Supplier (Purchases Summary) report

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Korijekup2
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Supplier (Purchases Summary) report

I am having trouble with the Purchases (supplier summary) report.- the report will not display invoice numbers for the individual purchases.  Its difficult to reconcile a suppliers statement to my MYOB records without the relevant invoice numbers, especially if there are line items in my report that dont match the suppliers statement.  I have selected the filters " invoice # to Invoice #" with no success - this one issue has delayed payments to suppliers and I need advice ASAP. 

 

I have been put on hold at MYOB helpdesk (specialist AR helpdesk) twice - once for 11 minutes and next for 45minutes!  Never got through either time before having to hang up.

 

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MYOB Moderator Steven_M
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Re: Supplier (Purchases Summary) report

Hi @Korijekup2 

 

The Supplier Purchase [Summary] report is a summary of the transaction. By default, this report will list the ID No of the transaction. The ID number being the number that is entered in as the Purchase No: on the Enter Purchases window.

 

I would imagine, based on what you are trying to reconcile, you might be better suited adding the Supplier Inv No. field to that report. This can be done by running the report, selecting Insert/Modify, navigating to the Report Columns - Show Hide option to add in that desired column. The Supplier Invoice No is the number that is entered into the Supplier Invoice Number field on the purchase and would typically be used as the reference that is the supplier has for that i.e. the number on a statement from that supplier.

Kind regards,
Steven

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Korijekup2
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Re: Supplier (Purchases Summary) report

Thank you.

 

Yes, it was the supplier invoice number I wanted on the report and your advice resolved my issue.

 

However, I would like to say that the new process of generating the purchases summary report is more convoluted in this version as opposed to the previous version.  Previously I only had to acesss one screen to add the Invoice Number to the report and now you go through three. 

 

I would like, at least, to be able to select date range and supplier on the same screen - With this current version you now have to input date range on the first screen, then select your supplier on the second screen, then select "insert," then select "show/hide", then select "Supplier invoice" and only then run the report - it is a much slower process especially when working on line. 

 

Finally, even after using MYOB for the last 20 years I couldn't work out how to get it done - the advanced filters screen is a total red herring distraction as it does not insert the invoice numbers in the report and although I used the "help" options I could not find the answer.  I called the help desk  twice only to be transferred to the  "specialised" AR help desk only to be on hold for 11 minutes and 45 minutes respectively. I had to hang up to answer other calls eventually - there was no opportunity to leave my contact number for a call back at a later time.

 

Surely MYOB can do better with this version or at least improve the wait times for assistance from the help desk?? My husband was just as frustrated trying to get a report that included the GL codes - a report that he had previously used many times over the last 20 years.  He has had even more experience than I with the more specialised aspects of MYOB and he could not find the answer to modifying the report he wanted. 

MYOB Moderator Steven_M
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Re: Supplier (Purchases Summary) report

Hi @Korijekup2 

 

If the report is regularly run report you could look at generating the necessary report with the desired columns before selecting to Save it as a Custom report. You would then be able to navigate and produce that report via Reports>>My Custom reports.

 

Our Help Article: Saving and deleting custom reports has more information on saving reports

Kind regards,
Steven

MYOB Community Support

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