Reports

Print Purchase Document Listing

How to Print Purchase Document Listing

1. Go to Purchase > Print Purchase Document Listing.

   

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

   

3. Click the Apply button.

   

4. Click Preview and select the desired report format.

   

• Example of a Purchase Invoice Listing report:

  

Print Document Style

Tick the relevant checkboxes as needed.

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

If you tick Print Document Style, you will be able to choose a specific purchase document report format.

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

Use the Group By/Sort By table to choose how you want to organize your report listing.

Select the listing report format.

Example of a grouped report:

Print Outstanding Purchase Document Listing

How to Print Outstanding Purchase Document Listing

1. Go to Purchase > Print Outstanding Purchase Document Listing.

   

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

   

3. Click the Apply button.

   

4. Click Preview and select the desired report format.

   

• Example of an 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 yet 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	Calculates the outstanding quantity in the report.
Transfer Doc Date Follow Filtered Date	Displays documents based on the transfer date.

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

Use the Group By/Sort By table to choose how you want to organize your report listing.

Select the listing report format.

• Example of an outstanding purchase report:

Print Purchase Price History

How to Print Purchase Price History

1. Go to Purchase > Print Purchase Price History.

   

2. Select the document listing you want to see and filter by Supplier, Agent, Area, etc.

   

3. Select the number of records you want to display.

   

4. Click the Apply button.

   

5. Click Preview and select the desired report format.

   

• Example of a 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 price breakdowns for stock items 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.

Use the Group By/Sort By table to choose how you want to organize your report listing.

Select the listing report format.

• Example of a price history report:

  

Print Purchase Analysis by Document

How to Print Purchase Analysis by Document

1. Go to Purchase > Print Purchase Analysis by Document.

   

2. Filter the documents by Supplier, Agent, Area, etc.

   

3. Select the documents you want to view, choose whether to see the Amount (RM) or Quantity, and decide whether to include tax and foreign currency.

   

4. Click the Apply button.

   

5. Click Preview and select the desired report format.

• Example of an analysis report:

  

Group/Sort By:

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

Use the Group By/Sort By table to choose how you want to organize your report listing.

Print Yearly Purchase Analysis

How to Print Yearly Purchase Analysis

1. Go to Purchase > Print Yearly Purchase Analysis.

   

2. Filter the documents by Supplier, Agent, Area, etc.

   

3. Set how you want to group the report using Group By/Sort By.

   

4. Select whether you want to view the Yearly Amount or Yearly Quantity of your purchases.

   

5. Click the Apply button.

   

6. Click Preview and select the desired report format.

   • Example (Qty): If you tick Qty, the report will show the yearly quantity.

     

   • Example (Amount): If you tick Amount, the report will show the yearly amount.