Purchase Orders (Forms)

How Do I...

Use these forms to print your vendor purchase orders.

Learn how to purchase Checks and Forms

ClosedPredefined purchase order forms

Sage 50 includes the following predefined purchase order forms:

ClosedPrinting purchase orders

  1. Select Forms from the Reports & Forms menu. Then select Purchase Orders.
  2. The Select a Report or Form window will open with the Forms list shown.
  3. Select the purchase order form you want to print from the Forms list.
  4. Click the Preview and Print button located below the sample image of the form.
  5. The Preview and Print Purchase Orders filter screen will open.

  6. Make your filter selections and click the Print/Email button to print the form.

    Note: Click Refresh List after opening the filter screen to see the information in the selection grid. Also, be sure to click Refresh List after making any filter selections to see the updated information in the grid. When you click Print/Email, forms will print based on the current filter selection criteria regardless of what you may have previously selected in the grid.

You can also print purchase orders from the Purchase Orders task screen. How do I print forms from task windows?

Using the Preview and Print Purchase Orders Filter Screen

When you choose to print or preview a form, the preview and print filter screen appears. You do not have to make any changes to this screen. You can select the Print/Email or Print Preview button to print, email, or preview the form based on the default filter settings. However, if you want to change the filter selections, you may do so using the different tabs on the filter screen.

ClosedUsing the Print/Email tab

The Print/Email tab lets you select the criteria you want to use to print the form.

Refresh List: Select this button to refresh the selection grid. You must select this button after opening the filter screen or making any changes to the filter selections to see the correct information in the grid.

Selection Grid: This grid shows all of the purchase orders that meet the filter selection criteria. Select the purchase orders that you want to print from the grid. All of the purchase orders are selected by default. You can manually select and deselect the purchase orders in the grid. You can also use the All and None links above the grid to select all of the purchase orders or deselect all of the purchase orders in the grid. You can change the sorting of the purchase orders in the grid by clicking on the heading of the column that you want to use to sort the purchase orders. The grid may contain links in the Amount fields. If so, you can click on these links to open the actual purchase orders.

Include purchase orders through: Enter the last date for purchase orders that you want to print. Purchase orders with dates later than the date entered here will not print.

Number the first purchase order: Enter the purchase order number to start with when printing purchase orders.

Use this form: Select the form you want to print.

Customize this form: Select this link if you want to customize the selected form. The form will open in the Forms Design window.

Filter vendors by: This allows you to further specify the purchase orders that you want to print.

Vendor ID: If you want to print checks for a particular vendor or range of vendors, enter the vendor IDs here. If you want to filter for one vendor, enter that vendor's ID in both ID boxes. Leave this filter selection blank if you do not want to filter by vendor ID.

Delivery Method: This filter option allows you to select purchase orders to print based on the vendor's form delivery method. You can choose print only, email only, or both print and email. Delivery methods are specified for each vendor on the Purchase Info tab of the Maintain Vendors window.

ClosedUsing the Print Setup tab

Select the Print Setup tab to assign the default printer for this form and set the page margins. The file name for the form is also shown on this tab. There is an Align button that you can click if you need to adjust the alignment of the form. Tell me more about print setup.

ClosedUsing the Email Options tab

Select the Email Options tab to set options that determine what to do when printing forms for customers set up to receive email. Tell me more about email options.

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Published: March 21, 2017
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