Orders per period (Reports menu)
The following five (5) reports are available to analyse orders:
1.Orders per period - Creditor group 1 - List the orders by creditor (supplier / vendor) reporting group 1 linked to creditor (supplier / vendor) accounts on the Edit → Creditors menu.
2.Orders per period - Creditor group 2 - List the orders by creditor (supplier / vendor) reporting group 2 linked to creditor (supplier / vendor) accounts on the Edit → Creditors menu.
3.Orders per period - Document group 1 - List the orders by document reporting group 1.
4.Orders per period - Document group 2 - List the orders by document reporting group 2.
5.Orders per period - Salesperson - List the orders by salesperson (person who placed or processed the order).
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This report only includes Orders which are posted and / or confirmed. Unconfirmed (open) Orders will be NOT be included in this report. |
To print Orders by Reporting groups reports:
1.Select the Reports → Purchase analysis → Orders per period menu.
2.Select the following:
a)Report - Select the Orders per period - Creditor group 1 (default), Orders per period - Creditor group 2, Orders per period - Document group 1, Orders per period - Document group 2 or Orders per period - Salesperson report.
b)Period - Select the period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates.
c)Sequence - Select "Creditor code" to print the report by account code or "Description" to print the report by account description (name).
d)New page per account - If this option is selected (ticked), it will print the transactions for each account on a new page.
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The Company details will not be printed as in the Page header. The company name is displayed in the Page footer. |
3.Click on the OK button.
An example of the "Orders per period - Creditor group 1" report, is as follows:
Page 1 -
Each Reporting group will start on a new page.
Page 2 -
