Vendor Purchase History Setup field descriptions

Use Vendor Purchase History Setup primarily for inquiry. Do not configure this information during the initial setup. We recommend you do not manually edit the existing field values in order to preserve purchase history.

Fields are presented in alphabetical order within each section.

Search

Product Line

Specify a product line to limit the records that are displayed.

Vendor #

Specify a vendor number to limit the records that are displayed.

Warehouse #

Specify a warehouse to limit the records that are displayed.

Year

Specify a year to limit the records that are displayed.

General

In rare situations, if you need to edit, create, or delete purchase history, some fields in this function are editable.

Product Line

The product line associated with this record.

Vendor #

The number and name of the vendor associated with this record.

Warehouse #

The number and name of the warehouse associated with this record.

Year

The year associated with this record.

Purchase History grid

The records that match the search criteria you specified are displayed in the grid. Be aware that the column labels may change, for example, from Quantity to Amount depending upon your product settings.

Amount Purchased | Quantity Purchased

The purchased amount reflects either quantity, weight, amount, or cubes, depending on the target type set up in Product Line Setup. The column is labeled based on the target type setting. If the target type setting is Amount, the value in this field is the invoice amount excluding any addon charges, such as capitalized freight, and before any discounts are deducted. The purchased amount is determined from Purchase Orders.

Amount Sold | Quantity Sold

This value represents the total amount sold for this product line and/or vendor. This amount comes from Sales Order Entry. The column label is also based on the target type set up in Product Line Setup.

Cost of Sales

The accumulative cost of each product sold is displayed. This amount is obtained from accumulated line items in Sales Order Entry.

Month

The column lists each month of the year.

Amount Sales

This value represents the total amount sold for this product line and/or vendor. This amount comes from Sales Order Entry.

Totals (year)

Amount Purchased

The total amount for the year is displayed.

Amount Sales

The total amount for the year is displayed.

Amount Sold

The total amount for the year is displayed.

Cost of Sales

The total amount for the year is displayed.

Counts

# of Lines YTD

This number represents the total number of line items contained on the received invoices year-to-date. This number is used in the Vendor Service Level Analysis Report to determine the level of service the vendor is providing.

# of POs YTD

This number is derived from the Purchase module and represents the total number of purchase orders year-to-date, not including purchase orders that have been placed but not filled.