The Receiving by Purchased Item report displays all the items received by a certain location over a period of time. This report can be helpful in seeing the information tied to a Purchased Item sorted by Item Categories.
This report includes commissary transactions.
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 |
|---|---|
Filter By | A listing of location categories. |
Filter | A listing of all locations from the selected location category. |
From Date | The beginning date for the report. |
To Date | The end date for the report. |
Detail Level | This option will show the information in a detailed or summarized fashion. |
Key Items Only | This option has the report run for either only the key items flagged in inventory or for all items. |
Vendor | This drop-down allows a user to select one or more specific vendors to view. |
Account | This drop-down allows a user to select one or more vendor accounts to view. |
Item | This drop-down allows a user to select one or more items to view. |
Vendor Item Number | A number that can be manually entered into the item record. Typing in this number can narrow in on one specific item. |
Item Category | These categories can help filter through types of items. |
Expand All | This option will either expand or collapse item categories. |
UofM | This option allows a user to run the report based on the transaction or inventory units of measure. |
Transfers | This option includes or excludes transfer items in this report. |
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 |
|---|---|
Category 1, 2, 3 | The breakdown of item categories. These can be pre-selected in the report parameters. |
Item | The name of the item received from the vendor. |
Location | The location that received the item. |
Transaction # | The invoice number associated with the transaction. |
GL Account # | The GL account number associated with the transaction. |
Vendor Name | The name of the vendor. |
Transaction Date | The date on the invoice. |
Purchase Unit | The unit of measure associated with the item. |
Quantity | The amount of the item that was received. |
Amount Each | The price of each item. |
Ext. Price | The extended price. This is the unit price multiplied by the number of items that were purchased. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Click here to learn how to send, export, or print this report.
