Purchasing Data

Reports > Purchasing > Purchasing Data

The Purchasing Data Report presents detailed information vendor orders.

1. Name - enter a report name
   Default: Purchasing Data

2. Output - select output format
   Csv, Excel, Html, Json, or Pdf (default)

3. Template - select a report template

4. Reset - click to reset to default options

5. Statuses - filter by order status

6. Buildings - filter by receiving warehouse

7. Requested Date - filter by order date

8. Vendors - filter by vendor

9. Expected Date - filter by expected date

10. Approved Date - filter by approval date
    Type (not pictured) - filter by order type (Orders, Include No Orders, Only Non-Responsive Last Orders, Only No Orders)

11. Items - filter by items on order

12. Item Tags - filter by item tags

13. Search - search for available columns
    Note: Columns are defined below

14. (+) - click or drag and drop to move available sort columns to the Selected Columns field

15. Drag and Drop to rearrange Selected Columns or click the Trash Can to remove a column from the selected columns field

16. Group By - choose one of the available column types to insert pages breaks at changes in value of the selected field

17. Include Total Row - check to include a total row at the bottom of the report

18. (+) - click or drag and drop to move available sort columns to the Sort By field
    Note: Columns selected in step 14 are available for sorting.

19. Drag and Drop to arrange Sort By columns in order of sort priority or click the Trash Can to remove a field

20. Paper Format - choose a paper format
    CR80
    Legal
    Letter (default)

21. Orientation - choose orientation
    Landscape
    Portrait (default)

22. Include Header - check to display report header on PDF or header row on CSV

23. Include Footer - check to display report footer on PDF

24. Include Filter - check to display selected filters on PDF

25. Save as Template - click to save the selected filters and columns as a template
    

1. Name - enter a template name

2. Public - check to make the template available to other users

3. Security Roles - select the security roles that can access a Public template

4. Cancel - click to return to the previous screen without saving the template

5. Save - click to save the template

26. Reset - click to reset to defaults

27. Request Report - click to request report
    Note: Report will appear in the bell icon when complete

Column Definitions

Column	Definition
Account Number	Vendor Building Account Number
Approved By	User who approved the Order
Approved Date/Time	Date/Time the Order was approved
Asset Chart of Account	Item Asset Account
Average Cost	Cost of each Item divided by the number of different items
Average Quantity Ordered	Average quantity across selected orders
Building	ReceivingWarehouse
Building Address	ReceivingWarehouse'sDelivery Street Address
Building City	ReceivingWarehouse'sDelivery City
Building Identifier	ReceivingWarehouse'sIdentifier
Building State	ReceivingWarehouse'sDelivery State
Building State Abbreviation	ReceivingWarehouse'sDelivery State in the abbreviated form
Building Zip	ReceivingWarehouse'sDelivery Zip
Created By	User who created the order
Created Date/Time	Date/Time the Order was created
Current Date	Date report is requested
Expected Date	Expected Date of Order
Expense Chart of Account	Item Expense Account
Item Cost	Item Cost on Order
Item Description	Item Description
Item Identifier	Item Identifier
Item Name	Item Name
Manufacturer	Item manufacturer
Manufacturer Item Number	Item manufacturer number
Order Identifier	Order Identifier
Order Status	Order Status
Order Total	Order Total
Quantity Ordered	Order Quantity
Quantity Received	Item Receipt Quantity
Reference Number	Reference Number of Order or Receipt
Requested By	User who requested the Order
Requested Date/Time	Date/Time the Order was requested
Total Cost	Total cost of order
Vendor	Order Vendor
Vendor Billing Address	Vendor Billing Street Address
Vendor Billing City	Vendor Billing City
Vendor Billing State	Vendor Billing State
Vendor Billing Zip	Vendor Billing Zip
Vendor Identifier	Vendor Identifier
Vendor Item Identifier	Item Vendor Identifier
Vendor Mailing Address	Vendor Mailing Street Address
Vendor Mailing City	Vendor Mailing City
Vendor Mailing State	Vendor Mailing State
Vendor Mailing Zip	Vendor Mailing Zip