Receiving Approvals Report
Overview:
The Receiving Approvals Report lists all Receipts (Invoices, Credit Memos, and CODs) that have been approved for the desired date range. There is an option to list for only a specific vendor or to only list approvals that have comments.
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- This report is only available if Receipt Approval is enabled in your Company Settings on the Receiving tab.
- The Receiving Approvals Report will list all approved Receipts for a selected date range, with options for a selected Vendor, or Approvals with Comments only.
Report Parameters
To Run a Receiving Approvals Report, navigate to Inventory>Reports>Receiving>Receiving Approvals. Upon selection, a Report Parameters screen like the one below will display:
Site: The Site prompt will appear if you are logged into your Company and you have multiple Sites. You can run for a specific Site or all Sites.
Begin Date: From the drop-down calendar, select a starting date range.
End Date: From the drop-down calendar, select an ending date range.
Vendor: If you want to view only one Vendor, use the drop-down search to select the Vendor.
Include Only Approvals with Comments: When a Receipt is Approved in the Enter Receipt Approvals feature, there is an option to Approve with Comments. If you check this box only approvals with comments will report.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Receiving Report:
Selecting to Run the Receiving Approvals Report will display a report similar to below:
Column Headers: The first row reports the Site, Vendor Name, Type (Invoice, COD, or Credit Memo), Delivery Date, Document Number, and Total Amount displayed for each transaction. The second-row reports Approved by, Approved On a date, and any comments. The Document Number is displayed in blue font to represent that it can be drilled down to view the invoice detail (see below).
Report Options: For a description of the toolbar provided at the top of the report, please see "Report Options" for help. Report Options link.