P/O Purchase History Screen

Open  Purchase Orders > P/O Statistics and Inquiries > Purchase History.

In multicurrency ledgers, this field appears when you select Vendor Currency for the Show As option. The field displays the currency in which purchase history amounts are shown.

In multicurrency ledgers, use this option to specify the currency in which to display purchase history amounts.

Select Functional Currency or Vendor Currency by clicking your choice on the Currency list, by using the Up or Down arrow keys on your keyboard, or by typing F to select Functional Currency or V to select Vendor Currency.

Specify the date range for which to display purchase history.

If you selected Item Number in the Select By field, type the item number for which to list purchase history, or select the number you want from the Finder.

Use this option to specify the order in which you want to list historical data from purchases and returns posted in Purchase Orders.

Click your choice. You can also select it using the Up or Down arrow keys on your keyboard, or by typing I to select Item Number and V to select Vendor Number.

If you selected Vendor Number on the Select By list, type the vendor number for which to list purchase history, or select the number you want from the Finder. The vendor name appears in the next field.

If the credit note is for a return, this column displays the difference between the amount posted with the return and the amount on the credit note.

A positive number indicates a decrease between the return and the credit note, while a negative number shows an increase in the credited amount.

If the credit or debit note references an invoice (or stands alone), this column displays the amount of the credit note or debit note.

A credit is a negative number.

This column displays the total amount (excluding taxes and additional costs) of credit notes posted for the vendor or item in the corresponding year and period.

In multicurrency ledgers, these figures are shown in either the functional currency or the vendor's currency. You choose the currency in which to display amounts.

If the credit note is for a return, this column displays the difference between the quantity posted with the return and the quantity on the credit note.

A positive number indicates a decrease between the return and the credit note, while a negative number shows an increase in the credited quantity.

If the credit or debit note references an invoice (or stands alone), this column displays the quantity of the credit note or debit note.

A credit is a negative number.

This column displays the total amount (excluding taxes and additional costs) of debit notes posted for the vendor or item in the corresponding year and period.

In multicurrency ledgers, these figures are shown in either the functional currency or the vendor's currency. You choose the currency in which to display amounts.

This column displays the difference between the amount on the receipt and the amount invoiced.

A positive number shows that a larger amount was invoiced than shown on the receipt; a negative number shows that a smaller amount was invoiced.

This column displays the total amount of the invoice for the vendor or item in the corresponding year and period.

In multicurrency ledgers, these figures are shown in either the functional currency or the vendor's currency. You choose the currency in which to display amounts.

This column displays the difference between the quantity posted with the receipt and the quantity invoiced.

A positive number shows that more items were invoiced than shown on the receipt; a negative number shows that less items were invoiced.

These fields display the item numbers purchased from the vendor for whom you are displaying purchase history, as well as the description for each item number.

This column displays the total number of credit notes posted for the vendor or item number in the corresponding year and period.

This column displays the total number of debit notes posted for the vendor or item number in the corresponding year and period.

This column displays the total number of invoices posted for the vendor or item in the corresponding year and period.

This column displays the total number of receipts posted for the vendor or item in the corresponding year and period.

This column displays the total number of returns posted for the vendor or item in the corresponding year and period.

When you are displaying purchase history for a vendor number, these fields display the number of stocking units of each item that you purchased from the vendor.

When you are displaying purchase history for an item number, these fields display the number of stocking units of each item you purchased.

This column displays the total number of stocking units of an item that was returned in the corresponding year and period, by vendor number or item number.

This column displays the total amount (excluding adjustments) of the receipt for the vendor or item in the corresponding year and period.

In multicurrency ledgers, these figures are shown in either the functional currency or the vendor's currency. You choose the currency in which to display amounts.

This column displays the total amount (excluding taxes and additional costs) of returns posted for the vendor or item in the corresponding year and period.

In multicurrency ledgers, these figures are shown in either the functional currency or the vendor's currency. You choose the currency in which to display amounts.

When you are displaying purchase history for a vendor number, these fields display the years (fiscal or calendar) and periods in which you purchased items from the vendor. (Information is displayed by the type of year and period you specify in the P/O Options screen for the Accumulate Purchase History option.)

When you are displaying purchase history for an item number, these fields display the years and periods in which you purchased the item.

Overview

Use the P/O Purchase History screen to:

  • Review purchasing data that is kept by Purchase Orders if you use the Keep Purchase History option.
  • See details of a selected transaction by clicking the Details button.

The screen displays all purchases and returns of items for the fiscal or calendar years and periods for which you keep history.

Tip: You can also check purchase history for an item or a vendor while entering a transaction by selecting a detail, and then clicking the History button on the transaction entry screen.