outstanding po’s report xopo. step 1:double-click on the datatel icon to open
TRANSCRIPT
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Outstanding PO’s Report
XOPO
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Step 1: Double-click on the Datatel icon to open
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Step 2: Type Login and Password
cluna
xxxxxxxx
Step 3: Click OK
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Step 4: Click on Apps from menu bar
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Step 5: Select CF from drop-down menu
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Step 6: Next to Quick Access type XOPO
XOPO
Step 7: Click on the “Go” button
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Step 8: At the prompt type your Cost Center and press Enter
100030
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Step 9: Click on “Update” to process report
100030
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Step 10: Report will process
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Step 11: File will import to Excel
c:\tempfile\outpos.csv
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Step 12: Excel will open with the OUTPOS file
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Step 13: Click on the minimized Datatel file to Restore
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Step 14: To exit the CF screen click on the red “X” in the middle of
your menu bar
XOPO
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Step 15: Click on the minimized Excel file to restore
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Step 16: Click on “File”
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Step 17: Click on “Save As”
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Step 18: Click on the ‘Save in” arrow to show drop-down menu
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Step 19: Select folder where file will be saved
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Step 20: Under “File name” type “Outstanding POs 09-07”
(or any other title you feel comfortable with)
Outstanding POs 09-07
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Step 21: Click on the ‘Save as type” arrow to show drop-down menu
Outstanding POs 09-07
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Step 22: Select “Microsoft Excel”
Outstanding POs 09-07
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Step 23: Click on the “Save” button
Outstanding POs 09-07
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Step 24: Now you can format the report to fit your reconciliation
needs
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Thank you!