Purchasing standard application reports and lists

All standard reports are available in the Report Catalog.

This table contains the standard application reports and lists for Purchasing. To find the reports, use the menu search. Search for the Report name unless a name is specified in the Menu name column.

Report name Description Menu name
Buyer Expediting Report View all open lines for a purchase order. Buyers use this report to determine the purchase order lines that remain open and the ones that require follow-up. n/a
Buyer Performance View a list of events that involve requisitions being processed into Purchasing. These events are performed by a buyer for a company and an item group. n/a
Check All Fax Status Check statuses for faxes that were sent. Use to update fax statuses for purchase order faxes that were transmitted for a specific company. n/a
Close Purchase Order Header View all purchase orders for the company where the line items meet the criteria for a closed purchase order line. n/a
Commodity Spend By Diversity Code View an overview of the company spend for a certain commodity. The report is grouped by diversity code within a specified invoice date range from a specified vendor group. n/a
Commodity Spend By Vendor View an overview of the company spend for a certain commodity. The report is grouped by vendor from a specified vendor group within a specified invoice date range. n/a
Cost Variance Analysis View the purchase orders for a company. Compare the invoice unit cost to the purchase order cost or the standard cost and report the variances. n/a
Create Purchase Orders From Standing Contracts Release standing purchase orders in a batch. n/a
Deliver Quality Analysis Analyze a vendor's performance in the quality of the items shipped. Purchasing Deliver Quality Analysis
Demand And Supply View the demand and supply of inventoried items in inventory locations. Click the Search button to view the entire list. Use the search criteria to filter the results. Inventory Information and then select the Demand and Supply tab
Departmental Procurement Expense Report View the GL transactions that originated in Payables, Inventory Control, Requisitions, and Purchasing and are posted to Global Ledger. Select a record on the summary tab to view the details on the details tab. Departmental Procurement Expenses
Dispatch Purchase Orders Dispatch purchase orders by purchasing company to the vendor when these conditions are met:
  • A purchase order dispatch vendor is created for the purchasing vendor
  • The issue method of both the purchase order and the purchasing vendor is set to XML
 n/a
Interface Purchase Order Receipts Interface receipts from an external source into Match.

See the Data Interface Guide.

 Interface Receipts
Interface Purchase Orders Update Purchasing with ordering information from Inventory Control, Requisitions, and Item and Order Billing. Interface Purchase Orders
Interface Receipt Adjustments And Additions Import receipt adjustments from an external source into Match and Terms. Options are available to release receipts and to move errors to a new run group. Interface Adjustments And Additions
Inventory Cost History And Cost Adjustment View the cost history of inventoried Items. Click the Search button to view the entire list. Use the search criteria to filter the results. Inventory Cost History
Invoiced Not Received View a list of invoices with quantities that have been invoiced but have not been received. Invoiced Not Received Report
Item History By Vendor View detailed information about items used in past purchasing transactions by a company sorted by item type. n/a
Item Location Stock On Hand View the stock on hand for the items in an inventory location. You can filter the list by company, location, item, and secondary quantity. Inventory Information and then select the Stock on Hand tab
Line Search Reconcile items ordered against items received for a specific time period and analyze item demand.

This report replaces v10 reports:

  • PO Inquiry Report
  • Item Receipt Volume Report
  • Purchases By Class
 Manage Purchase Orders and then select the Line Search tab
Lot And Bin Stock on Hand View the stock on hand for items that are tracked by bin location or lot number. Inventory Information and then select the Lots And Bins tab
Mass Create Purchase Order Receipts Create receipts from open purchase orders. n/a
Matched Not Received Report View invoice details that were processed without a received quantity. Shows the orders for which the approved quantity for the purchase order line is greater than the received quantity. n/a
Open Receipt Archive Post written off and archived receipt transactions to Global Ledger. Written off receipts are still available in the match process. Archived receipts are no longer available in the match process. n/a
PO Activity By Source Report Classify the sources for all purchase orders that are created within a given date range. Sources include requisition, inventory control, case carts, order entry, and purchase order. Purchasing Activity By Source Report
PO Status Report View purchase order statuses for companies. n/a
Print Vendor Return Material Authorization Print a return material authorization document to send with the return goods to the vendor. The document shows data that is related to the vendor. For example, the location from which goods are returned, the location to which the replacement goods should be shipped, and whether the replacement is at no charge or is billable.

You can print up to six specific returns, which are printed regardless of whether they have already been printed. You can also print documents for all returns for a location or vendor when documents have not already been printed.

Print Vendor RMA
Process Purchase Order EDI Acknowledgement Import purchase order acknowledgment data into Purchasing. The data is generated when EDI translates inbound 855 transactions. n/a
Process Purchase Requests Create purchase orders automatically from order requests that contain all the required information. n/a
Procurement Card Charges View a list of imported charges for a merchant, merchant group, or vendor. n/a
Procurement Template Mass Changes Mass change a specific value on procurement templates or selected templates for a procurement group, specified participants, or to change items on multiple procurement templates. Procurement Template Mass Change
Purchase Order Acknowledgement Results View purchase orders that have purchase order acknowledgments and detail information received from the acknowledgment including discrepancies. For example, quantities that do not match and comments. n/a
Purchase Order Interface Maintenance Review and maintain purchase orders that are imported from an outside source into Purchasing. n/a
Purchasing Arrival Interface Import delivery information from the Pitney Bowes Arrival package tracking system, which captures information using hand-held signature pads. n/a
Purchasing By Diversity Code Certification View an overview of the company spend in purchase orders grouped by diversity code certification, either diverse or non-diverse, within a specified invoice date range and from a specified sourcing group. n/a
Purchasing Cash Requirements Forecast List the cash requirements for the company based on the items ordered but not yet invoiced for payment. The cash requirement date is calculated by adding the due days to the early delivery date for the line item. The week ending dates are calculated by adding seven days to the last day of the first week in the period. n/a
Purchasing Mass PO Issue Issue a purchase order document by paper, fax, email, or EDI. n/a
Purchasing Reports List all the purchasing reports that you generated. The report shows the report number, type, description, print date, and print time. Manage Purchasing Reports
Purchasing Returns Analysis View information to help analyze returns. The report is sorted and summarized by item and then by vendor, location, or reason code, depending on the parameter selection. The report shows total dollars purchased for an item within the date range, total dollars returned, and what percentage of total purchases are returns. If the reason code parameter is selected, then the report shows total dollars returned. n/a
Purchasing Return Status Report View detailed information about returns and data related to expediting returns with vendors and the warehouse. Header information is printed on the vendor, return to, return from, total value, credit received, vendor contact and phone number, freight and handling charges, and status. Line information is printed about items, quantities, costs, and adjustments. n/a
Purchasing Sub Contractor Monitoring Report Monitor certification letters or audit reports for subcontractor vendors for Grant Accounting. Use to evaluate all of the subcontractor purchase orders. Excludes vendors that have no transactions since last certified or only recent transactions that have not been audited. n/a
Purchasing System Close Close Purchasing. n/a
Received Not Invoiced Report Update the Global Ledger interface file with non-inventory transactions from purchase order receipts and adjustments. n/a
Receiving Adjustment Log View released and unreleased receiving adjustment activity. n/a
Receiving Delivery And Putaway Process delivery tickets for receiving. n/a
Receiving Document Print receiving documents for released purchase orders and use as a worksheet to create receipts. n/a
Receiving Log Print the receiving log. The receiving log reports receiving activity that has been released. n/a
Release And Invoice Procurement Card Transactions Release charges and create invoices for procurement card bank statements. Invoice and Release Procurement Card Statement
Remaining Purchase Order Balance Report View the Ordered Less Canceled, Open to Receive, Matched, and Open To Match amounts. This information can be useful to review the remaining purchase order balance for the selected criteria. Remaining PO Balance Report
Resend Errored Faxes Resend unsent faxes or faxes with errors. n/a
RNI Aging Report View Global Ledger transactions posted when the Received Not Invoiced Report is run in update mode for a period close. Three reports show summary information, purchase order details, and purchase order with invoice details. The report shows all purchase order lines with receipts and no invoices at the time the Received Not Invoiced Report is run. Run this report throughout the month to track receipts that are not invoiced for visibility so the purchase order accrual amount does not continue to grow each period. n/a
Search Purchase Order Receipts View purchase order receipts. Manage Purchase Orders and then select the Receipt Search tab
Select Purchase Requests View a list of records in the purchase order interface file. You can filter the list by system code, ship-to location, buyer, or requesting location. Manage Purchase Requests and then select the Advanced Selection button
Serial Numbers On Hand View inventory by serial number. You can filter the list by company, location, item, serial number, bin, and last receipt date. Inventory Information and then select the Serial Numbers tab
Standard Cost Calculation Calculate and create a reversing journal entry for the difference between the standard cost and the purchase order cost. This calculation is for purchase order lines that have a Matched Not Received (MNR) or Received Not Invoiced (RNI) quantity that is greater than zero. Purchasing Standard Cost Calculation
Standing Order Results View a list of standing orders created as a result of running Create Purchase Orders From Standing Contracts. Sort the list by run time in either ascending or descending. View Purchase Orders From Standing Contracts
Transaction History View the history of released inventory transactions. n/a