Exact Globe+

Power view report for purchase orders

Menu path

Purchase ➔ Reports ➔ Power view

Introduction

The screen is displayed when Display is clicked in the Purchase > Reports > Power view screen. This screen displays the information about a specific supplier, such as the items ordered, total quantity of the purchase orders, total value of the purchase orders, and others, that was transacted with the supplier. The information is useful to buyers as they are able to get an insight into specific suppliers by viewing the purchase history.

What version are you using?

The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the power view report for the purchase orders?

In the Purchase > Reports > Power view screen, define the search criteria.
Click Display.

How do I view the purchase history of a purchased item?

In the Purchase > Reports > Power view screen, define the search criteria.
Click Display.
Select an item in the overview.
Click Zoom.

Keep in mind: The Zoom button is enabled only if an item is selected in the overview.

How do I export the power view report to Microsoft Excel?

In the Purchase > Reports > Power view screen, define the search criteria.
Click Display.
Select an item in the overview.
Click Excel.

Fields

Supplier

The supplier code is displayed. This field cannot be edited.

Supplier name

The name of the supplier is displayed. This field cannot be edited.

Contact

The name of the contact person is displayed. This field cannot be edited.

Year

The year of the purchase order is displayed. This field cannot be edited.

Ageing: Supplier

The total amount of the item(s) still owing the supplier is displayed at the <=30, >30 & <=60, >60 & <=90, and/or >90 fields. These fields cannot be edited.

The following fields are displayed only if the By item option at Show under the General section is selected in the Purchase > Reports > Power view screen, or Zoom is clicked in the Power view screen.

Available stock

The available stock of the selected item is displayed. This field cannot be edited.

Free stock

The number of free stock for the selected item is displayed. This field cannot be edited.

Purchase price

The purchase price of the selected item is displayed. This field cannot be edited.

Show: Last

Type the number of months, weeks, or days to display the purchase history of the item ordered during the last months, weeks or days. Select Months, Weeks, or Days to display the purchase history of the item ordered during the last few months, weeks, or days. For example, if the current date is January 20, 2009, “3” is defined, and Months is selected, the overview will display the purchase history of the item for November 2008, December 2008, and January 2009. To view the purchase history of all the items previously ordered, select By supplier at Show in the Purchase > Reports > Power view screen, and click Display. You can also view the power view report at Purchase ➔ Entries ➔ Purchase orders by clicking New. In the Purchase orders screen, type or select the ordered by creditor at Ordered by (the creditor for which you want to view the purchase history), select the purchase order number that you want to view, and click Power view. Alternatively, you can select a purchase order (purchase order of the creditor to be viewed) at Purchase ➔ Entries ➔ Purchase orders, and click Open. In the Purchase orders screen, click Power view.

Note: If New is clicked at Purchase ➔ Entries ➔ Purchase orders, the Power view button is enabled only when the mouse cursor is in the Item column.