Purchase Orders – Two-Minute Demo

DataSelf shows how to track purchase orders with aging models on a dashboard. See late deliveries and vendor performance at a glance.
Chapters
If your organization deals with products or services which you acquire from suppliers, you know how important it is to track the status of your purchase orders. It's essential to keep on top of what you've purchased, whom you've purchased from, and most importantly, whether those shipments have arrived, will arrive, or are late. Data Self applies the model of aging commonly associated with receivables and payables to to help keep you informed about your purchase orders. So let's take a Look at how DataSelf does this using the current Purchase Order Dashboard. On the far right are your selection criteria. These let you specify groups of purchase orders such as for particular items, vendors, or past due status. Of course, if you are curious about a specific po, you can jump right into its details. On the left you can see Dataself's Macro to Micro approach to business insight. Lets begin by diving into those purchase orders that are of the greatest interest, those that are over 31 days late for delivery. Note how the windows focus changes dynamically and instantly. We now see only vendors and items associated with those late deliveries. One item in particular, construction project materials, represents the bulk of the overdue items. Let's drill down into that item to find out which vendors are responsible and whether the late quantity is from one or more purchase orders. The right side of our window answers those questions. Two outstanding purchase orders from two different vendors. @ this point, we could continue to look into other purchase orders, or we could jump into a related dashboard or report such as missed shipments or AP aging. With all of this information at our fingertips, we can keep on top of all of our purchase orders and their effect on our own ability to deliver promised products and services to our clients.










