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Merge pull request #886 from ritza-co/reports-1
1057, 1064-1072: Purchases page and Reports pages
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docs/infrastructure-management/accounting/purchases.mdx

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@@ -11,34 +11,41 @@ Device42 can track purchases of devices and assets including service and warrant
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### Add a Purchase
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To add a new purchase, navigate to **Infrastructure > Purchases** and click **+ Add Purchase**.
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To add a new purchase, navigate to **Infrastructure > Purchases** and click **Create**.
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This example is for a hypothetical purchase of 25 Dell PE1950 servers for the R&D department charged to **Cost Center** 12056:
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- To populate the **Total cost for non-recurring line items** value, fill in the **Quantity** and **Unit cost** details for the first line item and click **Save and continue editing**.
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- You can attach a PDF of the purchase contract by clicking **+ Add another File Attachment** and browsing to the file.
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<ThemedImage
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alt="Add a new purchase"
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sources={{
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light: useBaseUrl('/assets/images/purchases/add-purchase-light.png'),
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dark: useBaseUrl('/assets/images/purchases/add-purchase-dark.png'),
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}}
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style={{ width: '110%' }}
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/>
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- To populate the **Total cost for non-recurring line items** value, fill in the **Quantity** and **Unit cost** details for the first line item.
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<ThemedImage
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alt="Add a new purchase"
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sources={{
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light: useBaseUrl('/assets/images/purchases/unit-costs-light.png'),
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dark: useBaseUrl('/assets/images/purchases/unit-costs-dark.png'),
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}}
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/>
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<ThemedImage
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alt="Add a new purchase"
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sources={{
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light: useBaseUrl('/assets/images/purchases/attachment-line-item-light.png'),
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dark: useBaseUrl('/assets/images/purchases/attachment-line-item-dark.png'),
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}}
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/>
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You can attach a PDF of the purchase contract by clicking **+ Add another File Attachment** and browsing to the file.
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### Line Items
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Each line item for the purchase will have a **Line Type** and an **Item Type**.
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For **Line Type** choose **Contract** for service, warranty, and other contracts and choose **Device/Asset/Tax etc.** for everything else.
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For **Line Type** choose **Contract** for service, warranty, and other contracts, and choose **Device/Asset/Tax etc.** for everything else.
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<ThemedImage
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alt="Line item options"
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sources={{
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light: useBaseUrl('/assets/images/purchases/line-type-light.png'),
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dark: useBaseUrl('/assets/images/purchases/line-type-dark.png'),
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}}
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style={{ width: '35%' }}
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/>
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The **Item Type** has a list of selections that can apply to either Line Type. For example, if the Line Type is **Device/Asset/Tax etc.**, choosing **Device** for the Item Type means that this line represents one or more devices.
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light: useBaseUrl('/assets/images/purchases/item-type-light.png'),
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dark: useBaseUrl('/assets/images/purchases/item-type-dark.png'),
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}}
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style={{ width: '25%' }}
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/>
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Here is a full view of the both line items:
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<ThemedImage
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alt="Line item 1 example"
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}}
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style={{ width: '110%' }}
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/>
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<ThemedImage
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alt="Line item 1 example"
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sources={{
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light: useBaseUrl('/assets/images/purchases/line-item-2-light.png'),
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dark: useBaseUrl('/assets/images/purchases/line-item-2-dark.png'),
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}}
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style={{ width: '110%' }}
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/>
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A few things to note:
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1. If the **Line Type** is **Contract** a set of extra fields like **Frequency** will become available.
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1. If the **Line Type** is **Contract**, a set of extra fields like **Frequency** will become available.
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<ThemedImage
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alt="Contract type"
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sources={{
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light: useBaseUrl('/assets/images/purchases/contract-line-type-light.png'),
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dark: useBaseUrl('/assets/images/purchases/contract-line-type-dark.png'),
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}}
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/>
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2. You can assign a **Cost Center** and **Customer** at either the purchase header level (applies to all line items) or the individual line item level.
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3. You can associate the actual devices purchased with the line item. This can be done at the time of purchase or a later date.
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3. You can associate the actual devices purchased with the line item. This can be done at the time of purchase or at a later date.
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## Reporting
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light: useBaseUrl('/assets/images/purchases/reports-menu-light.png'),
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dark: useBaseUrl('/assets/images/purchases/reports-menu-dark.png'),
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}}
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style={{ width: '85%' }}
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/>
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### Standard Reports
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Navigate to **Analytics > Standard Reports** and click **Add Report**. Select **Purchases** or **Purchase Line Items** from the **Select Object** dropdown menu to reveal related options for configuring your purchases report. Like the other reports, you can schedule and email the report results.
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Navigate to **Analytics > Standard Reports** and click **Create**. Select **Purchases** or **Purchase Line Items** from the **Select Object** dropdown menu to reveal related options for configuring your purchases report. Like the other reports, you can schedule and email the report results.
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<ThemedImage
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alt="Create new Standard Report"
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sources={{
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light: useBaseUrl('/assets/images/purchases/new-standard-report-light.png'),
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dark: useBaseUrl('/assets/images/purchases/new-standard-report-dark.png'),
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}}
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style={{ width: '85%' }}
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/>
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### Advanced Reporting
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light: useBaseUrl('/assets/images/purchases/advanced-reporting-create-light.png'),
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dark: useBaseUrl('/assets/images/purchases/advanced-reporting-create-dark.png'),
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}}
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style={{ width: '85%' }}
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/>

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