To run the Purchase Price Overrides Report:Manual overrides of purchase prices are a well-known source of invoicing errors. This report provides a list of the occurrences of purchase price overrides for a particular time frame.
This report pulls data from the branches that have the Log Sell Price, Purchase Price & Cost Overrides control maintenance record set to Yes.
Use the Change Both COGS And COMM-COST On Override control maintenance record to specify for each branch (0,1,2) whether a change to either COGS or COMM-COST affects the other. The default is 0 (No).
The frequency with which you run this report depends on company policy towards price overrides. If few are allowed, run the report monthly. If overrides are common and frequent, run the report daily. You should run the report frequently enough to prevent the file of unreviewed overrides from growing too large.
To run the Purchase Price Overrides Report:From the Purch > Reports, select Purchase Price Overrides to display the Purchase Price Overrides criteria screen.
Fill in the fields as follows:
|
Field |
Description |
|
Order Type |
Select from the following: Open, Closed, or Both. We recommend running this report for closed orders. Open orders with overrides could change again between the time when you run the report and the time when the order is closed. |
|
Start Date |
The beginning day to start looking for price overrides for this report. You can enter an actual date or a variable date. You can use F10 to select a date. By default, the system populates the Start Date field with the current date. |
|
End Date |
The last day to stop looking for price overrides for this report. You can enter an actual date or a variable date. The system populates the End Date field with the date one month from the Start Date field. You can use F10 to select a different date. |
|
Purge Thru |
To delete information from this file, enter a date in this field. The Purge Thru date lets you keep the file of price override information from becoming unmanageable. All records dated on or before the Purge Thru date are deleted from the file when the report runs. Note: The system only purges a sales order from the override log if all generations of the sales order have been invoiced or cancelled. The system saves logs for older bids in case they are turned into orders at a later date. The system populates this field with the date one month before the date entered in the Start Date field. You can use F10 to select a different date. |
|
Br/Tr/ALL |
Enter the branch, or territory whose purchase price overrides you want to include on the report. Type ALL to run the report for all branches and territories. Press F10 for a list of valid branches or territories. |
Press Esc to return to the main menu.
See Also: