Purchase summary sheet

The [Purchase summary sheet] summarizes and outputs sales order data for the setup period by goods, in charge and so on. If analysis item registered in [Register analysis object] in [Logistic master module] is setup, it can output the title of column, summary item, by currency, and comparison to budget in accordance with vouchers.
→To Operation Procedure

Screen Transition

[Purchase Control Module]
  ↓
[Forms]
  ↓
[Purchase Summary Sheet]
  ↓
[Purchase summary sheet] screen

Item setup

[Analysis Objects Setup]

• Analysis objects
  Specify the analysis objects that are to set up from the Register Analysis Objects of the [Logistic master module].
  The summary list is created according to the output items that were set up for the specified analysis objects.
• Output format
  Sets up the data summary range. Select "Output all company" or "Output by individual item."
  Selecting "Output all company":
  Without specifying a range for output by individual item, summarizes the data for all the company and outputs a form..
  Selecting "Output by individual item":
  Specifies an item range, then summarizes the entire range and outputs a form.
  A project code, or groups of department can be specified as the item.
• Item (This item is only displayed when "Output by individual item" is selected for the output format.)
  Selects the item to be summarized. The available options are "Dept.," "Correspondent," "In charge," "Manufacturing No.," "Analysis Code1," or "Analysis Code2."

[Date Setup]

• Period (from/to)
  Selects and set one of the following periods.
  The output result for each option is also listed below.

  Period (from/to)	Output result
  Year	Outputs a form detailing the yearly transition.
  Half-year	Outputs a form detailing the half-yearly transition.
  Quarter	Outputs a form detailing the quarterly transition.
  Term	Outputs a form detailing the month-to-month transition.
  By date	Outputs a form detailing the daily transition.

  
  
• Accounting period
  The method for specifying the accounting period depends on the selection of the period (from/to).

  Period (from/to)	Method for specifying accounting period
  Year	Specifies the accounting year as the period. The slash mark and term entry field are not displayed. The period can be specified as any past/present/next accounting year existing on the accounting year master.
  Half-year	Specifies the accounting year and half-year as the period. The slash mark and term entry field are not displayed. The numeral 1 or 2 can be entered into the half-year designation field. The period can be specified as any accounting year and half-year in the past, present, or next accounting year existing on the accounting year master.
  Quarter	Specifies the accounting year and quarter as the period. A numeral between 1 and 4 can be entered into the quarter designation field. The period can be specified as any accounting year and quarter in the past, present, or next accounting year existing on the accounting year master.
  Term	Specifies the accounting year and term as the period. A numeral between 1 and 12 can be entered into the term field. The period can be specified as any A/C year/month in the past, present, or next accounting year existing on the accounting year master.
  By date	Specifies the accounting year and term as the period. Outputs the summarized data by date for the specified term. The period can be specified as any A/C year/month in the past, present, or next accounting year existing on the accounting year master.

[Output Option]

• Include unapproved
  Select this checkbox to output the past purchase data to the form.

[Others]

• Macro file, Macro name
  To apply a Microsoft Excel macro to the output, specify the macro file name and macro name.

[Buttons]

• Browse
• Start
  Clicking this button opens the "Output Destination " screen. Select "Excel Format" or "CSV Format" to output the forms.
• Clear
• Exit