Costing Analysis Report
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George Sutton
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The Costing Analysis Report shows you how each transaction has impacted your product's Average Landed Cost (ALC). You can use this page to view and analyze how a product's landed price has changed over time.
Points to note
- The Costing Analysis Report will only populate completed or receipted transactions that have caused a product's ALC to change.
- If you create a custom grid layout in the Costing Analysis Report and save it as a default Grid Layout, the layout will apply to the Costs tab in each product's record. For more details, see How to Create Default Grid Layouts.
- The Costing Analysis Report will not include Never Diminishing Products (NDP).
Functional descriptions
You can access the Costing Analysis report via the main menu, under Reports, Purchases, Costing Analysis Report.
Header button descriptions
- Export: Use the dropdown menu to export the report in either a PDF, CSV or XSLX format.
- Run: Use the Run button to generate the report with any selected filters applied.
Filter field descriptions
- Product Code: Filter used to select a specific product by code.
- Description: Filter used to select a specific product by description (will auto-populate if the Product Code filter is used).
Grid column descriptions
By default, the following columns will populate in the Transaction Enquiry's grid:
- Transaction Date: Displays the date the transaction was processed (completed or receipted).
- Product Code: Displays the product's code as a quick link, which will redirect you to the transaction's page.
- Products Description: Displays the product's description as a quick link, which will redirect you to the transaction's page.
- Transaction Type: Displays the type of transaction, e.g. Purchase Order, Stock Adjustment, Assembly and Supplier Return.
- Transaction Ref: Displays the transaction's reference number as a quick link, which will redirect you to the transaction's page.
- Trans Qty: Displays the number of units processed in the transaction for the product.
- Trans Unit Cost: Displays the product's unit cost on the given transaction.
- Pre Avg Cost: Displays the product's Average Landed Cost (ALC) prior to the transaction being completed.
- Post Avg Cost: Displays the product's Average Landed Cost (ALC) after the transaction has been completed.
Hidden Columns
Using the Hidden Columns button you can choose which 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.
The following column headers are also available to include on your Transaction Enquiry and can be found in Show Toolbar, Hidden Columns:
- Product Group
Using the custom grids
Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner. Using the toolbar above the grid, you can manipulate how the filtered information is displayed in the grid as follows:
- Group By Column(s): To group by a desired column, simply drag and drop the column header it into the grey tile space above the grid's header row. As soon as you drop it the grid the enquiry page will group all results by the dropped column's values. You can group by as many columns as you like and expand all or collapse all the groups using the plus or minus icons shown on the left of the grid.
- Customize Columns Shown: Using the Hidden Columns button you can choose what columns are shown on the grid and where. Drag and drop a column across the grid's headers to re-arrange their order and position in the grid. Similarly, adjust a column's size by dragging it's side to the desired width.
- Sort by column: Click on a column's header to sort the report by that field. Click the header once to sort into descending order and click again to sort into ascending.