Purchasing reports overview

Standard reports are reports that are typical to an application and have already been created for you. You can run them as they are or make slight modifications to them, such as setting filters to specify which items to include and from what time period or selecting from formatting options.

You create standard reports by configuring the filters available in the report settings page. Depending on the report, the report settings page presents 10-30 filter options such as:

  • Accounting period
  • Custom date ranges
  • Detail level
  • Summary views
  • Sorting
  • Grouping
  • Dimensional analysis

Some standard reports are available in more than one application, and usually have application-specific variations in filters and format.

Purchasing reports

Report Description
Item list Shows each item (product or service) your company sells and the product line to which it belongs. Use this report to track details such as item weight, unit of measure (UOM), cost method, and status (active or inactive).
Price list

Shows how you have priced goods and services within different price lists. It is organized by type of price list (for example, commercial, retail, and sales). Use this report to track details such as price breaks for various item quantities, price list, product line, items, effective dates for each price list, and effective dates for specific items if the item dates are different from the price list dates.
Purchase price variance Enables you to monitor the variances between the standard cost and the purchase order cost so that you can later update your standard cost to reflect reality.
Purchasing analysis Useful for examining your inventory in terms of what has been purchased. It offers a number of criteria that you can use to limit the data in the report to any combination of items, suppliers, and product lines.
Purchasing recurring

Shows all or some of the 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.
Purchasing transaction

Shows all your purchasing transactions that occurred within a time period you specify. More specifically, this report informs you of the characteristics of each transaction, including the date, supplier, Return To and Pay To names, delivery date, and the total amount of the transaction.
Receipt history Shows items that you have ordered and have received.
Supplier exception Identifies items that you have ordered but not yet received.
Supplier list Provides you with a list of your suppliers, along with details such as location and contact information, credit limits imposed or exceeded, supplier type, payment terms, and current supplier balances.
To export a standard application report, it must be memorized first. For more information, see Memorize a report for details.