Purchase Transactions

Purchase Transactions Overview

The SapphireOne Purchase Transactions report produces a customisable and real time reports of any Invoices stored in a users data file. There are various types of reports available as well as customisable reports to comprehensively meet users needs.

Purchase Transactions Page

Print Destination Popup Menu

The Print Destination Popup Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Text File.

Printer Tells SapphireOne to send the report straight to the Printer. 
Custom Report This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu. 
Quick Report Selecting this option will open the Sapphire Quick Report function. 

Report Type Popup Menu

The Report Type Popup Menu gives you the ability to choose from 9 different Statement Report types to best suit your specific reporting requirements. Below is an overview of each Report Type, and what each type can be used for:

One Line Purchase: This report summarises the Invoice into one line. 
Purchase Audit: This report produces an audit trail report of the Invoices. 
Purchase Audit Serial: This report produces an audit trail of the Invoices containing serial numbered items. 
Purchase Allocation: This Report details the invoices and payments including allocations from the individual Vendor accounts. 
Inventory Check: This report prints a report showing stock levels per Invoice. 
Inventory Location: This report prints a report showing the Location of Inventory. This is used only if the Locations feature is activated. 
Requisition Audit: This report produces an audit trail of the Requisitions entered and processed. 
AdvancedThis allows you to specify the number of copies and paper type prior to printing.
Discontinued inventoryThis report will contain the Invoices containing discontinued inventory.

Report Sort Order Popup Menu

The Report Sort Order Popup Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by the following options.

No SortThis will not apply any additional data sorting to the report.
By IDThis will sort the order of the data by inventory ID.
By TypeSort and order transactions by Type.
By Date InSort and order transactions by Date In
By Date DueSort and order transactions by Date Due.
By Internal ReferenceSort and order transactions by Internal Reference.
By Sequence  Sort and order transactions by Sequence Number.
By PeriodSort and order transactions by Period.

Report Selection Popup Menu

The Report Selection Popup Menu also allows you to select which Clients balance data you would like to report on, allowing you to get more granular and specific with your reporting capabilities.

UnpostedThis will display all inventory items, excluding inactive inventory items.
All Records This will display all inventory items, including inactive items.
OrdersThis will display all inventory orders.
In TransitThis will display all inventory that are In Transit.
Inwards GoodsThis will display all inventory that are inwards.
Unarrived Inwards GoodsThis will display all inventory that are inwards but not arrived concurrently.

Data Range Selection Area

The Data Range Selection Area allows users to select the precise inventory data they wish to include and exclude in the report.

Data Selection This dropdown menu has several options such as ID, State, Zip Code and Class
Data MetricThis dropdown menu allows users to select the metric to include or exclude data such as equals, not equal to, less than or greater than.

Report Buttons

Print ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background ButtonSelecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

 You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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