> Generating Purchasing Reports

Report

Steps

Report Information

Approved orders awaiting delivery (PRONOL)

Click to select a Supplier, Cost code, Purchase order, Part, Store, and Task.

Datastream 7i prints a list of purchase orders that have been issued to suppliers but for which goods have not yet been received. The report includes the supplier, the date the purchase order was created, the related requisition, and purchase order numbers.

Blanket order list (PRBPOL)

Click to select the Supplier, Blanket order, For store, and/or Class.

Note: Datastream 7i will include all blanket orders that are active any time between Start date and End date.

To include any comments added for the blanket purchase order in the printed output, select Comments.

To include a summary of the current release information for the blanket purchase order, select Release Information.

To include any order terms and/or clauses in the printed output, select Terms/Clauses.

To include any custom fields added for the blanket purchase order in the printed output, select Custom fields.

To include a list of the authorized approvers for the blanket purchase order, select Approvers.

Datastream 7i prints a list of approved blanket orders and blanket order lines that includes the blanket order header and blanket order lines.

You can also select to print additional detailed information for the blanket purchase order, such as comments, current release information, order terms and clauses, comments, and/or authorized approvers.

Note: Datastream 7i only includes blanket orders that the user is authorized to use.

List of contract classes (CRCOTL)

Click to select the Contract class and Language.

Datastream 7i prints a list of the different contract classes.

List of contract clauses (CRCLAL)

Parent clause—Enter 0 for the clause library, or click to select an individual clause.

Language—Click to select a language.

Datastream 7i prints a list of available contract clauses.

List of debit discounts (CRDEBL)

Click to select a Contract, Store, Supplier, and Status.

Datastream 7i prints a list of the debit discounts to expect.

List of existing contracts (CRCONL)

Click to select a Supplier and Store.

Datastream 7i prints an overview of current contracts.

List of invoices (PRINVL)

Click to select a Supplier. If you leave this field blank, Datastream 7i prints invoices for all suppliers.

Indicate the data organization for the report. Choose one of the following options:

• Date approved—Invoices that agree with the purchase order and for which payment has been approved.

• Matched—Invoice headers match the individual invoice lines, but payment has not yet been approved.

• Date recorded—Invoices that have been recorded but not yet matched.

• Start date—Enter the start date by which you want invoices retrieved.

Datastream 7i prints a report showing supplier invoice information.

List of purchases under contract (CRORDL)

Click to select a Store, Supplier, and Contract.

Order lines—Select one of the options.

Datastream 7i prints a list of (open) purchase order lines.

List of quotations (QRQUOL)

Click to select a Supplier, Trade, Status, Quotation, and Store. If you leave all fields blank, Datastream 7i prints all quotations.

Datastream 7i prints a list of quotations.

Print contract (CRCONF)

Click to select a Store, Supplier, and Contract. If you leave all fields blank, Datastream 7i prints all contracts in the database.

Note:  To print a contract, first define the prompts for the class of the contract.

Datastream 7i prints a copy of the contract.

Print purchase order revision (PRREVF)

Click to select a Store and Purchase order.

Revision number—Enter the revision number.

To print document attachments associated with parts on purchase order lines when printing the purchase order, select Print attachments.

Datastream 7i prints a copy of a certain revision number of a purchase order.

Print purchase order with cost code (PRORDI)

Click to select the Storeroom, Purchase order number, and Buyer for the report.

To print values in Euro currency, select Show dual currency. Euro values are printed in italics.

To print document attachments associated with parts on purchase order lines when printing the purchase order, select Print attachments.

Datastream 7i prints a copy of the purchase order including cost code information.

Purchase history per item/supplier (SRHISL)

Click to select a Supplier, Part, Work order, and Task.

Datastream 7i prints a report with all parts and work orders associated with a given supplier.

Purchase history per order/supplier (PRHISL)

Click to select a Supplier and purchase order Status.

Datastream 7i prints a report with all purchase orders for a given supplier.

Purchase orders awaiting invoicing (PRONIL)

Click to select a Supplier, Purchase order, and Store.

Datastream 7i prints a list of purchase orders for goods that have been received but not yet invoiced. The report includes the related requisition and purchase order numbers, the part or service ordered, the outstanding quantity, the unit of measure for the items, and the order price per unit for goods or services.

Request discount based on purchases (CRUSGF)

Click to select a Part, For store, Supplier, and Part class.

Description—Enter a part description.

Number of months—Enter the length of the contract period.

Datastream 7i prints a request to a supplier for the discount based on the purchase orders in the contract period.

Requests for quotation (QRQUOF)

Click to select a Quotation, Store, Supplier, Status, and Seq no. If you select a Quotation only, Datastream 7i prints copies of the quotation for all suppliers. If you select a Supplier only, Datastream 7i prints all quotations that apply to that supplier.

Datastream 7i prints quotations to send to suppliers.