Purchase Order Receiving Summary Dashboard

Use this dashboard to provide a structured view of material receipt activity recorded in CSI. The report organizes receiving data by site, vendor, item, and purchase order, supporting navigation across multiple levels of detail from a single view.

The report displays key operational fields, including quantities, shortages, delays, and purchase order line status. The report consolidates receiving information into one navigable view to support analysis of inbound material flow across the organization.

These are the filters in this dashboard:

Entity
Site
Year
Year/Month
Vendor
Buyer
Buyer Name
Item
Purchase Order
Purchase Order Type
Purchase Order Status
Purchase Order Line Status
Purchase Order Date

These columns are displayed in the purchase order receiving summary dashboard:

Site: The site associated with the invoice or sales transaction.
Vendor ID Name: The supplier responsible for delivering the items.
Item ID Desc: The description of the item on the purchase order line.
Purchase Order: A unique identifier for the order placed with a vendor.
Purchase Order Line: The line associated with purchase order which specifies a particular item.
Perfect Order Line: Indicates whether a purchase order line qualifies for complete fulfilment, with no delays or shortages and complete quantity receipt.
Late: Indicates if the first receipt is received after the due date.
Received Late Days: The number of due days from the first receipt.; The due days can be calculated using this formula: MAX (0, First Receipt Date − Due Date)
Shortage: The remaining quantity on the purchase order line.
Purchase Order Line Status: The status of the purchase order line.
Ordered Qty: The quantity requested on the purchase order line.
Received Qty: The quantity received on the purchase order line.; The quantity can be calculated using this formula: Ordered Qty-Received Qty