PO Purchase Order Designer

Navigator > Setup > Purchase Orders > Purchase Order Designer

Use the Purchase Order Designer to design your own purchase orders or open and modify an existing purchase order design. To design a purchase order quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

The PO Purchase Order Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.

Usually a purchase order consists of:

Header band showing details of the creditor and order number,
Repeating Detail band for lines, and
Footer band for totals.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.

Name	Iterators filter records shown in the report. Available Iterators are: Lines - Lines on the Purchase Order.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in addition to the standard objects are:

Author	Fields from the Authorisation code record.
Contact	Fields from the Creditor Contact records. If a contact has been specified, this object is populated with the information associated with the document. If no contact is specified, this object is populated with the primary contact information (if specified).
Creditor	Fields from the Creditor record.
itLines	Properties for the Lines iterator.
OrderHead	Fields from the Purchase Order header record.
OrderLine	Fields from the Purchase Order line records.
Product	Fields from the Product specified in the Purchase Order line.
ProductQty	Fields from the quantity for the Product specified in the Order line.

Report functions available in addition to the standard MaxBasic functions are:

CopyOrder

A Boolean function that returns True if Print as Copy is selected when reprinting Purchase Orders. This allows the words "Copy Only" or similar to be printed on copy Purchase Orders.

Sample PO Purchase Orders are provided with the Accredo Server Install, and are also available on the Accredo website. Sample PO Purchase Orders include:

POOrder.pfd - standard PO Purchase Order.
POOrder_NoWrap.pfd - PO Purchase Order without word-wrapped narrative lines.

To use documents downloaded from the website, ensure your document designer is the latest version.