Exact Globe+

Statistics of period

Menu path

Purchase ➔ Statistics ➔ Statistics ➔ Period

Introduction

You can obtain the statistics of purchases volume for various periods in this screen. This report, which is generated in Microsoft Excel in the form of a graph, table, and data, provides detailed statistics of the purchase volume for a selected period.

Fields

You can filter the purchase orders that you want to display. To filter the purchase orders, specify one or more of the following criteria and click Start. The purchase orders that match the criteria you have specified are then displayed.

Layout section

Statistics

You can display the statistics of periods based on one of the following options:

Country – Select Country to view the purchase volume by country.
Creditors – Select Creditors to view the purchase volume by creditor.
Creditors: Item – Select Creditors: Item to view the purchase volume for items by creditor.
Creditors: Item group – Select Creditors: Item group to view the purchase volume for item groups by creditor.
Items – Select Items to view the purchase volume by item.
Items: Creditor – Select Items: Creditor to view purchase volume for creditors by item.
Item groups – Select Item groups to view the purchase volume by item group.
Item groups: Creditor – Select Item groups: Creditor to view the purchase volume for creditors by item group.
Item groups by person – Select Item groups by person to view the purchase volume for item groups by person.
People – Select People to view the purchase volume by people.
People by item group - Select People by item group to view the purchase volume for people by item group.

Range section

Date

Select a range of dates to display the statistics of period by the selected dates. Select the All check box to display the statistics of period for all dates. Select only the start date to display the statistics of period from and after the start date. Select only the end date to display the statistics of period before and until the end date.

Click Advanced to display the following criteria under the Range and Options sections:

Fulfillment date

Select a range of fulfillment dates to display the statistics of period by the selected fulfillment dates. Select the All check box to display the statistics of period for all fulfillment dates. Select only the start date to display the statistics of period from and after the start date. Select only the end date to display the statistics before and until the end date.

Purchase order

Select a purchase order or a range of purchase orders to display the statistics of period for the selected purchase order(s). Select the All check box to display the statistics of period for all the purchase orders.

Your ref.

Select a your reference number of a range of your reference numbers to display the statistics of period for purchase orders with the selected your reference number(s). Select the All check box to display the statistics of period for purchase orders with any your reference number.

Item

Select an item to display the statistics of period for the selected item. Select the All check box to display the statistics of period for all items.

Item group

Select an item group or a range of item group to display the statistics of period for the selected item group(s). Select the All check box to display the statistics of period for all item groups.

Warehouse

Select a warehouse to display the statistics of period for the selected warehouse. Select the All check box to display statistics of period for all warehouses.

Ordered at

Select a supplier to display the statistics of period for the selected supplier. Select the All check box to display the statistics of period for all suppliers. This information is mandatory.

Classification

Select a classification to display the statistics of period for suppliers with the selected classification. Select the All check box to display the statistics of period for suppliers with any classification.

Country

Select a country to display the statistics of period for suppliers in the selected country. Select the All check box to display the statistics of period for suppliers in any country.

Person

Select a person to display the statistics of period for purchase orders that matches with the person in the purchase order header. Select the All check box to display the statistics of period for every one.

Cost centre

Select a cost centre to display the statistics of period for person(s) of the selected cost centre. Select the All check box to display the statistics of period for person(s) of any cost centre.

Assortments (Assortment 1, Assortment 2, Assortment 3,..)

Select the specific assortment(s) to display the statistics of period for items 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, three Assortment boxes will be displayed.

Options section

Show

Select Costs to display the statistics of period showing costs or select Quantity to display the statistics of period showing quantities. If you select Quantity then the Unit option is available.

Unit

Select Purchase units or Sales units to display the statistics of period showing the quantity by the selected unit of measure.

Comparison

Select Current year to the display statistics of period showing current year details. Select Previous year to display the statistics of period showing previous year details. Select Planning to display the statistics of period showing planning details based on the selected budget scenario.

Current year

This option is available if you have selected Current year at Comparison. Select one of the following:

No – Select No to display the statistics of period without comparison details.
Margin – Select Margin to display the statistics of period showing margin details.

Previous year

This option is available if you have selected Previous year at Comparison. Select one of the following:

No – Select No to display the statistics of period without comparison details.
By period – Select By period to display the statistics of period showing comparison details by period.
Totals only – Select Totals only to display the statistics of period showing comparison details with only totals.

Planning

This option is available if you have selected Planning for Comparison. Select one of the following:

No – Select No to display the statistics of period showing the costs and quantity.
By period – Select By period to display the statistics of period showing costs / quantity and totals of costs and quantity.
Totals only – Select Totals only to display the statistics of period showing the totals of costs and quantity only.

Cumulative

Select the Cumulative check box to accumulate the purchase costs or quantity for each month for the statistics being displayed.

Lines with quantity 0

Select the Lines with quantity 0 check box to display the statistics of period by also showing those purchase orders with zero balance.

Selection criteria

Select the Selection criteria check box to display the selection criteria in the statistics of period being displayed in the Microsoft Excel spreadsheet.

Buttons

Start

Click this to display the statistics of period based on the specified criteria.

Advanced / Simple

Click this to toggle between advanced or simple filter options.

Close

Click this to exit.