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Adaco: Account Purchase Report

Fourth Customer Success Portal
  • Updated

Account Purchase Report

The Account Purchase Report is used to see the purchase details of products.
  • To run the this report, go to Report Center>Purchasing Reports>Account Purchase Report.
  • To open the report criteria screen, double-click Account Purchase Report or select the report and click Run Report, as per Fig.1.​
 
Account Purchase Report
Fig.1 - Running the Account Purchase Report
 

Report Criteria

Enter report criteria to get desired results, as per Fig.2 below.
 
Account Purchase Report Criteria
Fig.2 - Report Criteria for the Account Purchase Report
 
Fields Description
Report Options Detailed: generates the report with product information on specific purchase orders.

Summary: generates the report with only the account totals.
Account (Select All): allows the selection of all the accounts in one click.

Allows the selection of one or more of the accounts in Adaco with which to generate the report. 
Date Range Option Select Start and Ending Dates: when selected, enables the From Date: and Thru Date: fields to allow the choice of a specific date range.

Date Range by Period: when selected, enables the Period field to allow a choice of either the current period or any previously closed ones.
Outlet Select All: allows the selection of all the outlets in one click.

Allows the selection of one or more of the outlets in Adaco with which to generate the report. 


Report Results

When the Account Purchase Report is generated the result should look similar to Fig.3
 
Account Purchase Report
Fig.3 - Account Purchase Report results
 
Fields Descriptions
Product Displays the Adaco product number.
Product Description Displays the name of the product.
Retail Attributes Displays the retail information, if it has been set up under Property>Products>Retail.
P.O Number Displays the purchase order number containing this product information.
Purchase Information Displays the text written in the Purchase Info field on the Product Master.
Vendor Price Displays the purchase cost for the product on the specific purchase order.
Quantity Displays the amount purchased on the specified purchase order.
Unit Description The product's unit information is displayed as PurchaseUnit [PackSize PackUnit (SubPackSize SubPackUnit)].
Total Cost The total purchase cost for the quantity received.
  • Calculation: TOTAL COST = QUANTITY x VENDOR PRICE
Account Displays the Adaco number and name for the account, as setup under Property>Setup>Accounting>Accounts.
Outlet Displays the Adaco number and name for the outlet, as setup under Property>Setup>Location>Outlet.
Outlet Total Displays the Total Cost for all the products for the specific outlet. 
Account Total Displays the Total Cost for all the products for the specific account. 
Accounts Grand Totals Recap Account: displays the Adaco number of the account.

Account Name: displays the name of the account.

Total: displays the total for each account in all the outlets.

Accounts Grand Total: displays the total for all the accounts in all the outlets.
 
 

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