Which Report to Run? You want to see: Information about your budget, what has been Variance Report 4.4 spent so far and what is left (SMT) Details if the transactions which have gone through Transactions for 4.3 your cost centre/project Cost Centre Your future commitments – Purchase orders which Committed 4.1 have been approved but are still awaiting payment expenditure A list of the GL Journals which have been approved Approved 4.5 and which will debit or credit your cost workflow centre/project journals by cost centre Whether an account code or project code is valid Valid code 4.6 for a cost centre combinations A list of all the requisitions/purchase orders raised Orders by 4.2 for a particular project Project A list of all purchase orders for your cost Goods Delivery 5.1 centre/project which have not yet been goods Status received Which order was used for a particular invoice or Quick 5.2 vice versa invoice/Order search The address for one or more suppliers Supplier 5.3 Address List Whether a supplier invoice has been paid Supplier 5.4 Payment Check All the requisitions raised for a particular supplier, Supplier 5.5 showing the coding used Requisition Enquiry The address for one or more Customers Customer 6.1 Address List Whether a customer has paid their invoice(s) Customer 6.2 (Invoices originated from a sales order) invoices and payments The cost centre and project credited by a sales Customer 6.2 invoice invoices and payments Whether a customer has paid their invoice(s) KX invoices and 6.3 (Invoices originated from the KX system) payment dates Where a Project Application form is in the workflow Active Project 7.2 and who has approved it so far forms Workflow The route of a completed project application and Historical 7.2 who approved/rejected it at each step Project Forms Workflow Management Reports Committed Expenditure
Which Report to Run? You want to see: Information about your budget, what has been spent so far and what is left Variance Report (SMT) 4.4 Details if the transactions which have gone through your cost centre/project Transactions for Cost Centre 4.3 Your future commitments – Purchase orders which have been approved but are still awaiting payment Committed expenditure 4.1 A list of the GL Journals which have been approved and which will debit or credit your cost centre/project Approved workflow journals by cost centre 4.5 Whether an account code or project code is valid for a cost centre Valid code combinations 4.6 A list of all the requisitions/purchase orders raised for a particular project Orders by Project 4.2 A list of all purchase orders for your cost centre/project which have not yet been goods received Goods Delivery Status 5.1 Which order was used for a particular invoice or vice versa Quick invoice/Order search 5.2 The address for one or more suppliers Supplier Address List 5.3 Whether a supplier invoice has been paid Supplier Payment Check 5.4 All the requisitions raised for a particular supplier, showing the coding used Supplier Requisition Enquiry 5.5 The address for one or more Customers Customer Address List 6.1 Whether a customer has paid their invoice(s) (Invoices originated from a sales order) Customer invoices and payments 6.2 The cost centre and project credited by a sales invoice Customer invoices and payments 6.2 Whether a customer has paid their invoice(s) (Invoices originated from the KX system) KX invoices and payment dates 6.3 Where a Project Application form is in the workflow and who has approved it so far Active Project forms Workflow 7.2 The route of a completed project application and who approved/rejected it at each step Historical Project Forms Workflow 7.2 Management Reports Committed Expenditure