Coming Soon
- v2 Edge Purchase Report for Q360
- Edge Vendor Pipeline Report for Q360
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
Feature missing? Let us know by contacting us support@rubi.works
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_ONĀ -Ā VendorsĀ inĀ Edge program
- USAV_OFFĀ -Ā VendorsĀ notĀ inĀ Edge programĀ butĀ trackedĀ inĀ 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_ONĀ -Ā VendorsĀ inĀ Edge program
- USAV_OFFĀ -Ā VendorsĀ notĀ inĀ Edge programĀ butĀ trackedĀ inĀ report
- Assigning vendors to customer groups
- Navigate to vendor record Edge Vendors List as of 11/01/2020
- 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.
