Purchase Invoice Summary Report

This report shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.


Prerequisite


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



Input:

Time PeriodAllows the user to select the time period from a list of options or set a custom date range.
CurrencyAllows the user to select the currency to be used in the report.
LayoutSet to the Default layout. Allows selection of saved layouts, if any. 
Save Layout AsAllows saving a layout for potential future use.
Reset LayoutResets 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. 



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
PO #Purchase Order Number the product is ordered by
Invoice #Invoice number assigned by the supplier
SupplierName of the supplier who issued the invoice
Invoice DateDate when the Invoice was created
StatusPurchase status
YearYear of the invoice date
QuarterQuarter of the invoice date
MonthMonth of the invoice date
CurrencySupplier currency code this purchase is created in
Invoice Due DateDate when the Invoice is due
Required ByDate when the purchase needs to be delivered
Invoice StatusStatus of the invoice
Supplier Additional Attribute 1-10Values of Additional supplier attributes
Data Headers
Invoice Total
Total billed amount. Includes Credit Note if any.
Paid Total
Total paid amount. Includes Credit Note refund if any.
Due
Amount not yet paid. Due = Invoice Total - Paid Total.

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



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.