Review the Purchase Summary Report

How to Review the Purchase Summary Report in Muhasib ERP
Overview
This guide will help you summarize purchases for a defined scope and compare and confirm totals to detailed source documents.
You get a reproducible purchase control total.
Who can do this
You need access to Purchase Summary Report and relevant purchase visibility.
Before you start
Define company, period, locations, suppliers, statuses, return handling, tax basis, and expected control total.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Purchases & Suppliers → Purchase Summary Report.
Review the Purchase Summary Report
Step 1: Set exact scope filters
Step 2: Generate the report
Step 3: Review document count, subtotal, discount, tax, charges, returns, payment, and
Review document count, subtotal, discount, tax, charges, returns, payment, and total shown.
Step 4: Compare groups by date/location/supplier where available
Step 5: Drill to Purchase Inquiry
Step 6: Reconcile supplier, stock, and financial controls separately
Check your work
Summary equals allowed Purchase Inquiry documents for identical filters and status/sign rules.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Check purchase returns and cancelled/open documents.
Align gross, net, and tax-inclusive comparisons.
Related guides
Review the Purchase Inquiry
Review the Supplier Wise Purchase Report
Reconcile Two Muhasib Reports Safely
What to do next
Review the Purchase Inquiry.