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>
[[File:Purchase Report Menu List.png|center|thumb|1056x1056px|Purchase Report Menu List]]
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=====<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"
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*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Sales Report</span>
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*#[[Supplier]]
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*#[[Item Master]]
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*#[[Warehouse]]
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*#[[Purchase Receipt]]
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*#[[Accounts Payable]]
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{| 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======
[[File:Detailed Supplier Purchase Report.png|center|thumb|585x585px|Detailed Supplier Purchase Report]]
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'''Detailed Supplier Purchase Report''' <span style="color: rgb(51, 51, 51)">Menu refers to the detailed information per supplier regarding their  status.</span>
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{| 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)
 
|}
 
|}
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]]
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=====<span class="mw-headline" id="Exporting_Purchase_Records" style="box-sizing: inherit;">Exporting Purchase Records</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
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#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.
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=====<span class="mw-headline" id="How_to_View_Reference_Voucher_on_Purchase_Report" style="box-sizing: inherit;">Viewing Reference Voucher on Purchase Report</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
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#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.
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#You can check the details of the voucher by clicking the voucher link on the columns.
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=====<span class="mw-headline" id="How_to_Export_Detailed_Purchase_Report" style="box-sizing: inherit;">Exporting Detailed Purchase Report</span>=====
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#Under the Main Menu, Click '''[[Reports]]'''
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#Under Reports Menu, Click '''[[Purchase Report]]''' under [[Purchase Reports]].
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#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.
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#Click '''Export'''
  
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{| class="wikitable" style="margin: auto;"
{| class="wikitable" style="width:100%;"
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|+Categories:
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Modules'''
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| colspan="2" class="col-grey-light-bg" style="vertical-align:middle;text-align:center;" |'''Modules'''
 
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|-
 
| 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="width:15%;" |Purchase Aids
 
|[[Purchase Receipt Aid]]
 
|- style="box-sizing: inherit;"
 
| style="width:15%;" |Financials Aids
 
| style="" |[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 
 
|- 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]]
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
|- style="box-sizing: inherit;"
 
| style="width:15%;" |Purchase Reports
 
| style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]]
 
 
|}
 
|}
 
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Revision as of 13:11, 14 December 2021

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
Purchase Report terms on Oojeema Prime
Field Description
1. Record Filters (Year, Supplier) Set of Filter Options for precise search of records.
  • Year is set to current year by default
  • The report shows all suppliers in the record by default.
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.

Detailed Supplier Purchase Report terms
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
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Purchase Report under Purchase Reports.
  3. 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
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Purchase Report under Purchase Reports.
  3. 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.
  4. You can check the details of the voucher by clicking the voucher link on the columns.
Exporting Detailed Purchase Report
  1. Under the Main Menu, Click Reports
  2. Under Reports Menu, Click Purchase Report under Purchase Reports.
  3. 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.
  4. Click Export
Categories:
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