Step 17. Print a Pending Requisition Status Report

Accounts Payable Year-end Checklist

Print a Requisition Status Report for pending requisitions for 12/31/YYYY.

How do I print a Pending Requisition Status Report?

1. Open Connect Accounts Payable > Reports > Requisition Status Report.

2. Use the Title box to select Requisition Status Report - Pending [Caselle Master].

3. Use the Report Date box to select 1/1/YYYY to 12/31/YYYY.

4. Click Print (CTRL+P).

Can I save a report as an Excel, PDF, RTF, or TXT file?

How do I print my report preview?

After the report prints, set it aside.

STOP!

Do you want to delete history?

Deleting history will remove transactions from the Accounts Payable database that fall outside the number of years of history to keep that is set in the Organization table (Organization > Organization).

I do not want to delete history. If you will not be deleting history, this is the last step that you need to complete in the checklist. File the Aging, Open Purchase Order, and Pending Requisition Status reports. You're done.
I want to delete history. If you will be deleting history, continue to Step 18. Run Delete History (Optional).

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