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- All project parts have been ordered
- All sales invoices have been issued
- All supplier invoices have been received
| Filters | Purpose |
| Invoice Date | Find the last invoice that falls within this date range. |
| Customer | Select which customer (or select all customers ) to report on. |
| Column | Description |
| Project Ref | The project reference. |
| Customer | The customer the Project Part was created for |
| Contact | The end user who placed the order. |
| Part Title | The title of the job. |
| Total Customer Invoice | Total value of customer invoices for the project. |
| Total PO | The total value of supplier POs for the project. |
| Total Supplier Invoice | The total value of the supplier invoices received for the job. |
| Profit | The profit for the project-part (i.e. ‘Total Sale’ – ‘Total Supplier Invoice’). |
| Rep code | The ‘rep-code’ of the ‘rep’ associated with the project part’s Customer. |
| Date Invoiced | The date of the latest sales invoice. |
| Group | The group of the customer users within the Customer |
| Administrator | The administrator assigned to the project part |
| Project Type | The name of the Catalogue Item |
| Customer PO | The customer PO number |
| Date Ordered | The date the item was ordered |
| Date Despatched | The date the item was despatched |
| Quantity | The quantity ordered for the project part |
Performance by Supplier
This report shows a summary of the supplier performance showing the numbers and values of project parts won, lost, declined, etc.
| Filters | Purpose |
| Date Range | Find jobs that were ordered by the customer within this date range. |
| Column | Description |
| Supplier | The supplier the rating is applicable for |
| Quotes Submitted | The number of project parts the supplier quoted for. |
| Quotes Ordered | The number of project parts the supplier won. |
| Quotes Requested | The number of quote requests the supplier received |
| Not Submitted | The number of project parts the supplier did not quote for. |
| Not Ordered | The number of project parts where the customer did not place the order. |
| Declined | The number of project parts the supplier declined to quote for. |
| Lost | The number of project parts where order was placed but another supplier won it. |
| Avg Hours to Quote | The average number of hours taken to provide the quotes by the supplier |
| Avg Days to Quote | The average number of days taken to submit the quotes by the supplier |
| Avg Hours to Order | The average number of hours between the supplier submitting their quote and a PO being issued to them |
| Avg Days to Order | The average number of days between the supplier submitting their quote and a PO being issued to them |
| Avg Quote Value | The average value of the quotes submitted by the Supplier |
| Avg Pending Value | The average value of Purchase Orders have not been approved yet for the supplier |
| Avg Lost Value | The average value of orders lost by the supplier |
Rating By Product
The “Rating by Product” report shows supplier ratings for each type of product.
| Filters | Purpose |
| Date Completed | The date the Supplier Services were completed |
| Product | the Name of the Catalogue Item |
| Column | Description |
| Supplier | The supplier that provided the product. |
| Quality | The average Quality rating the supplier received. |
| On Schedule | The average On Schedule rating the supplier received. |
| On Budget | The average On Budget rating the supplier received. |
| Product Code | The Product Code entered on the Catalogue Item |
| Product | The Catalogue Item within the catalogue |
Invoice by Customer
This report shows the customer invoice lines for the project parts.
The invoice line will only show on this report once it has been issued to the customer.
| Filters | Purpose |
| Invoice Date | This is the date chosen on the invoice |
| Customer | This allows to select the Customer the invoice relates to |
| 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 summary of net and tax of the invoice line item |