Open Purchase Order Book dashboard

The Open Purchase Order Book dashboard is the starting point for your analysis of open purchase with records from planned purchase orders and purchase orders. On this dashboard, you can profile your order book by planning date and analyze the progress in the good receiving process. The data is displayed using time, looking forward and backward from a week or date, thus creating a time interval for your analysis.

This dashboard can answer these business questions:

  • What is the volume and value of the order book?
  • What is inbound for this week?

When analyzing at week level, the current week number and the company currency are displayed on the dashboard. When analyzing at date level, the start date of the selected week and the company currency are displayed on the dashboard.

Reports and KPIs

The dashboard contains these reports:

  • Open Purchase Order Analysis - Date
  • Open Purchase Order Analysis - Week
  • Purchase Order Type Analysis - Date
  • Purchase Order Type Analysis - Week

In the dashboard, the report titles displayed are Open Purchase Order Analysis and Purchase Order Type Analysis. The measure used in the report depends on the selected measure in the Metric filter.

The dashboard also has these KPIs:
  • No. of Lines
  • Line Amt
  • Order Qty
  • Open Order Qty

These KPIs use the Planning Date as the date basis for analysis and the Sum aggregation.

Currency information is displayed on the dashboard.

Filters

These standard filters are available:
  • Facility
  • Warehouse (Config. 1)
  • Week for Report Interval Basis
  • Supplier
  • Buyer
  • Purchase Order Type
  • Purchase Orders
  • Record Type
  • Purchase Agreement
  • Item (Config. 1)
  • Delivery Type
  • Metric
  • View (Config. 1)

The Metric filter is an embedded filter that is used by Open Purchase Order Analysis and Purchase Order Type Analysis reports to determine which measure to be used.

The Purchase Orders filter is a mandatory filter that is defaulted to Open Orders to limit the analysis to customer orders that have line status <= 74.

The Week for Report Interval Basis filter is a mandatory filter that is defaulted to current year and current week number. In the Week for Report Interval Basis filter, you can select a Year and a Week of Year to filter the data displayed in reports and KPIs. The reports and KPIs on this dashboard use the selected Week of Year as basis for previous and succeeding weeks or dates for your analysis. The interval of weeks or dates depends on the values defined in the global variables. See the Variables section in Infor M3 Analytics for M3 CloudSuites Administration Guide. The Year filter shows up to current year + 1.

The View filter is a mandatory filter that is applied in the dashboard to enable switch of report view to week and date. It is defaulted to Week.

Drill across

From Open Purchase Order Analysis, you can drill across to the Purchase Order Supply Chain dashboard, and from Purchase Order Type Analysis, you can drill across to the Purchase Order Supplier dashboard. Filter values are passed to the target dashboard.
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