Purchase Lines

The data model encompasses various views and measures related to purchase orders, invoice totals, supplier metrics, and average buy prices. Purchase order quantities, line discounts, unit costs, tax rates, invoice totals, and cumulative metrics enable tracking and analysis of purchasing activities. Supplier rankings, outstanding balances, and item grouping by quantity purchased facilitate vendor management and procurement evaluation. Additionally, calculations for average buy prices and gross profit margin provide insights into financial performance.

Benefits of This Data Model

• Enhanced Purchase Order Tracking: Allows for comprehensive monitoring of purchase order quantities, line discounts, unit costs, and tax rates to track purchasing activities effectively.
• Improved Supplier Management: Enables ranking of suppliers based on total purchase amounts, outstanding balances, and grouping of items by quantity purchased for better vendor management and procurement evaluation.
• Financial Performance Insights: Calculation of average buy prices and gross profit margin provides valuable insights into financial performance analysis.
• Efficient Procurement Evaluation: Utilizes key performance indicators from the Purchasing Dashboard to evaluate procurement activities and make informed decisions.

Key Performance Indicators (KPIs)

• Purchase Order Quantity: The quantity of goods in the purchase order.
• Purchase Order Quantity Change: The change in the quantity of goods in the purchase order.
• Purchase Order Quantity Last Processed: The quantity of goods in the last processed purchase order.
• Purchase Order Quantity Processed: The quantity of goods processed in the purchase order.
• Purchase Order Quantity Reserved: The quantity of goods reserved in the purchase order.
• Purchase Order Quantity Reserved Change: The change in the quantity of goods reserved in the purchase order.
• Purchase Order Quantity Outstanding: The outstanding quantity of goods in the purchase order.
• Line Discount: The discount applied to the purchase line.
• Unit Cost: The cost per unit of the purchase line.
• Additional Cost: Any additional costs associated with the purchase line.
• Tax Rate: The tax rate applied to the purchase line.
• Unit HC Price (Tax Incl.): The unit price including tax in home currency.
• Unit TC Price (Tax Incl.): The unit price including tax in transaction currency.
• Unit HC Price (Tax Excl.): The unit price excluding tax in home currency.
• Unit TC Price (Tax Excl.): The unit price excluding tax in transaction currency.
• Invoice HC Total (Tax Incl.): The total invoice amount including tax in home currency.
• Invoice TC Total (Tax Incl.): The total invoice amount including tax in transaction currency.
• Invoice HC Total: The total invoice amount excluding tax in home currency.
• Invoice TC Total: The total invoice amount excluding tax in transaction currency.
• Invoice Total (Cumulative): The cumulative total invoice amount.
• Invoice Total Processed (Cumulative): The cumulative total processed invoice amount.
• Total (Cumul. by Vendor): The cumulative total amount by vendor.
• Total Processed (Cumul. by Vendor): The cumulative total processed amount by vendor.
• Processed % (Cumulative): The percentage of processed invoices.
• Invoice Total No Discount (Tax Incl.): The total invoice amount including tax without discount.
• Invoice Total No Discount: The total invoice amount excluding tax without discount.
• Invoice Total Processed: The total processed invoice amount.
• Invoice Total Processed (Tax Incl.): The total processed invoice amount including tax.
• Invoice Total Outstanding: The total outstanding invoice amount.
• Invoice Total Outstanding (Tax Incl.): The total outstanding invoice amount including tax.
• Line Quantity (Converted): The quantity of the purchase line converted.
• AvgPriceNumerator: Numerator for calculating average price.
• AvgPriceDenominator: Denominator for calculating average price.
• Avg. Buy Price: The average buy price.
• Line Cost: The total cost of the purchase line.
• Sales Profit: The profit from sales.
• Sales Net: The net sales amount.
• Gross Profit Margin: The gross profit margin percentage.

Available Visualizations

View Name	Description
Purchase Order Listing	Displays a comprehensive list of purchase orders.
Top 10 Purchased Item Status	Shows the current status of the top 10 purchased items.
Top 5 Suppliers by Purchase Total	Ranks suppliers based on total purchase amounts.
Purchasing Dashboard KPIs	Provides key performance indicators for purchasing activities.
Item Groups by Quantity Purchased	Groups items based on the quantity purchased.
Outstanding Purchase Orders	Lists all unfulfilled purchase orders.
Invoice Total and Percent Processed by Vendor	Analyzes invoice total and processing percentage by vendor.
Returns to Supplier	Tracks returns made to suppliers.
GRV Listing	Displays a comprehensive list of goods received vouchers (GRVs).
Average Buy Price by Supplier	Calculates the average purchase price from each supplier.
Purchase Order / GRV Master	Links purchase orders with corresponding GRVs.
Top 5 Suppliers by Total Outstanding	Identifies top suppliers by total outstanding balances.
Item Groups by Quantity Purchased	Analyzes item groups based on quantity purchased.