Entering Statistics for the Current and Previous Periods

Sage ERP Accpac Purchase Orders 6.0

Entering Statistics for the Current and Previous Periods

To add statistical information during setup or edit it later, you must first select the Accumulate (purchase) Statistics and Allow Edit Of Statistics options in the Options form.

If you set up Inventory Control and Purchase Orders together, partway through a fiscal year, you may also want to add statistical data for the year to date and previous years. You should add any of the data that you wish to view online or print on reports.

Transactions and statistics

Depending on the history and statistical options you select, Purchase Orders automatically updates statistical information with every transaction that you post. The program keeps this data until you choose to clear it using the Clear History form.

Entering Statistics from Your Previous Purchase Orders System

If you use the Accumulate Statistics option, Purchase Orders creates statistics from each transaction you post. If you also use the Allow Edit Of Statistics option, you can manually enter statistics from prior periods in your old purchase order system when you are setting up your new Purchase Orders system.

You use the Purchase Statistics form to add the data to your Purchase Orders system, and to look at the data online or print the data on the Purchase Statistics report.

For each period, you can enter:

  • Number of purchase orders, receipts, invoices, and credit notes and debit notes.

  • Net quantity purchased and net purchase amount.

  • Net invoice amount.

  • Average invoice, credit note, and debit note amounts.

  • Largest and smallest invoice, credit note, and debit note amounts, and the vendors who issued them.

Do not add the same statistics twice. If you post opening and year-to-date transactions to set up your new Purchase Orders system, Purchase Orders will also create statistics for these transactions and periods (if you use the Accumulate Statistics option). If you are also adding statistical data you want to keep in Purchase Orders, be careful not to duplicate statistics that the program has already created for you.

For more information about the historical information you can keep in Purchase Orders, see Accumulating purchasing history and statistics for reporting.

See also