The Received by Purchased Item Report displays all the items received by a certain Location over a period of time. This report can be helpful in seeing the information tied to a Purchased Item sorted by Item Categories.



Navigation



To navigate to the Receiving by Purchased Item Report, click 'My Reports' in the Accounting Module and select 'Purch. & Inv.' in the top header. Once opened, a listing of reports will be shown. 


Find 'Receiving by Purchased Item', as displayed in the image above, and select 'Customize' next to the report. This will open up a listing of all Report Parameters that can be used to define your report.



Report Parameters



1) Filter By - A listing of Location categories

2) Filter - A listing of all Locations from the selected Location category

3) From Date - The beginning date for the report 

4) To Date - The end date for the report 

5) Detail Level - This option will show the information in a detailed or summarized fashion

6) Key Items Only - This option has the report ran for either only the key items flagged in inventory or for all items

7) Vendor - This drop-down allows a User to select one or more specific Vendors to view

8) Account - This drop-down allows a User to select one or more Vendor Accounts to view

9) Item - This drop-down allows a User to select one or more Items to view

10) Vendor Item Number - A number that can be manually entered into the Item record. Typing in this number can narrow in on one specific item

11) Item Category - These categories can help filter through types of items

12) Expand All - This option will either expand or collapse Item Categories

13) UofM - This option allows a User to run the report based on the transaction or inventory UofMs

14) Transfers - This option includes or excludes transfer items in this report

15) Run Button - Runs the report



Report Columns



1) Category 1, 2, 3 - The breakdown of Item Categories. These can be pre-selected in the report parameters

2) Item - The name of the item received from the Vendor

3) Location - The Location that received the item

4) Transaction # - The invoice number associated the transaction 

5) GL Account # - The GL Account number associated with the transaction

6) Vendor Name - The name of the Vendor

7) Transaction Date - The date on the invoice

8) Purchase Unit - The Unit of Measure associated with the item

9) Quantity - The amount of the item that was received

10) Amount Each - The price of each item

11) Ext. Price - The Extended Price. This is the unit price multiplied (#10) by the number of the items that were purchased (#9)