Account Summary Report (Classic)

Purpose

The Account Summary report produces a snapshot of all suppliers your organization has made purchases to in the last 12 months.

Run the Report

To run report Reports > General Setup > Account Summary > Select Output Format > Generate Report.

Information provided in the report includes:

• Supplier Name

• Number of products in the catalog

• Number of approved products in the catalog

• Number of order guides

• Number of products on order guides

• Total dollar amount purchased in the past 12 months

• Current method of system invoicing

The second part of this report contains a comprehensive list of purchasing locations with their last order date. The report also contains a supplier account profile which includes general account information, order receiving entry preferences, invoicing preferences, invoicing tolerance preferences and all other preferences set.

Output Format

Select the type of format you would like to run report. MS Excel (No formatting) preferred.