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    R365 Intelligence: Purchasing & Receiving Dashboard Master
    • 03 Jul 2024
    • 2 Minutes to read
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    R365 Intelligence: Purchasing & Receiving Dashboard Master

    • Updated on 03 Jul 2024
    • 2 Minutes to read
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    Article summary

    This article review the purchasing and receiving dashboard master. 

    Upon opening the Purchasing & Receiving Dashboard Master, users may be prompted to select a date parameter. The default setting is set to the date that is 3 months back from the current date. Once loaded, the dashboard master will feature the data within the date window. 

    This dashboard cannot be edited. However, should any changes need to be made, users can duplicate this dashboard master and edit the copy.

    The Purchasing & Receiving Dashboard Master uses the purchasing & receiving dataset to create the following visualizations:

    Pricing Analysis

    Field

    Description

    Attribute Selector

    This selector allows users to select the attribute that is featured in the Pricing Analysis grid. When set to Item Name, each individual item will be listed. When set to an Item Category 1, 2, or 3, each category will be listed.

    Attribute

    Attribute elements from the selected attribute will be listed here. For Item Name, this will be the list of individual items. For Item Category 1, 2, & 3, this will be the list of item categories. 

    Ordered Amount

    Dollar amount of the item or items within the item category ordered. This is based on the ordered quantity.

    Ordered QY

    Number of the item or items within the item category ordered.

    Received Amount

    Dollar amount of the item or items within the item category received. This is based on the received quantity. 

    Received QTY

    Number of the item or items within the item category received.

    This visualization and selector were created using the following attributes and metrics:

    • Attribute

      • Item Name

      • Item Category 1

      • Item Category 2

      • Item Category 3

    • Metrics

      • Ordered Amount

      • Ordered QTY

      • Received Amount

      • Received QTY

    Ordered & Received by Vendor Graph

    Field

    Description

    Ordered/Received Amount

    The vertical axis shows the total dollar amount ordered and received from each vendor. 

    Vendor Name

    The horizontal axis shows the vendor names. 

    Bar 1 - Ordered Amount

    Bar 1 represents the total dollar amount ordered from the specified vendor.

    Hovering over the bar will show the vendor name and the exact ordered amount.

    Bar 2 - Received Amount

    Bar 2 represents the total dollar amount received from the specified vendor.

    Hovering over the bar will show the vendor name and the exact received amount.

    This visualization was created using the following attributes and metrics:

    • Attributes

      • Vendor Name 

    • Metrics

      • Ordered Amount

      • Received Amount

    Ordered & Received by Vendor Grid

    Field

    Description

    Vendor Name

    The list of vendor names.

    Ordered Amount

    The total dollar amount of items ordered from the vendor.

    Received Amount

    The dollar amount of items received from the vendor. 

    Spend Variance Trend

    The Spend Variance Trend within the visualization was done by creating a Sparkline Microchartusing the Date attribute and Ordered Amount metric.

    This visualization was created using the following attributes and metrics:

    • Attributes

      • Vendor Name

    • Metrics

      • Ordered Amount

      • Received Amount

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