Overview
Provides interactive reports and dashboards showing key procurement metrics such as total spend, supplier-wise breakdowns, purchase order lead times, and purchase trends over time.
Prerequisites
- Purchase Orders, Purchase Receipts, and Purchase Invoices are regularly created and submitted
- Suppliers and item master data are up to date
Steps to Access and Use Purchase Analytics
**1.0 Navigate to Purchase Reports **
- From the home page menu, go to
Buying > Reports. - Select Purchase Analytics (or Purchase Register, Supplier Purchase Analytics, etc.) from the list.
**2.0 Configure Your View Filters **
- Company: Choose your legal entity.
- Date Range: Set From Date / To Date to focus on a specific period.
- Supplier (optional): Filter to one or multiple vendors.
- Item Group or Warehouse (optional): Narrow to specific categories or locations.
- Click Refresh (or Run) to generate the chart and table.
**3.0 Interpret Key Metrics & Charts **
- Total Spend Over Time: Line chart showing monthly or quarterly purchase value.
- Top Suppliers by Spend: Bar chart or table ranking vendors by total invoiced amount.
- PO Lead Time Analysis: Histogram showing distribution of days between PO date and receipt date.
- Spend by Item Group: Pie or bar chart breaking down purchase volume by category.
- Outstanding PO Value: Summary of submitted POs not yet fully received or billed.
4.0 Drill Down & Export Data
- Click any chart segment or table row to open the underlying report (e.g., PO list or invoice list).
- Use the Export button to download CSV or PDF for presentations.
- Pin key charts to your dashboard using the Add to Dashboard icon.