Price List Per Period

Report Module Guide: Price List by Period

Module Location

Purchasing > Price Settings > Price List by Period

Module Objective

The Price List by Period report module is used to generate a historical report that displays the last purchase price for each item within a monthly period range. This report is very useful for tracking price changes over time and for analyzing purchasing cost trends.

1. Report Parameters

The main page of this module is a form containing several parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Item Category Type / Category:

  • Filter the report by the product type and category you wish to analyze (e.g., FINISHED GOOD, EXPORT).

• Period:

  • Select the month range (from the As of month to a specific month) and the Year to be displayed in the report (e.g., January to August 2025).

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the product Category and define the Period range to be analyzed.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• Display Report: To preview the price report directly on your screen. 

  

• Export To MS Excel: To download the report data in an Excel file format. 

  

3. Example of the Report View

After you click, the system will generate a detailed report in a matrix format as follows:

Report Explanation: The report is titled LAST PO PRICE LIST REPORT and presents historical price data from the last Purchase Order (PO) for each item, per month.

• Rows: Display the Item Code and Item Name.

• Columns: Display the months in your selected period. Each month has sub-columns for Qty (the last purchase quantity in that month) and Harga (Price - the last purchase price in that month).

Tips & Important Notes

• Use this report to monitor trends of price increases or decreases from vendors for specific raw materials or products.

• This report is very useful for the Purchasing team as material for price negotiations with vendors and for the Finance team for cost budget planning.

• The 'Price' data in this report is pulled from the Purchase Order documents that were created in that period.