Vendor Distribution Report - Revision history

Tcampbell at 22:05, 12 December 2022

2022-12-12T22:05:22Z

Tcampbell at 21:27, 12 December 2022

2022-12-12T21:27:23Z

Tcampbell at 21:25, 12 December 2022

2022-12-12T21:25:48Z

Tcampbell at 21:22, 12 December 2022

2022-12-12T21:22:41Z

Tcampbell: Tcampbell moved page Vendordistributionreport to Vendor Distribution Report

2022-12-12T21:07:36Z

Tcampbell moved page Vendordistributionreport to Vendor Distribution Report

Tcampbell: Created blank page

2022-12-12T21:07:23Z

Created blank page

New page

@@ Line 29: / Line 29: @@
 '''Raw Excel Export'''  This button allows the user to export a raw CSV of the Vendor Performance Report.
 '''Export Report'''  Allows the report to be exported in a variety of formats, including XLSX, DOCX, CSV, and an image file
@@ Line 48: / Line 43: @@
 =Standard Report Fields(Page Header)=
-'''Company'''
+'''Company''' lc_company
-'''Date Range'''
+'''Date Range''' lc_daterange ; iif(empty(alltrim(lc_para)), '( All )' , '( ' + alltrim(lc_para) + ' )')
 =Standard Report Fields(Line Items)=
-'''Vendor No'''
+'''Vendor No''' custno
-'''Avg Pur Monthly'''
+'''Company''' company
-* totsales/ln_months
+'''Last Date''' iif(isnull(podate),'', podate)
-'''% of Purch'''
+'''$ Purchased in Date Range''' sales
-* round((totsales/lc_total),3) * 100
+'''Avg Pur Monthly''' totsales/ln_months
-'''% of Cum Pur'''
+'''% of Purch'''  round((totsales/lc_total),3) * 100
-* round((tot/lc_total),3) * 100
+'''% of Cum Pur'''  round((tot/lc_total),3) * 100

← Older revision		Revision as of 21:27, 12 December 2022
Line 22:		Line 22:

	[[image:venddistrep3.png]]		[[image:venddistrep3.png]]
		+
		+
		+	==Export Options==
		+
		+	'''Pick Excel Columns''' Choose the fields needed for an Excel export of the report. The most frequently used are detailed in the next section of this article.
		+
		+	'''Raw Excel Export''' This button allows the user to export a raw CSV of the Vendor Performance Report.
		+
		+	[[image:pickexcel.png]]
		+
		+
		+	'''Export Report''' Allows the report to be exported in a variety of formats, including XLSX, DOCX, CSV, and an image file
		+
		+	[[image:exportreport.png]]
		+

	==Fields and Filters==		==Fields and Filters==

@@ Line 31: / Line 31: @@
 '''Item no:''' Item number or item code
-==Standard Report Fields(Page Header)==
+=Standard Report Fields(Page Header)=
 '''Company'''
@@ Line 42: / Line 42: @@
 * iif(empty(alltrim(lc_para)), '( All )' , '( ' + alltrim(lc_para) + ' )')
-==Standard Report Fields(Line Items)==
+=Standard Report Fields(Line Items)=
 '''Vendor No'''
@@ Line 71: / Line 71: @@
 * round((tot/lc_total),3) * 100
 ===Example Vendor Distribution Report===
 [[image:venddistrep4.png]]
 [[category:Purchasing]]

← Older revision	Revision as of 21:22, 12 December 2022
Line 1:	Line 1:
	+	__NOTOC__
	+	===General Information===

	+	'''Default Menu Location''' Reports >> Purchase Order >> Vendor Distribution Report
	+
	+	'''URL''' Reports/VendorDistributionReport_S.htm
	+
	+	'''Function''' Creates a report of an organization's spending across vendors in a defined date range.
	+
	+	[[image:venddistrep.png]]
	+
	+	===Instructions===
	+
	+	'''1.''' Select filters for the report. This report can be filtered by vendor, item number, and date range.
	+	* Leave "Vendno" blank for a report of all vendors used within a date range.
	+	*Leave "Item" blank for a report summing all items purchased per vendor.
	+	*Leave both blank for a report comparing total expenditures per vendor that displays all vendors used.
	+
	+	[[image:venddistrep2.png]]
	+
	+	'''2.''' Click the '''Report''' button. Use the '''Save RS Opts''' button to save a set of filters for future reports from this screen.
	+
	+	[[image:venddistrep3.png]]
	+
	+	==Fields and Filters==
	+
	+	'''Vendor No:''' Vendor number
	+
	+	'''PO Date:''' Specific Purchase Order date
	+
	+	'''Item no:''' Item number or item code
	+
	+	==Standard Report Fields(Page Header)==
	+
	+	'''Company'''
	+
	+	* lc_company
	+
	+	'''Date Range'''
	+
	+	* lc_daterange
	+	* iif(empty(alltrim(lc_para)), '( All )' , '( ' + alltrim(lc_para) + ' )')
	+
	+	==Standard Report Fields(Line Items)==
	+
	+	'''Vendor No'''
	+
	+	* custno
	+
	+	'''Company'''
	+
	+	* company
	+
	+	'''Last Date'''
	+
	+	* iif(isnull(podate),'', podate)
	+
	+	'''$ Purchased in Date Range'''
	+
	+	* sales
	+
	+	'''Avg Pur Monthly'''
	+
	+	* totsales/ln_months
	+
	+	'''% of Purch'''
	+
	+	* round((totsales/lc_total),3) * 100
	+
	+	'''% of Cum Pur'''
	+
	+	* round((tot/lc_total),3) * 100
	+
	+	===Example Vendor Distribution Report===
	+
	+	[[image:venddistrep4.png]]
	+
	+	[[image:venddistrep5.png]]
	+
	+	[[category:Purchasing]]

← Older revision	Revision as of 21:07, 12 December 2022
(No difference)