Enterprise Reports "Lieferanten" (Suppliers) and "Vertragsübersicht" (Contract Overview)
Overview
Two inventory reports shed light on your business partners and contracts: the Lieferanten (Suppliers) report shows the invoice volume per supplier, and the Vertragsübersicht (Contract Overview) shows all vehicle contracts with terms and amounts. You reach both from the Enterprise Overview (Article 83) or directly at /applications/statistics/enterprise/supplierinventory and …/contractinventory, respectively.
Lieferanten (Suppliers)
Filters: From/To date (default: January 1 through today) for the invoice evaluation, plus the "Nur aktive Lieferanten" (Only active suppliers) switch (default: on).
Key figures: Gesamt Lieferanten (total suppliers), Aktive Lieferanten (active suppliers), Rechnungsvolumen (invoice volume – total of the invoice amounts in the period), and Aktive Verträge (active contracts).
Columns: Name, city, contact person, phone, Anzahl Rechnungen (number of invoices), Rechnungsbetrag (invoice amount – default sort: highest first), last invoice, number of contracts, active contracts, inactive. This shows you at once which workshop or leasing provider had the largest volume in the period – a good basis for price negotiations.
Vertragsübersicht (Contract Overview)
Filters: From/To date (default: the entire current calendar year) and the "Nur aktive Fahrzeuge" (Only active vehicles) switch.
Key figures: Gesamt Verträge (total contracts), Aktive Verträge (active contracts – contract end lies in the future), Auslaufend (90 Tage) (expiring within 90 days), and Monatliche Summe (monthly total – sum of the contract amounts of all active contracts).
Columns: License plate, make, model, location, contract type, contract number, company, contract start (default sort: newest first), contract end, delivery, amount, list price, residual value, term (months), mileage (km), active vehicles (checkbox), and notes. The actions column opens the vehicle record with the contract data.
The "Verträge aktive Fahrzeuge" (Contracts of Active Vehicles) variant
The navigation menu of the Enterprise Overview also has the entry "Verträge aktive Fahrzeuge" (Contracts of active vehicles): the same report, but permanently restricted to active vehicles – the switch there is set and locked. Handy for recurring reports in which sold or decommissioned vehicles should not count.
Export
Both reports export the filtered table view as CSV, Excel, or PDF; use the column selector to reduce the export to the columns you need.
Data prerequisites
- The Lieferanten (Suppliers) report is based on the recorded invoices/receipts and the contracts stored on the supplier – without maintained receipts, the invoice volume stays empty.
- The Vertragsübersicht (Contract Overview) reads the vehicles' contract data (contract type, start/end, amount, mileage); incomplete contracts show empty columns.
- With location restriction active, users only see data for their permitted locations.
Frequently asked questions
The "Monatliche Summe" (monthly total) seems too low. It only sums contracts whose contract end lies in the future. Contracts without a maintained contract end do not count as active – add the end date in the vehicle record.
What is the date filter on the suppliers for? It limits the invoice evaluation (count, amount, last invoice) to the period; the suppliers' master data appears regardless.
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