PA Tutorial: Supplier by Product

In this tutorial, you will design a report showing the Products received, grouped by Supplier.

1. Go to Navigator > Reports > Purchase Analysis > Analysis Report Designer.
2. Set the Analysis Type to Shipments.
3. In the Analyse grid, select AP Creditors then IC Products, to analyse by AP Creditors as the top level, followed by IC Products.
4. Click the beside As At Period so that appears. This means the Period selection will be available when the report is run.

   Note: You can also tick Advanced Analysis to make other fields available to select on the Fields tab for AP Creditors, such as Balance1 and Balance Current, and for IC Products fields such as Qty in Stock and Qty Available, but be aware that these are "as at now" figures, not figures based on your Analysis Range.

5. Go to the Fields tab. You will see that the first line is already populated with AP Creditors Creditor Code, and the second line with IC Products Product Code. These are the primary keys for these Analysis Groups. Because the report has two levels of grouping, Accredo puts a 1 in the Group field for the first group. 1 is the outer-most level and means this report will be grouped by Creditor Code. Under Source and Field Name, add the following selections.

   Source	Field Name
   AP Creditors	CreditorName
   Summary	Quantity
   Summary	ExtendedCostBS

6. Select the CreditorName line you added, and click Move record up (Shift+Up), so that CreditorName is underneath CreditorCode.
7. Improve the presentation of the report by making the following changes:

• Unselect the Visible column for Creditor Code.
• Remove the Display Label for Creditor Name.
• Change the Display Width for Product Code to 40.
• Change the Display Label for Quantity to Qty.
• Change the Display Label for Extended Cost Bs to Total Cost (NZD).
• Unselect the Total column for Quantity, as it does not make sense to show total quantities of different products.

1. Go to the Output Selections tab and enter a Report Title to be displayed on the report, such as Supplier by Product. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
2. Go to the Report Preferences Tab and select Label group totals, to show the grouping fields in italics next to group totals.
3. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.