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Purchase Enquiry

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About Purchase Enquiry

The Purchase Enquiry report is a purchase order report. It enables you to filter and report on all your purchase lines. You can filter purchases by date, order status, warehouse, product, supplier, or supplier reference (such as an order number). To activate a selected filter, simply press Run. You can export reports to PDF or Excel for further analysis. You can access the Purchase Enquiry report page via Reports | Purchases | Purchases Enquiry.

 

Functional descriptions

(screenshot)

 

Header field descriptions

All filter fields are used to retrieve specified data.

Date From: Filter used to displays orders after the nominated date.
Date To: Filter used to display orders before the nominated date.
Transaction Date: Filter used to display the date the transaction was either ordered, delivered or receipted. Options available are; Order Date, Delivery Date and Receipt Date.
Order Number: Field used to filter a specified order number at line level.
Order Status: Filter used to display a status of an order.  
Warehouse: Filter used to display orders from a nominated warehouse.
Product Code: Filter used to select a specific product by code.
Product Description:  Filter used to select a specific product by description.
Sales Order Number: Filter used to display nominated sales order numbers.
Supplier Code: Filter used to display nominated suppler codes.
Supplier Name: Filter used to display nominated supplier name.
Supplier Reference: Filter used to display nominated supplier references.

 

Grid column descriptions

Order Number: Displays unique nominated order number, e.g.. the number the system has generated.
Order Date: Displays the specified order date.
Delivery Date: Displays the specified date that the order is to be delivered.
Receipt Date: Displays the date the order was receipted.
Warehouse: Displays the name of the allocated warehouse.
Supplier: Displays the name of the specified supplier.
Product Code: Displays the unique product code of the specified order.
Product Description: Displays the product description of the item.
Product Group: Displays the specified product group.
Sales Order Number: Displays unique nominated sales order number.
Order Status: Displays what state the order is in e.g.. Parked, Placed, Back Ordered or Completed.
Quantity: Displays the quantity (the amount of stock) of the order.
Landed Cost: Displays the landed cost in base currency of the nominated order.

 

Hidden column descriptions

In this instance, the following columns are hidden from view.  However, depending on your requirements, you can customize your columns to hide or make available columns as required.  You can do this by selecting SHOW TOOL BAR on the grid.

Comments:  Display any comments for the nominated order.
Costing Total:  Displays the costs associated with the order.
Currency Code:  Displays the currency code of the supplier.
Exchange Rate:  Displays the exchange rate percentage if applicable.
Quantity Pricing:  Displays a tick if quantity pricing is applied.
Sub Total: Displays the sub-total of the nominated order in a foreign currency if applicable.
Sub Total (currency): Displays the base currency sub total.
Supplier Code: Displays the unique supplier code for the nominated order.
Supplier Invoice Date:  Displays the date of the Supplier's invoice.
Supplier Product Code: Displays a unique Supplier Product Code for the nominated order.
Unit Price:  Displays the individual unit price

 

Hidden columns can be dragged onto the grid for display.

 

Filtering your Purchases

  1. Select a filter you want to use from the top of the Purchases Enquiry page, this could be from filters options available. You can select from;

Date From: Filter used to displays orders after the nominated date.
Date To: Filter used to display orders before the nominated date.
Transaction Date: Filter used to display the date the transaction was either ordered, delivered or receipted. Options available are; Order Date, Delivery Date and Receipt Date.
Order Number: Field used to filter a specified order number at line level.
Order Status: Filter used to display a status of an order.  The status available are Open, Park, Placed and Back Order.
Warehouse: Filter used to display orders from a nominated warehouse.
Product Code: Filter used to select a specific product by code.
Product Description:  Filter used to select a specific product by description.
Sales Order Number: Filter used to display nominated sales order numbers.
Supplier Code: Filter used to display nominated supplier codes.
Supplier Name: Filter used to display the nominated supplier name.
Supplier Reference: Filter used to display nominated supplier references.
Quantity Pricing Only: Filter purchases where quantity pricing was applied.
 

  1. Press Run
  2. Your results appear on the page.

 

Using the custom grid

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner.

You can also export what you see to several different formats such as pdf, xls and .xlsx using the Export button on the banner.

Using the tool bar above the grid, you can do several other things to the information shown in the grid.

These are described as follows:

  • Group By Column(s):

To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.

  • Create Multiple Views:

To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.

  • Customize Columns Shown:

Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

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