Purchasing & Inventory Report Description

Purchasing Reports

Cancelled Purchase Orders Report:

The Cancelled Purchase Orders Report can be used to review information on cancelled purchase orders

Buyer’s Requisition Action Required Report:

The Buyer's Requisition Action Required Report identifies all or specific approved Requisition lines that
buyers have not placed on purchase orders. The report includes suggested document types Blanket,
Agreement, Catalog, and Quotation.
Cancelled Requisition Report:

The Cancelled Requisition Report can be used to review information on cancelled Requisition.
Open Purchase Orders Report (By Buyer):

The Open Purchase Orders Report (by Buyer) lists all or specific open purchase orders that relate to
buyers. The report excludes closed, final closed and cancelled orders.

Purchase Order Distribution Detail Report:

The Purchase Order Distribution Detail Report shows account distributions for a range of purchase orders.
Purchase Requisition Status Report:
The Purchase Requisition Status Report can be used to review the approval status of the requisitions you
create. You can use the report as a tool to plan and monitor the buyer workload. You can also use the
report to monitor requisitions in the approval process or returned and requiring further attention.

Purchase Summary Report by Category:

The Purchase Summary Report by Category shows the amount of orders you place with suppliers for a
given category of item. Use the report to monitor the purchase documents included in a range of
Categories.
Purchasing Activity Register:

The Purchasing Activity Register shows purchase order monetary activity carried out for a time interval,
such as a day or month. The report excludes all fully cancelled purchasing documents. The report includes
blanket and contract purchase agreements and planned purchase orders for reference. However, since
these documents do not represent actual purchase activity, their amounts are not shown in the PO
Amount and Functional Amount columns and are not included in the Total amount.

Vendor Price Performance Analysis Report:

The Vendor Performance Analysis application provides a complete history of vendor inventory activity.
The Vendor Performance Analysis application highlights rejection rates, late shipments, and price
variances in a flexible reporting format.
Vendor Purchase Summary Report:

The Supplier Purchase Summary report lists the numbers and amount of orders you have placed with
various suppliers during a particular period. You can use this information to analyze and manage your
purchasing volume with your suppliers.
Vendor Quality Performance Analysis Report:

The Supplier Quality Performance Analysis Report can be used to review your suppliers' quality
performance. You can review supplier quality performance for percents accepted, rejected, and returned.
You can use this report to identify suppliers with quality performance issues.
Vendor Service Performance Analysis Report:

The Supplier Service Performance Analysis Report lists late shipments, early shipments, rejected
shipments, and shipments to wrong locations. You can use this report to derive a supplier service penalty
by multiplying the day’s variance quantity by a percentage of the price.

Supplier (Payable)
Use this report to review detailed information about your supplier records. You can use this report to
verify the accuracy of your current supplier information and to help manage your master listing of supplier
records.
Inventory Reports

Transaction Historical Summary:

Use the Transaction Historical Summary Report to report past item quantities, past item value, or past
inventory balances. The report calculates historical balances based on a rollback date. The report rolls
back all of the transactions for the item to the date you specify and prints the quantity, value, or balance
as of that date. In addition, the value and quantity versions let you specify the source type. The report
sums the transactions for the item and reports the value or quantity by source type.
Transaction Register:

Use the Transaction Register as an audit report, to review the transaction date versus the exact date an
item was transacted, to review the reason an item was moved into a subinventory by running the report
for reason only and limiting the from and to subinventory, to check the value of inventory, to report the
categories of items that have shipped and the total unit cost for the category, for tracing serial numbers
by location
Transaction Source Type Summary:

Use the Transaction Source Type Summary to report on-hand quantities and transaction sources that
produced the quantities or inventory value.

Item Categories Report:

This report shows activity of a specific item by Item Category

Inactive items report:
Use the Inactive Items Report to print items that have not had an inventory transaction since the date you
specify. You can use this report to isolate items that have become inactive and verify their status.

Item Definition Detail:

Use the Item Definition Detail report to view comprehensive information for items. Use this report to
verify items have been classified in conformance with decisions you have made regarding how the parts
are to be planned, costed, and located.
Item Definition Summary:

Use the Item Definition Summary report to print a limited amount of information about items, such as
description, status, and cost. You can use this report as a cost audit tool to review the catalog description
and item cost.

Item Quantities Summary:

Use the Item Quantities Summary Report to report just the item and the quantity. The report is useful to
provide a fast list of the items in the inventory.
Locator Quantities Report:

Use the Locator Quantities Report to identify items and their quantities stored in the specified locators.
You can transact item quantities to locators and track the movements of items at the locator level.
Sub-inventory Quantities Report:

Use the Sub inventory Quantities Report to show inventory item quantities by subinventory.

Transaction Historical Summary:

Use the Transaction Historical Summary Report to report past item quantities, past item value, or past
inventory balances. The report calculates historical balances based on a rollback date.

All Inventories Value Report:

This report lists the quantity and value of items for all inventories for the specified cost type.

Inventory Value Report – by Sub Inventory:

Item Sub-Inventory Report:

Use the Item-Subinventory Report to list items assigned to subinventories. You can also use this report to;
review items restricted to subinventories identify items min-max planned at the subinventory level.
Min-Max Planning Report:

Use the Min-Max Planning Report to show planning information for all items, or items with on-hand
balances either below or above their assigned minimum or maximum on-hand quantities.

Locator Listing :

Use the Locator Listing to list locators you have defined. You can also use this report to review volume and
weight allowed in a location before transacting items.

Receiving Transaction Register:

The Receiving Transactions Register lists detail information about your receiving transactions. The register
is sorted by item, category, receipt number, document number, and transaction date.

Transaction Source Type Summary:

Use the Transaction Source Type Summary to report on-hand quantities and transaction sources that
produced the quantities or inventory value.