Purchase Transactions Report

Purchase Transactions Report 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 Report 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. 
Advanced This allows you to specify the number of copies and paper type prior to printing.
Discontinued inventory This 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 Sort This will not apply any additional data sorting to the report.
By ID This will sort the order of the data by inventory ID.
By Type Sort and order transactions by Type.
By Date In Sort and order transactions by Date In
By Date Due Sort and order transactions by Date Due.
By Internal Reference Sort and order transactions by Internal Reference.
By Sequence   Sort and order transactions by Sequence Number.
By Period Sort 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.

Unposted This will display all inventory items, excluding inactive inventory items.
All Records  This will display all inventory items, including inactive items.
Orders This will display all inventory orders.
In Transit This will display all inventory that are In Transit.
Inwards Goods This will display all inventory that are inwards.
Unarrived Inwards Goods This 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 Metric This 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 Button Select this to Print the Report.
Cancel Button Select this to Cancel the Report.
Record List Button Selecting 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 Button The Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue Button Selecting 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 Button Selecting 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.

Was this helpful?

Previous Article

Details Report

Next Article

Purchase Orders Report