Introduction
This document describes the function and purpose of each of the standard online reports accessible from the ‘Reports’ section of the Claritum System.
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- All project parts have been ordered
- All sales invoices have been issued
- All The project part needs to have at least one Sales Invoice and all sales invoices need to be issued
- The project partAll supplier invoices have been received
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| Column | Description |
| Customer | The Customer the invoice was created for |
| Group | The group of customer users within the customer |
| Contact | The end user for the customer |
| Invoice Number | The invoice number generated by the system |
| Invoice Date | The date entered on the invoice |
| Project Ref | The project reference the invoice was created for |
| Catalogue Ref | The Product Code on the Catalogue Item |
| Project Type | The name of the Catalogue Item |
| Administrator | The administrator on the project part |
| Customer PO | The Purchase Order number provided by the customer |
| Quantity | The quantity ordered |
| Net | The net value of the invoice line item |
| Tax | The value of the tax applied |
| Gross | The total of net and tax of the invoice line items |
Stock Valuation
This report shows a list of stock values by customer and date
| Filters | Purpose |
| Stock Date | The report will show values from the chosen date |
| Customer | Select the customer to which the stock relates |
| Column | Description |
| Product Code | The Product Code entered on the Catalogue Item |
| Product Name | The Product Name entered on the Catalogue Item |
| Folder | The folder where the stock item is located |
| Location | The location of the stock unit in the warehouse |
| Customer | The customer name |
| Warehouse | The warehouse where the stock is located |
| Project Ref | The project reference |
| Minimum Stock | The minimum stock available |
| Reorder Level | The reorder level set on the stock item |
| Available Units | The number of available stock units |
| Current Units | The current amount of stock units |
| Backorder Units | The number of units on backorder |
| Available Cost Value | The cost value of the stock unit |
| Available Sale Value | The sale value of the stock unit |
Uninvoiced Costs
This report shows completed projects where supplier invoicing has not been completed
| Filters | Purpose |
| Completed Date | The report will show completed projects within the selected date range |
| Supplier | Filter projects by specific suppliers |
| Column | Description |
| Supplier | The name of the winning supplier on the project |
| Customer | The name of the customer on the project |
| Services | The services selected against the project |
| Project Ref | The project reference |
| Order Ref | The order reference |
| Purchase Order | The purchase order number on the project |
| Part Title | The project parts title |
| Created | The date the project was created |
| Ordered | The date the project was ordered |
| Completed | The date the project was completed |
| Total Cost | The total cost of the project |
| Purchase Order Value | The purchase order value |
| Total Received | The total value received |
| Uninvoiced | The remaining value uninvoiced |
Uninvoiced Sale
This report shows completed projects where supplier invoicing has not been completed
| Filters | Purpose |
| Completed Date | The report will show completed projects within the selected date range |
| Supplier | Filter projects by specific suppliers |
| Column | Description |
| Customer | The name of the customer on the project |
| Project Ref | The project reference |
| Order Ref | The order reference |
| Purchase Order | The purchase order number on the project |
| Part Title | The project parts title |
| Created | The date the project was created |
| Ordered | The date the project was ordered |
| Despatched | The date the project was despatched |
| Total Sale | The total sale of the project |
| Total Invoiced | The total value invoiced |
| Uninvoiced | The remaining value uninvoiced |