Purchase History Report (APR760)

Using Reports

Use the Purchase History Report program to obtain a purchase history for all vendors.

You have the option to:

Report information includes the following: vendor number, vendor name, date opened, last purchase date. The year-to-date and prior year information include purchases, payments and discounts. Report totals are also included for year-to-date and prior year and the total number of vendors listed.

Access this program by choosing Accounts Payable-->Reports & Prints-->Purchase History Report.

Use the following fields to print the Purchase History Report:

1. Order

Select the order in which to print the report. Options are vendor, alpha or vendor class.

2. Beginning order choice

Select the beginning order choice to print.

3. Ending order choice

Select the ending order choice to print.

4. Document groups

Enter up to 10 two-character document groups side by side to print. Document groups are established in Vendor F/M on the Miscellaneous tab.

5. Cutoff

Enter whether there is No cutoff or to exclude vendors Above or Below cutoff. The program defaults to unselected and skips to the Amount field.

6. Figures

If you entered N for the cutoff, the system skips this field. Otherwise, enter whether to use the Month-to-date, Year-to-date or Prior year for the cutoff. Press Enter (CR) to default to M.

7. Amount

If you entered N for the Cutoff field, this program skips this field. Otherwise, enter the (MTD, YTD or PYR as chosen in the Figures field) amount below or above (as chosen in the Cutoff field) which vendors will not print. For example, if B was selected for cutoff and M was selected for figures, enter the MTD purchases below which vendors will not print; i.e., if 100 is entered, no vendors with a MTD purchase figure of below 100 will print on the report.

See Also

Using Reports

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails