Logicim's ready-to-use Sage 50 US Items Purchased by Vendors

Items Purchased by Vendors

The Items Purchased by Vendors Report lists items purchased from vendors in Sage 50 US for a selected date range. Use the Report to review item-level purchase details, compare quantities and amounts by vendor, and identify vendors with the highest purchase totals.

Prerequisites

1. Microsoft Windows 10 Pro, Windows 11 Pro, or Windows Terminal Server (2012 and above)
2. Microsoft Office 365
3. Sage 50 US edition (2021 and above)
4. Internet connection

What the Report Does

The Items Purchased by Vendors Report displays vendor purchase lines on the Report worksheet. Visible columns include Vendor ID, Name, Item ID, Item Description, Stocking U/M, Quantity, and Amount.

The Report groups the results by vendor and includes vendor totals and a grand total. The Chart worksheet includes Items Purchased from Vendors and Top 10 Vendors by Amount views for the selected period.

How to Use the Report

Step 1: Enter the start date in the Start field and the end date in the End field on the Instructions worksheet.

Step 2: Click Refresh on the XLGL ribbon to update the Report.

Step 3: Click Go to Report... or select the Report worksheet to review purchased items by vendor, quantity, and amount.

Step 4: Click Go to Chart... or select the Chart worksheet to review purchased items and the top 10 vendors by amount.

Customization Options

1. Change the Start and End dates on the Instructions worksheet, then refresh the Report.
2. Use standard Excel sorting, filtering, formatting, and print settings on a saved copy of the Report.
3. Request a customized version when you need additional item fields, vendor fields, layout changes, or calculation changes by using this link.

Common Use Cases

1. Review which items were purchased from each vendor during a selected period.
2. Compare purchased quantities and amounts by vendor.
3. Identify vendors with the highest purchase amounts using the Chart worksheet.
4. Support purchasing reviews with item-level vendor purchase details.

Troubleshooting

Issue: The Report does not show the expected reporting period.

Solution: Verify the Start and End dates on the Instructions worksheet, then click Refresh on the XLGL ribbon.

Issue: No purchase lines appear on the Report worksheet.

Solution: Confirm that Logicim XLGL is connected to the correct Sage 50 US company and that the selected period contains vendor purchase activity, then refresh the Report.

Issue: Vendor or item totals differ from the expected amounts.

Solution: Confirm the selected date range and Sage 50 US company connection, then refresh the Report.

Issue: Additional item or vendor fields are required.

Solution: Request a customized version of the Report and provide the fields or layout required.

FAQs

Q: What information does the Report include?

A: The Report includes vendor, item, stocking unit of measure, quantity, amount, vendor total, and grand total information.

Q: Can I change the reporting period?

A: Yes. Enter new Start and End dates on the Instructions worksheet, then refresh the Report.

Q: Does the Report include charts?

A: Yes. The Chart worksheet includes purchased-item information and a top-10-vendors-by-amount view.

Best Practices

1. Confirm the Start and End dates before refreshing the Report.
2. Confirm that Logicim XLGL is connected to the correct Sage 50 US company.
3. Review the vendor totals and grand total after each refresh.
4. Use a saved copy when applying Excel filters, sorting, formatting, or print changes.
5. Keep an unchanged copy of the workbook before making structural changes.

References

Logicim XLGL Installation and Activation

Logicim Reports

Logicim Knowledge Base

Request a Custom Report