Supplier reporting

[Mitch328]

Hi there, I am a new users of Sage 50 having previously used Sage 500.

The reporting is limited is there a quick way to export what suppliers have outstanding without showing any of the completed orders?

within the reports function is there a better way of importing the report into Excel, so an example I was to be able to sort by supplier without loosing any of the detail in the report like part numbers and order numbers etc. Currently when the report is run the order number and supplier name are on separate lines from the part codes I have set up this makes sorting very difficult?

Thank you

Michelle

[brucedenney]

Are you really using the US version of Sage 50 not a UK Version, if so can you correct your profile to show the version.

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Assuming a recent UK version
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You can use a search or filter (depending on your version of Sage 50) do filter out all the completed and cancelled orders and to only see active orders.
These can be saved and reused.

With your reporting
You may be looking to a list of outstanding items on purchase orders
Or perhaps items that have been delivered off orders, but not yet invoiced
Or something else....

I am not sure how you are going about getting data into excel.
Running reports and the send to function can be fine for adhoc reporting
Saving as csv and then opening in excel can be more useful as you get one record per row
For regular things that you want to repeat frequently the best way is to use ODBC and pull the data you need form the tables in Sage 50.

I would pull the data via ODBC
You need to join the Purchase_Order table to the POP_ITEM table in MSQuery
You filter on the ACCOUNT_REF to get just the Supplier you want.
You may want to filter out complete and cancelled orders.
You probably want the various QUANTITY fields to get the qty originally ordered, currently on order, delivered and invoiced.