To access any of the below snapshots, simply click the snapshot name to open this in Purchase Plus.
This snapshot exports the journal entry data attached to invoices and credit notes. This snapshot can be filtered by multiple criteria although only the date is required.
Document Number |
Document Type |
Description |
Debit |
Credit |
Tax Rate |
Quantity |
Unit Price |
Purchase Order Number |
Purchaser Name |
Supplier Name |
Supplier Number |
Preferred Supplier |
Document Date |
Document Creation Date |
State |
Purchaser Product Code |
Supplier Product Code |
Brand |
Item Description |
Item Pack |
Sell Unit |
Category |
Subcategory |
Product |
Department Name |
Department Code |
Account Code |
This snapshot exports purchase order and invoice data at a product level for any orders that have not been invoiced. The snapshot can be filtered by the purchase order delivery date or sent date. This report can also be run at a group level.
Purchaser Name |
Supplier Name |
Supplier Number |
Sent Date |
Expected Delivery Date |
Purchase Order Number |
Purchase Order Created At |
Purchase Order Status |
Total Ordered Quantity |
Received Quantity |
Invoiced Quantity |
Remaining Quantity |
Unit Price |
Unit Tax |
Tax Percentage |
Brand |
Item Description |
Item Size |
Item Measure |
Item Pack Name |
Sell Unit |
Category |
Subcategory |
Line Total |
Line Tax |
Line Total Ex Tax |
Department Code |
Account Code |
This snapshot exports purchase order and invoice data at a summary level so users can use this to accrue for month end or check the status on whether an invoice has been paid. This snapshot can be filtered by date range for purchase orders and invoices.
Purchaser Name |
Supplier Name |
Purchase Order Number |
Invoice Number |
Reference |
Purchase Order Status |
Invoice Status |
Received To Inventory |
Invoice Date |
Sent Date |
Processed At |
Received Date |
Department Code |
Department Name |
Account Code |
RID |
Dept Codes |
Account Codes |
code_4 |
code_5 |
code_6 |
Order Total |
Order Tax |
Order Total Ex Tax |
Invoice Total |
Invoice Tax |
Invoice Total Ex Tax |
This snapshot exports a pivot table that displays purchase order spend by department broken down by each day. The user needs to filter by a date range by selecting the week/year range.
Week |
Sent Date |
Spend |
Departments |