this User has access to
    • Enable Security gives access to checkmarks for Preview / Print / Export / Email to remove access
    •   Use Defaults establishes settings same as Company default, with the ability to make changes
  • Server Level - Tools > Server Administration

              

• • • select a report in the list
    •   delete or disable               
• Customizations to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations:
  • Logo - access in Tools > Server Administration > Companies
    • select the relevant Company
    • click on Settings
    • click on Select Logo then load a maximum 4cm x 4cm image file to print on top left corner of all forms
    • Save
  • Enter Messages to print on selected form
  • access in Edit > Company Settings > Reports > Messages tab

         

• • • select the Report Type
    • type the message in the Header and/or Footer text boxes

• Available Purchases Reports

Report Name	Location
Accrued Payables Summary	Purchase Order List
Communication Notes	Purchase Order > Communication Tab
Customer Sales History	Purchase Order > Sales History Tab > Invoices Tab
Inventory Sales History	Purchase Order > Sales History Tab > Invoice Items Tab
Label - Receiving	Purchase Order Labels Icon
Label - Shipping	Purchase Order Labels Icon
Label - Inventory	Purchase Order Labels Icon
Pending Purchase Order Receipt	Purchases List / Purchase Order Details
Post Inventory Receipts	Purchase Order Receive Post
Purchase History	Purchase History List
Purchase Order	Purchase Order Issue
Purchase Orders List Detailed	Purchases List
Purchase Orders List Summary	Purchases List
Purchase Order Reprint	Purchase Order / Purchase Order List
Purchase Order Summary	Purchase Order List
Receipts Order Fulfillment	Purchase Order Receive Post
Requisitions List	Requisitions List / Purchase Order Requisition Details