Buyer Home - Dashboard Tab

The Dashboard tab on the Buyer Home form lists links to forms and activities you need to do your job as a buyer. There are also four charts and one tree on this tab.

My Stats

The My Stats area of this tab contains three links: Alerts, Tasks, and Inbox. You are redirected to the Tasks tab if you click any of the links. The Tasks tab shows tasks and inbox messages. The number of alerts on the Tasks tab is broken down by being either on the Overdue Lines button or the Overdue Releases button.

Charts

You can hover your mouse pointer over any of the columns to see the data value for that column.

% On Time Receipts - This chart shows the percent on time receipts for the last three accounting periods and the current period. The formula used to arrive at the Y-Axis data is [count number of lines with the due date in the time period where (line due date >= date received and quantity ordered <= quantity received)] / [count number of lines with the due date in the time period].

Past Due By Buyer - This pie chart shows the sum of purchase order item costs (purchase order item cost * (quantity ordered - quantity received)) converted to domestic currency grouped by buyer. If the buyer on the purchase order is blank, the buyer on the item is used. If that buyer is also blank, "None" is used.

Key Today - This metric provides three pieces of information:

• Late - This shows the sum of all purchase order item amounts (purchase order item cost * (quantity ordered - quantity received)) converted to domestic currency where PO status is Planned or Ordered, the due date is prior to the current date, and the quantity received is less than the quantity ordered.
• Funds Committed - This shows the sum of all purchase order item amounts (purchase order item cost * quantity ordered) converted to domestic currency where the status of the PO line is Open.
• Open Payables - This shows the sum of all the open balances for all vendors converted into domestic currency.

Top 5 Vendor Committed Amounts - This chart shows the top 5 vendor committed amounts. The formula used to arrive at the Y-Axis data is sum ((quantity ordered - quantity received) x cost)) for all PO lines with a status of Open by vendor.

Tree

My Interactions - This tree shows shows data from the Vendor Interactions form, filtered where Entry Name is the current user. The information is grouped three different ways:

• Today - Contact date is the current date.
• Last 7 days - Contact date is seven days prior to the current date.
• Last 30 days - Contact date is up to 30 days prior to the current date.