The reports that follow are available in the purchasing module of FF&EZ-Design/Purchasing. The reports are grouped according to the screens on which they are available. Most reports are meant for internal use, but there are a few exceptions, especially when working on a purchasing management project.

Report names that are in boldface have an annotated example in the report samples document available on the FF&EZ website.

SCREEN OR FUNCTION

REPORT NAME

NOTES

ORDERS

Balance Request Status by Project, Vendor

Reports the payment status for final balance requests from vendors.

Client Order Item List by Code (Sell Price)

These reports are “safe” versions of other reports in the list, designed to be useful to clients or the representatives but showing sell prices instead of vendor cost information.

On purchasing management projects, the "sell price" on these reports would be the same as the net cost.

Client Order Item Summary by Code (Sell Price)

Client P. O. Recap by Project (Sell Price)

Client Purchase Order List (Sell Price)

Client Purchase Order List by Client (Sell Price)

Client Purchase Order List by Vendor (Sell Price)

Client Vendor Order Summary (Sell Price)

Deposit Status Report by Project

Tracks the status of deposits paid to each vendor, based on the entry of deposit requirements. You can optionally issue deposit request documents to your client (purchasing management) or to your accounts payable (for-profit projects).

Deposit Status Report by Vendor

Green Order Content by Project

The Specifications screen contains two fields that can be used to record certain “green” construction data, which is transferred to order items for reporting.

Green Order Content by Vendor

Order Item Detail Sheet

Order Item List by Code

The "code" is the code from the Specification screen, unless a plug-in has been used to create custom coding when the order is created.

Order Item Summary by Code

P. O. Recap / Uninvoiced by Vendor

The recap reports are general purpose reports showing the contents of orders, including both original quantities and amounts and the "actual" quantities and amounts invoiced by vendors, including freight and tax amounts. They are meant to be used “in-house” on for-profit projects.

The "Recap List" report is a more compact version that shows either original or actual amounts as orders are processed. This mix of numbers may produce changing totals for projects that are in the middle of ordering, so use the other versions if looking for exact totals. 

P. O. Recap by Client, Project, Order

P. O. Recap by Client, Project, Ref ID

P. O. Recap by Client, Ref ID, Code

P. O. Recap by Vendor, Proj, Ref ID, Code

P. O. Recap by Vendor, Project, Order

P.O. Recap List by Client, Project

Project Order History Summary

Project Order Summary

Project Order Summary by Project Manager

Project Purchase Order List

Purchase Order Cost/Sell List by Client, Project

Purchase Order Cost/Sell List by Vendor, Project

Purchase Order List

Purchase Order List (No Financials)

These are special versions that do not include any cost or sell information.

Purchase Order List (No Financials) by Vendor

Purchase Order List by Client

Purchase Order List by Vendor

Purchase Order Summary by Project

Purchase Order Summary by Vendor

Vendor Detail Report (vendors used in orders)

This lists the detail about each vendor referenced in the orders covered by the report scope.

Vendor Invoice Detail by Invoice #

If you consistently enter vendor  invoice information, you can get reports based on the vendor’s invoice number. Note that if you only use "Pro Forma" as the invoice number, these can only be separated by vendor and date.

Vendor List (vendors used in orders)

Vendor Order Summary

Vendor Order Summary by Volume

Vendor Payment List by Project

These reports track vendor invoices, and deposits or final payments in various level of detail.

Vendor Payment Recap by Project

Vendor Payment Summary 1 by Project

Vendor Payment Summary 2 by Project

ORDER PROCESSING

Balance Check Request

Deposit Request

Invoice (or “Invoicing Detail Document”)

You can generate numbered invoices for direct use or the same content can be labeled as a “detail” document to back up simpler invoices from your accounting system.

Purchase Order

The difference between the two formats is the second includes a “fine print” page at the end for longer conditions.

Purchase Order - Terms & Conditions

EXPEDITING

Expediting Status Report by "Will Ship" Date

These reports show detailed shipping and delivery status as entered by you. color-coding their status for quick reference. Since FF&EZ can track split shipments, the reports are item-oriented. The “container” refers to a standard ISO shipping container number with checksum digit.

Expediting Status Report by Project, Container, Vendor

Expediting Status Report by Project, Spec ID

Expediting Status Report by Project, Vendor, Order

Expediting Status Report by Vendor, Project, Order

Order Item Receiving Report

Order Item Shipping Report

Order Item Shipping Report by Vendor

Projected Shipping / Funding Report by Month

These reports key off of the “Will ship” date associated with each order item. It can also be used to estimate funding requirements.

Projected Shipping / Funding Report by Project

Projected Shipping / Funding Report by Vendor

Projected Shipping / Funding Report by Week

Receiving Report by Project

Receiving Report by Vendor

Shipping List by Project

Shipping List by Vendor

Shipping Report by Project

Shipping Report by Vendor

Shipping Variances List

These reports track the quantity and associated cost of variances, if actual shipped quantities are entered.

Shipping Variances List by Project

CHECK REQUESTS

Additional Deposit Request

Used to print a “revised” deposit request, including any payments to date, by reprinting the original with a revised amount.

Balance Check Request (Reprint)

Check Request List

Check Request List by Client

Check Request List by Project

Deposit Request (Reprint)

INVOICING

Invoice (Reprint)

Invoice List

Invoice List by Client

Invoice List by Project