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How to Use the Express Order Statement
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Summary: Express Order on-line statements provide a record of charges and credits for Express Order activity. Use these step-by-step instructions to access and print Express Order statements.
Need background information? Read the Express Order overview.
First-time users: Please read all the instructions on this page before you access a statement.
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| What to do |
How to do it |
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View an online Express Order statement. |
- Go to the online Express Order Statement form.
- To obtain a statement, use the drop-down list to either specify a vendor or select Other - All Vendors (the last option on the list).
- Note: The transaction totals will be listed.
To review the transaction detail, click the Release Number for that transaction.
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| 2 |
Specify the criteria for the statement you want to review.
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- To search by accounting period date range:
- Enter begin and end dates for the statement as MM/DD/YYYY
(leading zeros are not needed for the month and day)
- To search by index:
- Enter the specific index the order was charged to, if you know it.
- If you don't know the exact index the order was charged to,
enter the index prefix (e.g., BIO). This will show activity processed on all indexes for that prefix.
- To search by buyer code:
- To search by statement number (listed on your operating ledger under Doc. Ref.):
- Enter the statement number.
- If there are several releases on the statement, click the release number to display information for each release.
- To narrow the search, use more than one of the following criteria:
- Accounting period date range
- Index
- Buyer code
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| 3 |
Print a statement. |
- Click Print This Statement on the right side of your screen.
- When the Printer Menu pop-up form appears, click Properties to set your printer to landscape mode.
- Click Print.
- Contact your system administrator if you need assistance.
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| 4 |
Copy the statement to Excel.
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- After typing your search criteria (Step 2), increase the Rows Per Page count to 500, the maximum number you can request.
Note: If you have more than 500 transactions, complete Steps b–f below, then click Next to view the remaining transactions. Complete Steps b–f for each of the remaining pages.
- Select (highlight) the report headers and the transactions in one of two ways:
- Insert your cursor before the "I" in Index (in the header), then drag your mouse down the page to the far right cell in the last transaction row.
OR
- Insert your cursor before the "I" in Index (in the header), hold down the Shift key, then click in the far right cell in the last transaction row you want to copy.
- All transactions should now be highlighted.
- Click Edit, Copy.
- Open Excel, then click in the first empty cell in column A.
- Click Edit, Paste.
Now you can expand the cells to view all the data, sort it, or use any other Excel function to manipulate the data.
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Questions? Contact Tracy Buchanan, (858) 534-6536. |
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