Order Summary Report
Overview:
The Order Summary Report lists all open orders and matches them to Invoices. The report is run for a selected date range, and a single vendor or vendor group can be selected. An example 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 Order Summary Report will list orders, for a selected date range, for one or all vendors, and match them to Invoices received.
Report Parameters
To Run an Order Summary Report, use the Sidebar to navigate to the Ordering menu option and then select the Order Summary report. Upon selection, a Report Parameters screen like the one below will display:
Site Group: If you have set up a Site Group then you can use the drop-down to select a group.
Site: If you have multiple Sites, then you can 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.
Vendor Group: If you have set up a Vendor Group then you can use the drop-down to select a group.
Open Orders Only: Selecting this option will only report orders that are not past their Delivery Date.
Run Report: Once you have selected your report parameters, click the Run Report button to list the report.
Order Summary Report:
Selecting to run the Order Summary will display a report similar to the one below:
The Order Summary Report above is reporting for all Sites. For each Site, it lists the order date, the vendor, the order number, and the order amount. If the invoice has been received, then the Document Number will show the Invoice number, and the Invoice amount will be in the last column.
You can drill down on the Order Number or the vendor's Document Number to view the Order details or the Vendor's Invoice details by clicking on the number. Use the back arrow on the top left of the toolbar to return to the summary. An example of drilling down on the Document # 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.