Print a Period-End Report as a PDF

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Expand/Collapse item  Overview

During period-end processing, you can print period-end reports as PDF documents that can be later viewed, e-mailed, and/or faxed from within Period End Report Viewer.

Expand/Collapse item  Before You Begin

  • Electronic delivery and PDF storage must be enabled for period-end reports in the Paperless Office Options window. For more information, see Set Up Paperless Office.

  • In the General Ledger, Accounts Receivable, Accounts Payable, and Sales Order, Inventory Management, and Purchase Order modules, select the reports to print in the Period End Report Selection window before beginning period-end processing. In other modules with period-end processing, you can select the reports to print only during period-end processing. For more information, see Period End Report Selection.

  • Period-end report PDF storage options must be set up in the Paperless Office Period End Report Maintenance window. In the Auto Create PDF field, Yes or Prompt must be selected. For more information, see Period End Report Maintenance.

Note PDF and electronic delivery settings are defined in Period End Report Maintenance. Multiple settings can be defined for a single period-end report. For example, one setting can be defined for all period-end reports in all companies and all modules, and another setting can be defined for a specific period-end report in a specific company and module. For more information about the specific setting that is used, see PDF and Electronic Delivery Option Hierarchy.

 

To print a period-end report as a PDF

  1. Open the Period End Processing task for the module. Select whether to print reports for period-end processing.

  2. Click Print or Proceed.

  3. If Yes is selected in the Auto Create PDF field for the report in the Period End Report Maintenance window, the PDF is automatically created. If Prompt is selected in the Auto Create PDF field, a message appears prompting you to print the reports in PDF format. Click Yes.

  4. If Prompt is selected in the Password Protect field in the Period End Report Maintenance window, the PDF Password window appears. Define the password that will be used to open this PDF. The same password is used for all period-end reports printed to PDF during period-end processing. For more information, see PDF Password - Fields.

The PDF is created and is launched in Acrobat Reader. If period-end reports are set up to be password-protected, you are prompted to enter a password to view the PDF.