PO Vendor Performance Report window

PurchaseOrderCS > Purchase Order > Reporting menu > PO Vendor Performance Report window

Use this report to view the variance between the information for estimated cost, expected date, and quantity entered on a purchase order and the actual cost, date received, and quantity received of your stock items. Direct expense items are excluded from this report. This report is only available if you have Accounts Payable installed.

Report Type

Use this drop-down list to select the type of report you want to print. Your choices are:

• Detailed: this option prints an expanded view of the report including all detail information.

• Summary: this option prints a condensed view of the report that includes subtotals, but omits the detail information.

Group By

Use this drop-down list to select how you want to group the report content. The groups show on the report in ascending order. Your group options are:

• Vendor Number: this option groups the report content by vendor.

• Stock Number: this option groups the report content by stock item number.

Sort By (Group by Vendor Number)

This field is only available if you chose to print a detailed report. Use this drop-down list to select how you want to sort the contents of the report. If you chose to group the report content by vendor, your sort options are as follows:

• PO Number: this option sorts the report content by PO Number and then by Stock Number and Expected Date in descending order.

• Stock Number: this option is only available if you open the window from Purchase Order and omit printing subtotals. It sorts the report content first by the Stock Number and then by PO Number, Expected Date, and Cost Variance.

• Expected Date: this option sorts the report content first by the Expected Date and then by Stock Number, PO Number, and Cost Variance in descending order.

• Cost Variance: this option sorts the report content first by the Cost Variance and then by PO Number, Stock Number, and Expected Date in descending order.

• Days Variance: this option sorts the report content first by the Days Variance and then by PO Number, Stock Number, and Expected Date in descending order.

• UDFs: this option is only available if you open this window from Purchase Order. It sorts the report content first by the UDF and then by Stock Number, PO Number, and Expected Date.

Sort By (Group by Stock Number)

• PO Number: this option sorts the report content by PO Number and then by Vendor Number and Expected Date in descending order.

• Vendor Number: this option is only available if you open the window from Purchase Order and omit printing subtotals. It sorts the report content first by the Vendor Number and then by PO Number, Expected Date, and Cost Variance.

• Expected Date: this option sorts the report content first by the Expected Date and then by Vendor Number, PO Number, and Cost Variance in descending order.

• Cost Variance: this option sorts the report content first by the Cost Variance and then by PO Number, Vendor Number, and Expected Date in descending order.

• Days Variance: this option sorts the report content first by the Days Variance and then by PO Number, Vendor Number, and Expected Date in descending order.

• UDFs: this option is only available if you open this window from Purchase Order. It sorts the report content first by the UDF and then by Vendor Number, PO Number, and Expected Date.

Use Vendor Filter

Select this check box to filter the report by a specific vendor(s). Once you select this check box, the Vendor Filter field is activated in which you establish the filter parameters.

Enter criteria in this field to filter the Available Vendors list box. This is beneficial for those times when you know part of the vendor number, but not all of it. With this filter option, you can narrow your search to one specific vendor or a range of vendors depending on the wildcard you use. You can use a question mark or asterisk as a wildcard which represents either a single character (?) or range of characters (*) to establish specific filter parameters.

You can substitute a question mark (?) for any one character in the vendor number. For example, if you use the vendor’s telephone number as their vendor number, you might enter 208777890? in the Vendor Filter field to include all vendor numbers beginning with 208777890. Or, you might enter 20877?8900 to include all vendors with numbers between 2087708900 to 2087798900.

For a range of characters within the vendor number, use an asterisk (*). For example, if your vendor numbers are alphabetic, you might enter *SUPPLY in the Vendor Filter field to include all vendors ending with SUPPLY. Or, if you use numbers, you might enter 208* in the field to include all vendors beginning with 208.

Skip Zero Cost Variance

Select this check box to omit items with zero cost variance from the report.

Print Subtotals

If you are printing a summary report, this field is automatically selected and disabled. If you are printing a detailed report, select this check box to include subtotal sections on the report. If you check this option, some sort options are unavailable.

Available / Include Vendors

This list box appears with all of the available vendors shown. If you chose to use a vendor filter and then tab from the field, the list refreshes to show vendors matching the filter criteria. To select the vendors to include in the report you can either double-click the vendor in the Available list to move it to the Include list (and vice versa), or you can highlight the available vendor(s) and click the arrow keys to move the vendor(s) between the list boxes.

Vendor Number

This column shows the Vendor Number as it was entered in the AP Vendors window.

Vendor Name

This column shows the Vendor Name as it was entered in the AP Vendors window.

Start and End Ranges: Stock Number, PO Number, Cost Variance, and Location (MLI only)

The Start and End boxes allow you to define the range of items to include on the report. You can include a single item by entering the same value in both boxes. These default settings include all items that meet the remaining criteria set in the window. Type in the fields or use the Lookup to make your selections.

(Business product only) If you open this report from the Job Cost Generate Purchase Orders window, you cannot choose a Location range.

Filters

These fields only appear if at least one user-defined field (UDF) is set up in Module Preferences. Use these drop-down lists to select an available UDF by which to filter the report content. Once a UDF is selected, the description for the code appears to the right of this field.

Expected Date Range

This drop-down can speed up the reporting process by allowing you to select a predefined period of time for which to run the report. You can also enter a custom date range. For more information on the date range options available, see Working with Date Ranges.