reports:requisitions

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reports:requisitions [2021/04/28 15:52] – [Example output] Gary Willettsreports:requisitions [2025/02/06 10:47] (current) – [13.06. Requisition reports] Gary Willetts
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-====== 13.05. Requisition reports ======+====== 13.06. Requisition reports ======
 You can report on requisitions in 2 ways: You can report on requisitions in 2 ways:
   * grouped by item, showing which customers the item was requisitioned by, what has been sent and what is outstanding or   * grouped by item, showing which customers the item was requisitioned by, what has been sent and what is outstanding or
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 Use the **Report type** drop down list to select which type of report you would like: //Grouped by item//, //Grouped by Item (Pivot table/Excel friendly)// or //Grouped by customer//. Use the **Report type** drop down list to select which type of report you would like: //Grouped by item//, //Grouped by Item (Pivot table/Excel friendly)// or //Grouped by customer//.
 +
 +The //Grouped by item// and //Grouped by Item (Pivot table/Excel friendly)// reports have the same contents, they are just formatted slightly differently. The //Grouped by Item (Pivot table/Excel friendly)// format is made to be immediately usable as a pivot table in Excel; a blank row between the column headers and the data, no gaps in the data and no total rows (see screenshots below).
  
 The **Requisition filter** settings enable you to select which requisitions you want to include in the reports, based on their entry date (this month so far is set by default but note the quick date selection drop down list and the date pickers to enable quick selection of reporting dates) or status. The **Requisition filter** settings enable you to select which requisitions you want to include in the reports, based on their entry date (this month so far is set by default but note the quick date selection drop down list and the date pickers to enable quick selection of reporting dates) or status.
  
 If you leave the **Include lines that have been fully supplied** checkbox unchecked, the report will only include lines where not all the stock requested has been sent to the customer i.e. outstanding requisition lines only. If you check the checkbox, all requisition lines will be included in the report. If you leave the **Include lines that have been fully supplied** checkbox unchecked, the report will only include lines where not all the stock requested has been sent to the customer i.e. outstanding requisition lines only. If you check the checkbox, all requisition lines will be included in the report.
 +
 +If the **Issued quantity accounts only for confirmed and finalised customer invoices** checkbox is checked then the //Quantity already issued// column in the report (see below) includes quantities issued on confirmed or finalised status customer invoices (created from the requisitions) only. If it is not checked then quantities on all status customer invoices are included in the report.
  
 The **Item filter** section allows you to select which items will appear in the report (only requisition lines for items matching these filters will be included in the report. If you don't set any of these, there will be no filtering by item. The **Item filter** section allows you to select which items will appear in the report (only requisition lines for items matching these filters will be included in the report. If you don't set any of these, there will be no filtering by item.
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 Finally, the **Requisition customer filter** section allows you to select the customers whose requisitions will be included in the report. If you don't set anything in this section, requisitions for all customers will be included in the report. Finally, the **Requisition customer filter** section allows you to select the customers whose requisitions will be included in the report. If you don't set anything in this section, requisitions for all customers will be included in the report.
  
-==== Example output ==== +==== Output ==== 
-These are examples of what the requisition reports like like:+The Type column tells you what type of requisition the information came from: 
 +  * **response (from purchase order)**: a requisition created from a purchase order made in the customer's store. 
 +  * **response (from requisition)**: a requisition created from an internal order (request requisition) made in the customer's store. 
 +  * **response**: a requisition made for the customer in the supplier's store.
  
 +The other fields are all self explanatory and are shown in the screenshots below.
 +
 +<WRAP info center round 90%>
 +Note that all the columns that refer to a quantity of an item (e.g. //Their stock on hand//, //Quantity requested//, //Quantity already issued// and //To be supplied//) refer to the **number of units**, not the number of packs.
 +</WRAP>
 +
 +=== Examples ===
 +These are examples of what the requisition reports like like:
 **Grouped by item** **Grouped by item**
 {{ :reports:requisition_report_by_item.png?800 |}} {{ :reports:requisition_report_by_item.png?800 |}}
  
 **Grouped by item (Pivot table/Excel friendly))** **Grouped by item (Pivot table/Excel friendly))**
 +{{ :reports:screenshot_2021-04-28_at_17.10.29.png?800 |}}
  
 **Grouped by customer** **Grouped by customer**
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-|  //  Previous:  **[[reports:purchasing]]** | | Next: **[[reports:customer_ordered_shortfall]]** //  |+|  //  Previous:  **[[reports:stocktakes]]** | | Next: **[[reports:dispensary]]** //  |
 ---- struct data ---- ---- struct data ----
 pagestatus.status    :  pagestatus.status    : 
 ---- ----
  
  • Last modified: 2021/04/28 15:52
  • by Gary Willetts