Enhanced interface

Purchasing Recurring report

The Purchasing Recurring report shows recurring transactions in Purchasing. You can see all the recurring transactions along with details such as the document type, their frequency, amount, the next date the system will generate a transaction and so on.

Use this report to see a list of transactions that have been scheduled to automatically generate based on the schedule assigned. This report only displays the next scheduled transaction. For example if you have a schedule to generate once a month over 12 months, you will see only the transaction that needs to be generated next. After the transaction has generated, then the following month's transaction will appear.

If you have many recurring transactions, you can filter the report results on a number of criteria, such as only those recurring transactions for a specific supplier or supplier type.

You can sort the results by one of a number of criteria such as Due date, Supplier ID, Supplier name, and so on. After you display the results, you can drill down into the information for the supplier and the recurring template.

Purchasers use this report to forecast the type of transactions that will be generated for a period.

For information on terms that may differ in your location, see Terminology across locales.

To access this report, go to Purchasing > All > Reports and select Purchasing recurring.

Subscription	Purchasing
User type	Business Employee Project Manager Warehouse
Permissions	Purchasing recurring: Run

View a monthly report

On the report settings page, select View.
The report displays all results for the default reporting period.
To refine the report, select Customize, and follow the steps in Customize and run below.

Customize and run

Before running the report, you can select the time period and types of items to include as well as specify how you want the report to appear.

Select the reporting period from the dropdown menu, or enter the start and end dates you want the report to cover. If you do not specify a reporting period, the system generates a report for the current month to date.
- You can specify either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Format the report.
- Format options will vary from report to report. Generally, you can set the layout of the report and arrange how to group and display the data contained in the report.
Enter a title, subtitle, and footer text for your report.
To view, process, memorize, or export the report or add it to the dashboard, select one of the following:

To...	...select
View the report now, in your browser.	View
Display the report now, in printable PDF format.	Print
Generate the report and store it for later access. Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.	Process & store
Add the report to your dashboard	Add to dashboard
Memorize (that is, save) the report so that later you can refer back to it or modify and re-run it.	Memorize
Export the report to a separate file that you can then distribute or save to your local drive. File formats to which you can export the report data vary among reports.	Export
Return to the main report page and refine the report further.	Customize

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

To set the time period:

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.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Sage Intacct generates your report based on the start and end dates. It ignores the As of date.

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

Field	Description
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.
As of date	The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.
Start date	Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.
End date	Leave the End date blank to include all information from the start date up to today.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To customize your report results, change the filters as follows:

To narrow the results to a specific supplier or a range of suppliers, use the From supplier and To supplier dropdown menus.
To narrow the results to a specific supplier type, use the Supplier type dropdown menu.
To narrow the results to a specific document type or a range of types, use the From document template ID and To document template ID dropdown menus.
The following filter options display only if you work in a multi-currency and multi-entity environment:
1. To filter the report by geographic location, select the location from the Location dropdown menu.
  If a location is required when you run this report at the top level, the system uses the location you specify to determine the appropriate currency.
2. To filter the report by department, select the department from the Department dropdown menu.
3. If you want the report to cover certain locations regardless of what you select in Location, use the Show for dropdown menu to select the locations you want the report to cover:
  1. If you want the report to include data for all locations regardless of the entity you're currently using, select All Locations.
  2. If you want the report to include data only for the entity you're currently using, select This Location.
  3. If you want the report to include data only for locations that are child locations of your current entity, select Child Locations. 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.

The following table describes each item in the Filters section of this report settings page:

Filter field	Notes	Limitations
From supplier, To supplier
Supplier type
From document template ID, To document template ID	Includes data only for a specific document type or range of types. By default these fields are blank, which means the report will include all document types.
Location	Enables you to limit report results to a specific location.	Only displays for multi-currency, multi-entity companies.
Department	Enables you to limit report results to a specific department.
Individual report	Select this checkbox if you want each entity or department and/or location to have its own report page.
Prompt on run	Select this checkbox to force the system to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown.	Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Formatting

Use this section to specify the sort order and to change the page layout of the report.

To sort the report results, select the Sort by dropdown list, and then select the category to sort by.
The abbreviation "desc" after an option means "Descending order", such as reverse alphabetical or reverse numerical order.
To change the page layout, select the Page orientation dropdown list, and then select either Portrait or Landscape.

The following table describes each item in the Format section of this report settings page:

Format options
Format Box	Notes
Sort by	Date is the default.
Page orientation	Portrait is the default layout. Portrait: display or print the report pages vertically. Landscape: display or print the report pages horizontally.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

What's in this report?

The default Purchasing Recurring report consists of the following columns:

Report Column Heading	Description
Document type	Type of document that's recurring, for example, Inventory Receipt
Reference no.	Purchase order number or other reference number related to the supplier
Contract ID	ID associated with your supplier, if any
Frequency	How often the AP purchase invoice is paid (for example, weekly, monthly, and so on)
Start date	Date on which the series of recurring AP purchase invoices began
Doc count	Number of times the recurring transaction has occurred
Amount	Amount of the recurring transaction
Next date	Date on which the next transaction will be generated
Term
Due date

You can select any link to drill down to the details.