Purchase Orders & Credit Notes

This report shows all authorized purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products each of them relates to and their amount, tax and total. Amounts can be shown in the supplier currency or your base currency.

Prerequisites

Managing Cin7 Core Reports

Data from this report can be exported in Excel, PDF or RTF format.

Input:

Reporting Period	Allows the user to select the reporting period from a list of options or set a custom date range. (e.g. If a purchase invoice is authorized in June but a credit note is authorized for that invoice in July, the report for June will only show the entry for purchase sale invoice.)
Layout	Set to the Default layout. Allows selection of saved layouts, if any.
Save Layout As	Allows saving a layout for potential future use.
Reset Layout	Resets the layout to the default layout or selected saved layout.

Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing Cin7 Core Reports - Filtering Reports for more detailed information about using filters.

Output:

The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.

Fields
Document #	Invoice/Credit note number assigned by the supplier
Supplier	Name of the supplier who issued the invoice/credit note
Currency	Currency of the invoice/credit note (supplier currency)
Date	Date when the Invoice/Credit Note was issued
Invoice/Credit Note	Document type
Order #	Number of the sale order related to the invoice/credit note
Order Date	Date the sale order related to the invoice/credit note was issued
Location	Location of stock received/returned
Year	Year of the invoice date
Quarter	Quarter of the invoice date
Month	Month of the invoice date
Invoice Due	Date when the invoice is due
Brand	Product Brand
Category	Product Category
Family	Product Family
Unit	Product unit of measure
Product Tags	Comma-separated product tags
Supplier Additional Attribute 1-10	Values of additional supplier attributes
Product Additional Attribute 1-10	Values of additional product attributes
Comment	Notes field of the invoice/credit note document header
Account	Account code for the account debited/credited in operation
Data Headers
Quantity	SKU quantity on the Invoice/Credit note
Amount	Invoice/Credit note line amount in supplier currency
Tax	Tax for the invoice/credit note line in supplier currency
Total	Total for the invoice/credit note line (Amount + Tax) in supplier currency
Base Currency Amount	Invoice/Credit note line amount in base currency
Base Currency Tax	Tax for the invoice/credit note line in base currency
Base Currency Total	Total for the invoice/credit note line (Amount + Tax) in base currency

Note: If you have added an Additional Attribute set to your purchase process, the attributes will appear as additional report fields.

FAQs

How can you total the credits for all the customers?

You can move the Invoice/Credit Note field in the first column to get total by Invoice and Credit Note separately.

Still no answer to your question? Please do not hesitate to get in touch with Cin7 Core support.

Purchase Orders & Credit Notes

Prerequisites

Input:

Output:

FAQs

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