Updated Receiving Report
Overview:
The Updated Receiving Report lists all recorded Receipts (Invoices, Credit Memos, and C.O.Ds), that have been modified, for the desired date range. An example of the report is shown below:
Things to know!
- This report will only be accessible and visible to users who are given access to this report function.
- The Receiving Report will list all modified Receipts (Invoices, CODs, or Credit Memos) for a selected date range
- This report can be run for a selected site or sites and a selected Vendor.
- Invoice details are available via drilling down on a Receipt.
- There are buttons at the top of the report columns for sorting this report (highest to lowest or lowest to highest values).
Report Parameters
To Run an Updated Receiving Report, use the Sidebar to navigate to the Receive menu option, and then select the Updated Receiving Report from the submenu. Upon selection, a Report Parameters screen like the one below will display:
Site Group: If you are logged in a the company level (versus a Site), and you have set up Site Groups, then you use the drop-down to select a Site Group.
Site: If you are logged in a the company level (versus a Site), and you have multiple Sites, then you can run for a specific Site or all Sites. Use the drop-down to select a site.
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.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Updated Receiving Report:
Selecting to Run the Updated Receiving Report, without selecting a specific Site, will report a line item for each invoice that was modified over the selected date range. An example is shown below:
Site: The name of the Site to which the Receipt Transaction applies to.
Type: A Receipt Type can be either an Invoice, a COD, or a Credit Memo.
Vendor: The Vendor that the Receipt came from.
Doc #: The Document Number comes from your Vendor. It is displayed in blue font to represent that it can be drilled down to view the invoice detail (see below).
Delivery Date: The Delivery Date is the date that an invoice was delivered.
Total Amount: The total amount of the transaction.
Sort a Column: The report includes an option to sort the items in a column by highest to lowest or lowest to highest values. The sort button can be clicked to invoke the sort and two clicks will reverse the order.
See Item Detail:
If you want to view the inventory line item detail for an invoice, you can click on the "Doc #" for that invoice to drill down to the item detail. Any item on a report that is in blue can be drilled down. An example of drilling down on the invoice from Bay Cities Produce is 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.