Adaco: Outlet Requisition Recap Report

Outlet Requisition Recap Report

• To run the Outlet Requisition Recap Report go to Report Center > Requisition Reports > Outlet Requisition Recap Report
• Double-click Outlet Requisition Recap Report, or select the report and click Run Report, to open the report criteria screen, as per Fig.1

Report Criteria

• Enter report criteria below to get desired results, as per Fig.2 below
   

Fig.2 - Report Criteria for the Outlet Requisition Recap Report
 

Fields	Description
Report Selection	Requisition Details [default]: displays the line items and quantity and dollar value per each requisition.  Summary: displays report summarized by account number. Requisition Movement: displays grouped by requisition in and requisition out of the outlets. Outlet Summary: displays report grouped by outlet totals for supplying and ordering included product quantity.  Show Only Totals: displays the report in just a currancy value total summary.
Supplying Outlets	All Outlet [default]: auto generate for all supplying outlets. Selected Outlets: when chosen opens a supplying outlet selection form.  Outlet Category: when chosen opens a category window displaying the categories defined as outlet categories to select from. Categories are defined in Property > Setup > Categories.
Category Selection	All Categories [default]: All product categories Selected Categories: displays a form to allow selecting specific product categories. Selected Categories and Sub Categories: displays a form to allow selecting categories and sub categories.
Date Range Option	Select Start and Ending Dates [default]: shows all  the outlet requisitions that fall into the selected date range. Date Range by Period: opens the Posting Period option.
From Date	Enter the From Date.
Quantity Movement	Both [default]: Displays a report with the Ordering outlet requisitions in [positive  value] and the Supplying outlet Out [Positive value].  Requisition In: Select to see only all requisitions In to the outlet. Requisition Out: Select to generate a report for only all requisitions OUT of the supplying outlet .
Ordering Outlets	Selected Outlets [default]: When chosen opens a ordering outlet selection form. All Outlets: Auto generate for all supplying outlets for the time frame entered. Outlet Category: When chosen opens a category window displaying the categories defined as outlet categories to select from. Categories are defined in Property > Setup > Categories.
Posting Period	Choose the posting period if the Date Range Range Option>Date Range by Period, is chosen.
To Date	Enter the To Date.
Number	In the Ordering Pane: Displays the Adaco outlet number.
Outlet Name	In the Ordering Pane: Displays the Adaco outlet name
IsDirectCharge	In the Ordering Pane: Checked if the outlet is direct charge   Unchecked if it is not direct charge as defined Property > Setup > Location > Outlet.

Report Results

When the Outlet Requisition Recap Report is generated per the default setting, the result should look similar to Fig.3.
 

Fig.3 -  Outlet Requisition Recap Report results​
 

Fields	Description
Product Number	The Adaco product number.
Description	The Adaco product description.
Unit Size	The product Inventory unit.
Units received	Quantity of product issued.
Cost	Displays the Products Total Cost. Calculation: COST = QTY ISSUED x PRODUCT INVENTORY COST
Retail Attributes	Displays additional characteristics defined for retail Retail Attributes for retail product under Property > Products > Retail button [If applicable].
Purchase Information	Displays the purchase Information [If Applicable] from the Property > Products > Purchase Info field.
Outlet	Display the outlet number and name.
Outlet Category Total Recap	Category Number: The category number Category Name: The category name Total: The category total
Outlet Category Total	The category Total of all applicable categories for the outlet. Example Category 1 BEEF TOTAL + Category 2 FISH TOTAL + Category 3 POULTRY TOTAL etc.
Outlet Account Total Recap	Account Number: The account number. Account Name: The account name. Total: The account total.
Outlet Account Total	The account Total of all  applicable accounts for the outlet. Example Account 1 FOOD COST TOTAL + Account 2 BEVERAGE COST TOTAL + Account 3 POULTRY TOTAL etc.