General Knowledge Base

Department name needs to be displayed on PO print/report


  1. Verify the report in [Administration] - [Reports]
    1. Click  [Administration] - [Reports] 
    2. Locate the report with the name "Order"
    3. Double click it, it should the report in the report editor. (Should look like image below)

If it opens in the "New" Report Editor, you have verified that the report has been correctly imported, then we will need to check which "order report" your system is configured to use.

2.  Check system default "Order report"
  1. Click [System] - [Settings] - "Order settings" tab - "Templates and headers" sub tab
  2. Check the field group "Templates"
    1. This should either be blank (which means it uses the default report (named "Order") (if it is then skip the rest of this chapter and go to "3. Check Unit Specific Order reports"
    2. Or it should say "Order"
  3. If it says something else click the [...] button at the end of the fields and select the report named "Order" (or delete the value in the field)
  4. Click [Save]
  5. Then try to generate a an order report
 
If these fields were empty or already said "Order", we need to check the same setting on the "unit" (Each individual unit can use different order templates) 

3. Check Unit Specific Order reports
  1. Click [Fleet] - [Units] 
  2. Then Double click the unit in question
  3. Click the "Settings" tab, and then the "Order templates" sub tab
  4. Look at the field group "Templates"
    • This should either be blank (which means it uses the default report (named "Order") (if it is then skip the rest of this chapter and go to "3. Check Unit Specific Order reports"
    • Or it should say "Order"
  5.  If it says something else click the [...] button at the end of the fields and select the report named "Order" (or delete the value in the field)
  6. Click [Save]
Try to generate an order report for an order on the unit.

If all of this checks out and the system is still using the old order template then let me know.

4. To test the report
  1. Click [Fleet] - [PO] 
  2. Select an order in the middle grid pane.
  3. There are two ways to test.
    1. Clicking the button called [Report] will open the selected requisition\order in the "default" order template for the selected unit.
    2. Clicking the button called [Reports] will open a report picker, allowing you to select any report available for the purchasing module (including the order report)




      5. Only applicable If the module "Document Handling" is active in the system
      After importing a new report to a system running the "Document handing" module the reports will be imported, but has not been set as the "Active revision" yet. Here is how to do this.
      1. Click [Administration] - [Reports]
      2. Locate the report named "Order", you should see it marked by a yellow ball (if you do not click [Refresh]
      3. Right click the report, and select "Save Report"
      4. The "New revision" dialog will appear
      5. Enter a revision number higher than the one shown in the dialog by default
      6. Tick the "Set as Active Revision"
      7. Enter a short comment
      8. Click [OK] Try the report


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