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Purchase Ledger Power BI Report

Updated over 2 weeks ago

Requirements

  1. Extracts Required

    1. Go to System > Extracts > Entity Maintenance.

      Ensure these entities and data are extracted into SQL:


      ​APHoldCodeComm, SCHoldCodeComm, APHoldCodeFin, SCHoldCodeFin, JCGroup APVendor, APInvoiceAll, COVat, COJType, COCurrency, APInvoiceDoc, APHoldCodeComm, APHoldCodeFin, APInvoiceAllDoc, SYCalendar, COCompany, JCJob, JCGroup, JCLocation, JCType, JCManager

  2. Views Required

    1. Go to System > Extracts > Views.

    2. Generic View Schema.

      Generic.APInvoiceAll, Generic.APVendor, Generic.Calendar, Generic.COCompany, Generic.JCJob

    3. Purchase Ledger Schema.

      Create all views in the Purchase Ledger Schema.

Go To System > Extracts > Reports. Download the BPIT Template file and Sign in with your SQL DB credentials.

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