This report compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.
Users need the Purchase Reporting permission to access this report.
Table of Contents
Data from this report can be exported in Excel, PDF or RTF format.
|Time Period||Allows the user to select the time period from a list of options or set a custom date range.|
|Currency||Allows the user to select the currency for the report.|
|Layout||Set to the Default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving a layout for potential future use.|
|Reset Layout||Resets the 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.
There are the following output fields available for this report. You may have to open the More Fields dropdown menu to add some of them to your report.
|Product||The name of the product|
|PO #||Purchase Order Number the product is ordered by|
|Supplier||Name of the supplier who received the purchase order|
|Year||Year of the purchase order date|
|Quarter||Quarter of the purchase order date|
|Month||Month of the purchase order date|
|Location||Location this purchase is intended for|
|Product Tags||Comma-separated product tags|
|Family||Product family name|
|Unit||Product unit of measure|
|Currency||Supplier currency code this purchase is created in|
|Supplier Additional Attribute 1-10||Values of Additional supplier attributes|
|Product Additional Attribute 1-10||Values of Additional product attributes|
|Order Quantity||Ordered quantity|
|Invoice Quantity||Invoiced quantity|
|Diff Quantity||Difference between Invoiced and Ordered quantity|
|Order Price||Purchase order price without discount|
|Invoice Price||Invoice price without discount|
|Diff Price||Difference between Invoice and Order price|
|Order Total||Purchase order line total|
|Invoice Total||Purchase invoice line total|
|Diff Total||Difference between Invoice and Order line total|
I am trying to use the Purchase Order vs Invoice Report but I believe it is returning incorrect data. As you can see in the screen shots, PO-00347 is showing on the report and showing that SKU 1998 and 2000 have NOT been invoiced. But in the other screenshot you can clearly see that it has been invoiced and received within that time frame. This report seems like it is not recognizing that some products have actually been invoiced.
This is due to a simple purchase which was cloned and then invoiced. Please note that only purchase order that doesn't have Lock PO in purchase order memo (original purchase) will be in the report, because all others are clones not actual purchase orders). They simply indicate remaining on order amount, not what has been ordered.
Hi, I'm trying to understand why we only see one invoice for this PO when we have 2 invoices logged against it. Can you please tell me how to get that report so we can see the total that was invoiced vs ordered with multiple receiving/invoices?
The Purchase Order vs Invoice Report compares what has been ordered vs what has been invoiced. This will show all discrepancies between invoices and purchase orders in terms of price & quantities. Unfortunately, it will not show how many invoices were issued. You may use the Purchase Order Details report instead. Please kindly drag the invoice number as part of the headers.
What we are looking to be able to do is to see what was Ordered and what was Received. That is, *after* the order has been received. For some businesses, it is often the case that what the Quantity Ordered and the Quantity Received are not the same. To be able to report against this is an important KPI for these businesses to evaluate their supply chain.
The closest report that you can run is the Purchase Order vs Invoice, since stock received in DEAR should be always the same with the invoice this can provide you a better picture of the difference between the order and received. This report is effective if invoice of the PO is already authorised. You can also combine Purchase Order vs Invoice with Stock Received vs Invoice using using vlookup functionality in order to derive PO vs Received Report.
Still no answer to your question? Please do not hesitate to get in touch with DEAR support.