New Export

Tasks

Steps

Begin Export

Back to Top

Navigation Path

Acct > New Export

Steps

1. Choose the Project
1. Use the drop-down list to select the project name or use "All Projects".
2. Use the text fields to enter the Payment Date or use the Pick Date link to select the Payment Date using a calendar view.  Manually entered dates must be entered in the correct format, e.g. MM/DD/YY.
3. Select Next button
2. Basic Filtering
1. Use the following fields to filter the purchase orders
1. PO Type
2. PO Status
3. Date Created (From and To)
4. PO Number
5. Amount and condition (equals, does not equal, less than, greater than, equal to or less than, and equal to or greater than)
6. Date Approved (From and To)
2. To filter by a PO Amount,
1. Use the pull-down menu to select the amount filter type
1. "=" - PO amount must equal the amount entered in the text field.
2. "Not =" - PO amount must not equal the amount entered in the text field.
3. "<" - PO amount must be greater than the amount entered in the text field.
4. ">" - PO amount must be less than the amount entered in the text field.
5. "<=" - PO amount must be greater than or equal to the amount entered in the text field.
6. ">=" - PO amount must be less than  or equal to the amount entered in the text field.
2. Use the text field to enter the amount.
3. Select Next button.
3. Lot Selection
1. Select the lot to Include or Exclude.  NOTE:  Exclude Selected will not include the check lots from the list and the Inverse Selected will
2. Select Next button.
4. Trade Partner Selection
1. Select the Trade Partner(s) to Include or Exclude
2. Select Next button.
5. Purchase Order Selection
1. The list of Purchase Orders that match the search criteria will be displayed.   Use the Checkboxes to Exclude purchase orders from the list.
2. Select Next or Preview Export button, to preview the export or Run Export to export the data to a file