Navigation: Accounts Payable System > Reporting Accounts Payable System Results: 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

 

 

✓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).

 

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 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 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.

 

Purchase History by Vendor - Preview tab

 

 

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

✓End - - 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.

 

▪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) the displayed Vendor Purchase History Report.

✓Email - Click the Email button to 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 on the right at the top of the Preview tab.

 

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

 

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 on the right at the top of the Data View tab.