Purchase reporting and analytics
Purchase reporting gives procurement and business professionals insights and statistics about current and past purchase activities.
Reports
The following table describes some of the key reports in purchase reporting.
| Report | Description | Id |
|---|---|---|
| Purchase statistics | Shows purchase statistics for each vendor. This includes information for five periods, starting on the date that you specify. The report includes the total purchases, payments, finance charges, and discount information including the payment discounts taken and lost. Statistics are calculated for purchases before the date entered, at three one-month intervals from the date entered, and for a period including all purchases made after the third one-month interval. |
312 |
| Vendor - Top 10 list | Shows information on purchases from vendors for a selected period. You can choose the number of vendors that are included in the report. The vendors are sorted in order of amount, and you can choose whether they're sorted by purchase amount or balance. The report gives a quick overview of the vendors from which you purchase the most or to which you owe the most. |
311 |
| Vendor Item catalog | Displays a list of the vendors for the selected items or items for selected vendors. For each combination of item and vendor, it shows direct unit cost, lead time calculation and the vendor's item number. In the US, Canada, and Mexico, this report isn't available. Instead, use the Item/Vendor Catalog (10164) report. |
320 |
| Item/vendor catalog | Displays a list of the vendors for the selected items or items for selected vendors. For each combination of item and vendor, it shows direct unit cost, lead time calculation and the vendor's item number. In the US, Canada, and Mexico, this report isn't available. Instead, use the Item/Vendor Catalog (10164) report. |
720 |
| Vendor/Item Purchases | Shows a list of item entries for each vendor in a selected period. The report contains information on invoiced quantity, amount, and possible discounts. It can be used, for example, to analyze a company's item purchases and to show whether there's a relationship between discounts and item purchases. | 313 |
| Inventory Cost and price list | Displays a list of price information for the selected items or stockkeeping units: direct unit cost, last direct cost, unit price, profit percentage, and profit. | 716 |
| Inventory Availability Plan | If you would like to have an overview about specific items/stockkeeping units and their availability. This report will show you cumulated values such as gross requirements, scheduled and planned receipts, the inventory, and so on. | 707 |
| Inventory Vendor Purchases | Displays a list of the vendors that your company has purchased items from within a selected period. It shows invoiced quantity, amount, and discount. The report can be used to analyze a company's item purchases. | 714 |
| Inventory Purchase Orders | Displays a list of items on order from vendors. It also shows the expected receipt date and the quantity and amount on back orders. For example, use the report to see when items should be received, and whether a reminder of a back order should be issued | 709 |
| Purchase Reservation Availability | Shows the availability of items for shipment on purchase documents, for example return orders. You determine whether the report indicates the status of each document or of each purchase line. When you print the report, you can also update the quantity that is available for shipment in the Qty. to Receive field on the purchase lines. On purchase credit memos and negative purchase order lines, the Qty. to Receive field contains the quantity to ship.. Then you can use the report to determine which documents to ship. Note: This report isn't available for advanced warehouse functionality. |
409 |
Tasks
The following articles describe some of the key tasks for analyzing the state of your purchasing:
Explore purchase reports with Report Explorer
To get an overview of the reports that are available for purchasing, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Purchasing heading, choose Explore.
To learn more, go to Finding Reports with the Role Explorer.
See also
Ad-hoc analysis of purchasing data
Purchasing analytics overview
Setting Up Purchase
Purchasing overview