Fourth Analytics Adaco: Order Summary

Overview

This article describes the process of viewing Purchase Order volumes and their status in the Order Summary tab within Fourth Analytics for Purchasing & Inventory.

This tab shows the volume and value of Purchase Orders, along with their status (received, partially received etc.,) for specific time periods or a historical trend over time. These can be viewed by specific groupings or at individual Purchase Order level.

Order Value Trend Vs Sales Report 

This graph is shown in the top-left of the screen, and it is pre-set with data from the past 10 weeks.

Please Note: The date range cannot be altered using date dimension filters.
 

 
Fig.1 – Order Value Trend Vs Sales Report Graph

Purchase Order Status 

This graphic is displayed on the top right-hand side for the selected time period. The Purchase Order statuses are as follows:
 

• Tick icon – Received
• Cross icon – Cancelled
• Arrow in blue box – Transmitted
• Truck icon – Partially received
• Stop icon – Closed
• Arrow in pink box – Un-transmitted

• Hover over each graphic and select the . . . icon to view the particular data being displayed

Fig.2 – Purchase Order Status Graphic

Order Value By Account/Buyer/Vendor – Top 10

Shows the Top 10 highest groups by Account, Buyer and Vendor, based on Purchase Order value.
 

 
Fig.3 – Order Value by Account/Buyer/Vendor – Top 10

Invoice Rates % by Category 

This graph displays the value of rates applied to each Purchase Order by Category.

 
Fig.4 – Invoice Rates % by Category

Further Trend Graphs and Tables 

Select each option to display the required graph or table.
 

 
Fig.5 – Further Trend Graphs and Tables

This example scenario outlines the process of viewing how many partially received Purchase Orders there are for the previous month for a particular Vendor, and which Products have and have not been received, using the graphs and dashboards outlined above. 
 

• Select the required time period using the Date Dimension (Business day) filter under Property Details
• Within the Account Details filters, set the Supplier filter as required
• Use the Purchase Order Value by PO Status report to see if there is a value reported as partially received, denoted by this graphic 
• If so, within the Account Details filters set the Document Type to P.O. and the PO Status to Partial
• Scroll down to the Orders by P.O. Number report to see the relevant Purchase Orders and the original quantity which has been ordered
• Change the Account Details filter Document Type to GRN
• Scroll down to the Orders by P.O. Number report to see the dates that the Purchase Order has been partially received on with Products and quantities

Purchasing & Inventory - Fourth Analytics