You can obtain the statistics of creditors at Purchase/Statistics/Statistics/Creditor. This functionality provides the statistics of creditors showing margin and costs for each creditor in the form of graph and data in Microsoft Excel, thus enabling you to obtain an overall view of a supplier’s performance.
You can filter the creditors that you want to display by specifying one or more of the following criteria and clicking Start. The creditors that match the filter criteria you have specified are then displayed.
Type or select a range of dates to display the statistics of creditors within the selected date range. Select the All check box to display the statistics of creditors on all dates.
Note: Typing or selecting only the start date will display the statistics of creditors on the selected date and later dates. Typing or selecting only the end date will display the statistics of creditors on the selected date and earlier dates.
Type or select a supplier to display the statistics for the selected creditor. Select the All check box to display the statistics for all creditors.
Type or select a range of fulfillment dates to display the statistics of creditors whose items were fulfilled on the selected fulfillment dates. Select the All check box to display the statistics of creditors whose items were fulfilled on any fulfillment date.
Note: Typing or selecting only the start date will display the statistics of creditors whose items were fulfilled on the selected date and later dates. Typing or selecting only the end date will display the statistics of creditors whose items were fulfilled on the selected date and earlier dates.
Type or select a range of purchase orders to display the statistics of creditors for the selected purchase orders. Select the All check box to display the statistics of creditors for all purchase orders.
Type or select a range of your reference numbers to display the statistics of creditors for the selected your reference numbers. Select the All check box to display the statistics of creditors for any reference number.
Type or select an item to display the statistics of creditors for the selected item. Select the All check box to display the statistics of creditors for any item.
Type or select an item group or a range of item groups to display the statistics of creditors for items with the selected item group(s). Select the All check box to display the statistics of creditors for items with any item group.
Type or select a warehouse to display the statistics of creditors for the selected warehouse. Select the All check box to display the statistics of creditors for all warehouses.
Type or select a resource to display the statistics of creditors whose purchase orders were handled by the selected resource. Select the All check box to display the statistics of creditors whose purchase orders were handled by any resource.
Select the assortments to display the statistics of creditors with items that are linked to the selected assortment(s).
Note: The Assortment boxes displayed depend on the number of assortments defined at Purchase/Items/Assortments. For example, if three assortments are defined, then three Assortment boxes will be displayed.
Select Costs to display the statistics of creditors by costs details or select Quantity to display the statistics of creditors by quantity details. If you select Quantity the Unit option will be enabled.
Select Purchase units or Sales units to display the statistics of creditors by quantity with the selected unit of measure.
Select Current year to display the statistics of creditors from the current year. Select Previous year to compare the current year’s statistics with the previous year’s statistics. Select Planning to compare the current year’s statistics with the planning details.
This option is available if you have selected Current year for Comparison. Select one of the following:
This option is available if you have selected Previous year for Comparison. Select one of the following:
This option is available if you have selected Planning for Comparison. Select one of the following:
Type a value to display the statistics of creditors showing the top records. For example, if you type 10, the statistics of the top 10 creditors will be displayed.
Select the Selection criteria check box to display the selection criteria in the statistics of creditors displayed in Microsoft Excel.
Select All to include all details in the statistics of creditors. Select Item revenue to include only item revenue in the statistics of creditors.
Click Start to generate and display the statistics of creditors based on the specified criteria in Microsoft Excel.
Click Advanced for advanced filter criteria in the Range section. The Options section will also be made available. Click Simple to hide the advanced filter criteria.
Click Close to exit.