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Vendor - Order Summary (report)

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The Vendor - Order Summary report shows the purchase order details, including the quantity not yet received for each vendor in three periods of 30 days each, starting from the date that you specify.

You can also explore orders to receive before and after the three periods, and the total order details for each customer.

Tip

For a detailed breakdown of each order line, use the Vendor - Order Detail report.

Use cases

Analyze outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses.

Procurement specialists use the report to:

  • Monitor outstanding purchase orders and determine the expected purchase volume for each vendor.
  • Analyze purchase order trends over the three periods and identify opportunities to save cost.
  • Forecast monthly expected costs and expenses.
  • Plan purchasing schedules based on the expected delivery dates.

Warehouse managers use the report to:

  • Monitor incoming purchase orders and plan for warehouse capacity and staffing needs.
  • Identify orders that you expect to arrive before or after the three periods, and adjust warehouse capacity and staffing needs.
  • Coordinate with procurement specialists to ensure timely receipt of incoming purchase orders.
  • Ensure that all received items are properly accounted for.

Controllers use the report to:

  • Forecast monthly expected costs and expenses.
  • Monitor purchase order trends over the three periods and identify opportunities to save cost.
  • Analyze purchase order data to identify potential cash flow issues and adjust financial planning.
  • Coordinate with procurement specialists to ensure that purchase orders align with the company's financial goals and budgets.

Try the report

Try the report here: Vendor - Order Summary

Tip

If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.

Purchase reports
Ad hoc analysis of purchasing data
Purchasing analytics overview

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