SageForum for UK versions of Sage 50- Help and support.

Hello
I've been asked to run a report on how much we have spent with a supplier. Please could someone confirm the best way to do this?? I was looking in supplier activity and simply reading Turnover YTD - Is this correct?? I also read somewhere that you should look at the supplier record-purchases which gives you the same figures. If this is correct, does this amount include all purchase orders raised or is it just what purchase orders have been paid?? Thinking I may be making it more difficult than it needs to be!

Thanks in advance, hope someone can help

The YTD is fine if they just want to know what has happened this financial year.
The Account History itself details what has been Invoiced this financial year.

But there are caveats...

What about things that have been bought and delivered but not yet invoiced?
what if you bought something, but they credited it?
What about things that have been bought and not yet delivered?
What if they want details of what goods you bought?
What about things that got invoice at the beginning of this year but that were ordered/purchased at the end of last year.
What if they want to know the annual turnover for a full year, do they want the last 12 months or the current calendar year 8 months and projection for the last 4 months of 2015 or what you turned over in your last full financial year

You really need to know more about the context in which they are asking the question. If they want compare suppliers, use turnover as a way to negotiate prices or evaluating supply chain resilience or looking to see where to put new business or something else then the "best" measure could be something else.

thank you this sounds a bit more complicated for a novice virtually self taught SAGE user

He asked me for YTD and the previous year so I took this off the purchases page as shows ytd and prior ytd. Does this just show the total purchases raised or the purchase orders we have paid (hope that makes sense)

It is the net amount that has been invoiced less credits in this financial year (SI less SC or PI less PC).

Transactions B/F are ignored even if entered in this year.
Discounts are ignored.