Purchase Report - Revision history

Gelo: Changed categories.

2022-04-06T06:55:53Z

Changed categories.

Gelo at 06:12, 31 March 2022

2022-03-31T06:12:18Z

Gelo at 03:31, 14 March 2022

2022-03-14T03:31:22Z

Gelo at 07:05, 11 March 2022

2022-03-11T07:05:08Z

Gelo at 05:14, 14 December 2021

2021-12-14T05:14:21Z

Gelo at 05:11, 14 December 2021

2021-12-14T05:11:59Z

Gelo at 05:11, 14 December 2021

2021-12-14T05:11:34Z

Gelo at 17:16, 6 September 2021

2021-09-06T17:16:37Z

Gelo at 17:15, 6 September 2021

2021-09-06T17:15:53Z

Gelo at 04:28, 26 March 2021

2021-03-26T04:28:24Z

← Older revision		Revision as of 06:55, 6 April 2022
Line 125:		Line 125:
	\|}		\|}
	<br />		<br />
		+	[[Category:Financials]]
		+	[[Category:Purchase]]
		+	[[Category:Purchase Reports]]

@@ Line 79: / Line 79: @@
 =====<span class="mw-headline" id="Exporting_Purchase_Records" style="box-sizing: inherit;">Exporting Purchase Records</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
+#Under Reports Page, Click '''[[Purchase Report]]''' under [[Purchase Reports]] Section.
-#Under '''[[Purchase Report]]''', click the Export Button on the right side. Take note that you can filter the Date and Supplier for precise exportation of records.
+#Under Purchase report, click the Export Button on the right side. Take note that the user can filter the year and the supplier for precise exportation of records.
 [[File:Purchase Reports - Purchase Report - Export.png|border|center|1814x1814px]]
@@ Line 87: / Line 87: @@
 =====<span class="mw-headline" id="How_to_View_Reference_Voucher_on_Purchase_Report" style="box-sizing: inherit;">Viewing Reference Voucher on Purchase Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
+#Under Reports Page, Click '''[[Purchase Report]]''' under [[Purchase Reports]] Section.
-#Under [[Purchase Report]], you can check the linked amounts in the corresponding month date. Clicking the linked amount will redirect you to detailed voucher list.
+#Under Purchase Report, you can check the linked amounts in the corresponding month date. Clicking the linked amount will redirect you to detailed voucher list.
-#You can check the details of the voucher by clicking the voucher link on the columns.
+#Under detailed Purchase Report, Click on the respected links to view detailed record
 [[File:Purchase Reports - Purchase Report - View Detailed.png|border|center|2116x2116px]]
@@ Line 96: / Line 96: @@
 =====<span class="mw-headline" id="How_to_Export_Detailed_Purchase_Report" style="box-sizing: inherit;">Exporting Detailed Purchase Report</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
+#Under Reports Page, Click '''[[Purchase Report]]''' under [[Purchase Reports]] section.
 #Under Purchase Report, you can check the linked amounts in the corresponding month date. Clicking the linked amount will redirect you to detailed voucher list.
-#Click '''Export'''
+#Under detailed Purchase Report, Click Export
 [[File:Purchase Reports - Purchase Report - Export Detailed.png|border|center|1785x1785px]]

@@ Line 1: / Line 1: @@
-<div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]] | [[Purchase Report Aids]]</div>
+<div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]]</div>
 ==Purchase Report==
@@ Line 92: / Line 92: @@
 #You can check the details of the voucher by clicking the voucher link on the columns.
-[[File:Purchase Reports - Purchase Report - View Detailed.png|border|center|2115x2115px]]
+[[File:Purchase Reports - Purchase Report - View Detailed.png|border|center|2116x2116px]]
 <br />
 =====<span class="mw-headline" id="How_to_Export_Detailed_Purchase_Report" style="box-sizing: inherit;">Exporting Detailed Purchase Report</span>=====
@@ Line 101: / Line 101: @@
 #Click '''Export'''
-[[File:Purchase Reports - Purchase Report - Export Detailed.png|border|center|1784x1784px]]
+[[File:Purchase Reports - Purchase Report - Export Detailed.png|border|center|1785x1785px]]
 <br />
 {| class="wikitable" style="margin: auto;"

@@ Line 4: / Line 4: @@
 =====Purchase Report Menu=====
 '''Purchase Report''' <span style="color: rgb(51, 51, 51)">refers to an overview of the payment transactions occurred within a specific period of time.</span>
@@ Line 40: / Line 43: @@
 ======Detailed Supplier Purchase Report======
 '''Detailed Supplier Purchase Report''' <span style="color: rgb(51, 51, 51)">Menu refers to the detailed information per supplier regarding their  status.</span>
 {| class="wikitable" style="margin: auto;"
@@ Line 77: / Line 83: @@
 #Under '''[[Purchase Report]]''', click the Export Button on the right side. Take note that you can filter the Date and Supplier for precise exportation of records.
 =====<span class="mw-headline" id="How_to_View_Reference_Voucher_on_Purchase_Report" style="box-sizing: inherit;">Viewing Reference Voucher on Purchase Report</span>=====
@@ Line 84: / Line 92: @@
 #You can check the details of the voucher by clicking the voucher link on the columns.
 =====<span class="mw-headline" id="How_to_Export_Detailed_Purchase_Report" style="box-sizing: inherit;">Exporting Detailed Purchase Report</span>=====
@@ Line 91: / Line 101: @@
 #Click '''Export'''
 {| class="wikitable" style="margin: auto;"
 |+Categories:
@@ Line 103: / Line 115: @@
 | style="width:15%;" |Maintenance
 | style="" |[[Supplier]]
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''

@@ Line 6: / Line 6: @@
 '''Purchase Report''' <span style="color: rgb(51, 51, 51)">refers to an overview of the payment transactions occurred within a specific period of time.</span>
-=====<span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Report</span></span></span></span>=====
+=====<span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Purchase Report</span></span></span></span>=====
-*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales Report</span>
+*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Purchase Report</span>
 *#[[Supplier]]
 *#[[Item Master]]

@@ Line 93: / Line 93: @@
 {| class="wikitable" style="margin: auto;"
 |+Categories:
-| colspan="2" class="col-grey-light-bg" style="vertical-align:middle;text-align:center;" |'''Modules'''
+| colspan="2" style="vertical-align:middle;text-align:center;" class="col-grey-light-bg" |'''Modules'''
 |-
 | style="vertical-align:middle;text-align:left;width:15%;" |Purchase

@@ Line 5: / Line 5: @@
 =====Purchase Report Menu=====
 '''Purchase Report''' <span style="color: rgb(51, 51, 51)">refers to an overview of the payment transactions occurred within a specific period of time.</span>
-[[File:Purchase Report Menu List.png|center|thumb|1056x1056px|Purchase Report Menu List]]
-<br />
+=====<span class="mw-headline" id="Requirements_before_using_Sales_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_AR_Detailed_Report" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Accounts_Receivable_Aging" style="box-sizing: inherit;"><span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Sales Report</span></span></span></span>=====
 {| class="wikitable"
 |+Purchase Report terms on Oojeema Prime
 !Field
@@ Line 32: / Line 40: @@
 ======Detailed Supplier Purchase Report======
-[[File:Detailed Supplier Purchase Report.png|center|thumb|585x585px|Detailed Supplier Purchase Report]]
+'''Detailed Supplier Purchase Report''' <span style="color: rgb(51, 51, 51)">Menu refers to the detailed information per supplier regarding their  status.</span>
-<br />
+{| class="wikitable" style="margin: auto;"
 |+Detailed Supplier Purchase Report terms
 !Field
@@ Line 63: / Line 70: @@
 |Current status of the [[Purchase Receipt]] (Received)
 |}
-*For further details on how to export and view the reference vouchers of Accounts Payable and Purchase Receipt, the user may visit the Purchase Report Job Aids which can be found [[Purchase Report Aids|here]]
+=====<span class="mw-headline" id="Exporting_Purchase_Records" style="box-sizing: inherit;">Exporting Purchase Records</span>=====
-<br />
+{| class="wikitable" style="margin: auto;"
-{| class="wikitable" style="width:100%;"
+|+Categories:
-| colspan="2" style="vertical-align:middle;text-align:center;" |'''Modules'''
+| colspan="2" class="col-grey-light-bg" style="vertical-align:middle;text-align:center;" |'''Modules'''
 |-
 | style="vertical-align:middle;text-align:left;width:15%;" |Purchase
@@ Line 81: / Line 105: @@
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 |- style="box-sizing: inherit;"
 | style="width:15%;" |Maintenance Aids
@@ Line 98: / Line 116: @@
 | style="width:15%;" |Purchase Reports
 | style="" |[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]]
 |}
 <br />

@@ Line 71: / Line 71: @@
 ======View Purchase Receipt======
 [[File:Purchase Receipt View Reference.png|center|thumb|1000x1000px|Purchase Receipt View Reference]]
-<br />
+<br />=
 {| class="wikitable" style="width:100%;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Modules'''

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]] | [[Purchase Report Aids]]</div>
-== Purchase Report ==
+==Purchase Report==
-===== Purchase Report Menu =====
+=====Purchase Report Menu=====
 '''Purchase Report''' <span style="color: rgb(51, 51, 51)">refers to an overview of the payment transactions occurred within a specific period of time.</span>
 [[File:Purchase Report Menu List.png|center|thumb|1056x1056px|Purchase Report Menu List]]
-Purchase Report terms on Oojeema Prime
+<br />
+{| class="wikitable"
-# '''Record Filters (Year, Supplier)''' - Set of Filter Options for precise search of records.
+|+Purchase Report terms on Oojeema Prime
-#* Year is set to current year by default
+!Field
-#* The report shows all suppliers in the record by default.
+!Description
-# '''Export''' - Exports the Record depending on the set filters.
+|-
-# '''Supplier''' - Set of suppliers recorded in the report.
+|1. '''Record Filters (Year, Supplier)'''
-# '''Month Range''' - Transaction records per month in a whole year.
+|Set of Filter Options for precise search of records.
 Notes
-* For further details on how to export and view detailed supplier purchase report, the user may visit the Purchase Report Job Aids which can be found [[Purchase Report Aids|here]]
+*For further details on how to export and view detailed supplier purchase report, the user may visit the Purchase Report Job Aids which can be found [[Purchase Report Aids|here]]
-====== Detailed Supplier Purchase Report ======
+======Detailed Supplier Purchase Report======
 [[File:Detailed Supplier Purchase Report.png|center|thumb|585x585px|Detailed Supplier Purchase Report]]
-Detailed Supplier Purchase Report terms
+<br />
+{| class="wikitable"
-# '''Supplier Details''' - refers to the basic information about the supplier.
+|+Detailed Supplier Purchase Report terms
-# '''Export''' - Export the detailed record of Supplier Purchase Report
+!Field
-# '''Date''' - Date when the transaction is created.
+!Description
-# '''Purchase Receipt No.''' - [[Purchase Receipt]] reference number of the transaction
+|-
-# '''Invoice No.''' - Invoice number reference attached/recorded in the [[Purchase Receipt]].
+|1. '''Supplier Details'''
-# '''AP No.''' - [[Accounts Payable]] of the Purchase Receipt Transaction
+|Refers to the basic information about the supplier.
-# '''Amount''' - Amount recorded on the Transaction
+|-
-# '''Status''' - current status of the Purchase Receipt (Received)
+|2. '''Export'''
+|Export the detailed record of Supplier Purchase Report
 Notes
-* For further details on how to export and view the reference vouchers of Accounts Payable and Purchase Receipt, the user may visit the Purchase Report Job Aids which can be found [[Purchase Report Aids|here]]
+*For further details on how to export and view the reference vouchers of Accounts Payable and Purchase Receipt, the user may visit the Purchase Report Job Aids which can be found [[Purchase Report Aids|here]]
-===== Supplier Purchase Report View Reference =====
+=====Supplier Purchase Report View Reference=====
-====== View Purchase Receipt ======
+======View Purchase Receipt======
 [[File:Purchase Receipt View Reference.png|center|thumb|1000x1000px|Purchase Receipt View Reference]]
 <br />
-====== View Accounts Payable ======
+======View Accounts Payable======
 [[File:Accounts Payable View Reference.png|center|thumb|1000x1000px|Accounts Payable View Reference]]
 {| class="wikitable" style="width:100%;"