The Periodic Supplier Statement contains information about the current balance for each Supplier showing open (unpaid) Purchase Invoices, paid Invoices and Payments. You can therefore use it to produce a full Purchase Ledger transaction history for a specified period.

When printed to screen, the Periodic Supplier Statement has the Drill-down feature common to many reports in Standard products. Click on any Purchase Invoice or Payment Number to open an individual Purchase Invoice or Payment record.

Supplier

Paste Special Suppliers in Contact register

Range Reporting Alpha

To limit the report to a single Supplier, enter its Supplier Number here. Alternatively you can enter a range of Suppliers.

Category

Paste Special Supplier Categories setting, Purchase Ledger

If you want to restrict the report to Suppliers belonging to a particular Supplier Category, specify that Category here.

Period

Paste Special Reporting Periods setting, System module

Enter the first and last date of the report period, separated by a colon (:).

Function

Specify here the level of detail required in the report.

Overview: This option produces a single line summary of your credit situation with each Supplier.
Detailed: This option shows each Purchase Ledger transaction in the selected period, including Purchase Invoices and Payments.

Suppliers with Balance Only

Check this box to exclude Suppliers with no current balance.

Include Ordered Payments

Use this option if you want to include Payments that have been Ordered but not approved in the report.

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