purchasing standard reports

7/31/2019 Purchasing Standard Reports

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Purchasing Standard Reports

Report Name:

Print Purchase Order (landscape)

Description:

The Printed Purchase Order Report (Landscape) prints your purchase orders. Purchasing lets you

specify the purchase orders you want to review or print on your preprinted form. The printed

purchase orders are the hard copy document you print on a preprinted form and distribute

through the mail or fax to confirm orders you have requested or confirmed with your suppliers.

Purchasing provides a default landscape format for the preprinted form

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Report Name:

Print Purchase Order (portrait)

Description:

The Printed Purchase Orders Report (Portrait) prints the purchase orders you specify. The

printed purchase orders are the hard copy document you print on a preprinted form and

distribute through the mail or fax to confirm orders you have requested or confirmed with your

suppliers. Purchasing provides a default portrait format for the preprinted form.

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Report Name:

Location Listing

Description:

The Location Listing shows internal organizations locations and addresses. Purchasing lets you

specify which locations you want to review: Ship To, Bill To, Office, Internal, and Receiving. Use

this report to isolate locations which are only for a specific function, such as locations where

receiving is permitted. This document can be used as a resource when entering purchase order

receiving locations.

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Report Name:

New Vendor Letter Report

Description:

The New Supplier Letter Report prints letters you send to your suppliers to ask for information

about the nature of their businesses. Purchasing prints the New Supplier Letter Report together

with the corresponding supplier letters. The report gives you a listing of the supplier names,

sites, and addresses to which you can send your letters, and prints the letters for each supplier

on the listing.

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Report Name:

Purchase Order Detail

Description:

The Purchase Order Detail Report lists all, specific standard, or planned purchase orders.

Purchasing displays the quantity you ordered and received so you can monitor the status of your

purchase orders. You can also review the open purchase orders to determine how much you still

have to receive and how much your supplier has already billed you.

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Report Name:

Vendor on Hold Report

Description:

The Suppliers on Hold Report lists all suppliers placed on hold. This report also prints all

purchase orders you still have outstanding with the suppliers on hold.

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Report name:

Printed RFQ Report (landscape)

Description:

The Printed RFQ Report (Landscape) prints in landscape format RFQs with a Status of Active.

Purchasing lets you specify the RFQs you want to review or print. Purchasing provides a default

landscape format for preprinted landscape forms.

Report Name:

Printed RFQ Report (portrait)

Description:

The Printed RFQ Report (Portrait) prints in portrait format RFQs with a Status of Active.

Purchasing lets you specify the RFQs you want to review or print. Purchasing provides a default

portrait format for preprinted portrait forms.


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Report Name:

Receipt Adjustments Report

Description:

The Receipt Adjustments Report lists purchase order shipments or internal requisition lines with

corrections or returns to supplier.

For supplier sourcing the Source column lists the name of the supplier and supplier source for

whom you make the adjustment. For inventory sourcing, the Source is the organization and

subinventory.

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Report Name:

Receiving Exceptions Report

Description:

Use the Receiving Exceptions Report to review receipts for which there is a receipt exception.

These receipts cannot be automatically closed for receiving or invoicing. You can enter a receipt

exception when you receive the item.

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Report Name:

Savings Analysis Report (by Buyer)

Description:

The Savings Analysis Report (By Buyer) shows buyer performance by purchase order.

The Negotiated Amount is the product of the price on the quotation and the quantity ordered. If

a quote is not defined, Purchasing prints the product of the market price of the item ordered

and the quantity ordered. If the market price is not defined, Purchasing uses the list price.

The report includes a price type Legend at the bottom of each page for the price type. If the line

price type is Q, the line price was from the Quote. If the line price type is M, the line price was

from Market Price, and if the line price type is L, the line price was from List Price.

The Actual Amount is the product of the actual price listed on the purchase order line and the

quantity ordered.

The Amount Saved is the negotiated amount less the actual amount, with negative figures in

parentheses.

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Report Name:

Purchase Order and Releases Detail Report

Description:

The Purchase Order and Releases Detail Reports show detail information for your blanket

purchase agreements and planned purchase orders. Purchasing displays the quantity that you

ordered, received, billed, and that is due to be received so you can monitor the status of your

purchase orders. You can review releases to determine how much is remaining to be received

and invoiced.

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Report Name:

Vendor Price Performance Analysis Report

Description:

Use the Supplier Price Performance Analysis Report to compare the price of an item from

different suppliers.

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Report Name:

Buyer's Requisition Action Required Report

Description:

The Buyer's Requisition Action Required Report identifies all or specific approved requisition

lines that buyers have not placed on purchase orders. Later, you can use the AutoCreate

Purchase Orders window to modify a requisition line, return a requisition, or place a requisition

line onto a purchase order.

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Report Name:

Blanket and Planned PO Status Report

Description:

The Blanket and Planned PO Status report can be used to review purchase order transactions for

items you buy, using blanket purchase agreements and planned purchase orders. For each

blanket purchase agreement and planned purchase order you create, Purchasing provides you

with the detail of the releases you created against these orders. Purchasing prints the blanket

agreement or planned purchase order header information, if no release exists.

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Report Name:

Purchase Order Distribution Detail Report

Description:

The Purchase Order Distribution Detail Report shows account distributions for a range of

purchase orders. If you use Purchase Order Encumbrance Control and you set the failure funds

only report option to Yes, Purchasing prints only those accounts that fail funds reservation.

The Quantity Ordered is the uncancelled shipment quantity. For planned purchase order

shipments, this quantity excludes cancelled quantities and any scheduled release quantities

associated with the shipment.

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Report Name:

Purchase Price Variance Report

Description:

The Purchase Price Variance Report shows the variance between the purchase price on the

purchase order and standard cost for all items you receive and deliver into inventory and work

in process. Inventory records purchase price variance on delivery into a subinventory. Work in

Process records purchase price variance on delivery into a job or repetitive schedule. For

internal requisitions, the purchase order ship to location is associated with the organization in

the Customers window


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Report Name:

Expected Receipts Report

Description:

The Expected Receipts Report can be used to review all or specific supplier sourced expected

receipts for a particular date or a range of dates. The report excludes purchase orders that are

cancelled, closed, or closed for receiving at the header, release, line, or shipment level. You can

specify the expected receipts you want to review.

For Supplier source type the Due Date is the promised date. If the promised date is not entered,

this is the need by date. For internally sourced requisition lines, the Due Date is the need by

date.

The Quantity/Amount Ordered and Quantity/Amount Due are not printed on the report if you

are using blind receiving.

Use this report to improve or speed up your receiving operations. Your receivers may

sometimes not have access to Oracle Applications when they need to enter receiving

transactions. They can use the report of expected receipts to record receiving transactions and

later enter them. There is space at the end of each shipment for you to record comments, the

receipt date, and the quantity/amount you received.

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Report Name:

Vendor Purchase Summary Report

Description:

The Supplier Purchase Summary report lists the numbers and amount of orders you have placed

with various suppliers during a particular period. You can use this information to analyze and

manage your purchasing volume with your suppliers.

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Report Name:

Unordered Receipts Report

Description:

The Unordered Receipts Report lists all or selected unordered receipts. Unordered receipts refer

to received items that receivers could not match to purchase orders. You can enter unordered

receipt transactions only if you set up your system options accordingly. Purchasing lets you

specify which unordered receipts you want to review.

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Report Name:

Standard Notes Listing

Description:

The Standard Notes Listing shows your standard notes and their start and end dates.

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Report Name:

Requisition Activity Register

Description:

The Requisition Activity Register shows requisition activity and monetary values. Purchasing

prints the requisitions in order of creation date and prepared name.

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Report Name:

Requisition Import Exceptions Report

Description:

The Requisition Import Exceptions Report shows errors from the Requisition Import process. If

the Requisition Import process finds any requisitions that it cannot create, Purchasing records

the errors in the PO Interface Errors Table.

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Report Name:

Buyer Listing

Description:

The Buyer Listing shows the buyer name, default purchasing category, ship-to location, and

effective dates of all buyers or a selected set of buyers. You can also use the report to isolate

buyers who are assigned to a category of procurement items.

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Report Name:

RFQ Action Required Report

Description:

The RFQ Action Required report lists RFQs that require follow-up action. This report provides

you with all of the information you need to take immediate action on RFQs approaching the

reply due date. Purchasing lets you specify which RFQs you want to review.

This report prints your RFQs for which you have not received complete responses. For each RFQ,

Purchasing prints the RFQ description and the reply due date. To help you contact the supplier

that requires action, Purchasing prints the supplier, supplier site, supplier contact, and

telephone number of the contact.

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Report Name:

Overshipments Report

Description:

The Overshipments Report lists purchase order receipts with a quantity received greater than

the quantity ordered. You can also use the Overshipments Report to identify service

overcharges or suppliers who deliver more than the requested quantity.

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Report Name:

Purchasing Activity Register

Description:

The Purchasing Activity Register shows purchase order monetary activity carried out for a time

interval, such as a day or month. The report excludes all fully cancelled purchasing documents.

The report includes blanket and contract purchase agreements and planned purchase orders for

reference. However, since these documents do not represent actual purchase activity, their

amounts are not shown in the PO Amount and Functional Amount columns and are not included

in the Total amount.

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Report Name:

Purchase Agreement Audit Report

Description:

You can use this report to review purchase order transactions for items you normally buy using

blanket purchase agreements. Purchasing lets you determine if you are efficiently using the

blanket purchase agreements you negotiate with your suppliers. For each item you buy using

blanket purchase agreements, Purchasing provides you with the detail of the existing purchase

orders for this item and the detail of the agreement lines-- blanket or standard-- you created for

this item. Purchasing shows you when you purchased items using a standard purchase order

where you could have used a blanket purchase agreement.

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Report Name:

Invoice Price Variance Report

Description:

The Invoice Price Variance Report shows the variance between the invoice price and the

purchase price for all inventory and work in process related invoice distributions. Payables

records invoice price variances when the invoices are matched, approved, and posted.

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Report Name:

Print Requisitions Report

Description:

The Printed Requisitions Report prints the requisitions which have the following status:

Approved, Rejected, In Process, Pre-Approved, and Returned. The report does not include

requisitions with status Incomplete or cancelled. You can circulate the printed requisitions for

signature approvals and notes.

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Report Name:

Financials/Purchasing Options Listing

Description:

The Financials/Purchasing Options Listing can be used to review the options set for your system

in the Financials Options and Purchasing Options windows.

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Report Name:

Purchase Summary Report by Category

Description:

The Purchase Summary Report by Category shows the amount of orders you place with

suppliers for a given category of item. Use the report to monitor the purchase documents

included in a range of categories.

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Report Name:

Quotation Action Required Report

Description:

The Quotation Action Required report lists quotations that require follow-up action. This report

provides you with all of the information you need to take immediate action on the quotation.

Purchasing lets you specify the quotations you want to review. If you do not specify a date

range, all quotations are displayed.

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Report Name:

Requisition Distribution Detail Report

Description:

The Requisition Distribution Detail Report lists requisitions, distributions, and charge account

information. You can also use the report to review requisitions that failed funds reservation if

you have enabled encumbrance. Totals print only if encumbrance has been enabled.

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Report Name:

Cancelled Requisition Report

Description:

Use the Cancelled Requisitions Report to review information on cancelled requisitions.

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Report Name:

Cancelled Purchase Orders Report

Description:

The Cancelled Purchase Orders Report can be used to review information on cancelled purchase

orders.

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Report Name:

Vendor Affiliated Structure Listing

Description:

The Supplier Affiliated Structure Listing shows information about your supplier's parent-child

relationships. Your list of suppliers includes suppliers who are subsidiaries of larger companies.

The Supplier Affiliated Structure Listing allows you to review the relationships established. The

subsidiary company is the child supplier to the parent supplier.

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Report Name:

Purchase Order Commitment by Period Report

Description:

The Purchase Order Commitment By Period Report shows the monetary value of your

purchased commitments for a specified period and the next five periods. You can use the report

sorted by buyer to monitor buyer performance. You can also use the report when negotiating

with a supplier by limiting the commitments to a specific supplier.

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Report Name:

Savings Analysis Report (by Category)

Description:

The Savings Analysis Report (By Category) shows buyer performance by category. Use the report

to compare the market, quote, or list price to the actual price.

The Negotiated Amount is the product of the price on the quotation and the quantity ordered. If

a quote is not defined, Purchasing prints the product of the market price of the item ordered

and the quantity ordered. If the market price is not defined, Purchasing uses the list price.

The report includes a price type Legend at the bottom of each page for the price type. If the line

price type is Q, the line price was from the Quote. If the line price type is M, the line price was

from Market Price, and if the line price type is L, the line price was from List Price.

The Actual Amount is the product of the actual price listed on the purchase order line and the

quantity ordered.

The Amount Saved is the negotiated amount less the actual amount, with negative figures in

parentheses.

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Report Name:

Printed Requisitions

Description:

The Printed Requisitions Report prints the requisitions which have the following status:

Approved, Rejected, In Process, Pre-Approved, and Returned. The report does not include

requisitions with status Incomplete or cancelled. You can circulate the printed requisitions for

signature approvals and notes.

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Report Name:

Receiving Value Report by Destination Account

Description:

The Receiving Value Report by Destination Account lists received items by purchase order

destination and distribution account. If you accrue both inventory and expense at the time of

receipt, you may have both inventory and expense as part of your receiving valuation account.

The Receiving Value Report by Destination Account allocates your receiving balances by the

purchase order line inventory, expense accounts, and quantities. You can then use this report to

manually reclass the receiving valuation account to the appropriate expense accounts.

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Report Name:

Receiving Value Report

Description:

The Receiving Value Report shows item quantity, valuation, and detailed receipt information for

your receiving inspection location

The Average Unit Price is calculated by dividing the total receiving value by the total receiving

quantity on hand, using the primary unit of measure.

The Total Purchase Value is the quantity times the average unit price.

The Current Value is the sum of the quantity times the supplier cost for the cost type. This is the

total cost of the item less any material overheads for the item. If material overheads are

included, then the Purchase Price Difference column would be incorrect.

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Report Name:

Receiving Transactions Register

Description:

The Receiving Transactions Register lists detail information about your receiving transactions.

The register is sorted by item, category, receipt number, document number, and transaction

date. The three-part document number represents purchase order number, purchase order line

number, and purchase order shipment number.

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Report Name:

Receiving Account Distribution Report

Description:

The Receiving Account Distribution Report lists the accounting distributions for your receiving

transactions. This report supports the distributions created for the following transactions:

Purchase Order Receipts

Purchase Order Receipt Adjustments

Purchase Order Returns to Supplier

Deliver to Expense Destinations

Return to Receiving from Expense Destinations

Match Unordered Receipts

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Report Name:

Invoice Price Variance by Vendor Report

Description:

The Invoice Price Variance Report shows the variance between the invoice price and the

purchase price for all inventory and work in process related invoice distributions. Payables

records invoice price variances when the invoices are matched, approved, and posted.

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Report Name:

Planning Schedule

Description:

Use the Planning Schedule Report to print any supplier schedule that was built using either the

Scheduler's Workbench or AutoSchedule.

Report Name:

Shipping Schedule

Description:

Use the Shipping Schedule Report to print any supplier schedule that was built using either the

Scheduler's Workbench or AutoSchedule

Report Name:

Purchasing Interface Errors Report

Description:

The Purchasing Interface Errors Report shows you what errors occurred, if any, while running

the following programs:

Pay on Receipt - ASBN transactions

Pay on Receipt - Receipt transactions

Purchasing Documents Open Interface

For each row in the interface tables that fails validation, the above programs create one or more

rows with error information that appears in the Purchasing Interface Errors Report.


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Report Name:

Country of Origin (By Supplier) Report

Description:

The Country of Origin is the country in which an item is manufactured. The Country of Origin

defaults from the Approved Supplier List, if it is defined there. If not, it defaults from the

supplier site in the Supplier Sites window. Otherwise, this field is blank. You can leave it blank or

select a country

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Report Name:

Receiving Interface Errors Report

Description:

This report shows you what warnings or errors occurred while the Receiving Transaction

Processor was processing rows in the Receiving Open Interface tables. Rows processed in the

Receiving Open Interface include Advance Shipment Notices (ASNs), receipts, and deliveries.

Any errors that occur during this process are displayed in the Receiving Interface Errors report

when you run the report. At the same time, the errors are also sent to the EDI Gateway process

responsible for generating Application Advices. (For example, Application Advices are sent back

to suppliers detailing errors that occurred when the suppliers sent ASNs.)

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Report Name:

Accrual Reconciliation Report

Description:

The Accrual Reconciliation Report can be used to analyze the balance of the Accounts Payable

(A/P) accrual accounts. You can accrue both expense and inventory purchases as you receive

them. When this happens, you temporarily record an accounts payable liability to your Expense

or Inventory A/P accrual accounts. When Payables matches and approves the invoice, Payables

clears the A/P accrual accounts and records the liability from the supplier site.