Reporting
This guide walks through each screen in the Reporting menu of the Purchase module: Spend Analysis, Supplier Performance, Purchase Register, Open PO Report, Budget Consumption, Vendor Delay Report.
Spend Analysis
Where to find itPurchase → Reporting → Analytics → Spend Analysis
How to use Spend Analysis
- 1Open Spend Analysis
In the Purchase module, open Reporting in the green navigation bar, then choose Spend Analysis under Analytics.
Supplier Performance
Where to find itPurchase → Reporting → Analytics → Supplier Performance
How to use Supplier Performance
- 1Open Supplier Performance
In the Purchase module, open Reporting in the green navigation bar, then choose Supplier Performance under Analytics.
- 2Review the list
The list shows these columns: Supplier, PO Count, Total Value, On-Time Delivery. Use the search box and filters at the top to narrow it, and click any row to open the record.
Purchase Register
Where to find itPurchase → Reporting → Analytics → Purchase Register
How to use Purchase Register
- 1Open Purchase Register
In the Purchase module, open Reporting in the green navigation bar, then choose Purchase Register under Analytics.
- 2Review the list
The list shows these columns: Number, Supplier, Order Date, Total, Status. Use the search box and filters at the top to narrow it, and click any row to open the record.
Open PO Report
Where to find itPurchase → Reporting → Analytics → Open PO Report
How to use Open PO Report
- 1Open Open PO Report
In the Purchase module, open Reporting in the green navigation bar, then choose Open PO Report under Analytics.
- 2Review the list
The list shows these columns: Number, Supplier, Delivery Date, Lines, Total. Use the search box and filters at the top to narrow it, and click any row to open the record.
Budget Consumption
Where to find itPurchase → Reporting → Analytics → Budget Consumption
How to use Budget Consumption
- 1Open Budget Consumption
In the Purchase module, open Reporting in the green navigation bar, then choose Budget Consumption under Analytics.
- 2Review the list
The list shows these columns: Budget, Allocated, Consumed, Remaining, Usage. Use the search box and filters at the top to narrow it, and click any row to open the record.
Vendor Delay Report
Where to find itPurchase → Reporting → Analytics → Vendor Delay Report
How to use Vendor Delay Report
- 1Open Vendor Delay Report
In the Purchase module, open Reporting in the green navigation bar, then choose Vendor Delay Report under Analytics.
- 2Review the list
The list shows these columns: Supplier, Product, Qty Received, Qty On-Time, On-Time Rate. Use the search box and filters at the top to narrow it, and click any row to open the record.