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Finance | Project Operations, Human Resources, ...
Answered

How to print Purchase order or save in PDF

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Posted on by 7

Hi,

Please let me know steps how to save or print the purchase order.

Thanks,

Anil

  • Satish Panwar Profile Picture
    Satish Panwar 14,649 on at
    RE: How to print Purchase order or save in PDF

    Thanks Anil. If your questions have been answered, please take time to click 'Yes' against the answers that helped you. This will help verify the answer and other community members may benefit from it if they run into same questions.

  • Anil2919 Profile Picture
    Anil2919 7 on at
    RE: How to print Purchase order or save in PDF

    Hi Satish,

    Excellent. Thank You for your Help.

    Regards,

    Anil

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,649 on at
    RE: How to print Purchase order or save in PDF

    Thanks Anil.

    the steps you have shared above is just to setup PDF. This is not the actual printing to PDF. Once you are done, go back to your purchase order and then you can try one of the steps below:

    1. If PO has not been confirmed, click 'confirm purchase order'.. new dialog box come up. on that screen make sure print is marked, then also select use print management destination. Click ok.. in that case the report will get save automatically in PDF based on path you specified above.

    2. If PO has already been confirmed, go to purchase order confirmation. Then on top, click 'use print management' to print and save to PDF directly.

    If you have difficultly in following steps above, share screen print for your purchase order confirmation dialog box for above PO.

    Do know that you setup the default for a single PO.

    Thanks,

    Satish Panwar

  • Anil2919 Profile Picture
    Anil2919 7 on at
    RE: How to print Purchase order or save in PDF

    Hi Satish,

    Sure, I have created a purchase order in the system, I want to save it in PDF and print the copy.

    I have followed the below steps:

    pastedimage1570405643387v1.png

    pastedimage1570405660806v2.png

    pastedimage1570405678578v3.png

    What is the next step to save PDF? as when you enter OK nothing comes up.

    Regards,

    Anil

  • Satish Panwar Profile Picture
    Satish Panwar 14,649 on at
    RE: How to print Purchase order or save in PDF

    Can you share some screenprints so we can understand your response little better. share what you did as well.

  • Anil2919 Profile Picture
    Anil2919 7 on at
    RE: How to print Purchase order or save in PDF

    hi Satish,

    Thanks for your email.

    I have changed settings as per your suggestion when I print... its generating auto report.

    could you please help me with detail steps.

    Regards,

    Anil

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,649 on at
    RE: How to print Purchase order or save in PDF

    During printing of purchase order, click 'use print management destination', then click on print management/ destination, and select file.. enter details/folder/file name and click ok to save the file. change file format to "PDF", it's HTML in screenshot below.

    pastedimage1570172577742v1.png

    Or

    If you have report printed on screen, you should be able to save that report, there is button on top of the report to help you export that report.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

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