01. OVERVIEW

The chart Purchase Orders by Supplier displays purchase orders opened by suppliers and their respective products.

02. EXAMPLE OF USE


To add a new chart of Purchase Orders by Supplier:

1) Click the menu Manage Charts.

2) Click Add.

3) Fill out the fields in the following sequence:

a) Chart Template: Purchase Orders by Supplier:

b) Chart Title: Enter a title for the Chart.

c) Status: Enabled.

d) Chart Help: Use this feature to enter a help description for the chart.

e) Chart Type:  Select a chart of bar type.

f) Initial Issue Date/Final Issue Date: Enter a start and an end for the purchase order issuing period. The fields are not required.

g) From Supplier/To Supplier: Enter a from/to range of suppliers to filter the purchase orders. The fields are not required.

h) Only Orders from Purchaser: Enter whether the chart, when filtering data, only takes into account the supplier authenticated in the system.

i) Product Groups: Enter the product groups to filter purchase orders. Field not required.


To Edit a Chart:

1) Click the menu Manage Charts.

2) Select the chart Purchase Orders by Supplier.

3) Edit any data you want.

4) Click Save to finish the operation:


The chart Purchase Orders by Supplier can filter by issue date.

The fields Initial Issue Date and Final Issue Date are not required and are not filled out by default. In this scenario, the filter data are not taken into account.

To add a filter to the chart:

1) Click the menu Manage Charts.

2) Select the chart Purchase Orders by Supplier.

3) Click field Initial Issue Date to select an initial day for the filter. You also need to fill out the field Final Issue Date for the filter to work.

4) Click Save to finish the operation.

Example:


The chart Purchase Orders by Supplier can filter by supplier.

The fields From Supplier and To Supplier are not required and are not filled out by default. In this scenario, the filter data are not taken into account.

To add a filter to the chart:

1) Click the menu Manage Charts.

2) Select the chart Purchase Orders by Supplier.

3) Click field From Supplier to select a supplier for the filter. You also need to fill out the field To Supplier for the filter to work.

4) Click Save to finish the operation.

Example:


The chart Purchase Orders by Supplier can filter by purchaser authenticated in the system.

The selection field Only Orders from Purchaser is required, so you need to enter whether you must filter by purchaser or not.

To add a filter to the chart:

1) Click the menu Manage Charts.

2) Select the chart Purchase Orders by Supplier.

3) When you click the field Only Orders from Purchaser, you can select whether you must filter by purchaser or not.

4) Click Save to finish the operation.

Example:


The chart Purchase Orders by Supplier can filter by Product Group.

The field Product Groups is not required and is not filled out by default. In this scenario, the filter data are not taken into account.

To add a filter to the chart:

1) Click the menu Manage Charts.

2) Select the chart Purchase Orders by Supplier.

3) Click the field Product Groups to select one or more product groups to filter.

4) Click Save to finish the operation.

Example:


When you click the Chart Details button, a list is displayed with the orders comprising the Purchase Orders by Supplier.

The tool will always load a list with a gap every 10 items.

Example:


The first level of the chart displays the Purchase Orders by Supplier; however, you can check the specific orders of a given supplier.

To check the orders that correspond to a specific supplier, just click the supplier desired for the chart to display a second level with the orders. The Details button lists only the orders of this supplier.

Example:


The second level of the chart displays the purchase orders of a selected supplier; however, you can check the specific products of a given order.

To check the products that correspond to a specific purchase order, just click the order desired for the chart to display a third level with the products. The Details button lists only the products of this order.

Example:


To make the chart readable with a large quantity of records, the bar Others consolidates the other Suppliers, Purchase Orders and Products in accordance with the respective level selected in the Drill Down.

First Level: Display suppliers, totalizing the other Suppliers in the Others bar.

Second Level: Display the orders related to the other suppliers, totalizing the total value of the other orders in the Others bar.

Third Level: Display the products related to the other orders, totalizing the total value of the other products in the Others bar.

Example:


03. OTHER INFORMATION

04. RELATED TOPICS

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