Individual Reports - Periodic Supplier Statement
The Periodic Supplier Statement report is included in the following Standard products:
- Standard Accounts (Purchase Ledger module)
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The Periodic Supplier Statement contains information about the current balance for each Supplier showing open (unpaid) Purchase Invoices, paid Invoices and Payments. You can therefore use it to produce a full Purchase Ledger transaction history for a specified period.
When printed to screen, the Periodic Supplier Statement has the Drill-down feature common to many reports in Standard products. Click on any Purchase Invoice or Payment Number to open an individual Purchase Invoice or Payment record.
- Supplier
- Paste Special
Suppliers in Contact register
- Range Reporting Alpha
- To limit the report to a single Supplier, enter its Supplier Number here. Alternatively you can enter a range of Suppliers.
- Category
- Paste Special
Supplier Categories setting, Purchase Ledger
- If you want to restrict the report to Suppliers belonging to a particular Supplier Category, specify that Category here.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the first and last date of the report period, separated by a colon (:).
- Function
- Specify here the level of detail required in the report.
- Overview
- This option produces a single line summary of your credit situation with each Supplier.
- Detailed
- This option shows each Purchase Ledger transaction in the selected period, including Purchase Invoices and Payments.
- Suppliers with Balance Only
- Check this box to exclude Suppliers with no current balance.
- Include Ordered Payments
- Use this option if you want to include Payments that have been Ordered but not approved in the report.
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