Create a list of customer purchases grouped by item Purchase Summary or Settlement method for a selected date range. Considered Customer Appropriate since no item cost or margin is included.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports module > Main Menu > Customer Appropriate. |
| Grant permission to the individual report> Customer Appropriate > Purchase Summary Detail. |
Create your Report
In Group By select
- Purchase Summary- The Purchase Summary categories as specified on the Item Category. On the produced report, items will be grouped and sub-totaled by the Purchase Summary.
- Settlement Method- How the customer settled the transactions. On the produced report, items will be grouped and sub-totaled by Settlement method.
Date Selection- Select
- Start- Enter a Start date using the mm/dd/yy date format or select the drop down calendar.
- End- Enter an End date using the mm/dd/yy date format or select the drop down calendar.
Select Export and 
to choose a location for the produced report.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.
Understanding your Report
The Purchase Summary name as defined in Setup > Access Purchase Summaries.
Date of the transaction.
Invoice number associated with the transaction and the method used for Settlement.
The Item ID and Item Descriptionof what was purchased.
Quantity indicates the amount of the item purchased.
The Unit Price of the item from the transaction.
Use Ext. Price to view the Extended Price of the item which is calculated by Quantity multiplied by Unit Price.