Purchase Dashboard
KPIs and detailed reports for the Purchase module.
Purchase Dashboard#
Opening Purchase from the sidebar lands you on the Purchase Dashboard — a quick-stats header plus two analytical report tabs.
This is the one module whose landing page is a full dashboard rather than a simple tile launcher.
Quick stats (top row)#
Five cards at the top, each clickable to drill into a filtered list:
| Card | What it counts | Click to |
|---|---|---|
| PRs Pending Approval | Purchase requisitions awaiting approval | PR list filtered by lifecycleStatus=P |
| POs Pending Approval | Purchase orders awaiting approval | PO list filtered by lifecycleStatus=P |
| POs to Send | Approved POs not yet marked as sent | PO list filtered by lifecycleStatus=A |
| Items Due This Week | Line items from approved POs with Expected Delivery in the next 7 days | Summary Report tab |
| Overdue Items | PO lines past their expected delivery date | Summary Report tab |
Report tabs#
Below the stats, two tabs give you line-level detail across the PR → PO → GRN → PPT chain. Both share the same filter panel.
Summary Report#
One row per PR line (or direct-to-PO line), with rolled-up quantities across all downstream activity.
Columns:
- PR — PR code (or "Direct PO" for PO-only lines)
- Line — line number
- Item and UOM
- Reqd Qty and Reqd By — the original ask
- Ordered — qty committed on POs
- Received — qty physically received via GRNs
- Returned — qty sent back via PPTs
- Net Recd — Received − Returned
- Pending — Ordered − Net Recd
- Status — Not Ordered / Ordered / Partial / Complete / Closed
- Est. Amt and Ord. Amt — estimated vs. actually ordered amounts
A totals row at the bottom sums across the visible page.
Detailed Report#
Same filtered set, but each row expands into a transaction timeline showing every PR, PO, GRN, and PPT that touched that line — with dates, quantities, rates, amounts, status, and a schedule adherence indicator:
| Adherence label | Meaning |
|---|---|
| Early | Delivered before the required-by date |
| Slight Delay | Delivered within a small tolerance past the date |
| Late | Delivered well past the date |
| Due | Expected within the window |
| Slight Overdue | Past due by a small margin |
| Overdue | Well past due, nothing received |
Use this when you need to explain why a line is still pending, or to audit the full history of a specific item's procurement.
Filters (shared by both tabs)#
- Search — PR code or item name (debounced)
- Lifecycle Status — All / Draft / Pending / Approved / Rejected / Cancelled
- Supplier — picker with clear button
- Item — picker with clear button
- Date Preset — fiscal year presets, custom
- Date From / Date To — explicit range
Filters carry in the URL — bookmark a common view and come back to it.
Export to Excel#
Each tab has an Export Excel button that downloads the currently-filtered data as an .xlsx file. The summary and detailed exports have different column sets — they match what is on screen.
Use Summary Report + filter by supplier for a quick month-end review with one supplier, and Detailed Report + filter by item to diagnose fulfillment issues for a specific material.
Permissions#
Viewing the dashboard requires PURCHASE.VIEW_PURCHASE_REQUISITIONS or PURCHASE.VIEW_PURCHASE_ORDER. Export respects the same permission.
Related#
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