Project Listing Report
The Project Listing report is used to see details of a project, including products that have been purchased within a specified time frame.
To run the this report, go to Report Center > Purchasing Reports > Project Listing
To open the report criteria screen, double-click Project Listing report or select the report and click Run Report, as per Fig.1
Fig.1 - Running the Project Listing Report
Enter report criteria below to get desired results, as per Fig.2 below.
Fig.2 - Report Criteria for the Project Listing Report
|Status:||Active: displays and allows selection from all the Final Approved projects which have an active status.
Inactive: displays and allows selection all the projects which have an inactive status.
Closed: displays and allows selection all the projects which have a closed status.
|Group By||Project Category: allows selection of one or more of the available categories with which to generate the report.
Product Category: allows selection of one or more of the available categories with which to generate the report.
Note: if a category is not defined, then the first category in the list will be selected when the report is generated.
|Outlets||By default, all outlets are selected. This may be modified.|
|From Date ... To Date||
This will determine which products from the selected projects will be displayed.
|Include Prices||When enabled, this will show the quantity needed along with the price of the product at the time of the project creation.|
When the Project Listing Report is generated, the result should look similar to Fig.3.
Fig.3 - Project Listing report results
Number: the Adaco project number.
Name: the name of the project.
Type: the kind of project assigned at creation.
Start Date: the beginning date chosen when creating the project.
End Date: the ending date chosen when creating the project.
Status: the current state of the project.
Cost: the total price amount of the products in the project.
Contingencies: the incidental expenses amount entered upon project creation.
Budget: the total cost of the budget.
Notification Threshold: when the defined, this is the percentage that when met or exceeded will send an email to the Notification Contact.
Notification Contact: the user who will be notified of the Notification Threshold being met or exceeded.
|Project Manager||The user assigned when creating the project.|
|Outlet||The Adaco number and name of the outlet.|
|Project Category||The category assigned to the project.
Note: if Allow All Products is enabled on the Project, then a category will not be assigned.
|Prod.#||The Adaco product number.|
|Description||The product name along with what is entered in the Purchase Info field on the Product Master. Also the retail attributes assigned to the product on the Product Master (Property > Products > Retail) are displayed.|
|Purch. Unit||The abbreviation of the Purchase Unit assigned to the product on the Product Master.|
|Account||The account assigned to the products on the Project.|
|Need By Date||The date specified per product on the Project.|
|Lead Time||The number entered into the Lead Time field per product on the Project.|
|Rates||The Adaco number of the rate scheduled assigned to the product.|
The total cost of the product being ordered for the project.
|Vendor||The name of the vendor that is assigned to the product on the Project.|
The date the product should be ordered on.
|Assigned To||The username of the user who has been assigned to the product in the Project.|
|Is Ordered||If the product has been ordered, then a Yes will be displayed. Otherwise, No will be displayed.|
When Include Prices is enabled, the results should look similar to Fig.4.
Fig.4 - Project Listing report results with "Include Prices" enabled
|Qty||The amount of the product specified to be ordered on the project.|
|Price||The purchase cost of the product at the time the project was created.|