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This report lists all the current project - parts together with the monetary values for each part.
Note that this report only relates to Projects project parts where orders where placed ( it excludes Stock Orders and Quotes ).
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| Filters | Purpose |
| Date Ordered | Search for Project Parts that were ordered by Customer within the date range |
| Customer | Select which one specific customer or range of all customers to report on. |
Output
| Column | Description |
| Project Ref | The project reference. |
| Part Ref | The project part reference. |
| Customer PO | The purchase order entered when placing the order |
| Status | The status of the project part |
| Customer | The customer name |
| Contact | The end user who placed the order. |
| Part Title | The title of the project part. |
| Quantity | The quantity ordered |
| Costs to date | The total of the authorised supplier purchase orders for the part. |
| Sale to date | The ‘sale’ value currently showing on the project. |
| Rep Code | The ‘rep-code’ of the ‘rep’ associated with the project’s Customer. |
| Order Date | The date the job part was ordered. |
| Delivery Date | The date the project part will be delivered. |
| Customer Invoiced | Date The date the customer invoice was issued |
| Suppliers Invoiced | The most recent date a supplier invoice was received |
| Nominal Ledger | The nominal ledger code for the Customer |
| Administrator | The administrator assigned to the project part |
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| Filters | Purpose |
| Invoice Date | Find the last invoice that falls within this date range. |
| Customer | Select which one specific 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.project part |
| Total Customer Invoice | Total value of customer invoices for the project .part |
| Total PO | The total value of supplier POs for the project .part |
| Total Supplier Invoice | The total value of the supplier invoices received for the job.project part |
| 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 |
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This report shows a summary of the supplier performance showing the numbers and values of project parts won, lost, declined, etc.
| Filters | Purpose |
| Date RangeRequested | Find jobs that were ordered by the customerproject parts where the quote request was sent within this date range . |
| Column | Description |
| Supplier | The supplier the rating is applicable forname of the supplier |
| 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 |
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| 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 |
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