Reporting and Analytics for ERP

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Topic

    Muhammad Usman
    Suppliers Transactions details Report
    Topic posted January 3, 2018 by Muhammad UsmanGreen Ribbon: 100+ Points, last edited January 30, 2019, tagged Payables 
    56 Views, 2 Comments
    Title:
    Suppliers Transactions details Report
    Summary:
    We need a single report that contains all the transactions (i.e, invoices and payments) of a supplier for a specific date range
    Content:

    We need a single report that contains all the transactions of a supplier for specific date range. We do separately have the report for invoices and payments, but we want it in single report that shows all the transactions for a specific supplier in the same report. Is there any such standard report available?

    Comment

     

    • Chris Pinto

      Hi Muhammad,

      It seems like your looking for something similar to a "Supplier Statement". There is a seeded report called "Third Party Detail and Balances Report". However, in order to use it there are some prerequisites:

      1) The supplier liability account must have been setup as a third party control account (In the form Manage Chart of accounts value set values"

      2) Run the process "Inherit segment value attributes"

      Note: All transactions made before making the changes listed will not appear in this report.

      Regards,

      Chris   

      • Muhammad Usman
        Hi Chris Thanks for your response. I have tried it on test environment after applying the pre requisites mentioned by you and processed a new transaction but still unable to get any data in Third party detail and balances report. Can you please help in this regard