The Select Trading Partners section heading on the Reports page has a '1' in front of it, signifying it is the first required field of a report. This section of the screen displays a list of all active Trading Partners for the specified company.
Use the checkboxes to select individual trading partners or click the All checkbox for more comprehensive reports.
Select the View Store Breakdown checkbox if store-level reporting is desired.
What is Store Level Reporting?
When the View Store Breakdown checkbox is selected, reports will be broken out by the following combination:
Trading Partner\Transaction Type\Store Number
For instance, if a report was created with the following elements:
Trading Partners: |
Bed Bath and Beyond; JC Penny Catalog; Target |
Transaction Type: |
810-Invoices; 850-Purchase Order |
View Store Breakdown: |
Option Checked |
The report would be broken out in this manner:
Trading Partner |
Transaction Type |
Store Number |
Txn Count |
Txn Totals |
Bed Bath and Beyond |
810 Invoice |
034 |
23 |
3430.00 |
Bed Bath and Beyond |
810 Invoice |
048 |
14 |
2120.40 |
Bed Bath and Beyond |
850 Purchase Order |
034 |
5 |
456.33 |
Bed Bath and Beyond |
850 Purchase Order |
048 |
7 |
566.28 |
JC Penny Catalog |
810 Invoice |
321 |
8 |
231.22 |
JC Penny Catalog |
810 Invoice |
454 |
5 |
399.22 |
JC Penny Catalog |
850 Purchase Order |
321 |
11 |
555.33 |
JC Penny Catalog |
850 Purchase Order |
454 |
18 |
423.44 |
Target |
810 Invoice |
0551 |
3 |
424.22 |
Target |
810 Invoice |
0553 |
5 |
113.44 |
Target |
850 Purchase Order |
0551 |
2 |
310.33 |
Target |
850 Purchase Order |
0553 |
4 |
410.22 |
In the above example, if you want to see a total of 850-Purchase Order received this month for Bed, Bath and Beyond and the View Store Breakdown is enabled, the report will display the total by store. Store 034 could show that it had 23 orders submitted for a total of 3,430 dollars for the month.
Note
The “Store Num” column determines the Store Number being displayed. Store number reported on is driven on the value set in the Store Num column of Transaction Manager. This can be found in any of the folders: Inbox, Received, Outbox, and Sent.
