Vendor Purchase History

This Help File Page was last Modified on 04/03/2017

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Vendor Purchase History

This Help File Page was last Modified on 04/03/2017

The Vendor Purchase History provides a simple to read (detailed or summary) document containing all of the Purchase from the selected Vendors within a specified Date Range.

The Vendors Form must be open to access this report.

Select the appropriate Vendor using the F2 Search function.

On the Vendors Form's Actions Menu Click the Reports Icon

 

HelpFilesVendorsFormReportsIconMenuOptions-PurchaseHistory

 

Select the Purchase History option.

 

Assuming the correct Vendors Form is currently open, there are two additional ways to access the Vendor Purchase Purchase History dialog:

a)From the Backstage Menu System Select Reports and Choose Payable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Payable Reports.

Then, Select Vendor Purchase History

 

Vendor Purchase History tabs - There are three tabs on the Vendor Purchase History Report dialog.

Options - Initially only the Options tab is shown (until the desired Options are selected and the Print button is Selected).

 

HelpFilesVendorPurchaseHistoryDialog

Vendor Purchase History Report - Options tab

 

Report Type - Indicate how much detail is needed?

Detail - By default, each Bill, whose Invoice Date is within the Date Range specified below, will be listed.

Summary - You may Click Summary to only list the total Purchases for the Date Range specified.

Date Range - Specify the Date Range for this report.

From - By default, it will be the First day of the First Month of the most recently completed Year.  

oYou may use the Drop-Down Calendar/Date Entry field  to Choose a different starting date.

To - By default, it will be the Last Day of the Last Month of the most recently completed Year.  

oYou may use the Drop-Down Calendar/Date Entry field to Choose a different ending date.

Print - Click the Print button HelpFilesPrintButtonNoIcon to Preview and optionally Print (to a File or a Printer) this Vendor Purchase History Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesVendorPurchaseHistoryPreviewPg1

Purchase History by Vendor - Preview tab

 

 

Home - HelpFilesHomeKey- Using either the screen Icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen Icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Vendor Purchase History Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesVendorPurchaseHistoryDataView

Vendor Purchase History Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.