Print or email a single document—Purchasing

If you need to send an individual Purchasing document to a customer, you can do so directly from the transaction list.

If you need to send multiple Purchasing documents, use the Print or email menu option. It's quicker than selecting Print or email for each document individually.

About printing documents

Printing or emailing a posted document sets the Printed state on the transaction History tab to Yes. If the transaction definition has its Edit policy or Delete policy set to Before printing, you cannot edit or delete a transaction after the document is printed.

Printing a draft document does not change the Printed state.

  1. From the applicable transaction list, open the transaction in view or edit mode. For example, open a vendor 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 vendor invoice.
  2. Select the History tab. The value of the Printed field is Yes if the transaction has been printed, or No if not printed.

Print or email a Purchasing document

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

Subscription

Purchasing

Regional availability

All regions

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

Purchasing transactions: List, View

Restrictions

Employee users can only print transactions where the Transaction type = Quote.

  1. Go to Purchasing > All > Transactions and select the applicable transaction type.

  2. Find the transaction you want to print or email.

  3. Do one of the following:

    • Select the corresponding Print or email link.

    • Open the transaction and select Print or email.

  4. Select the Print checkbox and then select OK.

    The PDF document appears in a separate browser window.

  5. To print a hard copy, select the Print icon in the upper left of the PDF window.

  6. 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?

You can assign document templates to the transaction definition. If you do not assign a document template to the transaction definition, Intacct uses a hard-coded, generic template. We strongly recommend that you use a document template for printed output.

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. On 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. On 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 documents page to override the default document template.

Set up your browser for PDF printing

Allow pop-ups in Chrome:

  1. In the Chrome browser, 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. In the Chrome browser, 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.

Allow pop-ups in Firefox:

  1. In the Firefox browser, go to the menu bar at the top of the pageand 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.

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.

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.