Purchase Invoice Summary Report

Purchase Invoice Summary Report

This report shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.

Prerequisites

 

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

Input:

Time Period

Allows the user to select the time period from a list of options or set a custom date range.

Currency

Allows the user to select the currency to be used in the report.

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

PO #

Purchase Order Number the product is ordered by

Invoice #

Invoice number assigned by the supplier

Supplier

Name of the supplier who issued the invoice

Invoice Date

Date when the Invoice was created

Status

Purchase status

Year

Year of the invoice date

Quarter

Quarter of the invoice date

Month

Month of the invoice date

Currency

Supplier currency code this purchase is created in

Invoice Due Date

Date when the Invoice is due

Required By

Date when the purchase needs to be delivered

Invoice Status

Status of the invoice

Supplier Additional Attribute 1-10

Values of Additional supplier attributes

Data Headers

Invoice Total

Total billed amount. Includes Credit Note if any.

Paid Total

Total paid amount. Includes Credit Note refund if any.

Due

Amount not yet paid. Due = Invoice Total - Paid Total.

 

 

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

 

 

 

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