Solutions for Edge Members

Quarterly purchase report designed for Edge members using Q360.

TL;DR

  • Employee safety check-ins for those working alone
  • Monitoring night shifts to ensure employee alertness
  • Legislative compliance for working alone regulations
  • Verification of employee well-being and safety on the job beyond legislative requirements
  • Integration with systems like AlayaCare, Q360, NetSuite, etc.

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.

  1. 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
  3. As vendors are assigned to groups, any vouchers posted in the time period selected will be included in the report.
  4. 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

  1. Setting up customer groups

    1. Go to Maintenance > General Codes and search for Customer Group (code type is CUSTGROUP)
    2. 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
  3. Assigning vendors to customer groups

    1. Navigate to vendor record
    2. Go to the Cust Grp tab in the bottom part of the vendor form
    3. Add the vendor to the appropriate customer group based on USAV Vendor List.
  5. Deploying live data report definition

    6. 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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