Purchase Analysis

The Purchase Analysis Report summarizes item quantities and purchase amounts by vendor for the selected purchase-analysis period.

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

This Report uses the Instructions worksheet to set a Fiscal Start Date: and calculated As of Date:. The Purchase Analysis worksheet shows purchase details grouped by Vendor ID - Name, with visible fields for Date, Check Number, Item ID - Description, Quantity Purchased, and $ Amount. It also includes filters for Item ID, Item Description, Vendor ID, Vendor Name, and Transaction Type. The Chart worksheet includes Total Quantity Purchased and Monthly Purchase Trend views.

How to Use the Report

Step 1. Enter the starting and end dates in C8 and C9.

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

Step 3. Use Go to Report... or open the Purchase Analysis worksheet to review vendor, item, quantity, and amount details.

Step 4. Use Go to Chart... or open the Chart worksheet to review total quantity purchased and the monthly purchase trend.

Customization Options

You can change the Fiscal Start Date: on the Instructions worksheet before refreshing. The Purchase Analysis worksheet also shows report filters for item, vendor, and transaction type. You can use normal Excel formatting, sorting, filtering, or print settings on a saved copy. For additional fields, layout changes, or calculation changes, contact Logicim support.

Common Use Cases

1. Review purchased quantities and dollar amounts by vendor.
2. Analyze item-level purchase activity within the selected period.
3. Use item, vendor, or transaction-type filters to focus the purchase review.
4. Review quantity and monthly trend charts for purchasing activity.

Troubleshooting

1. Issue A: The period is not the period you expected. Solution A: Check the Fiscal Start Date: and calculated As of Date: on the Instructions worksheet, then click Refresh on the XLGL ribbon.
2. Issue B: No purchase values appear on the Purchase Analysis worksheet. Solution B: Confirm that you are connected to the correct Sage 50 US company and that the selected period contains purchase activity, then refresh the Report again.
3. Issue C: Results appear limited. Solution C: Review the visible filters for Item ID, Item Description, Vendor ID, Vendor Name, and Transaction Type on the Purchase Analysis worksheet.
4. Issue D: Workbook links or legacy source references prompt for attention. Solution D: Refresh the Report from the XLGL ribbon while connected to the correct Sage 50 US company. If the prompt continues, contact Logicim support and include the Report name.

FAQs

1. Q: What does the Report summarize? A: It summarizes purchase quantities and dollar amounts by vendor and item for the selected period.
2. Q: Which date inputs are used? A: The Instructions worksheet uses Fiscal Start Date: and shows a calculated As of Date:.
3. Q: Can I focus the Report on specific vendors or items? A: The Purchase Analysis worksheet shows filters for item, vendor, and transaction type that can be used to review a narrower result set.

Best Practices

1. Confirm the Fiscal Start Date: and As of Date: before refreshing the Report.
2. Review visible item, vendor, and transaction-type filters before interpreting totals.
3. Connect to the correct Sage 50 US company before refreshing the Report.
4. Review the Grand Total after each refresh before sharing the workbook.
5. Keep an unchanged copy of the workbook before making workbook-level changes.