Purchasing History

The Purchase Analysis feature provides a convenient way to analyze your company's purchasing history. This feature gives you access to the line item detail of all Purchase Orders so that you can search and report on any activity by Product or Vendor.

Note that AcctVantage’s search engine allows you to quickly find the desired Purchase Events. Available search criteria includes Vendor Name, Part Number, Product Name and many other fields.

Open the Purchase Analysis window

Navigate to Purchasing ➤ Purchase Analysis

Open the Purchase Analysis window

Purchase Analysis window

  • PO ID: The internal number of the Purchase Order, taken from the Purchase Order record.
  • PO Date: The date that the Purchase Order was entered, in MM/DD/YY format.
  • Vendor Name: The name of the company selling the desired Product.
  • Part Number: The Part Number of the ordered Product.
  • Product Name: The Product Name of the ordered Product.
  • Ordered: The quantity of Product units that your company ordered.
  • Received: The quantity of Product units that have been received so far.
  • BO’d: The quantity of Product units that are on backorder.
  • Unit Cost: The price of the Product per unit.
  • Extended: The price of the shipped Products, which AcctVantage calculates by multiplying the Received field times the Unit Cost field.

Purchase Analysis Detail

PO Information

  • Number: The internal ID of the Purchase Order.
  • Date: The date that the Purchase Order was entered, in MM/DD/YY format.
  • Type: Inventory or Supplies
  • Vendor Name: The name of the company from whom the Product was bought.
  • Warehouse: The location at which your company will store the Product.

Line Information

  • Product Name (ours): The Product Name your company uses to refer to the Product.
  • Part Number (ours): The Part Number your company assigns to the Product.
  • Vendor Part Number: The Part Number that the vendor assigned to the Product.
  • Qty Ordered: The quantity of Product items that your company ordered from the Vendor.
  • Qty Received: The quantity of Product items that you have received from the Vendor so far.

Line Memo

  • An explanatory note about the Purchase Order, taken from the Purchase Order record.