Purchasing > Inquiries > Orders > Orders by period 

This function will provide access to two graphical inquiries, after the orders to be selected and the frequency type to be considered have been chosen:

  • Tax. excl./Period: This selection makes it possible to view, in the form of a histogram, the ordered tax excl. amount by period as well as the total of the purchase costs, expressed tax excl.
     
  • Detail/Périod: This selection is used to view, in the form of a histogram, the tax excl. amount by period, broken down according to the order status (On order, Not signed, Completed, Delivered Not invoiced, Invoiced).

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Presentation

This screen is used to:

  • select the orders according to various criteria,
  • choose the time criteria as well as the viewing frequency,
  • specify, for the presentation of the tax excl. amount by period, if the purchase costs must be taken into account.

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Fields

The following fields are present on this tab :

Selection

  • Active memo (field MEMO)

 

This field is used to specify the company code.
The company is automatically loaded with the company of the user's default purchase site. It can still be modified.
SEEINFO It is possible to display the returns of all the companies by leaving this field blank. In this case, the site field is automatically left blank.

This field is used to indicate the purchase site.
SEEINFO This site is automatically loaded with the user's default purchase site. It can be left blank. In that case, the inquiry will deal with all the company's orders.

These fields are optional. They are used to enter or select the range of suppliers whose orders are to be displayed.

  • From order no. (field POHNUMDEB)

These fields are optional. They are used to enter or select a range of orders to be displayed.
If no value is assigned to them, all the orders meeting the other selection criteria are displayed.

Status

  • Closed (field CLEFLGO)

When this box is checked the fully closed orders are selected.

  • Not closed (field CLEFLGN)

This check box is used to select the orders that are not closed or only partly closed.

  • Signed (field APPFLGO)

This check box is used to select the totally signed orders or those orders for which there is no signature management.

  • Not signed (field APPFLGN)

This check box is used to select the orders that are not signed or only partly signed.

  • Received (field RCPFLGO)

When this box is selected, fully received orders are selected.

  • Not received (field RCPFLGN)

When this box is selected, orders that are not received or only partly received are selected .

  • Invoiced (field INVFLGO)

When this box is selected, fully invoiced orders are selected.

  • Not invoiced (field INVFLGN)

When this box is selected, orders that are not invoiced or only partly invoiced are selected .

  • Printed (field PRNFLGO)

Cette case, une fois cochée, permet de sélectionner les commandes imprimées.

  • Not printed (field PRNFLGN)

Cette case, une fois cochée, permet de sélectionner les commandes non imprimées.

  • Costs considered (field PECFCSTFLG)

Cette case à cocher permet de demander la prise en compte, dans l'histogramme, du montant total des charges achat en plus du montant total HT des commandes, faisant ainsi apparaître le montant total du coût d'achat.

SEEINFO L'affichage du montant des charges est pris en compte uniquement dans l'histogramme HT/période.

Frequency

  • Period (field PERCOD)

Ce champ permet de choisir la périodicité de visualisation des informations graphiques.
Le mois est proposé par défaut. Il est possible de choisir une périodicité au Jour, à la Semaine, au Trimestre, au Semestre ou à l'Année.

  • Start date (field ORDDATDEB)

These two fields are used to specify a date range.
This range is used to filter the orders whose order date is included in this interval.
They are initialized by default in the following manner:

  • the start date is initialized with the first day of the month coming from the current date minus two months,
  • the end date is initialized with the current date postponed to the last day of the month.
  • No. of periods (field PERNBR)

It is possible to display the number of periods to be displayed.
If this value is modified, the end date will be automatically modified based on the number of periods and the frequency chosen.

Close

 

Specific Buttons

Click this action to save the current settings to a Memo code to be reused later. The memo is linked to your user profile, not to the function or the screen.

The STD memo code is associated with the screen and is loaded immediately when you open the function.

For more information on the advanced use of the Memo action, refer to the documentation on the General ergonomics of SAFE X3 software.

Click this action to enter a Memo code to load the settings associated with the code.

Click this action to delete a Memo code.

This button provides access to the graphical inquiry displaying by period the ordered tax excl.amount.
If the box entitled "Costs considered" has been checked in the screen used to select the criteria, the total amount of the purchase costs, expressed tax excl., is also displayed.

The tax excl. amount of the order lines and the cost tax excl. amount are displayed, by default, in the form of comparative bars. It is possible to choose a representation mode displaying totals in order to view the total purchase cost.
SEEREFERTTO For more information, please refer to the documentation on the Graphical representation of grids.

This button provides access to the graphical inquiry displaying by period the ordered tax excl.amount, broken down based on the order status.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation