Unit order reports
Contents
Summary
This article summarises the standard issued reports available to the Unit Purchase Order Processing system and relates to systems on Platinum version 5th July or later.
This article explains how to check your version: How do I check when I last had a Platinum update?
This article explains how to update your Platinum system: Downloading a Platinum update
Please see How do I configure unit purchase order processing? to ensure your system is correctly configured.
More Information
 | Please note: Currently the reports are contained with the Purchase Order Processing Report Generator and are not directly accessed from the Unit Sales Report Generator. To add them to a sales department custom menu please follow this article to add the listed reports by selecting the Order Processing module as the source. |
Unit Order History (~U1)
This report will show all unit orders both in progress and completed based on the ranges you specify.
- It is most suited to being viewed on screen or output to Excel due to the level of detail displayed.
- If no supplier is specified all suppliers will be included
- If a range of "Received" dates are specified, only order items which have been received will be displayed.
Click [Start] to run the report. It will default to a screen display.
- Once on screen you may press [F2] to print the report but please be aware that the right hand columns exceed the maximum printable area so you may miss some information.
 | You may press <Alt+P> and enter your landscape print record prior to printing the report. This will allow more columns to be printed. |
- To output the report to Excel click "Document" on the bottom left of your screen and select 'Table' view. Press <Ctrl+F2> to output the report to [Excel].
Unit Orders in Progress (~U2)
This report will show all unit order items which have not yet been received based on the ranges you specify.
- If no supplier is specified all suppliers will be included
- If a range of "Due" dates are specified, only order items which are due within this range will be displayed.
Click [Start] to run the report. It will default to a screen display.
- Once on screen you may press [F2] to print the report.
- To output the report to Excel click "Document" on the bottom left of your screen and select 'Table' view. Press <Ctrl+F2> to output the report to [Excel].
Re-Print Unit GRN (~U3)
This report allows you to produce a copy of a specific Goods Received Note.
- You must specify the Supplier and Goods Received Note number.
| If you do not know the GRN number you may use report "~U4 - Find Unit GRN Number". |
Click [Start] to run the report. It will default to a screen display.
- Once on screen you may press [F2] to print the report.
Find Unit GRN Number (~U4)
This report is designed to assist with locating a GRN number.
- You must specify the Supplier and Order number.
Click [Start] to run the report. It will default to a screen display.
- Once on screen you may press [F2] to print the report.
Units Received Not Invoiced (~U5)
This report will show all unit order items which have been received but no invoice has been allocated to the items.
- If no supplier is specified all suppliers will be included
- If a range of "Received" dates are specified, only order items which have been received within this range will be displayed.
This report can be used to balance to your Unit Accruals (GRNI) Nominal Code.
Additional Reports
If you require additional reports please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page with your requirements. Please note custom reports are chargeable.
See also
- How do I produce a purchase order for a unit?
- How do I configure unit purchase order processing?
- How do I create a unit purchase order?
- How do I order a unit for a customer?
- How do I process a unit purchase order?
- How do I return a unit to a supplier?
- Deferred profit for unit sales
- Nominal integration
VS01
