Purchasing Reports Overview

Use the purchasing reports to review open purchase orders and check the status of purchase orders, purchase requisitions, or requests for price quotes.

The data included on the Purchase reports comes from these applications:

  • Purchase Orders

  • Purchase Requisitions

  • Request for Price Quote

Settings in the purchasing and inventory configuration forms (Configuration > Purchasing & Inventory) also affect the report options and report contents.

Related Topics:

  • Blanket Purchase Orders Report
    Use the Blanket Purchase Orders report to compare the total item quantities and amounts on blanket purchase orders to the total released quantities and amounts. You can also use this report to check remaining balances, order dates, and vendor information.
  • Item by Vendor
    Use the Item by Vendor report to review which vendors supply items or services to your firm. You can generate the report for selected items and vendors.
  • Open Purchase Orders
    Use the Open Purchase Orders report to review quantities ordered and received, to check unit prices on open purchase orders, to analyze how long the purchase orders have been open, and to check for overdue items.
  • Purchase Order Cost Distribution Detail
    Use the Purchase Order Cost Distribution Detail report to review the distribution of costs for items and services on purchase orders to projects, phases, and tasks. More than one project can share the cost of a purchase order item or service. In that case, the report displays the percentage of the overall cost that is distributed to each project.
  • Purchase Order Detail
    Use the Purchase Order Detail report to review purchase order items, quantities, amounts, vendors, and status.
  • Purchase Order Form
    Use the Purchase Order Form report to view and print draft purchase orders and change orders and reprint final-printed purchase orders and change orders to send to vendors.
  • Purchase Order Status
    Use the Purchase Order Status report to review the current status for purchase orders. You can limit the purchase orders included to those with an order date prior to a date that you specify. You also have the option to include closed purchase orders.
  • Purchase Requisition and Price Quote
    Use the Purchase Requisition and Price Quote report to review data from purchase requisitions and requests for price quotes.
  • Purchase Requisition Form
    A purchase requisition is the internal form an employee submits to request the purchase of an item or service. If multiple items are listed for a single requisition, the report includes a separate line listing the total quantity and total monetary amount for that requisition.
  • Purchase Requisition Status
    Use the Purchase Requisition Status report to review the current status for purchase requisitions. You can limit the purchase requisitions included to those with an order date prior to a date that you specify. You also have the option to include closed purchase requisitions.
  • Received Purchase Order Items
    Use the Received Purchase Order Items report to compare the number of items ordered to those received, check for rejected items, and determine which items are on back order.
  • Request for Price Quote Form
    The Request for Price Quote Form is the form you send to a vendor to ask for an estimated price for a specific item or service. Use the Request for Price Quote Form options to specify formatting and text for your requests. You can preview a request on your computer, adjust the contents or formatting, and then print and mail the form.
  • Request for Price Quote Status
    Use the Request for Price Quote Status report to review the current status for requests for price quotes. You can limit the requests included to those with an order date prior to a date that you specify. You also have the option to include closed requests.
  • Vouchered Purchase Order Items
    Use the Vouchered Purchase Order Items report to review items that are included on vouchers.
Parent Topic: Report Descriptions Overview