Exact Globe+

Generating Power View Report for Purchase Orders

Introduction

You can obtain detailed information of purchases such as items ordered, the quantities ordered, received, and returned, the amount ordered and invoiced, the discount given, total amount ordered, total net amount, amount invoiced, total discount, and discount percentage in the power view report. The aging analysis for the supplier is also displayed.

Menu path

Purchase/Reports/Power view

Description

You can filter the supplier that you want to display by defining one or more of the following search criteria and clicking Display. The supplier that matches the search criteria you have defined is then displayed. A list of options appears if you click in the Warehouse, Debtor, Item group, and other boxes. From the list, make your selection and click Select.

General section

Warehouse

Type or select the warehouse or warehouse range to display purchase orders of the selected supplier with the selected warehouse(s). You can also select the All check box to display purchase orders of the selected supplier with any warehouse. By default, the All check box is selected.

Note: This box is available only if you have E-Warehouse management in your license.

Supplier

Type or select the ID or name of the supplier to be displayed. This information is mandatory.

Year

Select the year to display the purchase orders with the selected year for the selected supplier.

Note: The years available for selection are based on the Financial year defined at System/General/Settings, under General settings.

Units

You can select what you want to be displayed in the overview. Select any of the following:

Purchase units -- Select this to view the quantity of item in purchase units.
Sales units -- Select this to view the the quantity of items in sales units.

Show

You can select what you want to be displayed in the overview. Select any of the following:

By item -- Select this to view the purchase order history of a specific item ordered.
By supplier -- Select this to view the purchase order history of all the items ordered.

Show:Last

You can select to view the purchase order history of the item(s) ordered by month, week, or day. Select any of the following:

Months -- Select this to view the purchase order history of the item(s) ordered last month or during the past months.
Weeks -- Select this to view the purchase order history of the item(s) ordered last week or during the past weeks.
Days -- Select this to view the purchase order history of the item(s) ordered yesterday or during the past few days.

Note: Type the number of months, weeks, or days to be displayed. For example, if you want to view the purchase order history of the item for the last three months, type “3” in the box, and select Months. This box is available only if the By item option in Show is selected.

Status section

Status

This section allows you to select the items of the purchase orders that you want to be displayed based on the following statuses:

Authorized – Select this check box to view the items of all the authorized purchase orders. By default, this check box is selected. This check box is available only if you have selected the Purchase order check box at System/General/Settings, under Purchase settings in the Authorize section.
Not authorized – Select this check box to view the items of all the unauthorized purchase orders. This check box is available only if you have selected the Purchase order check box at System/General/Settings, under Purchase settings in the Authorize section.
Open – Select this check box to view the items of all the outstanding purchase orders (purchase orders that are not completed).
Completed – Select this check box to view the items of all the completed purchase orders.

Item section

Item group

Type or select the item group or range of item groups to be displayed. You can also select the All check box to display all the item groups. By default, the All check box is selected.

Item

Type or select the item or range of items to be displayed. You can also select the All check box to display all the items. By default, the All check box is selected

Note: This information is mandatory if the By item option in Show under the General section is selected. The All check box is available only if the By supplier option in Show is selected.

Assortment

Select the assortment(s) to display items linked to the selected assortment(s).

Note: The Assortment boxes that are displayed depend on the assortments defined at Purchase/Items/Assortments or System/General/Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed on the search criteria screen.

Button

Display

Click this to view the report. For more information, see Power View Report for Purchase Orders.

Close

Click this to exit.