Purchasing dashboards and reports

There are several Purchasing reports that are available in the dashboards for Purchasing Manager.

All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click to expand.

Buying Trends

The Buying Trends dashboard shows the different behavior of each buyer due to several factors, such as the vendor where they order the items, if the transaction will be ON or OFF Contract, or how many PO lines they have in the order on a specific period. All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click to expand.

This dashboard contains these reports:

  • The Vendor Orders by Buyer report shows the number of POs for each vendor per buyer. When a user clicks on the vendor name in the chart they will jump to the Purchase Order Line Detail dashboard.
  • The Unreceived and Unmatched PO Lines report shows the number of PO lines, unreceived PO lines, and unmatched PO lines by purchase order date. Clicking any PO Line count in each date in the graph redirects you to the Purchase Order Line Detail dashboard.
  • The Percent On Off Contract report compares the percentages of order quantities on contract to those off contract by purchase order date. Clicking any Percent Order Quantity (On Contract or Off Contract) in each date in the graph redirects you to the Purchase Order Line Detail dashboard.
  • The PO Lines per Buyer report shows PO line count per buyer by purchase order date. Clicking the PO Line Count of any buyer in each date in the graph redirects you to the Purchase Order Line Detail dashboard.

The filters used for slicing data are:

  • Company
  • Buyer Name
  • Critical Item
  • Item Type
  • Personal Protective Equipment
  • Vendor
  • Date Range

Buyer Performance

All detail reports with hierarchy are collapsed to show the highest level only. To view moreThe Buyer Performance dashboard contains graphical representations of the number of POs and PO Lines which includes open POs and Total Products ordered per each Buyer.

This dashboard contains these reports:

  • The POs by Buyer report shows count of POs per buyer. Clicking the PO count graph of any user redirects you to the Purchase Order Header Detail dashboard

    The Open POs by Buyer report shows count of open POs per buyer. Clicking the Total Product Amount on the chart redirects you to the Purchase Order Header Detail dashboard.

    The PO Lines by Buyer report shows the number of purchase order lines in a month per buyer. Clicking a User in the chart redirects you to the Purchase Order Header Detail dashboard.

    The Total Product by Buyer report shows the total amount of product per buyer. Clicking the Total Product Amount graph of any user redirects you to the Purchase Order Header Detail dashboard.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • RankFilter
  • Date Range

Monthly Vendor Performance

The Monthly Vendor Performance dashboard shows how each vendor performed over a specified time period.

The criteria are:

  • POs that are Electronically transmitted
  • POs that are transmitted via EDI
  • Completed shipping
  • Orders delivered at the correct location
  • Orders that are received on time
  • Undamaged orders
  • Value of orders that are on contract
  • PO Lines that are on-contract

This dashboard contains these reports:

  • The Monthly Vendor Performance report shows percent POs transmitted EDI, percent electronically transmitted POs, percent order value on contract, percent shipped complete, percent delivered to correct location, percent received on time, and percent undamaged which receives the month and all attributes selected in the filters on the Vendor Performance dashboard.
  • The Monthly Performance by Vendor report shows summarized monthly statistics by Vendor for their POs. Ranking is applied. Report has drill Across function. When you click the Vendor Number, you are redirected to the Purchase Order Line Detail dashboard.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • Vendor
  • Date Range

Performance by PO

The Performance by PO dashboard shows how the status of each purchase order transaction each month of the year.

This dashboard contains these reports:

  • The Monthly Vendor Performance report shows percent POs transmitted EDI, percent electronically transmitted POs, percent order value on contract, percent shipped complete, percent delivered to correct location, percent received on time, and percent undamaged which receives the month, vendor, and all attributes selected in the filters.

    The Performance by PO report shows summarized statistics for the POs for this vendor in a specific month. Report has drill Across function. When you click the PO Number, you are redirected to the Purchase Order Line Detail dashboard.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • PO Number
  • Vendor
  • Date Range

PO Item Detail dashboard

The PO Item Detail report displays details of items on PO lines. The detail includes vendor number, buyer, company, PO number, PO line number item number, item description, UNSPSC codes, manufacturers, contract, quantity, receipt quantity, matched quantity, entered unit cost, matched unit cost, matched line value, and PO line extended amount.

The filters used for slicing data are:

  • Company
  • Contract
  • Currency
  • Date Range
  • Item
  • Item Type
  • Manufacturer Code
  • Manufacturer Division
  • Manufacturer Number
  • PO Line Number
  • PO Number
  • UNSPSC Class
  • UNSPSC Commodity
  • UNSPSC Family
  • UNSPSC Segment
  • Vendor

Purchase Order Line Detail

The Purchase Order Line Detail is detail report of the PO, month, vendor, and all attributes selected in a filter from previous dashboard (performance by PO) that shows company, PO number, PO line number, item number, item description, item description 2, quantity in stock UOM, stock UOM, entered unit cost, PO line extended amount, received quantity, matched quantity, open order quantity, req number, req line number, item type, buyer name, spend category, vendor number, vendor name, supplier, contract, manufacturer code, and manufacturer number.

The filters used for slicing data are:

  • Buyer name
  • Company
  • Contract
  • Item
  • PO Line Number
  • PO Number
  • Spend Category
  • Vendor
  • Date Range

Purchasing Analysis

The Purchasing Analysis dashboard contains these reports:

  • The Purchases by Vendor report shows count of PO lines in a period per vendor.

    The Unreceived and Unmatched PO Lines report shows the number of PO lines, unreceived and unmatched PO lines over time. When a user clicks on the po line count the user jumps to the Purchase Order Line Detail dashboard.

    The Matched / Unmatched PO Lines report compares invoiced, matched and unmatched PO line counts, along with PO line count in each period. Clicking PO line count redirects you to the Purchase Order Line Detail dashboard.

    The PO Lines per Buyer report shows PO Line count in a period per buyer. This report has a drill across. When you click the PO Line Count of any buyer, you are redirected to the Purchase Order Line Detail dashboard.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • Contract
  • Item
  • PCard
  • PO Line Number
  • PO Line Status
  • PO Number
  • PO Status
  • Process Level
  • Ship To Location
  • Sourcing Event
  • Vendor
  • Date Range

Purchase Order Header detail

The Purchase Order Header detail dashboard shows a list of purchase orders by date The details include buyer name, PO number, vendor number, vendor name, ship to location, issue method, PO status, total product amount, total tax amount, total taxable amount, percent order quantity on contract, and percent order quantity off contract.

The report can drill to Purchase Order Line Detail and pull the lines for the Purchase Orders in the summary report. It can drill to Vendor Purchase Orders dashboard and filter the results by the date range and vendor selected.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • PO Number
  • PO Status
  • Ship To Location
  • Vendor
  • Date Range

Vendor Purchase Orders

The Vendor Purchase Orders is a detailed report that shows POs for a selected vendor. The measures include PO line extended amount, on contract value, off contract value, extended receipt value, PO Line count, PO lines received, matched PO line count, Open PO Line Count, receipt line count, and no contract value.

The filters used for slicing data are:

  • Company
  • Date Range
  • PO Number
  • PO Status
  • Vendor

Purchasing Velocity Detail

The Purchasing Velocity Detail shows more detailed information on the purchasing velocity report that replaces the data driven dashboard that was originally built. This includes item long name, vendor long name, PO date, buyer name, requester name, requesting location name, PO number, PO code, PO line, contract, vendor item, quantity, UOM, cost, and extended cost.

The filters used for slicing data are:

  • Buyer Name
  • Company
  • Contract
  • Date Range
  • Item
  • PO Number
  • Requester Name
  • Requesting Location
  • Vendor

Purchase Order Spend

The Purchase Order Spend dashboard provides a summary of Spend activities in the Purchasing area sliced by the Vendors most often used. Across the top of the dashboard are four KPIs:

  • PO Line Extended Amount
  • On Contract Spend
  • Off Contract Spend
  • No Contract Spend

The dashboard defaults to show the activity in the current month. You can specify date ranges to inquire on other ranges of time. When the dashboard is filtered by a specific vendor, the KPI values and all reports or charts display that vendor alone.

This dashboard contains these reports:

  • The Purchasing Velocity report provides a summary of frequently purchased items ranked by the amount spent. User may click on the item to drill to the PO details.
  • The Purchase History by Vendor report displays Vendor purchase history. The report shows the details of the Purchase Order such as the Item, quantity, contract, unit cost and total cost.
  • The Top 10 Vendors- Off Contract Spend report ranks the top 10 Vendors by Total Amount spent that is Off Contract.
  • The Top Vendor Spend report ranks the top 10 Vendors by the total Purchase Order Amount.

The filters used for slicing data are:

  • Company
  • Date Range
  • Item
  • Manufacturer Code
  • Vendor

PO Non stock

The PO Non stock dashboard shows information about non stock items that were purchased.

The filters used for slicing data are:

  • Company
  • Purchase Order Date
  • Vendor
  • Item

This dashboard has these reports:

  • The PO Non Stock – Line Count cross tab report shows non stock items purchased per Year/Month
  • The PO Non Stock Detail report shows detail line information of non stock items purchased including Ship To Location, Item, Description, PO Number, Vendor Long Name, Manufacturer Code, Contract, Entered Buy UOM, Entered Unit Cost and PO Line Count