To find the line item report you will need to navigate to the cost centre and then click "line item report" as shown below.
You should then be presented with the report shown below. Scroll down for an explanation of each column and the filtering available.
Table Header | Explanation |
Created/Updated Date | This shows the date the document was created until it is updated and then will show the last updated date. |
Reference & Date | Shows a reference number input onto the PO and the date the document was created. |
Type | Allows you to see the document type whether it be RFQ, Purchase Order, Stock Order, Invoice or Credit Note. |
Cost Type | The cost type associated to the line on the document. This could be Labour, Materials, Sub-Contractor, Labour, Other or any custom cost type created in the settings. |
Project | This will be the project associated to the line |
Phase | This will be the phase associated to the line |
Supplier Name | This will be the supplier associated to the line |
Product Code | This column will be populated if you have entered a product code against the line item or if you have selected an item from the catalogue. |
QTY | This column will show you the quantity of items for each line. |
Description | The line item description of each item on a document. |
Unit Price | The price of 1 unit of the line item. |
Total | Will show the total cost of each line (quantity * unit price). |
Edit icon | Allows editing of the document that line can be found on. |
Attachment icon | View the attachment associated to the document that line item can be found on. If you do not see this icon next to a line item, the document does not have an attachment. |
There are many filtering options for the line item report that will allow you to customise or narrow down the results shown in the report.
Filter | Explanation |
All (Tags) | Filter by tags associated to the document the line is on |
Select a Project | Allows you to filter the results by a specific project |
Select Phase | Allows you to filter the results by a specific phase within the project |
Select a Supplier | Allows you to filter the results by a specific supplier |
Product Code | Filter the report by a particular product code |
Date From and Date To | Filter the report for documents created within a certain date frame |
Select a Cost Type | Allows you to filter the results by a specific document type e.g. Labour, Materials, Sub-Contractor, Labour, Other or any custom cost type created in the settings |
Select a Type | Allows you to filter the results by a specific document type e.g. RFQ, Purchase Order, Stock Order, Invoice or Credit Note |
Sorting | Allows you to sort the results based on Updated (Newest First), Updated (Oldest First), Amount (Highest), Amount (Lowest), Price (Highest) & Price (Lowest) |
Document Number | Narrow down your search by a document number |
Description | Allows you to search the line item report by a specific item description |
PDF Download | Download the report as a pdf |
"X" | Reset the filters applied to the report |