The Contract Violations Report will show any items outside of the Contract Price for the selected date range. Contract Prices can be maintained via the Vendor Item by either direct edit or import template. Vendors are listed separately and any item is listed for each invoice that the violation impacts. This report can also display underpricing by a Vendor as well as overpricing.
This report is typically ran monthly or quarterly to investigate any Contract Violations that occur and hold vendors accountable to the prices that they're quoting.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
- Open the Reports app.
- Navigate to My Reports.
- Enter all or part of the report name in the search bar.
- The Results tab will open with the list of search results.
- From beneath the report name, click Run to run the report with the selected report view.
-OR-
Click Customize to adjust the report parameters and run the report.
Report Parameters
Field/Column | Description |
|---|---|
Start Date | The beginning date for the report. |
End Date | The end date for the report. |
Show Underpriced | This option will either show or hide items that had an actual price lower than the contract price. |
Detail Level | This option will either show a detailed view of the vendor invoices and violations or provide a summary of vendors' contract violations. |
Vendor | The name of the vendor that violated their contract. |
Invoice Number | The invoice number that had the contract violation. |
Run Button | Runs the report. Users can also send, export, or print the report directly from this button by clicking the down arrow portion and selecting the desired action. |
Report Columns
Field/Column | Description |
|---|---|
Purchased Item by Vendor | The name of the purchased items from their respective vendors. These are hyperlinked to their item records. |
Vendor Item # | The number associated with the purchased item by the vendor. These are hyperlinked to their vendor item records. |
Location | The location that received the vendor items. |
Inv. # | The invoice number that was received with the item. These are hyperlinked to their AP invoices. |
Inv. Date | The date of the invoice. |
U of M | The item's unit of measure. |
Contract Price | The contracted price of the item. |
Invoice Price | The actual price of the item, as noted on the invoice. |
Invoice Qty | The amount of the item requested on the invoice. |
Each Violation $ | The difference between the contract price and the invoice price for one unit of measure. This is the amount overcharged or undercharged for one item's unit. All of the purchased item violation amounts will be totaled by vendor. |
Total Violation $ | The difference between the contract price and the invoice price for the total quantity received. This is the total amount overcharged or undercharged for this item. All of the total purchased item violation amounts will be totaled by vendor. |
Var. % | The percentage of variance between the contracted price and the actual price of the item. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
