Purchase Management (Order Print)

Purchase Order Print

Overview

The Purchase Order Print form offers a number of alternative print options.

Step-by-step process

To access the order option:

From the Master Menu, select the Vehicle Purchasing option and Company required.

The Vehicle Purchasing menu is displayed.
Select the Purchase Management option.

The Purchase Management form is displayed.
Select the icon.

The Purchase Order Print form is displayed.
The print form defaults to the currently loaded contract/agreement.
Each specification line is given a green legend to denote that it is selected for printing. A left click on a particular item changes the legend to red (or not selected for printing). If an order is being reprinted then the legend lines are blue to denote that this action is being repeated.
Search selection criteria filters exist to allow a date range or supplier mask to be selected and the process will print all orders that match the selection. Following selection of the required range criteria select the icon to start a search for those orders that match the filter range.
The icon resets the grid and removes any filter ranges on agreement numbers or order dates and enables new selection criteria to be entered if necessary.
Select the icon and the system displays the Print Selection form which enables different methods (print, fax, email, etc) of output. Select the required output type and select the Print command button.

Purchase Order Print

This form is utilised to locate, select and print a particular order by way of a number of alternative selection criteria methods.

This form is split into five parts, which are as follows:

Title Bar

In addition to displaying the screen name the Title Bar provides a number of useful buttons.

Menu	Icon	Description
File > Reset		Resets the grid and removes any filter ranges on agreement numbers or order dates and enables new selection criteria to be entered if necessary.
File > Search		Searches for orders that meet the search selection criteria.
File > Print		Displays the Print Selection form which enables different methods (print, fax, email, etc) of output. Select the required output type and select the Print command button.
File > Exit		Exits the form and returns to the Purchase Management form.
Help >		Provides online access to context sensitive help for the current application using the default browser.

Purchase Order Print Dialogue Box

The following option buttons are available within the Purchase Order Print form:

Registration: Prints the order for the currently selected vehicle and associated specification items (if applicable). As the Purchase Order Print form is accessed from a vehicle order, the registration number of the vehicle within the order is the default print selection.

Selection of the button immediately to the right of this field displays the Fleet Global Search screen that enables an alternative vehicle to be found by entering search selection criteria.

Supplier: Prints all orders for a nominated supplier.

Selection of this option/radio button enables the supplier search field immediately to the right so that a nominated supplier may be selected.

Selection of the button immediately to the right of this field displays a Supplier Search form. The Supplier Search form enables selection from the current available supplier codes. Only those suppliers which are flagged within address groups as suppliers can be accessed via this search.

Following selection the full supplier name is displayed below this field and the Order Print Grid now displays a list of all orders that have not been printed for this supplier. If the number of orders is greater than can be displayed on screen then the scroll bar to the right of the Order Print Grid allows movement up and down so that all orders can be viewed. Once again, the tick within the Print column of the grid may be toggled on or off so that individual items can be selected or de-selected for printing.

The Print command button is now enables so that the multiple order may be printed off.

Note: All order items are printed on a single order document. Multiple orders are not created for each order.

From Agreement: Used in conjunction with the To field this option enables the printing of all orders between a given order range.

Selection of this option/radio button enables the button immediately to the right of the field so that a starting agreement order may be selected.

Selection of the button immediately to the right of this field displays the Fleet Global Search screen that enables an agreement order to be found by entering search selection criteria.

To: Used in conjunction with the From Agreement field this option enables the printing of all orders between a given order range.

Selection of this option/radio button enables the button immediately to the right of the field so that an end agreement order may be selected.

Selection of the button immediately to the right of this field displays the Fleet Global Search screen that enables an agreement order to be found by entering search selection criteria.

From Order Date: Used in conjunction with the To field this option enables the printing of all orders between a given date range.

Selection of this option/radio button enables the button immediately to the right of the field. By clicking-on the button to the right of the date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field. Tab or click with the mouse to move to the "To" date field.

To: Used in conjunction with the From Order Date field this option enables the printing of all orders between a given date range.

Selection of this option/radio button enables the button immediately to the right of the field. By clicking-on the button to the right of the date field a monthly diary screen is displayed in order to assist in establishing the correct date criteria. Selection of the < button moves to the previous month and the > button moves to the next month. Selection of Exit exits the diary screen. A double-click on the appropriate day of the month enters this date into the appropriate date field.

Legend

The colour coding of the legend denotes the current print status of the order (for the vehicle specification or individual item within the specification). There are three statuses for the order which are as follows:

Selected For Printing - Green

Not Selected for Printing - Red

Previously Printed - Blue

Order Print Grid

Regno: The registration number of the vehicle on order.

Description: The full vehicle variant description or items specification description.

Supplier: The supplier address group code at which the vehicle or item specification is on order.

Option: The specification code for the vehicle or specification item e.g. VEHCL or PLATES.

Print: A checkbox which, if ticked, denotes that the vehicle or item specification order is to be printed.

A single-left-click on an item line selects/de-selects a specification item for printing.

A single-right-click displays a small sub-menu with the following options:

Select

Selects the specification item for printing.

Deselect

Deselects the specification item from the print queue.

Selection of either of these options presents a further sub-menu with the following options:

Regno: Selects/deselects the currently selected specification item for printing.

All: Selects/deselects all specification items in the search for printing.