Invoice Status Tracker

The Invoice Status Tracker widget shows the approval status of invoices for a selected business unit and time period.

The widget shows a donut chart that groups invoices into approved and not approved states. The results can be filtered by:

  • Business Unit
  • Value Label
  • Transaction Date Range

To drill down the related invoices in a sortable grid, select a chart segment. The grid shows this information:

  • Invoice Reference
  • Invoice Line Number
  • Item Code
  • Supplier Code
  • Selected value label

To open the transaction in the Purchase Invoice Entry (PIE) in SunSystems Cloud, select a row and click the Action button.

Query logic

With the Invoice Status Tracker widget, you can retrieve purchase invoices that match the values from the Business Unit, Value Label, and Transaction Date Range fields. The number of approved and disapproved invoices is counted and displayed in a donut chart. Values are displayed with the base currency symbol of the selected business unit.