Sales and Purchase Analysis reports by Item

The current functionality of these reports is more like an open items list rather than an analysis report.
If you Run a Purchase Analysis report by Item with a secondary selection of Supplier, and choose GRPO - the scenario is to find out how many of which products you have received in the date range from a specific supplier. This type on data is useful to use for negotiations on pricing etc.
Currently, the report will only display values for GRPO that have not been drawn to AP Invoice. This is supposedly system functionality, but, the report is called analysis, so should provide data for that purpose?

Hi,
You may double click the column header to change the sort.
Thanks,
Gordon

Similar Messages

Sales and Purchase analysis, sort by date default

Hello,
Is there a way to default the sales and purchase analysis reports to show the most recent orders first vs. the oldest orders first in the list? I am refering to the reports that appear when you are in Item Master Data, and then click on the graphs in the Sales Data and Purchasing data tabs.
Thank you

Hi,
You may double click the column header to change the sort.
Thanks,
Gordon

Sales and Purchase Register Reports

Hi all
Here i am asking how to get purchase and sales register reports in sap business one 2005?
I tryed in Excel Reporter but Tax Breakup is not coming.
Thanks & Regards
Amit

For Sales Register:
SELECT M.DocNum AS 'AP Inv. #', M.DocDate as 'Date', M.CardName as 'Vendor Name',M.NumAtCard as 'Bill No. & Dt.',L.ItemCode, L.Dscription,L.LineTotal as 'Amount',L.vatsum ,L.PriceBefDi as 'Rate',
(Select Sum(LineTotal) FROM INV1 L Where L.DocEntry=M.DocEntry) as 'Base Amt.(Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=-90 and DocEntry=M.DocEntry) as 'BED (Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=7 and DocEntry=M.DocEntry) as 'HSCess_New (Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=-60 and DocEntry=M.DocEntry) as 'EDCS (Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=-55 and DocEntry=M.DocEntry) as 'HECS (Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=1 and DocEntry=M.DocEntry) as ' VAT (Rs.) ',
(SELECT Sum(TaxSum) FROM INV4 where statype=4 and DocEntry=M.DocEntry) as ' CST (Rs.) ',
(SELECT Sum(TaxSum) FROM INV4 where statype=-10 and DocEntry=M.DocEntry) as ' CVD (Rs.) ',
(SELECT Sum(TaxSum) FROM INV4 where statype=5 and DocEntry=M.DocEntry) as ' Ser.Tax (Rs.) ',
(SELECT Sum(TaxSum) FROM INV4 where statype=6 and DocEntry=M.DocEntry) as 'CS on Ser.Tax (Rs.)',
(SELECT Sum(TaxSum) FROM INV4 where statype=4 and DocEntry=M.DocEntry) as 'HECS_ST (Rs.)',
(Select Sum(LineTotal) From INV3 Q Where Q.DocEntry=M.DocEntry) AS 'Freight (Rs.)',
M.WTSum AS 'TDS (Rs.)',
M.DocTotal as 'Total (Rs.)'
FROM OINV M LEFT OUTER JOIN INV1 L on L.DocEntry=M.DocEntry
LEFT OUTER JOIN INV4 T on T.DocEntry=L.DocEntry and L.LineNum=T.LineNum
LEFT OUTER JOIN INV5 J ON M.DocEntry = J.AbsEntry
LEFT OUTER JOIN INV3 Q ON M.DocEntry = Q.DocEntry
WHERE (M.DocDate >= '[%0]' AND M.DocDate <= '[%1]')
GROUP BY
M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.DiscSum,M.WTSum,M.DocTotal,L.ItemCode,L.Dscription,L.LineTotal,L.vatsum,L.PriceBefDi
ORDER BY
M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.DiscSum,M.WTSum,M.DocTotal,L.LineTotal,L.vatsum,L.PriceBefDi
For Purchase Register:
SELECT M.DocNum AS 'AP Inv. #', M.DocDate as 'Date', M.CardName as 'Vendor Name',M.NumAtCard as 'Bill No. & Dt.',
(Select Sum(LineTotal) FROM PCH1 L Where L.DocEntry=M.DocEntry) as 'Base Amt.(Rs.)',
(SELECT Sum(TaxSum) FROM PCH4 where statype=-90 and DocEntry=M.DocEntry) as 'ED (Rs.)',
(SELECT Sum(TaxSum) FROM PCH4 where statype=-60 and DocEntry=M.DocEntry) as 'EDCS (Rs.)',
(SELECT Sum(TaxSum) FROM PCH4 where statype=7 and DocEntry=M.DocEntry) as 'HECS (Rs.)',
(SELECT Sum(TaxSum) FROM PCH4 where statype=1 and DocEntry=M.DocEntry) as ' VAT (Rs.) ',
(SELECT Sum(TaxSum) FROM PCH4 where statype=4 and DocEntry=M.DocEntry) as ' CST (Rs.) ',
(SELECT Sum(TaxSum) FROM PCH4 where statype=10 and DocEntry=M.DocEntry) as ' CVD (Rs.) ',
(SELECT Sum(TaxSum) FROM PCH4 where statype=5 and DocEntry=M.DocEntry) as ' Ser.Tax (Rs.) ',
(SELECT Sum(TaxSum) FROM PCH4 where statype=6 and DocEntry=M.DocEntry) as 'CS on Ser.Tax (Rs.)',
(SELECT Sum(TaxSum) FROM PCH4 where statype=8 and DocEntry=M.DocEntry) as 'HECS_ST (Rs.)',
(Select Sum(LineTotal) From PCH3 Q Where Q.DocEntry=M.DocEntry) AS 'Freight (Rs.)',
M.WTSum AS 'TDS (Rs.)',
M.DocTotal as 'Total (Rs.)'
FROM OPCH M LEFT OUTER JOIN PCH1 L on L.DocEntry=M.DocEntry
LEFT OUTER JOIN PCH4 T on T.DocEntry=L.DocEntry and L.LineNum=T.LineNum
LEFT OUTER JOIN PCH5 J ON M.DocEntry = J.AbsEntry
LEFT OUTER JOIN PCH3 Q ON M.DocEntry = Q.DocEntry
WHERE (M.DocDate >= '[%0]' AND M.DocDate <= '[%1]')
GROUP BY
M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.[DiscSum],M.WTSum,M.DocTotal
ORDER BY
M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.[DiscSum],M.WTSum,M.DocTotal
Hope this will help you,
Regards,
Neetu

Merging Sales Analysis and Purchase Analysis

Hi Guys
is it possible to merge the Sales and Purchase Analysis into one report? maybe if i had the SQL statements and then using a union all would work? i would like to see all /AR invoices and credit notes on one report, with gross profit margin etc, is this possible? i will always run the report by Item Group (Monthly)
Thanks
Edited by: Euston Ferreira on Oct 29, 2008 12:02 PM
Edited by: Euston Ferreira on Oct 29, 2008 12:56 PM

Hi Euston
This will be achieved by using the OINM table which contains the item codes, document numbers, BP, IN/Out Qty, G/L Accounts, etc.
Let me know if you need help with the query.
Kind regards
Peter Juby

Urgent very urgent help regarding sales analysis and purchase analysis.

Respective all experts,
when i see a sales analysis and purchase analisys for a particular month or year i see only amount before discount and tax and that is not a actual net amount that includes tax amount also i want the total gross amount with including tax amount and net amount in sales and purchase analysis. And how will i enter more fields in form settings menu of sales analysis and purchase analysis.
Awaiting all expert advise,
Regards
saisakshi.

Hi,
For system reports like sales analysis and purchase analysis, they are hardcoded. There is no room for you to add anything if you cannot find it from the report.
If you need to customize it, you need to create your own report.
Thanks,
Gordon

Report for Sales and purchase tax (selection criteria-Tax code)

Hi
I have one query for sales tax details which gives me detail for all A/R invoices and taxes involved in it. But i want that while executing query system should ask tax code and gives detail of tax amount in front of item and invoice according to tax code selected.
The query is:
SELECT M.DocNum AS 'Inv.No ', M.DocDate as 'Date', M.CardName as 'Customer Name',L.Dscription,L.Quantity,L.Price, (Select Sum(LineTotal) FROM INV1 L Where L.DocEntry=M.DocEntry) as 'Base Amt.(Rs.)', (SELECT Avg(TaxRate) FROM INV4 where statype=1 and DocEntry=M.DocEntry) as ' VAT % ', (SELECT Sum(TaxSum) FROM INV4 where statype=1 and DocEntry=M.DocEntry) as ' VAT (Rs.) ', (SELECT Avg(TaxRate) FROM INV4 where statype=4 and DocEntry=M.DocEntry) as ' CST % ', (SELECT Sum(TaxSum) FROM INV4 where statype=4 and DocEntry=M.DocEntry) as ' CST (Rs.) ', (SELECT Avg(TaxRate) FROM INV4 where statype=7 and DocEntry=M.DocEntry) as ' TAXEXEMPT % ', (SELECT Sum(TaxSum) FROM INV4 where statype=7 and DocEntry=M.DocEntry) as ' TAXEXEMPT ', (SELECT Avg(TaxRate) FROM INV4 where statype=8 and DocEntry=M.DocEntry) as ' VAT% ', (SELECT Sum(TaxSum) FROM INV4 where statype=8 and DocEntry=M.DocEntry) as 'VAT12.5 ', (SELECT Avg(TaxRate) FROM INV4 where statype=9 and DocEntry=M.DocEntry) as ' CST 2% ', (SELECT Sum(TaxSum) FROM INV4 where statype=9 and DocEntry=M.DocEntry) as ' CST @2 ', (SELECT Avg(TaxRate) FROM INV4 where statype=11 and DocEntry=M.DocEntry) as ' CENVCST % ', (SELECT Sum(TaxSum) FROM INV4 where statype=11 and DocEntry=M.DocEntry) as ' CENVCST ', (SELECT Avg(TaxRate) FROM INV4 where statype=-90 and DocEntry=M.DocEntry) as ' BED % ', (SELECT Sum(TaxSum) FROM INV4 where statype=-90 and DocEntry=M.DocEntry) as ' BED ', (SELECT Avg(TaxRate) FROM INV4 where statype=-60 and DocEntry=M.DocEntry) as ' Cess% ', (SELECT Sum(TaxSum) FROM INV4 where statype=-60 and DocEntry=M.DocEntry) as ' Cess ', (SELECT Avg(TaxRate) FROM INV4 where statype=-55 and DocEntry=M.DocEntry) as ' HCess % ', (SELECT Sum(TaxSum) FROM INV4 where statype=-55 and DocEntry=M.DocEntry) as ' Hcess ', L.LineTotal as 'Row Total (Rs.)',M.DocTotal as 'Doc Total' FROM OINV M LEFT OUTER JOIN INV1 L on L.DocEntry=M.DocEntry LEFT OUTER JOIN INV4 T on T.DocEntry=L.DocEntry and L.LineNum=T.LineNum LEFT OUTER JOIN INV5 J ON M.DocEntry = J.AbsEntry LEFT OUTER JOIN INV3 Q ON M.DocEntry = Q.DocEntry WHERE (M.DocDate >= '[%0]' AND M.DocDate <= '[%1]') AND TargetType ! = 14 GROUP BY M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.DiscSum,M.WTSum,L.Dscription,L.Quantity,L.Price,L.LineTotal,M.DocTotal ORDER BY M.DocNum,M.DocDate,M.CardName,M.NumAtCard,M.DocEntry,M.DiscSum,M.WTSum,L.Dscription,L.Quantity,L.Price,L.LineTotal,M.DocTotal
I want 2 queries which asks tax code during selection criteria for both cases sales and purchase.

Hi Malhotra,
Try this,
1st remove the FROM/TO Doc. Date where Condition in your Query report.
AND add the below where condition in your Query report.
WHERE statype = '[%0]'
OR
Try this Query Report.
SELECT
M.DocNum as 'A/R Invoice No.',
M.DocDate as 'Inv. Date',
M.CardCode as 'Customer Code',
M.CardName as 'Customer Name',
M.NumAtCard as 'Bill No. & Date',
ISNULL(L.ItemCode,'Service Item') as 'Item Code',
L.Dscription,
L.Quantity,
L.LineTotal,
L.TaxCode,
L.[VatSum],
M.WTSum AS 'TDS (Rs.)',
M.DocTotal as 'Total (Rs.)'
FROM OINV M
LEFT OUTER JOIN INV1 L on L.DocEntry=M.DocEntry
LEFT OUTER JOIN INV4 T on T.DocEntry=L.DocEntry and L.LineNum=T.LineNum
LEFT OUTER JOIN INV5 J ON M.DocEntry = J.AbsEntry
LEFT OUTER JOIN INV3 Q ON M.DocEntry = Q.DocEntry
WHERE
(M.DocDate >= '[%0]' AND M.DocDate <= '[%1]')
AND
L.TaxCode='[%2]'
GROUP BY
M.DocNum,M.DocDate,M.CardCode,M.CardName,M.NumAtCard,L.ItemCode,L.Dscription,L.Quantity,
L.LineTotal,M.DocEntry,M.[DiscSum],L.TaxCode,L.[VatSum],M.WTSum,M.DocTotal
ORDER BY
M.DocNum,M.DocDate,M.CardCode,M.CardName,M.NumAtCard,L.ItemCode,L.Dscription,L.Quantity,
L.LineTotal,M.DocEntry,M.[DiscSum],L.TaxCode,L.[VatSum],M.WTSum,M.DocTotal
Regards,
Madhan.

Sales Analysis Report by Items - How to chart it

The sales analysis report by items is great for us but I notice that there is no way of getting a bar chart for example at that initial report level. Only when you drill down in to a group does it show the charts.
Is is possible to get the Items Groups summary sales report in to a chart?

Hi Ricky.....
Chart waise Graphical Representation is given by SAP and it can be easily done in XCelcius.
All you need to do is you have to create your own report and put this report in XCelcius.
It is recently launched.....
Regards,
Rahul

S_ALR_87012357 report - Advance Return for Tax on sales and purchase

Hi Friends,
I would like to know few things in regards the VAT report S_ALR_87012357 report - Advance Return for Tax on sales and purchase:
(1) What information brings the S_ALR_87012357 report?
(2) As of now this report displays tax against vendor line item and not expense line item. Is there any other report that shows all the positions lines affected to tax?
(3) Is it possible that the tax line stays only in the expense line account and not in the vendor line account or not any intercompany line account?
(4) Is it possible S_ALR_87012357 report shows information about the tax allocanted in expense accounts and not in vendor accounts?
Appreciate a faster response.
Thanks in advance.

Please try report S_ALR_87012359. This report gives you opportunity to choose account selection.
I am unsure how the SAP is setup in your organisation. S_ALR_87012357 should pick up expenses selection as well.
This report entirely depends on tax code selection.

Query with Item info sales and purchase quantity

Hello,
I have an query were i want to report an total quantity of sales and purchase. But it is not working.
SELECT T2.CardName, T0.ItemCode, T0.ItemName, T0.OnHand, T0.IsCommited AS 'Bevestigd', T0.OnOrder AS 'In Bestelling', T0.SuppCatNum AS 'Leveranciersnummer',
SUM(T3.Quantity) 'Total Sales', SUM(T5.Quantity) 'Total Purchase'
FROM dbo.OITM T0
INNER JOIN OCRD T2 ON T0.CardCode = T2.CardCode
LEFT JOIN INV1 T3 ON T3.ItemCode = T0.ItemCode
LEFT JOIN OINV T4 ON T4.DocEntry = T3.DocEntry AND T4.CardCode = T0.CardCode
LEFT JOIN PCH1 T5 ON T3.ItemCode = T0.ItemCode
LEFT JOIN OPCH T6 ON T6.DocEntry = T5.DocEntry AND T6.CardCode = T0.CardCode
WHERE T2.CardCode =[%0]
GROUP BY T2.CardName, T0.ItemCode, T0.ItemName, T0.OnHand, T0.IsCommited, T0.OnOrder, T0.SuppCatNum
Can somebody help me??
Mark

Hello Gordon,
Changed the query like beneath.
SELECT T2.CardName, T0.ItemCode, T0.ItemName, T0.OnHand, T0.IsCommited AS 'Bevestigd', T0.OnOrder AS 'In Bestelling', T0.SuppCatNum AS 'Leveranciersnummer', SUM(T3.Quantity) 'Total Sales', SUM(T5.Quantity) 'Total Purchase'
FROM dbo.OITM T0
INNER JOIN OCRD T2 ON T0.CardCode = T2.CardCode
INNER JOIN INV1 T3 ON T3.ItemCode = T0.ItemCode
INNER JOIN OINV T4 ON T4.DocEntry = T3.DocEntry
INNER JOIN PCH1 T5 ON T3.ItemCode = T0.ItemCode
INNER JOIN OPCH T6 ON T6.DocEntry = T5.DocEntry AND T6.CardCode = T0.CardCode
WHERE T0.CardCode = '[%0]'
GROUP BY T2.CardName, T0.ItemCode, T0.ItemName, T0.OnHand, T0.IsCommited, T0.OnOrder, T0.SuppCatNum
Still get strange numbers in the last 2 total sales and total purchase
kind regards
mark

Item description not filling in Sales and Purchase module screen

Hi
i am here with a problem, while selecting the item code in the Grid of Purchase and Sales module related screens like Sales order, Purchase order etc, the item description is not getting field, though i tried to select the item from the item Description column.
Kindly help me with this problem
regards
Pradeep

Hi Pradeep,
Is your problem Solved then Please close Thread by Making Correct and helpful Answer.
If your Problem is not Solved then Please check your default Warehouse in General Setting >>> Inventory Tab.
I think Default Warehouse is not present in Item Master Data Inventory Tab.
Try to Update Default Warehouse in General Setting >>>> Inventory Tab. You need to make Default Warehouse which is present in All Item Master Data >>>> Inventory Tab.
Hope this Helps
Regards:::::
Atul Chakraborty

Purchase Analysis Report not shown.

Hi,
Iam using SAP B1-2005B,PL-40.but it do not show Purchase Analysis report(System report) so tell me what are the possible reasons for not showing report.please help me out.
Regards
Sudhir.
Edited by: Philip Eller on Jun 27, 2008 9:49 AM

Suda,
I had already done Form settings for Purchasing A/P>Purchase Report.still the purchase analysis report not showing in Supplier- A/P Invoice,Purchase order,GRPO of any period and the fact is it shows reports of Purchase Analysis>Items or Sales empolyees.so please help me.
Regards
Sudhir Pawar.

How can I see Foreign Currency FC balance in Purchase Analysis Report??

Dear Experts,
Right now in the Purchase Analysis Report, I can only see Local Currency and System Currency balances. How can I see Foreign Currency balances??
Much Thanks!
Warmest Regards,
Chinho

Hi!
I belive its not there in Purchase\Sales Analysis Reports. You need to build a Customized report for that.

Zero Quantity in Purchase Analysis Report

I have create Item AP invoice on today date, raise AP credit note for that full AP invoice on today date. Then run purchase analysis report. (Quantity column will show zero) How can I get rid of these zero quantities.

hi,
Check in the Inventory tab of item master data for those items. What is the value for in stock and available.
If you have done a/p credit memo for those items then by default the system will show zero quantity as the system considers it as the items which are returned
Hope its helpful
Regards
Darshan Desai

Strange figures in Purchase Analysis report

Hello,
I am running a purchase analysis report and am a little confused by the results. I am running the reports using goods receipts. What I am finding is that there are a vast amount of zero quantity items shown in the results. When I drill down into the good receipt I can see that there are quantities there but they are not shown in the results. The quantities that are shown are where the goods receipt is open. Where the quantities are zero the goods receipts are closed.
Is this normal?
Regards,
Juan

Hi Juan,
This is system behavior. When you select the report to be run on basis on GRPO, it wud display all the GRPO's but when you see a qty as zero in the report, it means that the target document is created for that GRPO. As suggested by Ms. Julie, you would have to make query report to get desired data.
Thanks,
Joseph

Purchase Analysis Report

Hi Experts
When I Run Purchase analysis report in SAP Business One 8.8 under individual vendor view the Open A/P Invoice (not done Payment) sowing 0.00 in the Applied amount and the purchase amount is showing negative value bacuse it is a credit memo - which is correct.
But when I run the same report in my customer site who are running SAP B1 2005 PL 43, they are not seeing 0.00 in the applied amount instead they are seeing the same negative amount which is displayed in the purchase amount.which is not correct.
Please assist me
Thanks and regards,
Vinodh
Edited by: Paul Finneran on Oct 15, 2009 12:36 PM

Hi Vinodh,
You may check these threads to see if they have anything related to your question:
Re: Purchase Analysis Report
Purchase Analysis Report not shown.
cant see Purchase analysis report of standard SAP B1
Thanks,
Gordon

Sales and Purchase Analysis reports by Item

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