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 each of them relates to and their amount, tax and total. Amounts can be shown in the supplier currency or your base currency.


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