Dashboard number cards
Annual Purchase
Sum of net totals of Purchase Orders dated this calendar year, before VAT.
In detail
This card sums the net total, before VAT, of submitted Purchase Orders dated in the current calendar year whose status is not Draft, Cancelled or Closed. Note that it runs on the English calendar year, not the Nepali fiscal year, so it does not line up with the Financial Reports cards. The two demo orders give Rs 1,40,000. It is a buying figure, useful when negotiating annual terms with a supplier, not an accounting one; the expense reaches the ledger only through the Purchase Invoice.
Formula
Annual Purchase = Sum of base_net_total on Purchase Order where docstatus = 1, status not in (Draft, Cancelled, Closed), transaction_date in this year
How to record it in BRAccount
- 01Go to Buying and read the card.
- 02Click the card to open the Purchase Order list for this calendar year.
- 03To align it with the fiscal year, open the card menu > Edit and change the Timespan to a date range.
- 04Group the list by supplier to see who gets the most business.
- 05Take the supplier totals into your next rate negotiation.
When to use it
Your yearly buying figure for supplier negotiations.
Example from the demo books
Rs 1,40,000 for the demo orders.