Vendor/Item History (POR750)

Using Reports 

Use the Vendor/Item History program to print a report, by vendor or item, of the historical information in the vendor/item file.

This report has a variety of uses including locating active or inactive vendors or items, determining vendors or items to purge from the file and viewing purchasing patterns.

Report information includes vendor number, name, item number and description, date of last purchase, units purchased, number of receipts and average days late for month-to-date, year-to-date and/or prior year. The total number of items listed is also included on the report.

You have the option to:

Access this program by choosing Purchase Orders -->Reports & Prints -->Vendor/Item History.

Use the following fields to print the Vendor/Item History Report:

1. Order

Enter whether to print the report by V-vendor or I-item. The program defaults to Vendor.

2. Beginning Order Choice

Select the beginning order choice to print. Press F1 to default to FIRST.  

3. Ending Order Choice

Select the ending order choice to print. Press F1 to default to LAST.  

4. Warehouse

Enter up to 20 two-character warehouse codes side by side to print. The program defaults to the warehouse assigned to the terminal. Press F2 to search for warehouses. Press F3 to default to ALL warehouses.

5. Time Period

Enter whether to print M-month-to-date, Y-year-to-date and/or P-prior year figures. The program defaults to all figures.

6. Cutoff

Enter whether amounts A-above or B-below the cutoff amount are to print. Press Enter to default to N and the program then proceeds to the Cutoff Date Basis field.

7. Amount

If Cutoff was set to N, this field is skipped. Enter the cutoff amount (up to 9999999.99) to determine which records are to print. The program defaults to 0.

8. Cutoff Date Basis

Enter whether last purchase dates B-before or A-after the cutoff date should print; i.e., if A is entered, vendor/items with a last purchase date after the date entered (next field) are not included on the report. The program defaults to NO CUTOFF.

9. Date

If you selected NO CUTOFF in the Cutoff Date Basis field, this field is skipped. Otherwise, enter the cutoff date. Press F1 to default to the system date.

See Also

Using Reports 

Using print options

Using report templates

Viewing reports on screen (using the viewer)

Using reports and prints as audit trails