Discussion

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>
 
<div style="text-align: center;">[[Purchase Reports|Purchase Reports (Page)]] | [[Purchase Report]] | [[Purchase Report Aids]]</div>
  
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== Purchase Report ==
+
==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]]
 
[[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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<br />
−
 
+
{| class="wikitable"
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# '''Record Filters (Year, Supplier)''' - Set of Filter Options for precise search of records.
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|+Purchase Report terms on Oojeema Prime
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#* Year is set to current year by default
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!Field
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#* The report shows all suppliers in the record by default.
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!Description
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# '''Export''' - Exports the Record depending on the set filters.
+
|-
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# '''Supplier''' - Set of suppliers recorded in the report.
+
|1. '''Record Filters (Year, Supplier)'''
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# '''Month Range''' - Transaction records per month in a whole year.
+
|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]]
+
*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 ======
+
======Detailed Supplier Purchase Report======
 
[[File:Detailed Supplier Purchase Report.png|center|thumb|585x585px|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 terms
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<br />
−
 
+
{| class="wikitable"
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# '''Supplier Details''' - refers to the basic information about the supplier.
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|+Detailed Supplier Purchase Report terms
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# '''Export''' - Export the detailed record of Supplier Purchase Report
+
!Field
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# '''Date''' - Date when the transaction is created.
+
!Description
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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]].
+
|1. '''Supplier Details'''
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# '''AP No.''' - [[Accounts Payable]] of the Purchase Receipt Transaction
+
|Refers to the basic information about the supplier.
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# '''Amount''' - Amount recorded on the Transaction
+
|-
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# '''Status''' - current status of the Purchase Receipt (Received)
+
|2. '''Export'''
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+
|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)
 +
|}
 
Notes
 
Notes
  
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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]]
+
*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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===== Supplier Purchase Report View Reference =====
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=====Supplier Purchase Report View Reference=====
  
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====== View Purchase Receipt ======
+
======View Purchase Receipt======
 
[[File:Purchase Receipt View Reference.png|center|thumb|1000x1000px|Purchase Receipt View Reference]]
 
[[File:Purchase Receipt View Reference.png|center|thumb|1000x1000px|Purchase Receipt View Reference]]
 
<br />
 
<br />
  
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====== View Accounts Payable ======
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======View Accounts Payable======
 
[[File:Accounts Payable View Reference.png|center|thumb|1000x1000px|Accounts Payable View Reference]]
 
[[File:Accounts Payable View Reference.png|center|thumb|1000x1000px|Accounts Payable View Reference]]
 
{| class="wikitable" style="width:100%;"
 
{| class="wikitable" style="width:100%;"

Revision as of 12:28, 26 March 2021

Purchase Report

Purchase Report Menu

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

File:Purchase Report Menu List.png
Purchase Report Menu List


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
File:Detailed Supplier Purchase Report.png
Detailed Supplier Purchase Report


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)

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 here
Supplier Purchase Report View Reference
View Purchase Receipt
File:Purchase Receipt View Reference.png
Purchase Receipt View Reference


View Accounts Payable
File:Accounts Payable View Reference.png
Accounts Payable View Reference
Modules
Purchase Purchase Receipt
Financials Accounts Payable | Receipt Voucher
Maintenance Supplier
Job Aid Modules
Purchase Aids Purchase Receipt Aid
Financials Aids Accounts Receivable Aids | Receipt Voucher Aids
Maintenance Aids Supplier Aids
Reports Module(Reports)
Reports Purchase Reports
Purchase Reports Purchase Report | Average Cost
Reports Aid
Purchase Reports Purchase Report Aids | Average Cost Aids


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