General description #

The purchase planning report provides an overview of all the orders (finalized and non-finalised) in which the products are purchased (through purchase contracts) from different suppliers and received at the warehouse (own or third-party), where these products are handled and managed for further production or sale. This report gives various details, like loading and unloading addreses, departures and arrival dates and times, product, supplier, quantity, pricing, etc., about the orders created, from purchase to stock.

Objectives/Purposes #

Some of the most common purposes the report serve are as follows:

• To track all the incoming orders for a particular supplier, product, loading and unloading address, etc., using the filters.
• To track the arrival date of the purchase orders and proceed with the payment process as per the payment conditions already agreed in the contracts.
• The order’s arrival details also enable prompt action in accordance with the product’s insurance policy in the event that the product is damaged or experiences any other similar issues.
• The user can also filter the report in the column “user responsible for” to easily find out the order he/she is particularly responsible for.

Columns #

• Order Number: The order number is displayed in this column. This is automatically generated as per your numbering scheme when a new order is created. On hover, it displays the info text “Order number.”
• Subsidiary: The subsidiary that creates the order is displayed in this column. The “ID” of the subsidiary from the root data is displayed in the column. On hover, it displays the info text “Subsidiary that owns the contract/lot.”
• Order date: The date when an order was created is displayed in this column. The value is fetched from the field “Order Date” of the related order. On hover, it displays the info text “Order date.”
• Loading Date: The date on which the products will be loaded for delivery is given in this column. This data is fetched from the field “loading date” of the related order. On hover, the info text “Loading date of the lot” is displayed.
• Loading time: The column displays the loading time entered into the order. On hover, the column displays the short info text “Loading Time.”
• Arrival date: The arrival date as per the order is displayed in this column. On hover, the column displays the short info text “Arrival date of products at own factory.”
• Loading Week: The week of the year in which the loading date of the order comes is displayed in this column. On hover, it displays the info text “Loading week.”
• Unloading Date: The date on which the order will be unloaded in the warehouse is displayed in this column. The value is fetched from the field “unloading date” in the related order screen. On hover, it displays the info text “Unloading date for the lot.”
• Unloading time: The unloading time of products is displayed in this column. The value is fetched from the column “Unloading time” of the associated order. On hover, the column displays the short info text “Unloading time.”
• Unloading Week: The week of the year for the unloading date is shown in this column. On hover, it displays the info text “Unloading week.”
• Schedule Unloading Time: This column gives information about the time at which the order will be unloaded. This is shown in AM or PM. The value for the column is fetched from the field “Schedule unloading time” of the related order. On hover, it displays the info text “Schedule unloading time.”
• Product Code: The name of the product that is to be purchased is given in this column. The value for this is fetched from the field “product” of the related purchase contract. On hover, it displays the info text “Shortcode of the product.”
• Tariff Code: The unique tariff code of the product is shown in this column. This value is retrieved from the field “Tarif code” on the product screen. On hover, it displays the info text “Tarif code.”
• Product group: The product group of the product associated with the order (orderline) is shown in this column. The value of this column is retrieved from the related product screen. On hover, it displays the info text “The product group the product belongs to.”
• Quantity: The quantity of product ordered is given in this column. The data is fetched from the orderline of the related contract. On hover, it displays the info text “Quantity per contract line.”
• Quantity Unit: The quantity unit used in the contract line is displayed in this column. On hover, the column displays the info text “Quantity Unit.”
• Unloading address Relation name: The information about the warehouse in which the order will be unloaded at delivery is provided in this column. This information is retrieved from the destination section of the orderline. On hover, it displays the info text “Unloading address relation name.”
• Unloading Address: The detailed address of the unloading address, along with the city of the address, is displayed in this column. On hover, the column displays the short info text, “Unloading address.”
• Unloading Country: The country of the unloading address is displayed in this column. On hover, display the info text “Unloading Address Country.”
• Warehouse reference: Any document number related to the warehouse is given in this column. The value for this column is fetched from the “Warehouse reference” field of the related orderline. On hover, it displays the info text “The reference number of the lot as known by the warehouse.”
• Supplier: The grouped columns for suppliers display various address related details of the supplier, as listed below:
  • Supplier: This column displays the “company name” of the supplier (relation) associated with the order. On hover, the column displays the short info text, “Suppliers name.”
  • Address: The column displays the address of the supplier. The first address added to the relation is displayed. If Address 1, Address 2, and Address 3 are added to the relation, they are all displayed, separated by commas. On hover, the column displays the short info text, “Supplier Address.”
  • Zipcode: The zipcode of this address is displayed in this column. On hover, the column displays the short info text, “Supplier Zipcode.”
  • City: The city of this address is displayed in this column. On hover, the column displays the short info text, “Supplier City.”
  • Country: The country code of the country of the address is displayed in this column. On hover, the column displays the short info text, “Supplier Country.”
• ONS code: The ONS code of the product added to the related product screen is displayed in this column. On hover, displays the info text “ONS code.”
• DUNS Code: The DUNS code of the relation is given in this column. The value is fetched from the field “DUNS code” of the relation screen. On hover, it displays the info text “DUNS code.”
• Reference supplier: Any reference number related to the supplier is shown in this field. The data for this field is fetched from the field “Ref. Supp./Lot no.” of the related orderline. On hover, it displays the info text “Reference number of the supplier.”
• Contract Number: The purchase contract number related to the order is shown in this column. The data is retrieved from the origin of the related orderline. On hover, it displays the info text “Contract number.”.
• Purchase Incoterms: The incoterms (delivery conditions) as per the purchase contract associated with the order are displayed in this column. On hover, the column displays the short info text “incoterms (purchase contract).”
• Invoice number: This is the expected goods invoice number of the order. On hover, it displays the info text “The invoice number.”
• Client invoice number: The invoice number provided by the supplier is shown in this field. The value of this column is fetched from the purchase invoice of the related orderline. On hover, it displays the info text “Client Invoice Number.”
• Transport invoice: The number generated after creating a transport order in the order screen is shown in this field. On hover, displays the info text “Transport invoice number.”
• Transporter: This column displays the transporter used for the transportation of products from source to destination. On hover, it displays the info text “Transporter.”
• Loading address Relation name: The address from which the order is loaded is shown in this column. The data is fetched from the field “loading address” in the orderline.  On hover, displays the info text “Loading address relation name”.
• Loading Country: The country code of the loading address is shown in this field. On hover, it displays the info text “Loading address country.”
• Packaging: The packaging used for the product packaging is displayed in this column. This value is retrieved from the related orderline field “packing”.  On hover, it displays the info text “Packing of the product.”
• License plate: The vehicle number or license number of the transporter is given in this field. The data is fetched from the field “license plates” in related order. On hover, it displays the info text “License plate number.”
• Intracommunautair: The details about the intracommunautair status of the order are shown in the column. The value is retrieved from the field “Intracommunautair” in the order screen. On hover, it displays the info text “Intra community.”
• Loading reference: Any reference added for the loading of products fetched is shown in this column. The value is fetched from the field “loading reference” in related order. On hover, it displays the info text “Loading reference.”
• Unloading reference: any reference related to the unloading of products is shown in this column. The data is retrieved from the field “Unloading reference” of the related order. On hover, it displays the info text “Unloading reference.”
• Finalized: Whether the order is finalized or not is displayed in this column. The value is fetched from the related orderline. On hover, it displays the info text “Finalized.”.
• Remarks: Any notes specific to the order are displayed in this column. The data is retrieved from the field “Notes” in related order. On hover, it displays the info text “Remarks chosen in the contract or placed at the stock lot.”
• Pre-finalized: The orderline has been pre-finalized or not, is shown in this column. This data is fetched from the “own warehouse screen” for the companies that own a warehouse. On hover, it displays the info text “Pre-finalized.”.
• Currency: The currency of the booked purchase invoice is displayed in this column. If a booking invoice doesn’t exist for the order, the currency from the expected goods invoice is displayed. If the goods invoice also doesn’t exist for the order, the currency from the purchase contracts is displayed in this column. On hover, the column displays the info text “Currency.”
• Exchange Rate: The exchange rate of the booked purchase invoice is displayed in this column. If a booking invoice doesn’t exist for the order, the exchange rate of the expected goods invoice is displayed. If the goods invoice also doesn’t exist for the order, the exchange rate of the purchase contracts is displayed in this column. On hover, the column displays the info text “Currency exchange rate.”
• Base Currency: The accounting currency of the operating subsidiary for the order is displayed in this column. On hover, it displays the info text “Base currency.”
• Pricing Unit: The pricing unit used in the contract line is displayed in this column. On hover, the column displays the short info text “Unit, the contract is priced in.”
• Amount excluding VAT Foreign currency: The column displays the net amount excluding the VAT used in the contract currency. On hover, it displays the info text “Amount excluding VAT in foreign currency.”
• Amount excluding VAT bc: The column displays the net amount excluding the VAT used in the order for the base currency of the operating subsidiary. On hover, it displays the info text “Amount excluding VAT in base currency.”
• Destination Arrival Date: This column gives the arrival date of the order at the destination or unloading address. The value is fetched from the field “Arrival date (at destination)” in the related order.  On hover, it displays the info text “Arrival date at destination.”
• Destination Departure Date: This column gives the departure date of the order at the destination or unloading address. The value is fetched from the field “departure date (at destination)” in the related order.  On hover, it displays the info text “Destination Departure Date.”
• Logistic employee: The employee added as “person responsible for order” in the related order is displayed in this column. On hover, it displays the info text “Responsible logistic employee.”