Sage X3 - User Guide - SE_Reports_Purchasing-US000.docx

Reports Catalog Purchasing 2010 Edition

1.

ANALYSIS 2

2.

EXTERNAL DOC!ENTS

11

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INTERNAL DOC!ENTS

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LISTS

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PRICES

10$

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Purchasing

Menu: Report s > Prints/group > Purchasing > Analysis

1. AN ANAL ALY YSI SIS S 1.1.

Outstanding PO POs )P )PATTENDS*

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1.2.

Shi&+,nt r,-u,st isting )PSI/O/*

1.". 1. ".

PO St Stat atus us R, R,&o &ort rt )P )PCA CARN RNET ETCD CDE* E* 

1.$ .$..

Su Su co con ntr tra act ctin ing g co cost st d,ta tai i )SC SCO OCOST ST**

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 1.1. 1. 1.

Purchasing 6 1. ERROR7 RE8ERENCE SORCE NOT 8OND

Outs Ou tsta tand ndin ing g POs POs )PA )PATTE TEND NDS S**

This r,&ort dis&a9s th, ist o: ,;&,ct,d &roducts that corr,s&ond to th, :oo
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 1.2. 1. 2.


Shi& Sh i&+, +,nt nt r,-u r,-u,s ,stt isti isting ng )PS )PSI/ I/O O/* /*

Menu: Purchasing > Orders > Shipment Requests > File > Print > List Menu: Purchasing > Orders > Shipment Requests Inquiry > File > Print > List This r,&ort dis&a9s th, o&,n ord,r trac=ing
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 1.". 1. ".


PO St Stat atus us R,& R,&or ortt )PC )PCAR ARNE NETC TCDE DE**

This r,&ort dis&a9s th, PO status
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Sucont Su contrac ractin ting g cos costt d,t d,tai ai )SC )SCOCO OCOST* ST*

This r,&ort &r,s,nts th, d,tai o: th, &roduction cost o: sucontract ord,rs
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Purchasing

Menu: Reports > Prints/group > Purchasing > !ternal documents

2. EXT EXTERN ERNAL AL DOC! DOC!ENT ENTS S 2.1.

R8? not,s 12 12

2.1.1. 2.1.2.

R8? not,s )@ONAO8* R8? not,s )@ONAO82*

2.2.

Purchas, ord,r not,s 1(

2.2.1. 2.2. 1. 2.2.2. 2.2. 2. 2.". ".

Purcha Purc has, s, ord ord,r ,r not not,s ,s )@O )@ONC NCDE DE** 1( 8i;d :o :oot,r &u &urch or ord,r no not ,s ,s )@ )@ONCDE2* Purc Pu rcha has, s, or ord, d,rr not not, , &r, &r,& &ri rint nt )@ )@ON ONCD CDE2 E2PI PI**

2.".

Contracts 22

2.".1. 2.". 1. 2.". 2. ".2. 2.

Contra Cont ract cts s )@ON )@ONCD CDEO EO/ /** 22 Cont Co ntra ract cts s )@O )@ONC NCDE DEO O/2 /2*2 *2$ $

2.$. 2. $.

R,-u R, -u,s ,sts ts :o :orr &ur &urch chas as, , ord ord,r ,rs2 s2( (

2.$.1. 2.$. 1. 2.$. 2. $.2. 2.

R,-u,s R,-u ,sts ts :o :orr &u &urc rcha has, s, or ord, d,rs rs )@ )@ON ONDL DLO O/* /* R,-u R, -u,s ,sts ts :or :or &ur &urch chas as, , ord, ord,rs rs )@O )@OND NDLO LO/ /2* 2*

2.#.

R,turn not,s

2.#.1. 2.#.2. 2.#. 2. #.". ".

R,turn not,s )@ONRET* "0 8i;d :o :oot,r r, r,t ur urn no not ,s ,s )@ )@ONRET2* R,tu R, turn rn no not, t,s s &r &r, ,&r &rin int, t,d d )@ )@ON ONRE RET2 T2PI PI**

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2.( .(..

Ta; in inc cu ud, &urch cha as, ord rd, ,r not, t,s s

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2.(.1. 2.(.1. 2.(. 2. (.2. 2. 2.(. 2. (.". ".

Ta; inc inc. . &urc &urchas has, , ord,r ord,r not not,s ,s )@O )@ONT NTTC TC** "( Ta; inc incu ud, d, :; :;d d : &u &urc rcha has, s, or ord, d,rr not not,s ,s )@ )@ON ONTT TTC2 C2** Ta; in inc cud ud, , &u &urc rcha has, s, or ord, d,rr not not,s ,s &r &r, , )@ )@ON ONTT TTC2 C2PI PI**

2..

R8? r,+ind,rs

2 . .. 1. 1. 2.. 2. .2. 2.

R8? r ,+ ,+ in in d, d, rs rs ) RE REL@ONAO8* $2 R8? R8 ? r, r,+i +ind nd,r ,rs s )R )REL EL@O @ONA NAO8 O82* 2* $$

2.>.

Su&&i,r r,+ind,rs

2.>.1. 2 .> .>. 2. 2.

Su&&i,r r, r,+ in ind,rs )R )REL8O* Su& & & i, i, r r ,+ ,+ in ind ,r ,r s ) RE REL 8O 8O2 *

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2( 2>

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$2

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2.1.

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R8? not,s

2.1 .1.1 .1..

R8? not ot, ,s )@ )@O ONA NAO8 O8**

This r,&ort is us,d to s,nd an R8? not, to th, su&&i,r. It is &ossi, to custo+i, this r,&ort. L,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d in this r,&ort. Crit,ria ar, as :oo
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2.1 .1.2 .2..

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R8? not ot, ,s )@O )@ONA NAO8 O82 2*

Menu: Purchasing > RF"s > RF" > File > Print > Record This r,&ort is us,d to s,nd an R8? not, to th, su&&i,r. It is &ossi, to custo+i, this r,&ort. L,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d in this r,&ort. Crit,ria ar, as :oo
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2.2. 2. 2.

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Pur urch chas as, , ord, ord,rr not not,s ,s

2.2. 2. 2.1. 1.

Purc Pu rcha has, s, or ord, d,rr no not, t,s s )@ )@ON ONCD CDE* E*

This r,&ort is us,d to &rint &urchas, ord,r not,s :or su&&i,rs. It is &ossi, to custo+i, th, r,&ort. L,ga r,-uir,+,nts such as ,ga :or+ and intra co++unit9 /AT nu+,r ar, incud,d in this r,&ort. Crit,ria ar, as :oo
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2.2. 2. 2.2. 2.

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8i;d 8i ;d :oo :oot, t,rr &urc &urch h ord, ord,rr not, not,s s )@ONC )@ONCDE DE2* 2*

Menu: Purchasing > Orders > Orders > File > Print > Record This r,&ort is us,d to &rint su&&i,r &urchas, ord,r not,s. This r,&ort can , custo+i,d and &rint,d in th, su&&i,rBs anguag, and curr,nc9. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. Th, r,c,i4ing sit, and addr,ss ar, r, su+itt,d ,ach ti+, th, r,c,i&t :aciit9 o: &roduct in,s chang,s. Lin,s ar, r,su+itt,d on ,ach n,< ord,r &ag,. Crit,ria ar, as :oo
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2.2.". 2.2 .".

Purch Pu rchas, as, ord ord,r ,r no not, t, &r, &r,&r &rint int )@O )@ONCD NCDE2 E2PI* PI*

This r,&ort is th, sa+, as 8i;,d :oot,r &urchas, ord,r not,s )@ONCDE2*
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2.".

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Contracts

2.". 2. ".1. 1.

Cont Co ntra ract cts s )@ )@ON ONCD CDEO EO/ /**

This r,&ort is us,d to &rint contracts. It is &ossi, to custo+i, this r,&ort. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d. Pric, ist t,r+s such as d,i4,r9 sch,du,
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2.". 2. ".2. 2.

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Cont Co ntra ract cts s )@ )@ON ONCD CDEO EO/ /2* 2*

Menu: Purchasing > Orders > #ontracts > File > Print > Record This r,&ort is us,d to &rint contracts. It is &ossi, to custo+i, this r,&ort and it can , &rint,d in th, su&&i,rBs anguag, and curr,nc9. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. Lin,s ar, r,su+itt,d on ,ach n,< ord,r &ag,. Pric, ist t,r+s d,tais such as d,i4,r9 sch,du,
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2.$. 2. $.

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R,-u, R, -u,st sts s :or :or &u &urc rchas has, , or ord,r d,rs s

2.$. 2. $.1. 1.

R,-u R, -u,s ,sts ts :or :or &urch &urchas as, , ord, ord,rs rs )@ON )@ONDL DLO O/* /*

This r,&ort is us,d to s,nd n,< r,-u,sts :or &urchas, ord,rs to a su&&i,r. It is &ossi, to custo+i, this r,&ort. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d. Crit,ria ar, as :oo
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&.2'11(

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2.$.2. 2.$ .2.

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R,-u, R, -u,sts sts :or &ur &urcha chas, s, ord ord,rs ,rs )@O )@ONDL NDLO/ O/2* 2*

Menu: Purchasing > Orders > Shipment Requests > File > Print > Record This r,&ort is us,d to s,nd n,< r,-u,sts :or &urchas, ord,rs to a su&&i,r. It is &ossi, to custo+i, this r,&ort. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. Crit,ria ar, as :oo
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2.#.

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R,turn no not,s

2.#. 2. #.1. 1.

R,tu R, turn rn no not, t,s s )@ )@ON ONRE RET* T*

This r,&ort is us,d to &rint r,turn not,s. It is &ossi, to custo+i, this r,&ort. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as s,ria nu+,rs or s,ria'ot +anag,+,nt &roducts. Crit,ria ar, as :oo
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2.#. 2. #.2. 2.

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8i;d 8i ;d :o :oot ot,r ,r r,t r,tur urn n not not,s ,s )@ )@ON ONRE RET2 T2**

Menu: Purchasing > Returns > Returns > File > Print > Record This r,&ort is us,d to &rint r,turn not,s. It is &ossi, to custo+i, this r,&ort and it can , &rint,d in th, su&&i,rBs anguag, and curr,nc9 curr,nc9.. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. S,ria nu+,rs or s,ria'ot +anag,+,nt it,+s ar, incud,d too. Lin,s ar, r,su+itt,d on ,ach n,< r,turn not,. Crit,ria ar, as :oo
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2.#. 2. #.". ".

R,tu R, turn rn not not,s ,s &r, &r,& &ri rint nt,d ,d )@O )@ONR NRET ET2P 2PI* I*

This r,&ort is th, sa+, as 8i;,d :oot,r r,turn not,s )@ONRET2*
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2.(. 2. (.

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Ta; inc incud, ud, &u &urc rcha has, s, ord ord,r ,r not not,s ,s

2.(.1. 2.( .1.

Ta; inc inc.. &urc &urchas has, , ord ord,r ,r no not,s t,s )@O )@ONTT NTTC* C*

This r,&ort is us,d to &rint &urchas, ord,r not,s
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2.(.2. 2.( .2.

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Ta; incu incud, d, :;d :;d : &urc &urcha has, s, ord, ord,rr not,s not,s )@O )@ONTT NTTC2 C2**

Menu: Purchasing > Orders > Orders > File > Print > Record This r,&ort is us,d to &rint &urchas, ord,r not,s
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2.(.". 2.( .".

Ta; incu incud, d, &urc &urchas has, , ord,r ord,r not not,s ,s &r, &r, )@ON )@ONTTC TTC2PI 2PI**

This r,&ort is th, sa+, as Ta; Ta; incud, :i;,d : &urchas, ord,r not,s )@ONCDE2*
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2..

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R8? r,+ind,rs

2.. 2. .1. 1.

R8? R8 ? r,+ r,+in ind, d,rs rs )RE )REL@ L@ON ONAO AO8* 8*

This r,&ort is us,d to s,nd a su++ar9 o: R8?s to th, su&&i,r'addr,ss cou&,. It is &ossi, to custo+i, this r,&ort. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT nu+,r ar, incud,d. Crit,ria ar, as :oo
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2.. 2. .2. 2.

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R8? R8 ? r,+i r,+ind nd,r ,rs s )REL )REL@O @ONA NAO8 O82* 2*

This r,&ort is us,d to s,nd a su++ar9 o: R8?s to th, su&&i,r'addr,ss co+ination. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. Crit,ria ar, as :oo
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2.>. 2. >.

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Su& u&& &i, i,rr r,+i r,+ind nd,r ,rs s

2.>. 2. >.1. 1.

Su&& Su &&i i,r ,r r, r,+i +ind nd,r ,rs s )R )REL EL8O 8O* *

Th, so:t
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2.>. 2. >.2. 2.

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Su&& Su &&i i,r ,r r, r,+i +ind nd,r ,rs s )R )REL EL8O 8O2 2**

It is &ossi, to custo+i, r,+ind,r ,tt,rs s,nt to su&&i,rs. Th, ,ga r,-uir,+,nts such as ,ga :or+ and intraco++unit9 /AT /AT nu+,r ar, incud,d as <, as th, co+&an9 ogo. Crit,ria ar, as :oo
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

Purchasing

Menu: Reports > Prints/group > Purchasing > Internal documents

". INT INTERN ERNAL AL DOC!E DOC!ENTS NTS ".1 .1..

Purrch Pu cha as, r, r,-u,st not, t,s s )@ )@OND NDA* A* #1

".2.

R,turn &ic=ing tic=,ts )@ONPRERET*

".".

R,c,i&t not,s )@ONRCP*

".$ .$..

In4o 4oic ic, , co con ntro ro not, t,s s )P )P@O @ON N8AC* #

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 ".1. ". 1.

Purchasing 6 ". ERROR7 RE8ERENCE SORCE NOT 8OND

Purc Pu rcha has, s, r,-u r,-u,s ,stt not not,s ,s )@ )@ON ONDA DA**

Menu: Purchasing > Purchase requests > Purchase requests > File > Print > Record This r,&ort is us,d to &rint &urchas, r,-u,st not,s
&.#1'11(

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 ".2. ". 2.


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R,tu R, turn rn &ic= &ic=in ing g tic=, tic=,ts ts )@ON )@ONPR PRER ERET ET**

Menu: Purchasing > Returns > Returns > > File > Print > Record This r,&ort is us,d to &rint su&&i,r r,turn &ic=ing tic=,ts. It is &ossi, to custo+i, this r,&ort. S,ria nu+,rs or s,ria'ot +anag,+,nt it,+s ar, incud,d. Crit,ria ar, as :oo



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 ".". ". ".


R,c, R, c,i& i&tt not not,s ,s )@ )@ON ONRC RCP* P*

Menu: Purchasing > Receipts > Receipts > File > Print > Record Menu: In$entory > Receipt/issue transactions > Receipts > File > Print > Record This r,&ort is us,d to &rint r,c,i&t not,s. It is &ossi, to custo+i, this r,&ort. S,ria nu+,rs or s,ria'ot +anag,+,nt it,+s ar, incud,d. Crit,ria ar, as :oo
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&.#('11(

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In4oi In 4oic, c, cont contro ro not, not,s s )P@O )P@ON8 N8A AC*

Menu: Purchasing > In$oices > Purchases in$oices > File > Print > Record This r,&ort is us,d to &rint in4oic, contro not,s. It is &ossi, to custo+i, this r,&ort. O&,n it,+s ar, incud,d. Crit,ria ar, as :oo
&.#'11(

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&.#>'11(



Purchasing

Menu: Reports > Prints/group > Purchasing > Lists

$. LISTS $.1.

In4oicing , ,+ ,+,nts )P8OOTIN/*

(0

$.2 .2..

Purrch Pu cha as, in in4o 4oic ic, , i ist st )P )PIIN/ N/OI OIC CE*

(2

$.". $. ".

Purc Pu rcha has, s, in in4o 4oic ic, , is istt )PI )PIN/ N/OI OICE CEE* E* ($

$.$. $. $.

D,ta D, tai i &u &urc rcha has, s, in in4o 4oic, ic, is istt )P )PIN IN/O /OIC ICEL EL** ((

$.# .#..

PO Lis isttin ing g'R 'R, ,c, c,i4 i4in ing g o or= r=sh sh, ,,t )P )PO ORDE DER R*

(>

$.(. $. (.

PO Li List stin ing' g'R, R,c, c,i4 i4in ing g o or= r=sh sh,, ,,tt )P )POR ORDE DERE RE**

0

$..

D,tai &u &urchas, or ord,r iist )P )PORDERL*

$.> .>..

Cont ntra ract ct PO PO List Listin ing g )PO )PORD RDER ERC CO* $

$.%.

Contract PO Listing )PORDERCOE*

$.10 $. 10..

Cont Co ntra ract ct is istt D,ta D,taii )POR )PORDE DERC RCOL OL** >

$.11.

R8? iist )P?OTAT*

$.12 $. 12..

Purc Pu rcha has, s, r, r,c, c,i& i&tt is istt )PR )PREC ECEI EIPT PT**

$.1" $. 1"..

Purc Pu rcha has, s, r,c r,c,i ,i&t &t is istt )PRE )PRECE CEIP IPTE TE** >$

$.1$. $.1 $.

D,tai D, tai &urc &urchas has, , r, r,c,i c,i&t &t is istt )PR )PRECE ECEIPT IPTL* L* >(

$.1# $. 1#..

Purc Pu rcha has, s, R, R,-u -u,s ,stt List List )P )PRE RE? ?IS IS** >>

$.1(.

Purc ha has, R,-u,st Lis t )PRE?ISE*

$.1 $. 1..

D,ta D, tai i &urc &urcha has, s, r,r,-u, u,st st ist ist )PRE )PRE? ?IS ISL* L* %2

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Sage X3 - User Guide - SE_Reports_Purchasing-US000.docx

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