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OfficeMgr3336
June 25, 2019
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Purchases by Vendor Summary Report - Missing Vendors

  • June 25, 2019
  • 1 reply
  • 0 views

I need to run a Purchases by Vendor Summary report for 2016. For some reason, one of my main vendors is not included in this report, but we purchased from this vendor quite a bit in 2016. Why is this report not including vendors?

 

Any help would be greatly appreciated! Thank you!

Best answer by Alessandra_B

I’ll be glad to help you understand your reports, @OfficeMgr3336,

 

The Purchases by Vendor Summary report only shows the total amount for all of your vendor transactions. Let add more details about this to help you.

 

As mentioned by my colleague @Kristine Mae above, purchases made from your vendor only shows when they include inventory items. Thus, vendor transactions which have the Expenses tab filled out rather than the Items tab, won’t show.

 

In addition, if you want to view the purchases you’ve made, you can pull up the Purchases by Vendor Detail report. This way, you can customize which columns and filter to apply on the report.

 

Here’s how you can pull up and customize the report:

  1. Click on Reports from the menu bar.
  2. Choose Purchases.
  3. Select Purchases by Vendor Detail.
  4. Click on Customize Report.
  5. From the Columns box, choose which fields to add or remove.
  6. Click on the Filters tab.
  7. Select the filter you want to apply to the report.
  8. Click on OK.

Once done, you can click on Memorize to keep the report in your Memorized Reports list.

 

Please don’t hesitate to let me know if you need help with anything else. I’ll be sure to get back to you.

1 reply

Kristine Mae
Kristine Mae
June 25, 2019

I've tried it in my company file, OfficeMgr3336.

 

A vendor will only show on the Purchases by Vendor Summary report once you've purchased items (example: inventory item) only. 

 

You may want to pull up the Transaction List by Vendor report instead. This will show you all transactions created for each vendor in a specific date. Here's how:

  1. Click Reports.
  2. Go to Vendors & Payables.
  3. Select Transaction List by Vendor.
  4. Change the dates to 2016. 
  5. Click Refresh.

You also have the option to customize the report. 

 

If you have more questions, please let us know. Have a nice day! 

O
OfficeMgr3336Author
June 25, 2019

Thank you Kristine! I followed your instructions and it worked...what I am confused about is why, if we made these purchases, are they not appearing on the Purchases by Vendor Summary Report? I need to run this report as a summary only of what we purchased in 2016, without all the detail that the Transaction List by Vendor Report provides.

 

Thank you!

A
Alessandra_BAnswer
June 25, 2019

I’ll be glad to help you understand your reports, @OfficeMgr3336,

 

The Purchases by Vendor Summary report only shows the total amount for all of your vendor transactions. Let add more details about this to help you.

 

As mentioned by my colleague @Kristine Mae above, purchases made from your vendor only shows when they include inventory items. Thus, vendor transactions which have the Expenses tab filled out rather than the Items tab, won’t show.

 

In addition, if you want to view the purchases you’ve made, you can pull up the Purchases by Vendor Detail report. This way, you can customize which columns and filter to apply on the report.

 

Here’s how you can pull up and customize the report:

  1. Click on Reports from the menu bar.
  2. Choose Purchases.
  3. Select Purchases by Vendor Detail.
  4. Click on Customize Report.
  5. From the Columns box, choose which fields to add or remove.
  6. Click on the Filters tab.
  7. Select the filter you want to apply to the report.
  8. Click on OK.

Once done, you can click on Memorize to keep the report in your Memorized Reports list.

 

Please don’t hesitate to let me know if you need help with anything else. I’ll be sure to get back to you.

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