Vendor Performance Report - Revision history

Tcampbell at 22:02, 12 December 2022

2022-12-12T22:02:52Z

2022-12-12T22:02:35Z

2022-12-12T22:02:20Z

2022-12-12T22:01:59Z

2022-12-12T21:26:32Z

2022-12-12T20:44:17Z

2022-12-12T20:41:51Z

‎=Instructions

2022-12-12T20:41:41Z

‎Working With the Report

2022-12-12T20:41:33Z

‎Export Options

2022-12-12T20:41:00Z

← Older revision		Revision as of 22:02, 12 December 2022
Line 29:		Line 29:

	'''Export Report''' Allows the report to be exported in a variety of formats, including XLSX, DOCX, CSV, and an image file		'''Export Report''' Allows the report to be exported in a variety of formats, including XLSX, DOCX, CSV, and an image file
		+

	=Fields/Filters=		=Fields/Filters=

← Older revision		Revision as of 22:02, 12 December 2022
Line 12:		Line 12:

	==Instructions==		==Instructions==
		+

	'''1.''' Use the '''Vendno'''(vendor number), '''Item'''(item number), and '''Date Filters''' to set the range of the report.		'''1.''' Use the '''Vendno'''(vendor number), '''Item'''(item number), and '''Date Filters''' to set the range of the report.

@@ Line 1: / Line 1: @@
 __NOTOC__
 ===General Information===
 '''Default Menu Location'''  Reports >> Purchase Order >> Vendor Performance Report
@@ Line 17: / Line 15: @@
 '''1.''' Use the '''Vendno'''(vendor number), '''Item'''(item number), and '''Date Filters''' to set the range of the report.
 '''Vendno''' and/or '''Item''' can be left blank to generate reports of all items from all vendors, all items from a single vendor, or all vendors of a single item.
 '''2.''' Use the '''Include non-stock''' and '''Exclude misc items''' to include/exclude those items from the report.
 '''3.''' Click on '''Report''' to generate a PDF of the report. This will bring up a screen with various export options. See below for an example of this screen.

@@ Line 18: / Line 18: @@
 '''Vendno''' and/or '''Item''' can be left blank to generate reports of all items from all vendors, all items from a single vendor, or all vendors of a single item.
 '''2.''' Use the '''Include non-stock''' and '''Exclude misc items''' to include/exclude those items from the report.
 '''3.''' Click on '''Report''' to generate a PDF of the report. This will bring up a screen with various export options. See below for an example of this screen.
 ==Export Options==
@@ Line 33: / Line 30: @@
 '''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
 =Fields/Filters=
@@ Line 49: / Line 41: @@
 '''LstRec Date:''' Report date range
-'''Company'''
+'''Company''' lc_company
 '''Date Range'''
-'''Vendor'''
+'''Vendor''' custno, company
-'''Item'''
+'''Item''' item
-'''Description'''
+'''Description''' descrip
-'''Vendor Part#'''
+'''Vendor Part#'''  vpartno
-'''Last Receipt'''
+'''Last Receipt''' ttod(lstrec)
-'''Promised Lead Time'''
+'''Promised Lead Time''' pleadtime
-'''Average Recpt Days'''
+'''Average Recpt Days''' leadtime
-'''Rating Code'''
+'''Rating Code''' rating

@@ Line 13: / Line 13: @@
-===Instructions==
+==Instructions==
 '''1.''' Use the '''Vendno'''(vendor number), '''Item'''(item number), and '''Date Filters''' to set the range of the report.
@@ Line 23: / Line 23: @@
 [[image:vpr3.png]]
 ==Export Options==

@@ Line 29: / Line 29: @@
 ==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.
@@ Line 39: / Line 38: @@
 '''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/Filters=