In Beta
This feature is in beta. Contact your CSM to learn more.
The Purchase Order (PO) Suggestion Evaluation Report shows what happens when locations follow or override automated ordering suggestions, and how those decisions affect remaining inventory.
This report includes:
Whether each location followed system order suggestions or entered manual quantities instead
Actual quantities ordered compared to what the system recommended
Projected remaining inventory based on both actual and suggested order quantities
Filter options for location, date range, and items
This report gives above‑store managers, purchasing managers, and administrators visibility into ordering practices across locations. Based on this data, operators can evaluate how purchase‑order decisions affect inventory levels and identify locations that may need to reevaluate their ordering strategies.
Navigation
The My Reports search bar can be used to search R365's entire catalog of reports.
Open the Reports app.
Navigate to My Reports.
Enter all or part of the report name in the search bar.
The Results tab will open with the list of search results.
From beneath the report name, click Run to run the report with the selected report view.
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Click Customize to adjust the report parameters and run the report.
Report Parameters
Parameter | Description | |
|---|---|---|
1 | Locations | Filters the report data to show orders made at the selected locations. |
2 | Items | Limits the report data to the selected items and their associated order(s). |
3 | Start Date | First date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates.
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4 | End Date | Last date for which to pull data for the report. The 'Start' and 'End' parameters create the date range for the data generated. The report then displays data for all dates within the date range, including the start and end dates.
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Report Layout
Column | Description / Definition |
|---|---|
Date | Calendar date of the purchase order. This is the order date on the PO. |
Location | Location that placed the purchase order |
Order | Purchase order number associated with the row. |
Item | The item purchased on the order. |
Ordering U of M | Unit of measure used for the item on the purchase order. This is the unit entered when ordering. |
Inventory U of M | Item’s inventory unit of measure used for tracking on‑hand quantities (for example, LB, each, bottle). |
Case Size | Conversion factor between the ordering unit and the inventory unit—how many inventory units are contained in one ordered unit (for example, 1 case = 24 bottles). |
Consumption Days | Number of consumption days configured for the purchase order, representing how many days of usage the order is intended to cover before buffer days are applied. |
Buffer Days | Number of buffer days configured for the purchase order, representing extra days of coverage beyond the core consumption days. |
Order Date Actual On Hand | Actual on‑hand quantity recorded on the purchase order for the item as of the order date, when an actual count was entered. |
Order Date Theo On Hand | Theoretical on‑hand quantity for the item as of the order date, captured on the PO from system calculations when an actual on‑hand value is not provided. |
Suggested Qty | System‑suggested order quantity for the item on the PO, based on consumption days, buffer days, and usage data. |
Actual Order Qty | Quantity actually ordered on the purchase order for the item line, after any overrides to the system suggestion. |
Consumption Period Estimated Usage | Estimated quantity of the item expected to be used across the full consumption and buffer period, based on historical/menu‑item usage per $1,000 in sales and forecasted sales for that period. |
Estimated Need | Estimated quantity that needed to be ordered for the consumption and buffer period, calculated from the estimated usage after accounting for on‑hand inventory at the order date (never less than zero). |
Consumption Period Transfers | Net quantity of the item transferred in or out during the consumption period for this location (transfers in minus transfers out). |
Consumption Period Waste | Total quantity of the item recorded as waste during the consumption period (for example, spoilage or discard), converted into the reporting unit of measure. |
Post Consumption On Hand Suggested | Projected on‑hand quantity at the end of the consumption and buffer period if the system’s Suggested Qty had been followed, after applying transfers, waste, and estimated usage. |
Post Consumption On Hand Ordered | Projected on‑hand quantity at the end of the consumption and buffer period based on the Actual Order Qty that was placed, after applying transfers, waste, and estimated usage. |
Post Consumption On Hand Variance | Difference between the projected on‑hand quantity using the actual order and the projected on‑hand quantity using the suggestion, showing how overriding the suggestion changed the expected ending on‑hand inventory. |
Email, Export, or Print the Report
This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.
