Contents of the Configure Purchase Order Print Options Screen

Use the fields and options to configure the Configure Purchase Order Print Options screen.

Print on Purchase Order

The options in this block allow you to select items to print on the purchase order.

Field Description
Page X of Y

Select this checkbox to print the page number and page count as "Page X of Y" in the upper right corner of the purchase order. If you clear this checkbox, only the page number prints.

Order Reference No

Select this checkbox to print the order reference number from the purchase order line. If you clear this checkbox, the order reference number does not print.

Requisition Number

You can enter a purchase requisition number for each purchase order line item. If the purchase order was generated from Procurement Planning, the requisition number displays for all associated purchase order line items. Alternatively, you can enter a requisition number in the Defaults area of the Manage Purchase Orders screen, and that number displays as a default to each line item on the order. Select this checkbox to have the requisition number print on the purchase order. If you clear this checkbox, the requisition number does not print.

Deliver-To

Select this checkbox to print the deliver-to name from the purchase order line. The deliver-to name for the first line item prints in the text box in the header portion of the purchase order. Subsequent line items with a different deliver-to name also print on the purchase order. If you clear this checkbox, the deliver-to name does not print.

FAR Clause Message for Priority Projects

You can designate projects with a Defense Priorities and Allocation System (DPAS) Purchasing Rating in the Projects User Flow. Select this checkbox to have the Federal Acquisition Regulations (FAR) clause message print on the purchase order when a project with a priority rating is charged on a purchase order line item. The message "This is a rated order certified for national defense, emergency preparedness, and energy program use, and the Contractor shall follow all the requirements of the Defense Priorities and Allocations System regulation (15 CFR 700)" prints in the header of the order preceding line item information. If you clear this checkbox, the FAR clause message does not print.

Print Custom FAR Clause Select this checkbox to print the Custom FAR clause on the purchase order, requisition, and RFQ. This checkbox is enabled when the FAR Clause Message for Priority Projects is selected.
Prime Contract Number/DPAS Rating

Select this checkbox to print the prime contract number/DPAS rating assigned to the project that is charged on the purchase order line. Assign the DPAS rating to a project in the Project User Flow. If you clear this checkbox, the prime contract number does not print. This checkbox also affects the FAR Clause Message for Priority Projects checkbox, which prints only if the DPAS rating is also printed on the PO/PO lines.

You can also choose to not print the FAR clause even if you are printing the DPAS rating by clearing the FAR Clause Message for Priority Projects checkbox.

Note: The prime contract number always prints when there is a DPAS purchasing rating for that project.
Return Address

Select this checkbox to have the return address print on the purchase order. If you clear this checkbox, the return address does not print.

Bill-To Address

You can specify a bill-to address for a selected branch location for individual purchase orders. Select this checkbox to have the bill-to address print at the bottom of the purchase order, preceding the authorized signature lines. If you clear this checkbox, the bill-to address does not print.

Tax Exempt Certificate Number

Sales and use tax, or exemption from sales tax, is specified for an item when the purchase order is entered. Tax-exempt purchase order line items that are charged to a sales tax code with an associated tax exempt certificate number. Enter sales tax codes and tax exempt certificate number on the Manage Sales or Value Added Taxes screen. Select this checkbox to have the tax exempt certificate number print on the purchase order for applicable line items. If you clear this checkbox, the tax exempt certificate number does not print.

Tax ID

Select this checkbox to have the tax ID associated with the company of the user who is issuing the purchase order print on the Purchase Order. Assign tax IDs to company IDs on the Configure Company Information screen.

Delivery Terms instead of FOB

Select this checkbox to have the label "Delivery Terms:" print on formless PO print formats. If you clear this checkbox, "FOB Point" prints instead.

Note: The FOB Point field on the Manage Purchase Orders screen always prints, regardless of this setting.
Document Location

Select this checkbox to print the location of header and line documents.

PO Status Select this checkbox to print the PO header status on the purchase orders (PO) and PO change orders.
PO Line Status Select this checkbox to print the purchase order (PO) line status on the PO and PO change orders.
DPAS Rating Print Threshold (Func Curr)

Enter the minimum PO Total Amt (Func Curr) for which the PO line Prime Contract Number/DPAS Rating prints. The amount indicated in this field determines the automatic printing of the Prime Contract Number/DPAS Rating on all of the PO lines regardless of the status of the Prime Contract Number/DPAS Rating checkbox. The default value for this field is 0.00, and if the PO total amount is greater than or equal to the amount specified, then the Print Prime Contract Number/DPAS Rating checkbox will automatically be checked and cannot be edited for all the lines of a PO.

If there is a value in this field and the PO total amount is less than the amount specified, then the default for the Print Prime Contract Number/DPAS Rating checkbox in the PO line (Manage Purchase Orders) defaults to the selection in Configure Purchase Order Print Options, and is editable. When you use the threshold to determine printing of the DPAS rating, it is recommended that you clear the Print Prime Contract Number/DPAS Rating checkbox so the threshold drives the PO line print option rather than it defaulting from this setting.

Number of Signature Lines (0-5)

Enter the number of authorized signature lines, up to five, to print on the purchase order. The lines print at the bottom of the order, after all line item information. Each signature line can be up to 30 characters long.

Statement of Work

Select this checkbox to print the header and line statement of work (SOW) for Subcontractor Agreements.

Statement of Work Location

Select this checkbox to print the location of header and line statement of work (SOW) for Subcontractor Agreements.

Statement of Work Notes

Select this checkbox to print the notes of header and line SOW for Subcontractor Agreements.

Project Subcontractor No Select this checkbox to print the project subcontract numbers for each PO line.
Print NAICS SBA Size Std. for All Bus. Size Select this checkbox to print SBA standard size linked to the PO header NAICS code regardless of the vendor’s business size.
Print Payment Schedule Select this checkbox to print the payment schedule on the purchase order report.
Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 8.2.15 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Subcontractor Agreement

Field Description
Resources

Select this checkbox to print the Subcontractor Agreement resource information.

Hours

Select this checkbox to print the total hours for the Subcontractor Agreement resource.

Hourly Rate

Select this checkbox to print the hourly labor rate for the Subcontractor Agreement resource.

Work Location

Select this checkbox to print the location where the work is to be performed by the Subcontractor Agreement resource.

Security Requirements

Select this checkbox to print the security requirements for the Subcontractor Agreement resource.

Highlight Messages

This block indicates whether or not certain text and descriptive labels on the purchase order are highlighted in blue on the printout.

Field Description
Confirmation and Duplicate

You can classify a purchase order as a confirming order on the Manage Purchase Orders screen. Confirming purchase orders display "CONFIRMATION" preceding the line item information and following vendor contact data on the purchase order. If the purchase order was already printed previously, then "DUPLICATE PO" prints beneath "CONFIRMATION." Select this checkbox to highlight or print continuous asterisk lines around these words when the purchase order is printed. If you clear this checkbox, the words are printed without the asterisk lines.

Standard Text

Select this checkbox to highlight or print continuous asterisk lines around standard text on the purchase order. Standard text prints at the top or the bottom of the purchase order. If you clear this checkbox, the standard text prints without the asterisk lines.

PO Print Defaults

This group box displays default values for printing purchase orders. The chosen values for these fields default from the Print Purchase Orders screen and can be modified there.

Field Description
Format

Select from the Format drop-down list a type in which to print the purchase orders.

Print Subcontractor ID Select this checkbox to print the subcontract ID associated with the purchase order.
Include Project/Account/Org Breakdown

Select this checkbox to include the project, account, and organization distribution for each purchase order line as specified on the Manage Purchase Orders screen when the purchase order is printed. This account distribution prints beneath the description of the item ordered and after all associated line notes and text. If you clear this checkbox, the project, account, and organization information does not print.

Print Line Charge Type Code

Select this checkbox to print the miscellaneous line charge codes on the purchase order lines. If you clear  his checkbox, the miscellaneous line charge codes from the purchase order lines do not print.

Print Line Period of Performance Select this checkbox to print the PO line's period of performance.
Print NAICS Code Select this checkbox to print the NAICS code when you print the purchase orders (PO) and/or PO change orders. This checkbox will also default in the Print Purchase Orders and Print Purchase Order Change Orders screens.
Exclude Void PO Lines Select this checkbox to exclude void PO lines on the report. If this checkbox is cleared, Costpoint will still print PO lines with void status on the report.
Exclude Closed PO Lines Select this checkbox to exclude closed PO lines on the report. If this checkbox is cleared, Costpoint will still print PO lines with closed status on the report.
Exclude System Closed PO Lines Select this checkbox to exclude system closed PO lines on the report. If this checkbox is cleared, Costpoint will still print PO lines with system closed status on the report.

Hdr Text/Doc/SOW Placement

Select the placement option for header standard text, documents, and statement of work on the purchase order. You can override the text location on the Print Purchase Orders screen when orders are printed.

Field Description
Top

Select this option to print the standard text at the top of the purchase order, below the vendor contact information and above any line item information. This is the default.

Bottom

Select this option to print the standard text at the bottom of the purchase order, below the last line item and above the bill-to address and authorized signature lines.

Hdr Notes Placement

Select the header notes placement option. Enter header notes on the Manage Purchase Orders screen. You can override the default location on the Print Purchase Orders screen.

Field Description
Top

Select this option to print the header notes at the top of the purchase order, above any line item information. This is the default.

Bottom

Select this option to print the notes at the bottom of the purchase order, below the information for all line items and above the bill-to address and the authorized signature lines.

Subtask

Subtask Description
Custom FAR Clause Click this subtask to allow users to enter custom FAR clause text.