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Purchase Order History |
This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.
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This report lists purchase orders over a specified period, including when each order was opened, issued, and/or closed. To get a purchase history report, use Purchase Orders | Reports | History. This window contains the following:
Grouping section: Options controlling how the report is organized.
Group by list: These options determine how the report is broken into sections. Each section will start with a heading, and may have a footer as well. If you select a Group by option, one or more Then group by lists may appear to let you break sections into subsections.
Sort Direction: Determines whether grouping will go from lowest to highest (Ascending) or highest to lowest (Descending). Sort Direction options only appear if you pick an option where sort direction is relevant.
Sorting section: Options controlling how the contents of groups are sorted.
Sort by list: These options determine how records are sorted within each group. If you select a Sort by option, one or more Then sort by lists may appear to let you refine the sorting process.
Sort Direction: Determines whether sorting will go from lowest to highest (Ascending) or highest to lowest (Descending). Sort Direction options only appear if you pick an option where sort direction is relevant.
Filtering section: Options controlling what information will be included in the report. For example, you can obtain a report that only lists purchase orders sent to a particular vendor or set of vendors.
Show only active records: If this checkbox is checkmarked, the Active filter will automatically be applied when preparing the report; this means that information from old purchase orders will not be included in the report. If this checkbox is blank, the Active filter is ignored; MainBoss uses information from all purchase orders, no matter how old.
For more about the active filter, see The Active Filter.
Advanced section: Miscellaneous options.
Suppress Costs: Omits any money information that might otherwise be displayed in the report.
Title: The title to be printed at the beginning of the report.
Font Size: The font size to be used for all standard characters in the print-out (i.e. anything that isn't a heading).
Main Font: The font that will be used for most of the characters in the report. This should be a font that is supported by both your Windows system and your printer.
Fixed-width Font: The font that will be used for information that is printed with fixed-width characters (mostly unit specifications). This should be a font that is supported by both your Windows system and your printer.
Show summary charts for each Purchase Order: If this box is checkmarked, the report will include summaries for each purchase order.
Show summary charts for each group: If this box is checkmarked, the report will include summaries for each group of purchase orders. For example, if the report is grouped by vendor, then there'll be summary information for each vendor.
Show summary charts for the report: If this box is checkmarked, the report will have a summary covering all the information in the report.
Show checkboxes: A list of checkboxes that let you determine what information is displayed in the report. If a box is checkmarked, that type of information will be displayed; if a box is blank, that type of information will not be displayed.
Preview section: Displays a visual preview of the report. If you click the Preview button, you automatically go to this section.
The Preview section contains buttons for looking through the report preview and for actually printing the information. For more on using the Preview section, see Report Buttons.
Preview: Clicking this button generates a preview of the report, displayed in the Preview section of the window.
Print: Immediately prints the report.
Export Data: Exports the report's data in XML format.
Cancel: Cancels the preparation and printing of a report. This button is enabled only when MainBoss is preparing a report, i.e. gathering the data and formatting it. For more information, see Report Buttons.
Close: Closes the window.
For more on purchase orders, see Purchase Orders. For more on reports in general, see Reports.
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