To be Invoiced Purchase Order Lines

The To be Invoiced Purchase Order Lines widget shows the invoice status of purchase order lines.

The widget groups purchase order lines by invoicing state and presents data in a donut chart. The chart shows the total amount that requires invoicing and the number of purchase order lines in each invoicing state. The results can be filtered by:

  • Business Unit
  • Value Label
  • Transaction Date Range

With the To be Invoiced Purchase Order Lines widget, users can drill down a specific state group of a purchase order to view each line that contributes to the total. The drill-down window shows a sortable grid that contains information about:

  • Purchase Order Reference
  • Line Number
  • Item Code
  • Supplier Code
  • Order Date
  • Selected value label

To open the selected purchase order in the Purchase Order Entry (POE) in SunSystems Cloud, select a row and click the Action button

Query logic

With the To be Invoiced Purchase Order Lines widget, you retrieve purchase order lines that meet these conditions:
  • The received amount is greater than zero.
  • The invoiced amount is less than the received amount.

In the widget, each line is classified by invoicing state based on the presence of invoices or partial invoices. Lines in each state are aggregated to calculate the total amount that requires invoicing and the number of purchase order lines.