Purchase Orders

The data model includes measures such as Base Line Value, Currency Line Value, Original Order Quantity, Outstanding Invoice Quantity, Outstanding Receipt Quantity, Over Invoiced, Over Received, Quantity Invoiced, Quantity Ordered, Quantity Received, Quantity Returned, Under Invoiced, Under Received. Views like Outstanding Order Lines, Years, Companies, Purchase Orders by Period, Purchase Orders by Supplier, Purchase Orders by Product, Purchase Orders by Status, Under fulfilled Orders, Over fulfilled Orders, Invoiced not Received, Value of Purchase Orders by Period, Value of Purchase Orders by Period (Dashboard), Under Over Received Orders provide analysis and insights into purchase orders, quantities, values, and fulfillment status categorized by different dimensions.

Benefits of This Data Model

• Enhanced purchase order analysis: Analyzing purchase orders by various dimensions such as company, product, and supplier provides valuable insights into order fulfillment and status.
• Improved inventory management: Tracking outstanding order quantities and fulfillment status helps in optimizing inventory levels and reducing under/over fulfillment instances.
• Efficient financial monitoring: Detailed measures like original order quantity, outstanding invoice quantity, and over/under invoiced amounts facilitate precise financial monitoring and control.
• Streamlined supplier performance evaluation: By analyzing purchase orders by supplier, businesses can assess supplier performance based on order quantities, fulfillment, and invoicing accuracy.
• Informed decision-making: Having access to data on purchase order values by periods and status empowers stakeholders to make informed decisions regarding procurement and financial planning.

Key Performance Indicators (KPIs)

• Base Line Value: The initial value of a purchase order before any adjustments or additional charges.
• Currency Line Value: The total value of a purchase order in the currency it was issued.
• Original Order Quantity: The quantity of items ordered in the original purchase order.
• Outstanding Invoice Quantity: The quantity of items that have been invoiced but not yet paid for.
• Outstanding Receipt Quantity: The quantity of items that have been received but not yet paid for.
• Over Invoiced: The amount by which the actual invoiced quantity exceeds the ordered quantity.
• Over Received: The amount by which the actual received quantity exceeds the ordered quantity.
• Quantity Invoiced: The total quantity of items that have been invoiced.
• Quantity Ordered: The total quantity of items ordered in the purchase order.
• Quantity Received: The total quantity of items that have been received.
• Quantity Returned: The total quantity of items that have been returned or rejected.
• Under Invoiced: The amount by which the actual invoiced quantity is less than the ordered quantity.
• Under Received: The amount by which the actual received quantity is less than the ordered quantity.

Available Visualizations

View Name	Description
Outstanding Order Lines	Analyzes open order lines waiting for fulfillment.
Years	Provides insights into purchase orders distributed across years.
Companies	Displays purchase orders organized by company.
Purchase Orders by Period	Groups purchase orders based on specified time periods.
Purchase Orders by Supplier	Offers insights into purchase orders segregated by suppliers.
Purchase Orders by Product	Shows purchase orders categorized by products.
Purchase Orders by Status	Presents purchase orders classified by their status.
Under fulfilled Orders	Identifies purchase orders with incomplete fulfillment.
Over fulfilled Orders	Highlights purchase orders with excess fulfillment.
Invoiced not Received	Uncovers purchase orders invoiced but not yet received.
Value of Purchase Orders by Period	Calculates total value of purchase orders for each period.
Value of Purchase Orders by Period (Dashboard)	Provides a visual dashboard of purchase order values across periods.
Under / Over Received Orders	Distinguishes purchase orders with shortages or excess deliveries.