Purchasing Analysis report

In the Time period section, do one of the following:

• Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
• Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

The following table describes the fields in the Time period section.

1. You can track items either by Item ID or by UPC code. To track items by Item ID:
   • For the Report on option, select Item ID, and then use either the From item and To item dropdown lists or the Operator and Value fields to specify the items to include in your report.
   The Operator and Value fields help you filter on specific items. For example, if you want a report on an item with the ID 879HGT453, but you remember only part of the ID, such as the HGT characters, you can select Contains from the Operator dropdown, and then enter HGT in the Value field, and select View. The system finds and displays all items where the Item ID contains the character string "HGT". If you select Includes or Excludes from the dropdown, the Value field can contain a list of values separated by commas.
2. To track items by UPC code:
   • Select UPC as the Report on option, and then use either the From UPC and To UPC dropdown lists or the Operator and Value fields to specify the items to include in your report.
3. To limit the report results to a specific line, select the product line from the Product line dropdown list.
4. To limit the report results based on the status of transactions, select the status from the Transaction status dropdown list:
   • All (this is the default setting)
   • Draft orders
   • Posted open orders
   • Closed orders
   • Converted orders

When you create a transaction, the system usually sets the state to Pending. For example, when you create a Purchase Order, its state might be set to pending. Later, when you receive shipment and convert the purchase order to a receipt, the system automatically changes the status of the Purchase Order to Converted. Thus, you can view all transactions or only transactions that are open, closed, or converted into another document type as part of the workflow cycle.

5. To limit the report results based on one or more transaction types. select any type from the left box and move it to the right box. To multi-select transaction types, hold down the Ctrl key and select required types.

   This list is variable and depends on the document types your company has created. If your company has not modified the default set of transaction types, this list includes transaction types, such as Receipt, Receipt invoice, Purchase order, Purchase requisition, and PO purchase invoice.

   If you leave this field clear, all document types are included in the filter criteria.

6. To limit the report results based on the template used to create transaction, select the template from the Transaction class dropdown. 
7. Show the controls what type of transaction data, if any, is displayed within the grouping. Your choices are Orders, Items, or None.
   For example, say you chose Supplier - Product line for Report groupings. The report is organized first by vendor and then by product line for each vendor. You can then use the Show the list to select whether the Orders or Items for this vendor are displayed as the data in the resulting report. If you select None, the report displays no data. This version is a very compact report that shows only the product line totals for each supplier, and is useful if you need big-picture numbers without the actual transactions. If you plan to use the Detail level, don't choose None here.
8. Select the Exclude back orders checkbox if you don't want to include back orders in this report.

1. To filter the report by geographic location, select the location from the Location dropdown list.
   Enter or select a location to run this report at the top level. The system uses the location that you specify to determine the appropriate currency.
2. To filter the report by department, select the department from the Department dropdown list.
3. If you want the report to cover certain locations regardless of what you select in the Location dropdown list, use the Show for dropdown list to select the locations you want the report to cover:
   1. All Locations: Include data for all locations regardless of the entity you're currently using.
   2. This Location: Include data only for the entity that you're currently using.
   3. Child Locations: Include data only for the locations that are child locations of your current entity.  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

1. To format the report by a particular group, select the report group from the Report groupings dropdown list. Choose from:
• Supplier
• Supplier - Product line
• Product line
• Product line - Supplier
• Supplier tabular

Supplier tabular organizes the report in a "flat-file" fashion without groupings. In other words, all the line items are at the same level. This option is most useful if you are exporting to a spreadsheet program.

2. To select the level of detail, select either Summary or Detail from the Detail level dropdown list.

Summary includes the warehouse in which the item is located, Order or Item (whichever you selected in the Show the dropdown list), the date of the transactions, the state or status of a stage of the transaction in the workflow process, and the amount of the transaction. Detail includes the Item ID and description, warehouse in which the item is stored, the unit of measure, quantity, and price.

3. To include departments in the report, select the Show departments checkbox.
To include the departments and/or locations of each item, you must select Detail from the Detail level dropdown list and either Items or Orders in the Show the dropdown list in addition to selecting the checkboxes.
4. To include locations in the report, select the Show locations checkbox.

1. Enter the title in the Report title 1 field.
• This title displays in large type at the top of the page, directly under your company name.
• You can type over any default name that Sage Intacct might have populated in this field.  
2. Enter the subtitle in the Report title 2 field.
• The subtitle displays in smaller type, directly beneath the main title.
3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.