SSRS Report Directory: Purchasing Reports

You open these reports by going to Menu > Reports - SSRS > SSRS Report Viewer > Standard Reports > AMS SSRS Report Library > Purchasing. Reports are listed in the order they appear in the menu.

Run the reports

Open the report from the Purchasing list.
Complete the fields in the Options Panel.
Select Run Report.

Report fields

Where available, you can select the report name to see a sample of the report open in a new window.

Report Name	Description	Fields
Comdata Transaction	The Comdata Transaction Report will provide a list of Comdata transactions.	Transactions Payment Method Date Range Purchase Order From Purchase Order To Currency
Division Transaction Summary	The report is designed to return a summary analysis of all Purchase Orders grouped by Division and PO Type. Report is further linked to drill-down reports: Division Transaction Summary by PO Type: This report further shows transaction data grouped by PO Type and is displayed when a division or PO Type is selected from the Division Transaction Summary report. Division Transaction Detail: This report shows all the purchase orders for a selected vendor and is displayed when a vendor is selected from the Division Transaction Summary by PO Type report.	Shop Transactions Paid Date Range PO Status Division PO Type Currency
Part Purchase History	The report is designed to be run for a component code or part number to get the purchase history for that part or component code for a specific date range. The report can be grouped by Shop, Component, or Part Number.	Group By Shop Date Range Part Number Manufacturer Code Vendor Supplied Component Code PO Type Currency
PO Accrual Summary	This report displays all purchase orders that are received but not closed for a specified time period. The report shows the dollar amount that should be posted to the debit account for these orders. The purchase order side of a vendor repair order is not shown on this report.	Date Filter Month/Daily Date Range Year Period Account Start Account End Shop Shop Cost Center Vendor PO Type Report Type PO Status Currency Group By Remit To Vendor
Purchase Order Aging First available in V.2023.1	The report shows the aging of Purchase Orders without payments applied.	Group By Status Shop Charge Category Line Type Vendor Remit To Vendor Unit Part Component Invoice Date Invoice PO Account RO Ship Via PO Type Terms Payment Type PO UDF 1, 2, 3 Date Range Check Number Currency Created By Closed By
Purchase Order Accrual	This report displays all purchase orders that are received but not closed for a specified time period.	Shop Division Shop Purchase Order From Purchase Order To Date Range Sort By

Report Name

Description

Fields

Comdata Transaction

The Comdata Transaction Report will provide a list of Comdata transactions.

Transactions
Payment Method
Date Range
Purchase Order From
Purchase Order To
Currency

Division Transaction Summary

The report is designed to return a summary analysis of all Purchase Orders grouped by Division and PO Type. Report is further linked to drill-down reports:

Division Transaction Summary by PO Type: This report further shows transaction data grouped by PO Type and is displayed when a division or PO Type is selected from the Division Transaction Summary report.
Division Transaction Detail: This report shows all the purchase orders for a selected vendor and is displayed when a vendor is selected from the Division Transaction Summary by PO Type report.

Shop
Transactions
Paid Date Range
PO Status
Division
PO Type
Currency

Part Purchase History

The report is designed to be run for a component code or part number to get the purchase history for that part or component code for a specific date range. The report can be grouped by Shop, Component, or Part Number.

Group By
Shop
Date Range
Part Number
Manufacturer Code
Vendor Supplied
Component Code
PO Type
Currency

PO Accrual Summary

This report displays all purchase orders that are received but not closed for a specified time period. The report shows the dollar amount that should be posted to the debit account for these orders. The purchase order side of a vendor repair order is not shown on this report.

Date Filter
Month/Daily
Date Range
Year
Period
Account Start
Account End
Shop
Shop Cost Center
Vendor
PO Type
Report Type
PO Status
Currency
Group By
Remit To Vendor

Purchase Order Aging
First available in V.2023.1

The report shows the aging of Purchase Orders without payments applied.

Group By
Status
Shop
Charge Category
Line Type
Vendor
Remit To Vendor
Unit
Part
Component
Invoice Date
Invoice
PO Account
RO
Ship Via
PO Type
Terms
Payment Type
PO UDF 1, 2, 3
Date Range
Check Number
Currency
Created By
Closed By

Purchase Order Accrual

This report displays all purchase orders that are received but not closed for a specified time period.

Shop Division
Shop
Purchase Order From
Purchase Order To
Date Range
Sort By