# Month Wise Purchase
Monthly summary of purchase activity with bill counts, amounts, discounts, tax, returns, and net payable totals for trend and cost control.
Overview
Go to Purchase → Reports → Month Wise Purchase.
Report title in ERP: Month Wise Purchase
What it shows. One row per month with purchase bill count, gross amount, discount, taxable value, bill total, balance, return metrics, and Net Total after returns.
When to use it. Use to compare monthly procurement volume, track return impact, and support management reporting on purchase spend.
Screenshot pending — Month Wise Purchase report view.
Use Cases
- Finance manager — How did total purchase spend vary month over month this year? Run quarterly for MIS and budget variance review.
- Procurement head — Which months had unusually high return counts or values? Run after quality incidents or supplier disputes.
- Management — What is the net payable position after purchase returns each month? Run at month-end before cash-flow planning.
- Controller — Do monthly bill counts align with expected procurement activity? Run during internal control testing.
Filters
Date, Employee. Advanced Filter: Supplier, Item, Item Group, Branch, Center.
Columns
| **Column** | **Description** |
|------------|-----------------|
| Month | Calendar month of purchase activity. |
| Count | Number of purchase bills in the month. |
| Amount | Total purchase amount before discount and tax. |
| Discount | Total discounts on purchase bills. |
| Taxable | Total taxable value. |
| Bill Total | Total of all bills including tax. |
| Balance | Outstanding balance on purchases for the month. |
| Ret Count | Number of purchase return transactions. |
| Ret Taxable | Taxable value of returns. |
| Ret Total | Total return value including tax. |
| Ret Balance | Outstanding balance related to returns. |
| Net Total | Net payable after returns and adjustments. |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
How is Net Total calculated?
It reflects purchase bill totals minus return impact and related adjustments for the month, as computed by the system.
Can I see item-level monthly purchase?
Use Month Wise Item Wise Purchase for quantity and amount by item per month.
Are debit notes included?
This report focuses on purchase bills and returns. Check Purchase Report for individual bill detail.
Why do return columns show values when we had no returns?
Return columns show zero when no purchase returns were posted in that month.
Which invoice statuses are included?
Approved and Closed purchase invoices by invoice date within each month column.
Why is my report empty?
No approved purchase activity exists in the selected year or date range.
Does this include purchase orders?
No. Monthly totals reflect posted purchase invoices, not open order commitments.