Reports

Print Purchase Document Listing

How to Print Purchase Document Listing

1. Go to Purchase and click Print Purchase Document Listing.

   

2. Select which Document listing you want to view. Refer the image below.

   

3. Press Apply Button.

   

4. Click Preview & Listing Report.

   

• Example of customer invoices listing report.

  

Print Document Style

Tick relevant check boxes.

Field Name	Explanation
Print Document Style	Tick this checkbox to print out bulk report or send batch email
Include Cancelled Documents	Tick this checkbox to include cancelled documents in the listing

If you Tick Print Document Style , you will able to choose purchase document report format.

Group/Sort By

You can filter your documents based on Document, Agent, Area, Currency, Project and Company Category.

You can use the Group by/Sort by table to choose how you want to group your report listing.

Select the Listing Report.

Here is an example of the report.

Print Outstanding Purchase Document Listing

How to Print Outstanding Purchase Document Listing

1. Select which Document listing you want to view. Refer to the image below.

   

2. Press Apply Button.

   

3. Click Preview & Listing Report.

   

• Example of outstanding purchase document listing report.

  

Print Outstanding Item & Print Fulfilled Item

Field Name	Explanation
Print Outstanding Item	Tick this to include documents and items that have not been transferred to other documents.
Print Fulfilled Item	Tick this to include documents and items that have already been transferred to other documents.
Include Cancelled Document	Tick this checkbox to include cancelled documents in the listing.
Calculate Outstanding SO & PO Qty	Calculate outstanding quantity in the report.
Transfer Doc Date Follow Filtered Date	Display documents based on the transfer date.

Group/Sort By

You can filter your documents based on Document, Agent, Area, Currency, Project, and Company Category.

You can use the Group by/Sort by table to choose how you want to group your report listing.

Select the Listing Report.

• Here is an example of the outstanding purchase report:

Print Purchase Price History

How to Print Purchase Price History

1. Select which Document listing you want to see. Follow the image

2. Filter the documents by supplier, agent, area, etc.

   

3. Select how many records you want to display.

   

4. Press Apply Button.

   

5. Click Preview & Listing Report

   

• Example of purchase price history report.

  

• Example of price history.

  

• Price movement.

  

• Price/qty breakdown.

  

• Price book.

  

Feature	Explanation
Price History	View past prices of stock items
Price Movement	Observe price movements for each stock item on a line graph
Price/Qty Breakdown	Analyze each price breakdown for your stock item displayed on a pie chart
Price Book	Review price tags for item codes

Group/Sort By

You can filter your documents based on Document, Agent, Area, Currency, Project, and Company Category.

You can use the Group by/Sort by table to choose how you want to group your report listing.

Select the Listing Report.

• Here is an example of the price history report:

  

Print Purchase Analysis by Document

How to Print Purchase Analysis by Document

1. Filter the documents by supplier, agent, area, etc.

   

2. Select which documents you want to view, if you want to see the RM amount or quantity , and whether to include tax and foreign currency.

   

3. Press Apply Button.

   

4. Click Preveiw & Listing Report.

• Example of the analysis report.

  

Group/Sort By

You can filter your documents based on Document, Agent, Area, Currency, Project and Company Category.

You can use the Group by/Sort by table to choose how you want to group your report listing.

Print Yearly Purchase Analysis

How to Print Yearly Purchase Analysis

1. Filter the documents by supplier, agent, area, etc.

   

2. Set how you want to group the report by using Group by / Sort by.

   

3. Select if you want to view the yearly amount or yearly quantity of your purchase.

   

4. Press Apply Button.

   

5. Click Preveiw & Listing Report.

   • For example, if you tick "Qty", your report will show the yearly quantity.

     

   • For example, if you tick "Amount", your report will show the yearly amount.