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There are 3 reports within the Standard Reports regarding the Purchasing module in Workcube: Purchase Analysis Invoice, Purchase Analysis Delivery Note and Purchase Analysis Order. In addition, the graphs on the Purchasing Dashboard screen can be examined for a more holistic and summary view.

Path:BI - Report > Standard Reports > ERP > Sales - Distribution > Purchasing

The Purchasing module enables easy and effective management of purchasing activities within the business. The screens in the Purchasing module work in coordination with the Purchasing reports within Standard Reports. Businesses can use these reports to track their purchasing activities and make a retrospective evaluation.

Note:For detailed information on the subject, you can review the "Purchasing Management" document.

Purchasing Analysis Order Report

Businesses that want to make a detailed analysis of purchase orders can benefit from the Purchase Analysis Order Report. On the reporting screen, there are filtering options for all information added to the order detail when placing a purchase order, as well as options for reporting styles.

Regarding the product, product, category, brand - model, product manager; regarding the order itself, project, orderer, current account, payment method, shipment method, order date, delivery date, warehouse, order stage, order process; Regarding reporting, report type and report order filters are used.

For example; if you want to track how much of a product has been delivered within certain dates, the order date and delivery date are entered, the order stage is selected as "Missing Delivery" and the relevant product is added from the product filter.

Attention: Order stage, order date and delivery date filtering is mandatory.

Purchase Analysis Invoice Report

Purchase Analysis Invoice screen is used to handle and analyze purchase invoices from different perspectives. All information entered in the purchase invoice can be filtered on this screen and the report can be tailored and presented in the required formats.

Regarding the purchased product, product, category, product manager, brand-model, product group; Regarding the invoice, purchaser, current account, project, payment method, shipping method, e-invoice, transaction type, member category, date range; Regarding reporting, there are report type, graphic and report order filters.

For example; let's imagine that we want to see which wholesale invoices issued to large customers within a certain date range consist of products included in the inventory and are paid by credit card. In this case, the date range is entered. Member category is selected as "Large Customers". "Wholesale Invoice" is marked as the transaction type. Products included in the inventory are marked in the product group field. "Credit Card" is selected from the payment methods filter and the report is run.

Attention: Transaction type filtering is mandatory.

Purchase Analysis Delivery Note Report

Delivery notes are different Help is taken from the Purchase Analysis Delivery Note screen for reporting and evaluation with criteria. The information contained in the delivery note is filtered on this screen, allowing the same delivery note to be approached from different perspectives.

Regarding the product subject to the delivery note, category, product, brand-model; responsible for the parties of the delivery note, project, current account, shipping method, shipping address, invoice movements, date range, transaction type, warehouse; Regarding reporting, report type and report order filters are available.

For example; we may want to display the invoiced goods purchase despatch issued for a certain date range on a branch basis and with the highest turnover first. In this case, the date range is selected, the relevant client is selected in the current filter, "Invoiced" is selected in the invoice transactions field, "Goods Purchase Delivery Note" is marked as the transaction type, the report type is set as "Branch Based" and the report order is set as "Turnover" and the report is

Type:If the standard reports are not found sufficient, special reports can be developed for the needs of the business. After these reports are developed, they are uploaded to the system from the Special Reports screen.

Purchasing Dashboard

Thanks to the Purchasing Dashboard screen, you can get a quick summary of the purchasing module in a clear and understandable way, with the help of more eye-catching graphics in your evaluation and decision-making mechanism, without getting bogged down in the details in the reports.

The Dashboard screen includes graphs of Active Purchase Orders,Active Purchase Offers, Purchasing Activity by Months, Most Purchased Goods and Services, Active Collaterals and Suppliers by Purchases, and a Super Summary about the purchasing module. is provided.

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About Workcube Objects

Purchase Analysis - Order

There are reporting options as well as filtering options for all information added to the order detail when placing the order. Provides detailed report of purchase orders.

Type: Report Version: Catalyst v11 Licence: Standard Author: Workcube Core