Plan-Fact Analysis of Request Execution

The system has a report form that allows tracking the history of each request, specifically the documents created from the request, their quantity, and sum. The report can be easily exported to Excel for further processing and analysis.

To find the report, click the button, which opens the Search function, and enter Analysis of purchase request execution to navigate to the corresponding link.

The page consists of several tabs:

Options, where you can set filters to display the requests of interest:
- View by, Date Filter - allows selecting a period of interest or manually entering it.
- Request Status Filter - allows selecting one or multiple request statuses of interest.
- Show Unposted Documents - when enabled, unaccounted documents will be displayed in the report.
- Show Posted Documents - when enabled, accounted documents will be displayed in the report.
- Line Type Filter, Line No. Filter - allows filtering rows with the desired type.
- Request No. Filter - provides information on specific request(s).
Report Table

The report provides the necessary information for each request row. The request row is highlighted in bold, and all associated documents are listed beneath it. Key information that can be obtained from the report includes:

Document type processed for the request.
Document date and number.
Type, number, and description of nomenclature.
Quantity, price, VAT-inclusive and VAT-exclusive amount, currency.
Vendor and agreement number, if applicable for a purchase.
Initiator, Manager.
Date and time when the request was taken, approved, closed.

For ease of information processing, the report can be exported to Excel by selecting the function in the top-right corner of the table.

Results

In this tab, you can view the summary based on the displayed requests in the report:

Requests Per. Period - the number of unique request rows.
Requested Quantity - the total quantity of nomenclature from the requests.
Requested Amount - the total VAT-exclusive amount from the requests.
Purchased Quantity - the total quantity of nomenclature purchased based on the requests.
Purchased Amount - the total VAT-exclusive amount spent on purchasing nomenclature from the requests.
Transferred Quantity - the total quantity of nomenclature transferred based on the requests.
Transferred Amount - the total VAT-exclusive amount spent on transferring nomenclature from the requests.
Shipment Quantity - the total quantity of nomenclature written off based on the requests.
Shipment Amount - the total VAT-exclusive amount spent on writing off nomenclature from the requests.