Purchase Orders & Credit Notes

This report shows all authorised purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.


Prerequisite:


Data from this report can be exported in Excel, PDF or RTF format. 


Input:

Time PeriodAllow user to select the time period from a list of options are set custom a custom date range.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving of a layout for potential future use.
Reset LayoutResets layout to the default layout or selected saved layout.


Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters. 


Output:

The following output fields are available for this report. You may have to open the More Fields dropdown menu to add some of them to your report. 


Fields
Document #Invoice/Credit note number assigned by supplier.
SupplierSupplier name who issued the invoice/credit note.
Currency
Currency of the invoice/credit note (supplier currency). 
DateDate when Invoice/Credit Note was issued.
Invoice/Credit NoteDocument type
Order #Number of sale order related to the invoice/credit note
Order DateDate the sale order related to the invoice/credit note was issued
LocationLocation of stock received/returned.
YearYear of invoice date.
QuarterQuarter of invoice date.
MonthMonth of invoice date.
Invoice DueDate when Invoice is due.
BrandProduct Brand
Category
Product Category
FamilyProduct Family
UnitProduct unit of measure
Product TagsComma-separated product tag
Supplier Additional Attribute 1-10Values of additional supplier attributes.
Product Additional Attribute 1-10
Values of additional product attributes.
CommentNotes field of invoice/credit note document header
AccountAccount code for account debited/credited in operation
Data Headers
Quantity
SKU quantity on Invoice/Credit note
Amount
Invoice/Credit note line amount in supplier currency. 
Tax
Tax for invoice/credit note line in supplier currency.
TotalTotal for invoice/credit note line (Amount + Tax) in supplier currency.
Base Currency AmountInvoice/Credit note line amount in base currency.
Base Currency TaxTax for invoice/credit note line in base currency.
Base Currency TotalTotal for invoice/credit note line (Amount + Tax) in base currency.


NOTE: If you have added an Additional Attribute set to your purchase process, the attributes will appear as additional report fields. 

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