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Purchase Order State History Report |
This help file applies to an out-of-date version of MainBoss.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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The Purchase Order State History report tells when history records were created for one or more purchase orders. History records are typically created when a purchase order changes its state or status, e.g. when the purchase order is created, opened, and finally closed. For more on purchase order state history records, see Purchase Order State History Records.
To print this report, use Purchase Orders | Reports | State History. This opens a window that 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 kind of purchase orders will be included in the report. The window lets you select purchase orders in several ways:
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.
Purchase Order State History Filters: Make selections based on fields in the history records. For example, if you filter by Creator, you can restrict the print-out to history records created by a particular person.
Purchase Order Filters: Make selections based on properties of the purchase order. For example, if you filter by Vendor, you can restrict the print-out to purchase orders directed to a particular set of vendors.
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 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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