Purchasing reports and analytical tasks
Purchasing reports and tasks give procurement and business professionals insights and statistics about current and past purchase activities.
Purchasing report overview
The following table describes some of the key reports related to purchasing. The reports help different roles in purchasing departments make informed decisions to optimise their operations.
| To... | Open in Business Central (CTRL+select) | Learn more | ID |
|---|---|---|---|
| Maintain information about the vendor. | Vendor - List | About Vendor - List | 301 |
| Analyse and reconcile vendor balances at the end of a period. | Vendor - Detail Trial Balance | About Vendor - Detail Trial Balance | 304 |
| Analyse outstanding purchase orders to understand expected purchase volume. Forecast your monthly expected costs and expenses. | Vendor - Order Summary | About Vendor - Order Summary | 307 |
| Analyse outstanding purchase orders and understand expected purchase volume from vendors. Compare overall outstanding receipts with the expected receipt date and highlight overdue back orders. | Vendor - Order Detail | About Vendor - Order Detail | 308 |
| Analyse the effect of vendors on cash flow, and prioritise vendor payments. | Vendor - Top 10 List | About Vendor - Top 10 List | 311 |
| Track vendor performance and ensure that your company gets the best value for money. | Purchase Statistics | About Purchase Statistics | 312 |
| Analyse item purchases per vendor to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amounts, and volume of item purchases. | Vendor/Item Purchases | About Vendor/Item Purchases | 313 |
| Get a checklist of all vendor ledger entries where the invoice is in dispute and the On Hold field isn't blank. | Payments on Hold | About Payments on Hold | 319 |
| Get a list of vendors by item or items per vendor. | Vendor Item catalogue Note: This report isn't available in the US, Canada, and Mexico. Instead, use the Item/Vendor catalogue (10164) report. |
About Vendor Item catalogue | 320 |
| Analyse vendor balances at the end of each period. Monitor unpaid invoices, and prioritise payments for overdue accounts. Easily reconcile vendor subledgers against payables accounts in the general ledger, assuming that direct posting is disabled. | Aged Accounts Payable | About Aged Accounts Payable | 322 |
| Analyse the closing balance of vendors at the end of the period and reconcile the vendor subledger against the payables accounts in the general ledger. | Vendor - Trial Balance | About Vendor - Trial Balance | 329 |
| Explore the availability of items for shipment on purchase documents, such as return orders. | Purchase Reservation Availability | About Purchase Reservation Availability | 409 |
| Analyse outstanding purchase orders to understand expected purchase volume for items. Compare overall outstanding receipts with the expected receipt date to highlight overdue back orders. | Inventory Purchase Orders | About Inventory Purchase Orders | 709 |
| Analyse your vendor purchases per item to manage inventory procurement and improve supply chain processes. Assess the relationship between discounts, cost amount, and volume of item purchases. | Inventory Supplier Purchases | About Inventory Vendor Purchases | 714 |
Analytical tasks in purchasing
The following articles describe some of the key tasks for analysing the state of your purchasing:
Explore purchase reports with Report Explorer
To get an overview of the reports that are available for purchasing, choose All Reports on your Home page. This action opens the Role Explorer, which is filtered to the features in the Report & Analysis option. Under the Purchasing heading, choose Explore.
To learn more, go to Finding reports with the Role Explorer.
See also
Ad hoc analysis of purchasing data
Purchasing analytics overview
Setting up purchase
Purchasing overview