Purchase Order

The data model captures purchase order details including quantities ordered, unbilled, and received, alongside amounts in transaction and home currencies such as line amounts, extended costs, order amounts, and discount amounts. It enables analysis of total costs, procurement performance monitoring, cash flow management, inventory planning, and supplier management through views focusing on financial analysis, budgeting, and ongoing order tracking in both transaction and home currency contexts.

Benefits of This Data Model

• Enhanced Procurement Analysis: Allows for detailed monitoring of procurement performance by analyzing purchase order quantities and values in both transaction and home currencies.
• Effective Cash Flow Management: Facilitates cash flow management by displaying ongoing orders with cost breakdown to help in tracking outstanding payments and expenses.
• Improved Inventory Planning: Supports better inventory planning by providing insights into open orders and quantities ordered, unbilled, and received.

Key Performance Indicators (KPIs)

• Order Quantity: The quantity of items ordered in a purchase order.
• Unbilled Quantity: The quantity of items in the purchase order that have not been billed.
• Received Quantity: The quantity of items received from the purchase order.
• Transaction Currency Line Amount: The total amount of the purchase order line items in the transaction currency.
• Transaction Currency Discount Amount: The discount amount applied to the purchase order in the transaction currency.
• Transaction Currency Ext Cost: The extended cost of the purchase order items in the transaction currency.
• Transaction Currency Order Amount: The total amount of the purchase order in the transaction currency.
• Transaction Currency Unbilled Amount: The total unbilled amount of the purchase order in the transaction currency.
• Home Currency Discount Amount: The discount amount applied to the purchase order in the home currency.
• Home Currency Line Amount: The total amount of the purchase order line items in the home currency.
• Home Currency Ext Cost: The extended cost of the purchase order items in the home currency.
• Home Currency Order Amount: The total amount of the purchase order in the home currency.
• Home Currency Unbilled Amount: The total unbilled amount of the purchase order in the home currency.
• Open Quantity: The quantity of items in the purchase order that are still open and pending receipt.

Available Visualizations

View Name	Description
Purchase Orders TC	Tracks total cost of all purchase orders for financial analysis and budgeting.
Purchase Orders HC	Shows the quantity and value of purchased items to monitor procurement performance.
Open Orders TC	Displays ongoing orders with cost breakdown for cash flow management.
Open Orders HC	Highlights outstanding orders for inventory planning and supplier management.