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Difference between revisions of "Purchase Report"
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=====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> | '''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>===== | |
| − | {| class="wikitable" | + | |
| + | *The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales Report</span> | ||
| + | *#[[Supplier]] | ||
| + | *#[[Item Master]] | ||
| + | *#[[Warehouse]] | ||
| + | *#[[Purchase Receipt]] | ||
| + | *#[[Accounts Payable]] | ||
| + | |||
| + | {| class="wikitable" style="margin: auto;" | ||
|+Purchase Report terms on Oojeema Prime | |+Purchase Report terms on Oojeema Prime | ||
!Field | !Field | ||
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======Detailed Supplier Purchase Report====== | ======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;" |
| − | {| class="wikitable" | ||
|+Detailed Supplier Purchase Report terms | |+Detailed Supplier Purchase Report terms | ||
!Field | !Field | ||
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|Current status of the [[Purchase Receipt]] (Received) | |Current status of the [[Purchase Receipt]] (Received) | ||
|} | |} | ||
| − | |||
| − | + | =====<span class="mw-headline" id="Exporting_Purchase_Records" style="box-sizing: inherit;">Exporting Purchase Records</span>===== | |
| + | |||
| + | #Under the Main Menu, Click '''[[Reports]]''' | ||
| + | #Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]]. | ||
| + | #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>===== | ||
| + | |||
| + | #Under the Main Menu, Click '''[[Reports]]''' | ||
| + | #Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]]. | ||
| + | #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. | ||
| + | |||
| + | =====<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]]''' | ||
| + | #Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]]. | ||
| + | #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''' | ||
| − | + | {| class="wikitable" style="margin: auto;" | |
| − | {| class="wikitable" style=" | + | |+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 | | style="vertical-align:middle;text-align:left;width:15%;" |Purchase | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | | colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules''' | ||
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|- style="box-sizing: inherit;" | |- style="box-sizing: inherit;" | ||
| style="width:15%;" |Maintenance Aids | | style="width:15%;" |Maintenance Aids | ||
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| style="width:15%;" |Purchase Reports | | style="width:15%;" |Purchase Reports | ||
| style="" |[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]] | | style="" |[[Purchase Report]]<nowiki> | </nowiki>[[Average Cost]] | ||
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|} | |} | ||
<br /> | <br /> | ||
Revision as of 13:11, 14 December 2021
Contents
Purchase Report
Purchase Report Menu
Purchase Report refers to an overview of the payment transactions occurred within a specific period of time.
Requirements before using Sales Report
- The user should setup have the following records in order to proceed on using the Sales Report
| Field | Description |
|---|---|
| 1. Record Filters (Year, Supplier) | Set of Filter Options for precise search of records.
|
| 2. Export | Exports the Record depending on the set filters. |
| 3. Supplier | Set of suppliers recorded in the report. |
| 4. Month Range | Transaction records per month in a whole year. |
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 here
Detailed Supplier Purchase Report
Detailed Supplier Purchase Report Menu refers to the detailed information per supplier regarding their status.
| Field | Description |
|---|---|
| 1. Supplier Details | Refers to the basic information about the supplier. |
| 2. Export | Export the detailed record of Supplier Purchase Report |
| 3. Date | Date when the transaction is created. |
| 4. Purchase Receipt No | Purchase Receipt reference number of the transaction |
| 5. Invoice No. | Invoice number reference attached/recorded in the Purchase Receipt. |
| 6. AP No. | Accounts Payable of the Purchase Receipt Transaction |
| 7. Amount | Amount recorded on the Transaction |
| 8. Status | Current status of the Purchase Receipt (Received) |
Exporting Purchase Records
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Purchase Report under Purchase Reports.
- 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.
Viewing Reference Voucher on Purchase Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Purchase Report under Purchase Reports.
- 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.
Exporting Detailed Purchase Report
- Under the Main Menu, Click Reports
- Under Reports Menu, Click Purchase Report under Purchase Reports.
- 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
| Modules | |
| Purchase | Purchase Receipt |
| Financials | Accounts Payable | Receipt Voucher |
| Maintenance | Supplier |
| Job Aid Modules | |
| Maintenance Aids | Supplier Aids |
| Reports Module(Reports) | |
| Reports | Purchase Reports |
| Purchase Reports | Purchase Report | Average Cost |