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Difference between revisions of "Purchase Report"

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<div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]] | [[Purchase Report Aids]]</div>
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<div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]]</div>
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 +
==Purchase Report==
 +
 
 +
=====Purchase Report Menu=====
 +
[[File:Purchase Reports - Purchase Report - Record List.png|border|center|1500x1500px]]
  
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== Purchase Report ==
 
  
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===== 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>
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[[File:Purchase Report Menu List.png|center|thumb|1056x1056px|Purchase Report Menu List]]
 
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Purchase Report terms on Oojeema Prime
 
  
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# '''Record Filters (Year, Supplier)''' - Set of Filter Options for precise search of records.
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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 Purchase Report</span></span></span></span>=====
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#* Year is set to current year by default
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#* The report shows all suppliers in the record by default.
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*The user should setup have the following records in order to proceed on using the <span style="box-sizing: inherit;">Purchase Report</span>
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# '''Export''' - Exports the Record depending on the set filters.
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*#[[Supplier]]
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# '''Supplier''' - Set of suppliers recorded in the report.
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*#[[Item Master]]
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# '''Month Range''' - Transaction records per month in a whole year.
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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
 +
!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
 
Notes
  
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* 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]]
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*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]]
  
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====== Detailed Supplier Purchase Report ======
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======Detailed Supplier Purchase Report======
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[[File:Detailed Supplier Purchase Report.png|center|thumb|585x585px|Detailed Supplier Purchase Report]]
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[[File:Purchase Reports - Purchase Report - Detailed Purchase Report.png|border|center|738x738px]]
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Detailed Supplier Purchase Report terms
 
  
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# '''Supplier Details''' - refers to the basic information about the supplier.
 
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# '''Export''' - Export the detailed record of Supplier Purchase Report
 
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# '''Date''' - Date when the transaction is created.
 
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# '''Purchase Receipt No.''' - [[Purchase Receipt]] reference number of the transaction
 
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# '''Invoice No.''' - Invoice number reference attached/recorded in the [[Purchase Receipt]].
 
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# '''AP No.''' - [[Accounts Payable]] of the Purchase Receipt Transaction
 
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# '''Amount''' - Amount recorded on the Transaction
 
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# '''Status''' - current status of the Purchase Receipt (Received)
 
  
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Notes
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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>
 +
{| class="wikitable" style="margin: auto;"
 +
|+Detailed Supplier Purchase Report terms
 +
!Field
 +
!Description
 +
|-
 +
|1. '''Supplier Details'''
 +
|Refers to the basic information about the supplier.
 +
|-
 +
|2. '''Export'''
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|Export the detailed record of Supplier Purchase Report
 +
|-
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|3. '''Date'''
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|Date when the transaction is created.
 +
|-
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|4. '''Purchase Receipt No'''
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|[[Purchase Receipt]] reference number of the transaction
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|-
 +
|5. '''Invoice No.'''
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|Invoice number reference attached/recorded in the [[Purchase Receipt]].
 +
|-
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|6. '''AP No.'''
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|[[Accounts Payable]] of the Purchase Receipt Transaction
 +
|-
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|7. '''Amount'''
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|Amount recorded on the Transaction
 +
|-
 +
|8. '''Status'''
 +
|Current status of the [[Purchase Receipt]] (Received)
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|}
 +
 
 +
=====<span class="mw-headline" id="Exporting_Purchase_Records" style="box-sizing: inherit;">Exporting Purchase Records</span>=====
 +
 
 +
#Click [[Reports]] under Main Menu
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#Under Reports Page, Click '''[[Purchase Report]]''' under [[Purchase Reports]] Section.
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#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.
  
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* 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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[[File:Purchase Reports - Purchase Report - Export.png|border|center|1814x1814px]]
 +
<br />
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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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===== Supplier Purchase Report View Reference =====
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#Click [[Reports]] under Main Menu
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#Under Reports Page, Click '''[[Purchase Report]]''' under [[Purchase Reports]] Section.
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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.
 +
#Under detailed Purchase Report, Click on the respected links to view detailed record
  
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====== View Purchase Receipt ======
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[[File:Purchase Reports - Purchase Report - View Detailed.png|border|center|2116x2116px]]
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[[File:Purchase Receipt View Reference.png|center|thumb|1000x1000px|Purchase Receipt View Reference]]
 
 
<br />
 
<br />
 +
=====<span class="mw-headline" id="How_to_Export_Detailed_Purchase_Report" style="box-sizing: inherit;">Exporting Detailed Purchase Report</span>=====
 +
 +
#Click [[Reports]] under Main Menu
 +
#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 detailed Purchase Report, Click Export
  
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====== View Accounts Payable ======
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[[File:Purchase Reports - Purchase Report - Export Detailed.png|border|center|1785x1785px]]
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[[File:Accounts Payable View Reference.png|center|thumb|1000x1000px|Accounts Payable View Reference]]
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<br />
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{| class="wikitable" style="width:100%;"
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{| class="wikitable" style="margin: auto;"
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Modules'''
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|+Categories:
 +
| 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
 
| style="vertical-align:middle;text-align:left;width:15%;" |Purchase
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| style="width:15%;" |Maintenance
 
| style="width:15%;" |Maintenance
 
| style="" |[[Supplier]]
 
| style="" |[[Supplier]]
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|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
 
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|-
 
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| style="width:15%;" |Purchase Aids
 
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|[[Purchase Receipt Aid]]
 
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|- style="box-sizing: inherit;"
 
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| style="width:15%;" |Financials Aids
 
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| style="" |[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
 
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|- style="box-sizing: inherit;"
 
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| style="width:15%;" |Maintenance Aids
 
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| style="" |[[Supplier Aids]]
 
 
|- style="box-sizing: inherit;"
 
|- style="box-sizing: inherit;"
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
 
| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module([[Reports]])'''
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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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|- style="box-sizing: inherit;"
 
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Aid'''
 
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|- style="box-sizing: inherit;"
 
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| style="width:15%;" |Purchase Reports
 
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| style="" |[[Purchase Report Aids]]<nowiki> | </nowiki>[[Average Cost Aids]]
 
 
|}
 
|}
 
<br />
 
<br />
 +
[[Category:Financials]]
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[[Category:Purchase]]
 +
[[Category:Purchase Reports]]

Latest revision as of 14:55, 6 April 2022

Purchase Report

Purchase Report Menu
Purchase Reports - Purchase Report - Record List.png


Purchase Report refers to an overview of the payment transactions occurred within a specific period of time.

Requirements before using Purchase 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
Purchase Reports - Purchase Report - Detailed Purchase Report.png


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. Click Reports under Main Menu
  2. Under Reports Page, Click Purchase Report under Purchase Reports Section.
  3. 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.
Purchase Reports - Purchase Report - Export.png


Viewing Reference Voucher on Purchase Report
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Purchase Report under Purchase Reports Section.
  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. Under detailed Purchase Report, Click on the respected links to view detailed record
Purchase Reports - Purchase Report - View Detailed.png


Exporting Detailed Purchase Report
  1. Click Reports under Main Menu
  2. Under Reports Page, Click Purchase Report under Purchase Reports section.
  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. Under detailed Purchase Report, Click Export
Purchase Reports - Purchase Report - Export Detailed.png


Categories:
Modules
Purchase Purchase Receipt
Financials Accounts Payable | Receipt Voucher
Maintenance Supplier
Reports Module(Reports)
Reports Purchase Reports
Purchase Reports Purchase Report | Average Cost


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