Purchase Orders Ad Hoc dashboard

The Purchase Orders Ad Hoc dashboard facilitates the ad hoc analysis of the purchase order process, such as lines with agreement and lines without agreement, and amounts or quantity by status. Metrics and attributes are available in Ad Hoc filters, providing a high degree of flexibility of what to analyze.

Reports

The Purchase Orders Ad Hoc contains these reports that show the metrics and attributes selected in the Ad Hoc filters:

  • Metric History
  • Metric Ranking - Top
  • Metric Ranking - Bottom
  • Cross Table
  • Purchase Order Table

The Metric History, Metric Ranking - Top, Metric Ranking - Bottom, and Cross Table reports are generic guided ad hoc reports that you can use in ad hoc dashboards in different domains. See Generic Guided Ad Hoc.

Filters

These standard filters are available:
  • Facility
  • Warehouse (Config. 1)
  • Supplier
  • Buyer
  • Purchase Order Type
  • Record Type
  • Highest Status – PO
  • Lowest Status – PO
  • Line Status – PO
  • Purchase Agreement
  • Item (Config. 1)
  • Color
  • Brand
  • Style
  • Season
  • Currency
  • Ranking (Config. 2)
  • Show N Values
  • Currency Type

The Ad Hoc filters are mandatory and embedded in the dashboard for quick access.

These filters are embedded:

  • Year
  • Record Type
  • By Date – PO

    Order Entry Date, Planning Date, Release Date, Order Date, Confirmed Delivery Date, Requested Delivery Date

    The By Date – PO filter provides a dynamic approach to analyzing the data in the dashboards by the different dates available in the Purchase Orders model.

  • Metric Ad Hoc – PO

    Line Amt – Company, Line Amt – Division, Line Amt – Transaction, Order Qty, Order Qty Alt Unit, Open Order Qty, Open Order Qty Alt Unit, No. of Orders, No. of Lines, Lines with Agreement

    The Metric Ad Hoc – PO provides a dynamic approach for selecting a specific measure to be analyzed.

  • Column Ad Hoc – PO

    Purchase Order Category, Month, Country

    The Column Ad Hoc – PO, along with the Row Ad Hoc – PO, provides a dynamic approach for analyzing the Cross table.

  • Row Ad Hoc – PO

    Supplier, Supplier Group, Supplier Type, Delivery Method, Buyer, Line Status – PO, Item, Item Group, Purchase Order Type

    The Row Ad Hoc – PO provides a dynamic approach for analyzing the measures by a certain attribute.

Note: Some filters are only available for specific reports:
  • The Purchase Orders filter is only available for the Purchase Order Table.
  • The Ranking filter is only available for Metric Ranking - Top and Metric Ranking - Bottom.
  • The Show N Values filter is only available for Metric Ranking - Top and Metric Ranking - Bottom.
  • The Metric Ad Hoc – PO filter is only available for Metric History, Metric Ranking - Top, Metric Ranking - Bottom, and Cross Table.
  • The Column Ad Hoc – PO filter is only available for Cross Table.
  • The Row Ad Hoc – PO filter is not available for Metric History.
  • The Currency Type filter is only available for Purchase Order Table.
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