Reports required:
Finance Reports (category)
- Supplier prices
Parameters: Supplier (company), date range, item code, category code
Sort by: Supplier or Item or Category (then by item code)
Columns: Item code, description, supplier, territory, Price, Valid From, Valid Until
- Purchase Orders
Parameters: Supplier (company), date range, category code
Sort by: Supplier or Category or Sales & Booking ID (then by date)
Columns:
Header: Status, Supplier, Sales & Booking ID, Reference (person), total quantity, total amount
Details: Item code, description, unit price, quantity, extended price
Subtotals by Sort By: Quantity, Amount
Totals: Quantity, Amount
- Purchase Order Receipts
Filter by Receipt date not null
Parameters: Supplier (company), date range, category code
Sort by: Supplier or Category or Sales & Booking ID (then by date)
Columns:
Header: Supplier, Sales & Booking ID, Reference (person), total quantity, total amount
Details: Item code, description, unit price, quantity, extended price
Subtotals by Sort By: Quantity, Amount
Totals: Quantity, Amount
Forms required:
- Purchase Order form
model on Sales Order/invoice layouts
