Purchase Orders Tab Overview

This tab displays a detailed view of the status of your purchase orders. It consists of different KPI charts, alerts, and tables that enable you to view:

  • The total number and value of your unvouchered purchase orders, both received and unreceived.
  • The total number and value of your unreceived purchase orders by due date. By specifying a date range, you can display data for all the purchase orders with a requested delivery date that falls within the selected date range.
  • The total number of purchase orders with a status of "Created" that are awaiting approval.
  • A list of all purchase orders, including those that are pending actions from you, someone in your company, or suppliers.
Note:

By default, this tab represents the current up-to-date view of your data. To view historical datapoints, use the tab filter selectors available in the filter panel for this tab. For more information, see Managing Filters.

This dashboard displays data from the Order and Inventory Management dataset, which includes data from several key objects in Order and Inventory Management. For more details of the objects and fields used in the Order and Inventory Management dataset, see Order and Inventory Management Fields.

Managing Filters

Your filter selections determine the data displayed for each of your KPIs within your dashboard tab. To hide the filters click . Click again to show the filters. To set or change your filters, use the following drop-down options:

  • Product Group: Select the product group of the items in the purchase orders that you want to see data for. You can also select All to see data for all product groups of the items in your purchase orders.
  • Supplier Site: Select the purchase order supplier site you want to see data for. You can also select All to see data for all supplier sites in your purchase orders.
  • Buyer: Select the purchase order buyer you want to see data for. You can also select All to see data for all buyers in your purchase orders.
  • Currency: Select the currency you want to see data for. This displays only data for purchase orders created in the selected currency.
  • Year: Select the purchase order year you want to see data for. You can also select All to see data for all years in your purchase orders.
  • Purchase Order Status: Select the purchase order status you want to see data for. You can also select All to see data for all statuses.
  • Purchase Order Line Status: Select the purchase order line status you want to see data for. You can also select All to see data for all statuses.

Using the Purchase Orders Awaiting Invoices Chart

This chart displays the total value and number of purchase orders awaiting invoices, broken down by received and unreceived purchase orders. This includes the following data:

  • Total Value - the sum of the value of all your purchase orders awaiting invoices. A stacked bar chart shows in different colors the value of the total that corresponds to received purchase orders and the value that corresponds to unreceived purchase orders.
Note:

The displayed data includes the value of all items that have already been received, regardless of whether the purchase order has been fully received.

  • Number of Purchase Orders - the total number of purchase orders awaiting invoices. A stacked bar chart shows in different colors the number of the total that corresponds to received purchase orders and the number that corresponds to unreceived purchase orders.
Note:

A purchase order is considered unreceived until all the items in its lines are correctly received.

Using the Purchase Orders by Due Date Chart

This chart displays the total value and number of unreceived purchase orders containing lines with a requested delivery date that falls within the date range that you select. This includes the following data:

  • Total Value - the sum of the value of all your unreceived purchase order line items with a requested delivery date that falls within the selected date range. A flat gauge chart shows the percentage of the value for the selected date range with respect to the value of all unreceived purchase orders.
  • Number of Purchase Orders - the total number of unreceived purchase orders containing at least one purchase order line item with a requested delivery date that falls within the selected date range. A flat gauge chart shows the percentage of unreceived purchase orders for the selected date range with respect to all unreceived purchase orders.

Using the Purchase Orders Awaiting Approval Alert

This alert displays the total number of purchase orders that are awaiting approval. To access the details tab for this KPI, click View Details. The details tab contains the Purchase Orders Awaiting Approval table, which displays the following fields:

  • Purchase Order Number
  • Order Type
  • Supplier Site
  • Purchase Order Date
  • Total Value of PO
  • Buyer
  • Purchase Order Status

The details tab uses the same filters as the Purchase Orders tab. To return to the Purchase Orders tab, click < Back.

Using the All Purchase Orders Table

This table displays a list of all purchase orders, including those that are pending actions from you, someone in your company, or suppliers.

This table displays the following fields:

  • Purchase Order Number
  • Order Type
  • Supplier Site
  • Order Date
  • Total Value of PO
  • Buyer
  • Purchase Order Status