Purchasing lists and reports

Where to look at purchasing many documents at a time. Lists open on screen and can be sorted and exported; reports print. Each one takes the criteria shown. How lists, boards and reports work in general is on Lists, boards and reports.

Requisitions

Name	Kind	Criteria
Purchase Requisition (Form)	Report	Requisition, Requisition Date, Reason No, Show Vendor, Show Administration
Purchase Requisition Process Line Status	List	Requisition, Requisition Date, Purchase Reason, Reason No, Site, Warehouse, Vendor, Purchase, Purchase No, Purchase Order Status
Purchase Requisition	List	Requisition, Purchase Reason, Requisition Date
Purchase Requisition Lines	List	Requisition, Purchase Reason, Requisition Date, Purchase, Purchase No
Purchase Requisition Process Status	List	Requisition, Purchase Reason, Reason No, Site, Warehouse, Vendor
Purchase Requisition To Payment Tracking	List	Requisition, Requisition Date

Quotations

Name	Kind	Criteria
Purchase Quotation (Form)	Report	Quotation, Quotation Date
Purchase Quotation To Vendor	Report	Quotation, Vendor
Request For Quotation Reply (Form)	Report	Vendor, Quotation Reply
Quotation Compare (Form)	Report	Quotation, Vendor Account
Purchase Quotation	List	Quotation
Purchase Quotation Lines	List	Quotation
Quotation Compare	List	Quotation

Purchase orders

Name	Kind	Criteria
Purchase Order (Form)	Report	Purchase Order, Purchase Reason, Posting Date, Vendor, Purchase Organization, Purchase Group, Purchase By, Required Project, Required Cost Element Amount
Purchase Order	List	Purchase Order, Purchase Reason, Posting Date, Currency, Vendor, Purchase Organization, Purchase Group, Purchase By
Purchase Order Lines	List	as above, with Purchase and Purchase No
Purchase Order Process Status	List	Purchase Order, Purchase Reason, Posting Date, Currency, Vendor, Purchase Organization, Purchase By
Purchase Order Process Line Status	List	Purchase Order, Purchase Reason, Posting Date, Vendor, Purchase Organization, Purchase Group, Purchase By, Purchase, Purchase No, Created By
Subcontracting Order Status	List	Purchase Order, Posting Date, Vendor, Item No, Subcontracting Warehouse
Subcontracting Yield	List	Purchase Order, Posting Date, Vendor, Item No, Component
Open Purchase Orders	List	Purchase Order, Purchase Reason, Posting Date, Currency, Vendor, Purchase Organization, Purchase By
Open Purchase Order Lines	List	as above, with Purchase, Purchase No, Name, Item No, Item Sub Group, Item Group, Item Posting, Part Number, Catalog Number, Manufacture, Brand
Purchase Register	List	Purchase Order, Vendor Group, Vendor Account, Item Category, Purchase, Purchase No, Purchase Group, Purchase Responsible, Purchase Organization, Posting Date, Manufacture, Part Number, Site
Top 100 Vendors	List	Vendor Account
Top 100 Vendors (Form)	Report	Vendor Group
Purchase Order Tracking	Report	Posting Date (required), Purchase Order, Vendor Account, Purchase Organization, Purchase Group, Item Group, Purchase, Purchase No
Purchase Order Approval Status	List	Purchase Order, Posting Date, Vendor Account
Purchase Register	Report	Invoice, Posting Date (required), Vendor Account, Purchase No, Required Purchase Structure
Purchase Register Item wise	Report	Invoice, Posting Date, Vendor Account, Purchase No, Required Purchase Structure
Purchase Register Local	Report	Invoice, Posting Date, Vendor Account, Purchase No, View On, Item Group
Open Purchase Order By Order Date	Report	Purchase Order, Purchase Reason, Posting Date, Vendor, Purchase Organization, Purchase By, Purchase, Purchase No, Purchase Group
Open Purchase Order By item	Report	as above, without Purchase Group
Open Purchase Order By Vendor	Report	as above
Open Purchase Order by Delivery date	Report	as above
Purchase Order (from the Purchase Journal)	Report	Purchase Journal, Purchase Reason, Posting Date, Vendor, Purchase Organization, Purchase Group, Purchase By
Purchase Order Date Wise	Report	Date From and Date To (required), Purchase Order, Purchase No, Vendor Account, Vendor Group, Purchase Group, Purchase Organization, View On
Purchase Order Logistic	List	Purchase Order
Estimated Landed Cost on Purchase Order	Report, not on the menu	Purchase Order, Posting Date
Purchase Agreement	Report, not on the menu	Purchase Agreement
Material Requisition (Form)	Report, not on the menu	Requisition, Requisition Date, Reason No, Show Vendor, Show Administration

Imports

Name	Kind	Criteria
Incoming Shipment	Report	Shipment, Shipment Date, Vendor
Incoming Shipment	List	Shipment, Shipment Date, Purchase Order
Landed Cost, Landed Cost - Allied	Reports, on the Payables menu	Shipment, Purchase Order

Setup

Name	Kind	Criteria
Procurement Category	List	Procurement Category

Boards

Two boards carry purchasing tiles.

• Purchase: Spend; Open purchase orders; Spend by month; Top vendors and all other; Spend by category; Received, not yet invoiced; Vendor on-time delivery; Price paid against the PO; How long orders take to arrive; Requisitions waiting for an order; What kind of goods were bought.
• Spend Analysis: Spend; Spend through Purchase Orders; Spend under Contract; Vendors Paid; Spend by month; Spend by category; Spend by Buying Channel; Category Scorecard; Vendor Pareto; Vendor Ranking and ABC; Spend by Cost Centre; Unit Price over Time; Average Price by Vendor; Price Spread by Item; Spend outside Contract by Cost Centre; Contract Coverage by Category; Contract Register; Spend Cube; Spend against GL Budget; Category Position; Monthly Spend by Category; Spend Heatmap; Budget Variance by Cost Centre. A user sees a tile only when he has the rights to the board and to that tile.

What it is connected to

• Purchase Order, Purchase Requisition, Purchase Quotation, Incoming Shipment - the documents these read.