Edge Quarterly Purchase Report for Q360
The Edge Quarterly Purchase Report for Q360 provides purchasing data for all eligible Edge vendor / manufacturer / item purchases in a year / quarter using data from posted vendor vouchers.
- Ability to select any year and period (quarter) combination to review purchases in the past
- Ability to control which vendors are part of report using "customer groups"
- Ability to summarize report by vendor / manufacturer only
- Ability to restrict reporting for A/Q/K item types only
How it works
🧩Please contact Edge for most recent list of vendors / distributor classifications.
- You control which vendors appear in the report by assigning them to the appropriate customer group in Q360. Currently, there are 2 groups.
- USAV_ON - Vendors in Edge program
- USAV_OFF - Vendors not in Edge program but tracked in report
- As vendors are assigned to groups, any vouchers posted in the time period selected will be included in the report.
- Voucher data (not PO data) is the basis for the report data and this is where manufacturers, masters, quantities, and totals are derived from.
❓Default Report Location Live Data > Accounting > Edge Quarterly Purchase Report Accounting > Quick Views > Edge Quarterly Purchase Report
Deployment
- Setting up customer groups
- Go to Maintenance > General Codes and search for Customer Group (code type is CUSTGROUP)
- Create the following groups and make sure both are marked as active
- USAV_ON - Vendors in Edge program
- USAV_OFF - Vendors not in Edge program but tracked in report
- Assigning vendors to customer groups
- Navigate to vendor record
- Go to the Cust Grp tab in the bottom part of the vendor form
- Add the vendor to the appropriate customer group based on USAV Vendor List.
- Deploying live data report definition
Report Name: Edge Quarterly Purchase Report Description: Report provides purchasing data for all eligible Edge vendor / manufacturer / item purchases in a year / quarter using data from posted vendor vouchers. Category: Accounting Web Menu Path (if applicable): Accounting > Quick Views Permissions: Varies SQL Text - contact support@rubi.works for deployment.
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