Accounts Payable > Reports > Purchase Analysis

Purchase Analysis

You use the Purchase Analysis program to analyze supplier invoice values according to the supplier branch assigned to the invoice during processing within the AP Invoice Posting program.

Report Options

Field Description
Report sequence
Option Description
Supplier Select this to print the report in supplier code sequence.
Short name Select this to print the report in supplier short name sequence.
Purchase history selection
Option Description
All Select this to include all purchase history values on file in the report.
Month to date Select this to include only purchase history for the current month to date in the report.
Year to date Select this to include purchase history for the current year to date in the report.
Previous year to date

Select this to print the purchase history values for the previous year.

The previous year values are calculated when the financial year end function of the AP Period End program is run. These figures are then saved and used for the printing on the Purchase Analysis report.
Min purchase amount

This refers to the merchandise amount, but can include other values if you selected the option: Include other values in above range.

If you enter an amount here, then the supplier is included in the report only if the merchandise amount for the supplier is equal to or greater than the amount entered here. In addition, the supplier is not included in the report if only a freight amount exists against the supplier (i.e. there is no merchandise amount against the supplier).

If you selected the option: Include other values in above range, then the supplier is included in the report only if the merchandise amount plus the other values for the supplier are equal to or greater than the amount entered here.

This option is not available if you selected to include All purchase history.
Max purchase amount

This refers to the merchandise amount, but can include other values if you selected the option: Include other values in above range.

If you enter an amount here, then the supplier is included in the report only if the merchandise amount for the supplier is equal to or less than the amount entered here. In addition, the supplier is not included in the report if only a freight amount exists against the supplier (i.e. there is no merchandise amount against the supplier).

If you selected the option: Include other values in above range, then the supplier is included in the report only if the merchandise amount plus the other values for the supplier are equal to or less than the amount entered here.

This option is not available if you selected to include All purchase history.
Include other values in above range Other values refer to any amount posted during AP Invoice Posting to an account other than the default merchandise and freight accounts. This option enables you to indicate whether this amount must be included in the range of minimum/maximum purchase amounts entered above.
Min freight percentage Indicate the minimum freight charge amount to include in the range of minimum/maximum purchase amounts entered above.

This option is not available if you selected to include All purchase history.
Max freight percentage Indicate the maximum freight charge amount to include in the range of minimum/maximum purchase amounts entered above.

This option is not available if you selected to include All purchase history.
Options selection  
Print supplier purchase history

Select this to include supplier purchase history in the report.

This option is selected by default and can only be deselected if you are analyzing invoices by branch.
Invoices analyzed by branch Select this to analyze invoices according to the branch code defined against the invoice.
Analyze from date Indicate the specific date from which invoices must be analyzed.

A specific date from which invoices are selected for analysis can only be entered if you select theInvoices analyzed by branch option.

Selections

In addition to the report options that can be selected, the following selection criteria can be defined:

  • Supplier class selection

    Indicate the supplier class(es) for which you want to generate the report.

    The supplier class is defined against each supplier on the General 1 tab of the Supplier Maintenance program.

  • Supplier selection

    Indicate the supplier(s) for whom you want to generate the report.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Report Details

The Mtd inv. values per branch values are printed only if you selected the Invoices analyzed per branch option.

The previous year values (PYR) that are printed are the values saved at the time the previous year end function was performed using the AP Period End program.

Tax on the report is printed at invoice level irrespective of your selection at the Sales tax calculation option (Tax Options - General tab).