Print an individual document—Purchasing

You can print an individual Purchasing document from a Purchasing transaction or from a Purchasing transaction list. To print multiple documents at once, see Print or email multiple Purchasing documents.

About printing documents

Printing or emailing a posted document sets the Printed flag in the transaction History tab to Yes. If the transaction definition has its Edit policy or Delete policy set to Before printing, you will not be able to edit or delete the transaction after the Printed flag is set to Yes.

Printing a draft document has no effect on the Printed flag.

  1. From the applicable transaction list, open the transaction in view or edit mode. For example, open a PO purchase invoice.
  2. Select the History tab and select Definition in the row of the History table that contains the first instance of the transaction.
  3. Select the Security configuration tab and find the Edit policy or Delete policy field.
  1. From the applicable transaction list, open the transaction in view or edit mode. For example, open a PO purchase invoice.
  2. Select the History tab. The value of the Printed field is Yes if the transaction has been printed or No if not.

Print an individual Purchasing document

Printing a transaction creates an electronic PDF file that you can view on your computer, send as an email attachment, and so on. Use your PDF reader program to print a hard copy of the document if desired.

Subscription

Purchasing

Regional availability
User type
  • Business
  • Employee
  • Project Manager
  • Warehouse
Permissions

Purchasing transactions: List, View
  1. Do one of the following:
  2. To print a hard copy, select the Print icon in the upper left of the PDF window.
  3. In the Print dialog box, select a printer and then select Print to send the file to the selected printer.

Where can I see document template assignments?

Usually only administrators with the appropriate permissions can view transaction definitions. If necessary, see your administrator for assistance.

  1. Go to Purchasing > Setup > More > Transaction definitions.

  2. Find the applicable transaction definition.
  3. Select More actions > View at the end of the row.
  4. In the Transaction Definition page, scroll down near the bottom of the page to find the Printed document template field in the Print section. If this field is blank, no document template is assigned to the selected transaction definition.
  5. For multi-entity companies only: Select the Entities tab to view any entity-specific document template assignments.

  1. Go to Purchasing > Setup > More > Transaction definitions.

  2. Select View next to the applicable transaction definition.
  3. In the Transaction Definition page, scroll down near the bottom of the page to find the Printed document template field in the Print section. If this field is blank, no document template is assigned to the selected transaction definition.
  4. For multi-entity companies only: Select the Entities tab to view any entity-specific document template assignments.

Use a different document template for a transaction

Use the Print or Email page to override the default document template.

Set up your browser for PDF printing

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Chrome:

  1. Select the three vertical dots in the upper right and select Settings.
  2. Go to the Privacy and security tab.
  3. Select Site settings.
  4. In the Content section, select Pop-ups and redirects.
  5. In the Default behavior section, select Sites can send pop-ups and use redirects.

If you download a PDF but the files are not saved or you see the error "Failed-Forbidden", deactivate the native Chrome PDF Viewer.

Download PDFs in Chrome:

  1. Open Google Chrome.
  2. In the address bar, enter chrome://settings/content/pdfDocuments
  3. In the Default behavior section, select Download PDFs.

or

  1. Select the three vertical dots in the upper right and select Settings.
  2. Go to the Privacy and security tab.
  3. Select Site settings.
  4. In the Content section, from the Additional content settings dropdown list select PDF documents.
  5. In the Default behavior section, select Download PDFs.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Firefox:

  1. Go to the menu bar at the top of the page and select Settings.
  2. Go to the Privacy & Security tab.
  3. In the Permission section, deselect Block pop-up windows.

Download PDFs in Firefox:

  1. Go to the menu bar at the top of the page and select Settings.
  2. Go to the General tab, enter PDF in the Find in Settings search bar.
  3. In the Applications table, from the Portable Document Format (PDF) dropdown list select Save File.

    If Portable Document Format (PDF) is not listed, download your favorite PDF viewer.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Safari:

  1. Launch Safari and select Safari > Preferences.
  2. Go to the Security tab.
  3. Find Web content and deselect Block pop-up windows.

Download PDFs in Safari:

  1. Launch Safari and select Safari > Preferences.
  2. Go to the Security tab.
  3. Find Internet plug-ins and select Website Settings.
  4. On the list of plug-ins, select Adobe Reader.
  5. Under When Visiting Other Websites, select Allow Always from the dropdown list.
  6. Select Done.

PDF reports and checks appear in a pop-up. Make sure you allow pop-ups in your browser.

Allow pop-ups in Microsoft Edge:

  1. Open Microsoft Edge.
  2. In the address bar, enter edge://settings to see the browser settings.
  3. Go to the Cookies and site permissions tab.
  4. In the All permissions subsection, select Pop-ups and redirects.
  5. Deselect Block (recommended).

Download PDFs in Microsoft Edge:

  1. Open Microsoft Edge.
  2. In the address bar, enter edge://settings to see the browser settings.
  3. Go to the Cookies and site permissions tab.
  4. In the All permissions subsection, select PDF documents.
  5. Select Always download PDF files.

You might see a pop-up that the PDF reader has been disabled in Microsoft Edge. Select Download file to continue and download the PDF.