11 One View Reporting for Procurement and Subcontract Management

This chapter provides overview information, processing options, special processing, and reports for the following applications:

11.1 One View Purchase Order Receipts Inquiry (P43260)

Access the One View Purchase Order Receipts Inquiry application (P43260) on the Purchasing Inquiries (G43A112) menu. Use One View Purchase Order Receipts Inquiry to query purchase order receipt details. One View Purchase Order Receipts Inquiry uses the One View PO Receipts Inquiry - F43121/F4311/F4102 business view (V43260A), which includes columns from the Purchase Order Receiver File (F43121), Purchase Order Detail table (F4311), and the Item Branch table (F4102). The F43121 is also used to retrieve only receipt records (Match Type = 1). One View PO Receipt Inquiry provides a quality analysis of items received, stocked, and dispositioned over a period, by item and by supplier. Along with this historical view, you have the ability to analyze the amount pending to be vouchered over a series of filter criteria. This abundance of data can assist the purchasing/accounts payable department to evaluate goods from a particular supplier and analysis trends for financial payment.

11.1.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.1.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Purchase Order Receipt lines.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Purchase Order Receipts Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system uses the system date.

11.1.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantities grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.1.1.3 Versions

1. One View Purchase Order Inquiry (P43261)

Specify the version of the One View Purchase Order Inquiry application (P43261) the system uses to access the Purchase Order Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Subcontract Inquiry (P43262)

Specify the version of the One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Purchase Order Vouchers Payment Inquiry (P43263)

Specify the version of the One View Purchase Order Vouchers Payment Inquiry application (P43263) the system uses to access the Purchase Order Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of the One View Backordered Items Not Received Inquiry application (P43264) the system uses to access the Backordered Items Not Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Simple Procurement Inquiry (P43265)

Specify the version of the One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of the version of One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of the One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.1.2 Special Processing

This application only selects receipt records (MATC=1) from the F43121. The fiscal year, period, and century are determined from the receipt date.

To provide for the reporting and summing of quantities across lines, One View Purchase Order Receipts Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Purchase Order Receipts Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

11.1.3 Reports

The reports delivered with the One View Purchase Order Receipts Inquiry application are:

  • Quantity Analysis by Fiscal Period

  • Quantity Analysis by Item

  • Quantity Analysis by Supplier

  • Received Not Vouchered by Company

  • Received Not Vouchered by Fiscal Period

  • Received Not Vouchered by Item

  • Received Not Vouchered by Supplier

  • Purchase Order Receipts Analysis

11.1.3.1 Quantity Analysis by Fiscal Period

The Quantity Analysis by Fiscal Period report enables you to review the percentage of items stocked in each fiscal period. You can also compare and analyze quantity received, quantity stocked, and quantity dispositioned (sum of quantity returned, quantity rejected, quantity scrapped, quantity reworked, and quantity adjusted) in each fiscal period. It contains these report components:

  • Quantity Received, Quantity Stocked, and Quantity Dispositioned by Fiscal Period (bar graph)

  • Quantity Disposition Percentage by Fiscal Period (pie chart)

  • Quantity Analysis Summary - By Fiscal Period and Branch Plant (table)

  • Quantity Analysis Details Table (This table includes the calculated field, Quantity Disposition Percentage, which is quantity dispositioned divided by quantity received.)

The Quantity Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.2 Quantity Analysis by Item

The Quantity Analysis by Item report enables you to review the percentage of items stocked. Use this report to compare and analyze the quantity received, quantity stocked, and quantity dispositioned for each item. The report contains these report components:

  • Quantity Received, Quantity Stocked, and Quantity Dispositioned by Item (bar graph)

  • Quantity Disposition Percentage by Item (pie chart)

  • Quantity Analysis Summary - By Item and Branch Plant (table)

  • Quantity Analysis Details Table

The Quantity Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.3 Quantity Analysis by Supplier

The Quantity Analysis by Supplier report enables you to review the percentage of items stocked that are provided by each supplier. Use this report to compare and analyze the quantity received, quantity stocked, and quantity dispositioned for each supplier. This report contains these report components:

  • Quantity Received, Quantity Stocked, and Quantity Dispositioned by Supplier (bar graph)

  • Quantity Disposition Percentage by Supplier (pie chart)

  • Quantity Analysis Summary - By Supplier and Branch Plant (table)

  • Quantity Analysis Details Table

The Quantity Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.4 Received Not Vouchered by Company

The Received Not Vouchered by Company report enables you to review the percentage of receipt amounts pending to be vouchered at the company level. Use this report to analyze the amount pending to be vouchered against the amount received at the branch level. This report contains these report components:

  • Amount Received vs. Amount Not Vouchered by Branch Plant (bar graph)

  • Amount Not Vouchered Percentage by Company (pie chart)

  • Received Not Vouchered Summary - By Branch Plant and Company (table)

  • Received Not Vouchered Details Table

The Received Not Vouchered Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.5 Received Not Vouchered by Fiscal Period

The Received Not Vouchered by Fiscal Period report enables you to review the percentage of receipt amounts pending to be vouchered for each fiscal period. Use this report to analyze the amount pending to be vouchered against the amount received in each fiscal period. This report contains these report components:

  • Amount Received vs. Amount Not Vouchered by Fiscal Period (bar graph)

  • Amount Not Vouchered Percentage by Fiscal Period (pie chart)

  • Received Not Vouchered Summary - By Fiscal Period and Company (table)

  • Received Not Vouchered Details Table

The Received Not Vouchered Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.6 Received Not Vouchered by Item

The Received Not Vouchered by Item report enables you to review the percentage of receipt amounts pending to be vouchered at the item level. Use this report to analyze amount pending to be vouchered against the amount received at the item level. The report contains these report components:

  • Amount Received vs. Amount Not Vouchered by Item (bar graph)

  • Amount Not Vouchered Percentage by Item (pie chart)

  • Received Not Vouchered Summary - By Item and Company (table)

  • Received Not Vouchered Details Table

The Received Not Vouchered Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.7 Received Not Vouchered by Supplier

The Received Not Vouchered by Supplier report enables you to review the percentage of receipt amounts pending to be vouchered by supplier. Use this report to analyze the amount pending to be vouchered against the amount received for each supplier. This report contains these report components:

  • Amount Received vs. Amount Not Vouchered by Supplier (bar graph)

  • Amount Not Vouchered Percentage by Supplier (pie chart)

  • Received Not Vouchered Summary - By Supplier and Company (table)

  • Received Not Vouchered Details Table

The Received Not Vouchered Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

11.1.3.8 Purchase Order Receipts Analysis

The Purchase Order Receipts Analysis report provides complete control over the information shown on the gauges, graphs, charts, and tables. Select one of the suppliers on the gauges to display information related to that specific supplier. The purpose of this report is to provide some key metrics from the other reports in one cumulative view of quantity analysis and received not vouchered of goods. The Purchase Order Receipts Analysis report contains these report components:

  • Average Quantity Disposition by Supplier (gauges)

  • 10 Suppliers with Highest Average Dispositioned Quantity (bar graph)

  • Quantity Dispositioned by Supplier (pie chart)

  • Quantity Received, Quantity Stocked, and Quantity Dispositioned by Item (horizontal bar graph)

  • Top 10 Amount Not Vouchered by Period (horizontal bar graph)

  • Amount Not Vouchered by Item (pie chart)

  • Quantity Dispositioned by Branch Plant (donut chart)

  • Amount Received vs. Amount Not Vouchered by Branch Plant

  • Purchase Order Receipts Analysis Details Table

The Purchase Order Receipts Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application 3rd Item Number
Application called PO Receipts (P4312)
Form called W4312F
Version called ZJDE0001

Figure 11-1 Purchase Order Receipts Analysis Report

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11.2 One View Purchase Order Inquiry (P43261)

Access the One View Purchase Order Inquiry application (P43261) on the Purchasing Inquiries (G43A112) menu. Use One View Purchase Order Inquiry to see a broad view of items that are expected to be received over a period by supplier. One View Purchase Order Inquiry uses the One View PO Inquiry - F4311/F43121/F4301 Join business view (V43261A), which includes columns from the F4311, F43121, and the Purchase Order Header table (F4301). This application enables you to perform delivery analysis of a supplier based on actual received date and promised delivery date. This analysis assists the purchasing department in evaluating supplier trends and on time performance for the receipt of goods.

11.2.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.2.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Purchase Order lines.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If Currency code on the One View Purchase Order Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system uses the system date.

11.2.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantities grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

2. Suppress Records Where Promised Delivery Date Is Less Than the Receipt Date

Specify whether to suppress records where the Promised Delivery Date is less than the Receipt Date or the Receipt Date is blank.

Values are:

Blank: Do not suppress any records.

1: Suppress records where Promised Delivery Date is less than the Receipt Date.

11.2.1.3 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of the One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Subcontract Inquiry (P43262)

Specify the version of the One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Purchase Order Vouchers Payment Inquiry (P43263)

Specify the version of the One View Purchase Order Vouchers Payment Inquiry application (P43263) the system uses to access the Purchase Order Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of the One View Backordered Items Not Received Inquiry application (P43264) the system uses to access the Backordered Items Not Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Simple Procurement Inquiry (P43265)

Specify the version of the One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of the One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of the One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.2.2 Special Processing

This application only selects receipt records (MATC=1) from the F43121. The fiscal year, period, and century are determined from the promised delivery date.

To provide for the reporting and summing of quantities across lines, One View Purchase Order Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Purchase Order Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

The Suppress Records processing option enables the application to only display order lines that were received earlier than promised.

Note:

The Suppress Records processing option must be set when you run the BI Publisher reports for this application that include History in the name.

The One View Purchase Order Inquiry form header contains a field called "As Of Aging Date." The system uses the value in this field to calculate the Expected Receipts Age in the grid. The Expected Receipts Age is the number of days between the Promised Delivery Date and the As Of Aging Date.

11.2.3 Reports

The reports delivered with the One View Purchase Order Inquiry Application are:

  • Cost Variance by Purchase Order History

  • Expected PO Receipts by Fiscal Period

  • Expected PO Receipts by Item

  • Expected PO Receipts by Supplier

  • Purchase Order History by Fiscal Period

  • Purchase Order History by Item

  • Purchase Order History by Supplier

  • Purchase Order Analysis

11.2.3.1 Cost Variance by Purchase Order History

The Cost Variance by Purchase Order History report enables you to compare and contrast the unit cost during creation of a purchase order and the unit cost during receipts. You can analyze the cost that was modified during the receipts and determine the cost variance for the item provided by the supplier. This report contains these report components:

  • Purchase Order and Receipt Unit Cost by Supplier (bar graph)

  • Cost Variance by Purchase Order History Details Table

The Cost Variance by Purchase Order History Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.2 Expected PO Receipts by Fiscal Period

The Expected PO Receipts by Fiscal Period report enables you to analyze the percentage of expected receipts quantity in a fiscal period. You can also compare the quantity ordered, quantity received, and expected receipts (expected shipments from the customers) quantity in a fiscal period. This report contains these report components:

  • Quantity Ordered, Quantity Received, and Expected Receipt Quantity by Fiscal Year and Period (bar graph)

  • Expected Receipt Quantity Summary - By Fiscal Year / Period and Company (table)

  • Expected Receipt Quantity Percentage by Fiscal Year and Period (pie chart)

  • Expected Purchase Order Receipts Details Table

The Expected Purchase Order Receipts Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Promised Date
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.3 Expected PO Receipts by Item

The Expected PO Receipts by Item report enables you to analyze the percentage of expected receipts quantity for each item and to compare quantity ordered, quantity received, and expected receipts quantity for each item. This report contains these report components:

  • Quantity Ordered, Quantity Received and Expected Receipt Quantity by Item (bar graph)

  • Expected Receipt Quantity Summary - By Item and Company (table)

  • Expected Receipt Quantity Percentage by Item (pie chart)

  • Expected Receipt Quantity Details Table

The Expected Receipt Quantity Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.4 Expected PO Receipts by Supplier

The Expected PO Receipts by Supplier report enables you to analyze the percentage of expected receipts quantity from a supplier and to compare quantity ordered, quantity received, and expected receipts quantity by supplier. This report contains these report components:

  • Quantity Ordered, Quantity Received and Expected Receipt Quantity by Supplier (bar graph)

  • Expected Receipt Quantity Summary - By Supplier and Company (table)

  • Expected Purchase Order Receipts Percentage by Supplier (pie chart)

  • Expected PO Receipts by Supplier Details Table

The Expected PO Receipts by Supplier Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.5 Purchase Order History by Fiscal Period

The Purchase Order History by Fiscal Period report enables you to analyze the percentage and number of orders that were received on or before the promised date. This report is based on fully received purchase orders and contains these report components:

  • Purchase Order History by Fiscal Period (bar graph)

  • Purchase Order History Percentage by Fiscal Period (pie chart)

  • Purchase Order History by Fiscal Period Details Table

The Purchase Order History by Fiscal Period Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.6 Purchase Order History by Item

The Purchase Order History by Item report enables you to analyze the percentage and number of orders that were received on or before the promised date for each item. This report is based on fully received purchase orders and contains these report components:

  • Purchase Order History by Item (bar graph)

  • Purchase Order History Percentage by Item (pie chart)

  • Purchase Order History by Item Details Table

The Purchase Order History by Item Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.7 Purchase Order History by Supplier

The Purchase Order History by Supplier report enables you to analyze the percentage and number of orders that were received on or before the promised date from a supplier. This report is based on fully received purchase orders and contains these report components:

  • Top Suppliers by Purchase Order History (bar graph)

  • Top Suppliers by Purchase Order History Percentage by Supplier (pie chart)

  • Top Suppliers by PO History Details Table

The Top Suppliers by PO History Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.2.3.8 Purchase Order Analysis

The Purchase Order Analysis report provides complete control over the information shown on the gauges, graphs, charts, and tables. By selecting a Branch/Plant or supplier on the report, you can change the data displayed in the report components. This report provides some key metrics from the other reports in one cumulative view to determine when orders will be filled, so you can inform customers or provide information to employees about item they ordered. This report also provides a comparison of the promised date and the receipt date. Use this report to analyze how well vendors meet their shipping schedules based on their history. This report contains these report components:

  • Average Expected Receipts Quantity based on Supplier by Branch/Plant (gauges)

  • Purchase Order Quantities by Branch Plant (horizontal bar graph)

  • Expected PO Receipts Percentage by Supplier (pie chart)

  • Average Expected Receipt Quantity Percentage by Item (pie chart)

  • Top 10 Suppliers Based on Delivery Analysis (horizontal bar graph)

  • Top 10 Expected Receipts by Age (horizontal bar graph)

  • Top 10 Expected Receipt Quantity (bar graph)

  • Top 10 Expected Receipts by Supplier (bar graph)

  • Purchase Order Quantities by Buyer (horizontal bar graph)

  • Purchase Order Analysis Details Table

The Purchase Order Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

Figure 11-2 Purchase Order Analysis Report

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11.3 One View Subcontract Inquiry (P43262)

Access the One View Subcontract Inquiry application (P43262) on the Subcontract Inquiries (G43D112) menu. Use One View Subcontract Inquiry to analyze those service orders of subcontractors with a nonzero amount retained over a period. One View Subcontract Inquiry uses the One View Subcontract Inquiry business view (V43262A), which includes columns from the Purchase Order Receiver Tag File table (F43121T), F43121, Accounts Payable Ledger table (F0411),F4301, and F4311. This application enables you to perform an analysis of the original subcontract amount and the amount retained from the subcontractor.

11.3.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.3.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Subcontract Order lines.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Subcontract Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system date is used.

11.3.1.2 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of the One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase Order Inquiry (P43261)

Specify the version of the One View Purchase Order Inquiry application (P43261) the system uses to access the Purchase Order Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Purchase Order Vouchers Payment Inquiry (P43263)

Specify the version of the One View Purchase Order Vouchers Payment Inquiry application (P43263) the system uses to access the Purchase Order Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of the One View Backordered Items Not Received Inquiry application (P43264) the system uses to access the Backordered Items Not Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Simple Procurement Inquiry (P43265)

Specify the version of the One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of the One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of the One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.3.2 Special Processing

This application only selects voucher records (MATC=2) that have Amount Retained not equal to zero from the F43121T.

To provide for the reporting and summing of order amounts across lines, One View Subcontract Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

11.3.3 Reports

The reports delivered with the One View Subcontract Inquiry application are:

  • Retained Amount Analysis by Fiscal Period

  • Retained Amount Analysis by Subcontractor

  • Retained Amount Analysis

11.3.3.1 Retained Amount Analysis by Fiscal Period

The Retained Amount Analysis by Fiscal Period report enables you to compare amount vouchered, amount to be distributed, and amount retained in a fiscal period thereby enabling the Account Payable department to verify the amount retained in a fiscal period. You can also analyze the percentage of amount retained in a fiscal period. This report contains these report components:

  • Amount Vouchered, Amount to be Distributed, and Amount Retained by Fiscal Year and Period (bar graph)

  • Amount Retained Percentage by Fiscal Year and Period (pie chart)

  • Retained Amount Analysis Summary - By Fiscal Period and Job (table)

  • Retained Amount Analysis Details Table

The Retained Amount Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.3.3.2 Retained Amount Analysis by Subcontractor

The Retained Amount Analysis by Subcontractor report enables you to compare amount vouchered, amount to be distributed, and amount retained by subcontractor, thereby enabling the Accounts Payable department to verify the amount retained by the subcontractors. You can also analyze the percentage of amount retained by subcontractor. This report contains these report components:

  • Amount Vouchered, Amount to be Distributed, and Amount Retained by Subcontractor (bar graph)

  • Amount Retained Percentage by Subcontractor (pie chart)

  • Retained Amount Analysis Summary - By Subcontractor and Job (table)

  • Retained Amount Analysis Details Table

The Retained Amount Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.3.3.3 Retained Amount Analysis

The Retained Amount Analysis report provides complete control over the information shown in the gauges, graphs, charts, and tables. The purpose of this report is to provide some key metrics from the other reports in one cumulative view of subcontract service order analysis. This report contains these report components:

  • Retained Amount by Supplier by Branch Plant (gauges)

  • Top 10 Subcontractors by Amount Retained (horizontal bar graph)

  • Amount Retained Percentage by Subcontractor (pie chart)

  • Amount Retained Percentage by Fiscal Period (pie chart)

  • Top 10 Fiscal Periods by Amount Retained (horizontal bar graph)

  • Amount Vouchered, Amount to be Distributed and Amount Retained by Job (bar graph)

  • Amount Vouchered, Amount to be Distributed and Amount Retained by Order Type (horizontal bar graph)

  • Amount Vouchered, Amount to be Distributed and Amount Retained by Fiscal Period (bar graph)

  • Average Retainage Percentage by Company (pie chart)

  • Amount Retained from Subcontractor by Due Date (line graph)

  • Retained Amount Analysis Details (table)

The Retained Amount Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Business Unit, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

Figure 11-3 Retained Amount Analysis Report

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11.4 One View Purchase Order Vouchers Payment Inquiry (P43263)

Access the One View Purchase Order Vouchers Payment Inquiry application (P43263) on the Purchasing Inquiries (G43A112) menu. Use One View Purchase Order Vouchers Payment Inquiry to view purchase order receipts that were received, vouchered, and pending payment. One View Purchase Order Vouchers Payment Inquiry uses the One View PO Vouchers Payment Inquiry business view (V43263A), which includes columns from F43121, F0411, and the Supplier Master table (F0401). This application provides the ability to create and run reports on purchase order receipts, allowing the Accounts Payable department to analyze the purchase order vouchers in an effective and timely manner.

Notes:

One View Purchase Order Vouchers Payment Inquiry is not designed to display vouchers that have been split and paid. Use One View Supplier Ledger Inquiry (P042022) to view those records.

When using this application, be aware that there is a processing option in Voucher Match (P4314) that specifies whether an F43121 record is created when an F0411 record is created. If that processing option is not set to create an F43121 record, no information is shown for the record in F0411.

11.4.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.4.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Purchase Order lines.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Purchase Order Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system date is used.

11.4.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantities grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.4.1.3 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase order Inquiry (P43261)

Specify the version of One View Purchase Order Inquiry application (P43261) the system uses to access the Purchase Order Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Subcontract Inquiry (P43262)

Specify the version of One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of One View Backordered Items Not Received Inquiry application (P43264) the system uses to access the Backordered Items Not Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Simple Procurement Inquiry (P43265)

Specify the version of One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

8. One View Supplier Ledger Inquiry (P042022)

Specify the version of One View Supplier Ledger Inquiry application (P042022) the system uses to access the Supplier Ledger Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.4.2 Special Processing

This application only selects voucher records (MATC=2) that are not paid in full from the F43121. The Amount Paid in the grid is the Gross Amount (F0411 AG) minus the Amount Open (F0411 AAP).

To provide for the reporting and summing of quantities across lines, One View Purchase Order Vouchers Payment Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Purchase Order Vouchers Payment Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

The One View Purchase Order Vouchers Payment Inquiry form header has a field called the As of Due Date. This field calculate the payment age in the grid. The Payment Age is the difference between the Due Date (from the F0411) and the As of Due Date. The system uses the Payment Age to calculate the Duration in Months field which is the Payment Age divided by 30.

Note:

Users can add records in Supplier Ledger Entry, such as tax only records, that are not joined to a voucher record. Those records are not displayed in this application.

This application was not designed to display vouchers that have been split and paid. Use the One View Supplier Ledger Inquiry (P042022) application for that purpose.

11.4.3 Reports

The reports delivered with the One View Purchase Order Vouchers Payment Inquiry application are:

  • PO Voucher Payment Inquiry by Fiscal Period

  • PO Voucher Payment Inquiry by Item

  • PO Voucher Payment Inquiry by Supplier

  • PO Voucher Payment Schedule Analysis

11.4.3.1 PO Voucher Payment Inquiry by Fiscal Period

The PO Voucher Payment Inquiry by Fiscal Period report enables you to analyze the percentage of amount to be paid in a fiscal period, and compare the amount vouchered, amount paid, and amount pending to be paid in a fiscal period. The Accounts Payable department can consolidate the purchase order vouchers that need to be paid in the fiscal period. This report contains these report components:

  • Amount Vouchered, Amount Paid and Amount to be Paid by Fiscal Year and Period (bar graph)

  • Amount to be Paid Summary - By Fiscal Year/ Period and Company (table)

  • Amount to be Paid Percentage by Fiscal Year and Period (pie chart)

  • PO Voucher Payments Details Table

The PO Voucher Payments Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Voucher Number
Table columns passed to application Document Number, Document Type, Document Company
Application called A/P Standard Voucher Entry (P0411)
Form called W0411G
Version called ZJDE0001

11.4.3.2 PO Voucher Payment Inquiry by Item

The PO Voucher Payment Inquiry by Item report enables you to analyze the percentage of amount to be paid for every item, and compare the amount vouchered, amount paid, and amount pending to be paid at the item level. The Accounts Payable department can consolidate the purchase order vouchers that need to be paid at the item level. This report contains these report components:

  • Amount Vouchered, Amount Paid, and Amount to be Paid by Item (bar graph)

  • PO Voucher Payment Inquiry Summary - By Item and Company (table)

  • Amount to be Paid Percentage by Item (pie chart)

  • Amount to be Paid Detail Table

The Amount to be Paid Detail table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Voucher Number
Table columns passed to application Document Number, Document Type, Document Company
Application called A/P Standard Voucher Entry (P0411)
Form called W0411G
Version called ZJDE0001

11.4.3.3 PO Voucher Payment Inquiry by Supplier

The PO Voucher Payment Inquiry by Supplier report enables you to analyze the percentage of amount to be paid to a supplier, and compare the amount vouchered, amount paid, and amount pending to be paid to a supplier. The Accounts Payable department can consolidate the purchase order vouchers that need to be paid to the suppliers. This report contains these report components:

  • Amount Vouchered, Amount Paid, and Amount to be Paid by Supplier (bar graph)

  • Amount to be Paid Summary - By Supplier and Company (table)

  • Amount to be Paid Percentage by Supplier (pie chart)

  • PO Voucher Payments Details Table

The PO Voucher Payments Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Voucher Number
Table columns passed to application Document Number, Document Type, Document Company
Application called A/P Standard Voucher Entry (P0411)
Form called W0411G
Version called ZJDE0001

11.4.3.4 PO Voucher Payment Schedule Analysis

The PO Voucher Payment Schedule Analysis report provides control over the information shown in the gauges, graphs, charts, and tables. By selecting a specific supplier, for example, you can change the information in the gauges, graphs, charts, and tables to be applicable to that supplier. The purpose of this report is to provide some key metrics from the other reports in one cumulative view of payment schedule analysis. This report contains these report components:

  • Average Payment Age by Supplier (gauges)

  • Top Ten Suppliers for Payment Due (horizontal bar graph)

  • Amount Open vs. Discount by Supplier (bar graph)

  • Pending Payments by Order Type (pie chart)

  • Amount Open by Fiscal Period (horizontal bar graph)

  • Pending Payments by Bank Account (pie chart)

  • Amount Vouchered vs. Amount Open by Branch Plant (horizontal bar graph)

  • Amount Due by Supplier in Months (line graph)

  • PO Voucher Payment Schedule Analysis Details Table

The PO Voucher Payment Schedule Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Supplier Number
Table columns passed to application Document Number, Document Type, Document Company
Application called A/P Standard Voucher Entry (P0411)
Form called W0411G
Version called ZJDE0001

Figure 11-4 PO Voucher Payment Schedule Analysis Report

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11.5 One View Backordered Items Not Received Inquiry (P43264)

Access the One View Backordered Items Not Received Inquiry application (P43264) on the Purchasing Inquiries (G43A112) menu. Use One View Backordered Items Not Received Inquiry to see a broad view of those items waiting to be received from vendors and are currently on backorder. One View Backordered Items Not Received Inquiry uses the One View Backordered Items Not Received Inquiry F4211/F4102 business view (V43264A), which includes columns from the Sales Order Detail table (F4211), and the F4102. V43264B is also used to perform fetches on the F4311. This application enables you to gain valuable insight for the purchase and sales departments to better understand when goods can be shipped in an accurate and timely manner.

11.5.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.5.1.1 Defaults

1. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system converts Sales Order Amounts in Sales Order Base Currency into As If Currency, calculates and displays the As If Amounts. In this Application, the system also converts related Purchase Order Amounts in Purchase Order Base Currency into As If Currency, calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Backordered Items Not Received Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amount grid columns will be hidden.

2. As of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system uses the system date.

11.5.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantity grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.5.1.3 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase Order Inquiry (P43261)

Specify the version of One View Purchase Order Inquiry Application (P43261) the system uses to access the Purchase Order inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Subcontract Inquiry (P43262)

Specify the version of One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View PO Vouchers Payment Inquiry (P43263)

Specify the version of One View PO Vouchers Payment Inquiry application (P43263) the system uses to access the Purchase Order Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Simple Procurement Inquiry (P43265)

Specify the version of One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.5.2 Special Processing

This application only selects Sales Order Records that have Related Purchase Orders and Quantity Backordered greater than zero from the F4211. Related Purchase Order information is retrieved from F4311. The fiscal year, period, and century are determined from the PO Promised Delivery Date.

To provide for the reporting and summing of quantities across lines, One View Backordered Items Not Received Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Backordered Items Not Received Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

The header field, As of Backorder Aging Date, is used for the calculation of Backorder Aging. It is calculated with days difference between As of Backorder Aging Date and Requested Date on the sales order. It is calculated only if As of Backorder Aging Date is greater than the Requested Date on the sales order line. Otherwise, if the dates are equal or if As of Date is lesser than Requested Date, it will have a value of zero.

11.5.3 Reports

The reports delivered with the One View Backordered Items Not Received Inquiry application are:

  • Backordered Items Not Received by Fiscal Period

  • Backordered Items Not Received by Item

  • Backordered Items Not Received by Supplier

  • Backordered Items Not Received Analysis

11.5.3.1 Backordered Items Not Received by Fiscal Period

The Backordered Items Not Received by Fiscal Period report enables you to view the percentage of backordered quantity that must be received in a provided fiscal period and compare the quantity ordered, quantity backordered, quantity received, and quantity not received in a fiscal period. This report contains these report components:

  • Quantity Ordered, Backordered, Received, and Not Received by Fiscal Period (bar graph)

  • Quantity Not Received Percentage by Fiscal Period (pie chart)

  • Backordered Items Not Received Summary - By Branch Plant and Fiscal Period (table)

  • Backordered Items Not Received Details Data Table

The Backordered Items Not Received Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Sales Order Number
Table columns passed to application Order Number, Order Type, Order Company
Application called Sales Order Entry (P4210)
Form called W4210E
Version called ZJDE0000

11.5.3.2 Backordered Items Not Received by Item

The Backordered Items Not Received by Item report enables you to view the percentage of backordered item quantity that must be received and compare the quantity ordered, quantity backordered, quantity received, and quantity not received by item. This report contains these report components:

  • Quantity Ordered, Backordered, Received, and Not Received by Item (bar graph)

  • Quantity Not Received Percentage by Item (pie chart)

  • Backordered Items Not Received Summary - By Branch Plant and Item (table)

  • Backordered Items Not Received Details Data Table

The Backordered Items Not Received Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Sales Order Number
Table columns passed to application Order Number, Order Type, Order Company
Application called Sales Order Entry (P4210)
Form called W4210E
Version called ZJDE0000

11.5.3.3 Backordered Items Not Received by Supplier

The Backordered Items Not Received by Supplier report enables you to view the percentage of backordered quantity that must be received from a supplier and compare the quantity ordered, quantity backordered, quantity received, and quantity not received by supplier. The sales department that keeps track of demand can use this to verify quantities ordered, backordered, received, and pending from a supplier. This report contains these report components:

  • Quantity Ordered, Backordered, Received, and Not Received by Supplier (bar graph)

  • Quantity Not Received Percentage by Supplier

  • Backordered Items Not Received Summary - By Supplier and Branch Plant (table)

  • Backordered Items Not Received Details Data Table

The Backordered Items Not Received Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Sales Order Number
Table columns passed to application Order Number, Order Type, Order Company
Application called Sales Order Entry (P4210)
Form called W4210E
Version called ZJDE0000

11.5.3.4 Backordered Items Not Received Analysis

The Backordered Items Received Analysis report provides you control over the information shown in the gauges, graphs, charts, and tables. For example, you can select a specific supplier from the gauges to show only information related to that supplier. This report provides some key metrics from the other reports in one cumulative view of backordered documents that need to be fulfilled or received. This report contains these report components:

  • Average Backorder Age by Supplier (gauges)

  • Top 10 Suppliers by Average Backorder Age (horizontal bar graph)

  • Average Backorder Age Percentage by Branch Plant (pie chart)

  • Quantity to be Received Percentage by Item (pie chart)

  • Quantity Backordered vs. to be Received by Branch Plant (horizontal bar graph)

  • Purchase Orders by Order Type (pie chart)

  • Quantity to be Received by Period (bar graph)

  • Purchase Orders by Next Status (pie chart)

  • Quantity Analysis by Item (horizontal bar graph)

  • Backordered Items Received Details (table)

The Backordered Items Received Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Sales Order Number
Table columns passed to application Order Number, Order Type, Order Company
Application called Sales Order Entry (P4210)
Form called W4210E
Version called ZJDE0000

Figure 11-5 Backordered Items Not Received Analysis Report

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11.6 One View Simple Procurement Inquiry (P43265)

Access the One View Simple Procurement Inquiry application (P43265) on the Purchasing Inquiries (G43A112) menu. Use One View Simple Procurement Inquiry to analyze and research an extensive array of procurement order data. This abundance of data can assist the purchasing department to better perform trending and age analysis of purchase orders over a period. One View Simple Procurement Inquiry uses the One View Simple Procurement Inquiry business view (V43265A), which includes columns from the F4311, Line Type Control Constants File table (F40205), and the Purchase Order Detail Tag File table (F4311T).

11.6.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.6.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Purchase Order lines.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Simple Procurement Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency. If you leave this option blank, the system uses the system date.

11.6.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantities grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.6.1.3 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase Order Inquiry (P43261)

Specify the version of One View Purchase Order Inquiry application (P43261) the system uses to access the Purchase Order Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Subcontract Inquiry (P43262)

Specify the version of One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View PO Vouchers Payment Inquiry (P43263)

Specify the version of One View PO Vouchers Payment Inquiry application (P43263) the system uses to access the PO Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of One View Backordered Items Received Inquiry application (P43264) the system uses to access the Backordered Items Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Supplier Cost Analysis Inquiry (P43266)

Specify the version of One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.6.2 Special Processing

The fiscal year, period, and century are determined from the requested date. The grid contains a column labeled Payment Age, which is the number of days between the Promised Delivery Date and the As of Aging Date from the form header.

To provide for the reporting and summing of quantities across lines, One View Simple Procurement Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Simple Procurement Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

11.6.3 Reports

The reports delivered with the One View Simple Procurement Inquiry application are:

  • Simple Procurement Inquiry by Fiscal Period

  • Retained Amount Analysis by Supplier

  • Blanket Order Inquiry by Supplier

  • Simple Procurement Analysis

11.6.3.1 Simple Procurement Inquiry by Fiscal Period

The Simple Procurement Inquiry by Fiscal Period report enables you to analyze the number of open orders by suppliers at various next statuses. You can also analyze the quantity open in purchase orders by fiscal period. This report contains these report components:

  • Quantity Open by Fiscal Period (bar graph)

  • Quantity Open Summary - By Company and Fiscal Period (table)

  • Number of Open Orders by Next Status and Supplier (horizontal bar graph)

  • Simple Procurement Inquiry by Fiscal Period Details Table

The Simple Procurement Inquiry by Fiscal Period Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.6.3.2 Retained Amount Analysis by Supplier

The Retained Amount Analysis by Supplier report enables you to analyze the amount and percentage of amount retained from the supplier for stock-based purchase orders. This report contains these report components:

  • Amount Retained by Supplier (bar graph)

  • Amount Retained Summary by Supplier and Company table)

  • Amount Retained Percentage by Supplier (pie chart)

  • Amount Retained Analysis Details Table

The Amount Retained Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.6.3.3 Blanket Order Inquiry by Supplier

The Blanket Order Inquiry by Supplier report contains these report components:

  • Amount Open by Supplier and Order Type (bar graph)

  • Amount Open Summary by Supplier and Company (table)

  • Quantity Open by Supplier (pie chart)

  • Blanket Order Inquiry by Supplier Details Table

The Blanket Order Inquiry by Supplier Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Item Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.6.3.4 Simple Procurement Analysis

The Simple Procurement Analysis report provides you complete control over the information shown on the gauges, graphs, charts, and tables. This report provides some key metrics from the other reports in one cumulative view of procurement header and detail information. Simple Procurement Analysis contains these report components:

  • Average Age by Purchase Order Type (gauges)

  • Top 10 Suppliers by Amount Open (horizontal bar graph)

  • Ten Suppliers by Order Age (horizontal bar graph)

  • Orders on Hold by Supplier (pie chart)

  • Cancelled Orders by Supplier (bar graph)

  • Purchase Orders by Next Status (pie chart)

  • Top 10 Buyers by Amount Open (horizontal bar graph)

  • Top 10 Expected Receipts by Supplier (bar graph)

  • Purchase Order Age by Buyer (horizontal bar graph)

  • Simple Procurement Analysis Details Table

The Simple Procurement Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

Figure 11-6 Simple Procurement Analysis

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11.7 One View Supplier Cost Analysis Inquiry (P43266)

Access the One View Supplier Cost Analysis Inquiry application (P43266) from the Purchasing Inquiries (G43A112) menu. Use One View Supplier Cost Analysis Inquiry to analyze overall costs and discounts. One View Supplier Cost Analysis Inquiry uses the One View Supplier Cost Analysis Inquiry business view (V43266A), which includes columns from the F4311 and the F4101. This application provides the ability to compare and contrast the various costs used within purchase orders. This in turn provides insight regarding how effective supplier catalogs and item cost are being utilized.

11.7.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.7.1.1 Defaults

1. Branch Plant

Specify the branch plant that you want the system to use as the default value for filtering Purchase Order lines used for Supplier Cost Analysis.

2. As If Currency

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Supplier Cost Analysis Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amount grid columns will be hidden.

3. As Of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency.

If you leave this option blank, the system uses the system date.

11.7.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary Order Quantity grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.7.1.3 Versions

1. One View Purchase Order Receipts Inquiry (P43260)

Specify the version of One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase Order Inquiry (P43261)

Specify the version of One View Purchase Order Inquiry Application (P43261) the system uses to access the Purchase Order inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Subcontract Inquiry (P43262)

Specify the version of One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Purchase Order Vouchers Payment Inquiry (P43263)

Specify the version of One View Purchase Order Vouchers Payment Inquiry application (P43263) the system uses to access the Purchase Order Vouchers Payment Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Backordered Items Not Received Inquiry (P43264)

Specify the version of One View Backordered Items Not Received Inquiry application (P43264) the system uses to access the Backordered Items Not Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Simple Procurement Inquiry (P43265)

Specify the version of One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Requisition Self Service Inquiry (P43267)

Specify the version of One View Requisition Self Service Inquiry application (P43267) the system uses to access the Requisition Self Service Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.7.2 Special Processing

To provide for the reporting and summing of quantities across lines, One View Supplier Cost Analysis Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Supplier Cost Analysis Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

Cost Method (LEDG) is retrieved from the F4105 based on Item, Branch, Location, and Lot.

11.7.3 Reports

The reports delivered with One View Supplier Cost Analysis Inquiry are:

  • Cost Analysis by Item

  • Cost Analysis by Supplier

  • Discount Analysis by Supplier

  • Supplier Cost Analysis

11.7.3.1 Cost Analysis by Item

The Cost Analysis by Item report provides a comparison between inventory extended cost and purchase order cost, and between overridden cost and purchase order base cost.

The report contains these report components:

  • Base Inventory Extended Cost vs. Actual Extended Cost by Item (bar graph)

  • Cost Analysis Summary - by Item and Company (table)

  • Actual Overridden Extended Cost vs. Base Extended Cost by Item (horizontal bar graph)

  • Cost Analysis Summary by Item and Company (table)

  • Cost Analysis Details Data Table

The Cost Analysis Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Company
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.7.3.2 Cost Analysis by Supplier

The Cost Analysis by Supplier report provides a comparison:

  • Between the supplier catalog price and purchase order cost for all the purchase orders at the supplier level.

  • Between the advanced pricing adjustment cost and purchase order base cost for all the purchase orders at the supplier level.

This report contains these report components:

  • Base Supplier Catalog Extended Price vs. Actual Extended Cost by Supplier (bar graph)

  • Cost Analysis Summary - by Supplier and Company (table)

  • Actual Adjustment Extended Cost vs. Base Extended Cost by Supplier (bar graph)

  • Cost Analysis Summary - by Supplier and Company (table)

  • Cost Analysis Details Data Table

The Cost Analysis Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Company
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.7.3.3 Discount Analysis by Supplier

The Discount Analysis by Supplier report illustrates those suppliers who provided the maximum discount. It enables you to verify the percentage of discount provided by supplier and identify the best suppliers. This report contains these report components:

  • Actual Adjustment Extended Cost vs. Base Purchase Order Extended Cost by Supplier (bar graph)

  • Adjustment Discount Amount by Supplier (bar graph)

  • Adjustment Discount Percentage by Supplier (pie chart)

  • Discount Analysis Summary - by Supplier and Company (table)

  • Discount Analysis Details Data Table

The Discount Analysis Details Data table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

11.7.3.4 Supplier Cost Analysis

The Supplier Cost Analysis report provides you complete control over the information shown in the gauges, graphs, charts, and tables. You can select a specific supplier or branch/plant to see that specific data in the other report components. The purpose of this report is to provide some key metrics from the other reports in one cumulative view of quantity analysis and the received not vouchered goods. This report contains these report components:

  • Average Discount by Supplier and Branch Plant (five gauges)

  • Top Ten Suppliers by Average Discount (horizontal bar graph)

  • Average Discount Percentage by Supplier (pie chart)

  • Base Extended Cost vs. Actual Adjustment Extended Cost by Supplier (horizontal bar graph)

  • Base Supplier Catalog Extended Price vs. Actual Extended Cost by Supplier (bar graph)

  • Base Extended Cost vs. Actual Adjustment Extended Cost by Item (bar graph)

  • Base Supplier Catalog Extended Price vs. Actual Extended Cost by Item (horizontal bar graph)

  • Percentage of Purchase Orders with Cost Override by Item (pie chart)

  • Percentage of Purchase Orders with Cost Variance by Reason (pie chart)

  • Supplier Cost Analysis Details (table)

The Supplier Cost Analysis Details table component contains drill back functionality as described in the following table:

Functionality Value
Table column containing drill back link Order Number
Table columns passed to application Branch Plant, Order Type
Application called Purchase Orders (P4310)
Form called W4310I
Version called ZJDE0001

Figure 11-7 Supplier Cost Analysis

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11.8 One View Requisition Self Service Inquiry (P43267)

Access the One View Requisition Self Service Inquiry application (P43267) on the Daily Processing (G43E11) menu. Use One View Requisition Self Service Inquiry to audit the requisition orders that were created by delegated users. One View Requisition Self Service Inquiry uses the One View Requisition Self Service -F43E01 join F43E11 business view (V43267A), which includes columns from the Requisition Order Header table (F43E01) and the Requisition Detail table (F43E11). This application provides a comprehensive view of requisition orders at the supplier, item, and requester levels.

11.8.1 Processing Options

Processing options enable you to specify the default processing for programs and reports.

11.8.1.1 Defaults

1. As If Currency Code

Specify the As If Currency code that you want the system to use as the default value when calculating As If Currency amounts. When the As If currency code is populated, the system calculates and displays the As If Amounts.

If you leave this processing option blank, the system does not populate the As If currency code on the One View Requisition Self Service Inquiry form. However, users can enter this value directly on the form. When the As If Currency is blank, the system does not calculate As If Amounts and the As If Amounts grid columns will be hidden.

2. As of Date

Specify the date with which the system retrieves the exchange rate between the As If currency and the domestic currency. If you leave this option blank, the system uses the system date.

11.8.1.2 Process

1. Perform Primary UOM Quantity Conversions

Specify whether the Order Quantities are converted to Primary UOM. If this process is bypassed, all Primary UOM Order Quantities grid columns will be hidden.

Values are:

Blank: Do not convert Order Quantities to Primary UOM.

1: Convert Order Quantities to Primary UOM.

11.8.1.3 Versions

1. One View PO Receipts Inquiry (P43260)

Specify the version of One View Purchase Order Receipts Inquiry application (P43260) the system uses to access the Purchase Order Receipts Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

2. One View Purchase Order Inquiry (P43261)

Specify the version of One View Purchase Order Inquiry application (P43261) the system uses to access the Purchase Order Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

3. One View Subcontract Inquiry (P43262)

Specify the version of One View Subcontract Inquiry application (P43262) the system uses to access the Subcontract Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

4. One View Purchase Order Vouchers Payment Inquiry (P43263)

Specify the version of One View PO Vouchers Payment Inquiry application (P43263) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

5. One View Backordered Received Inquiry (P43264)

Specify the version of One View Backordered Items Received Inquiry application (P43264) the system uses to access the Backordered Items Received Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

6. One View Simple Procurement Inquiry(P43265)

Specify the version of One View Simple Procurement Inquiry application (P43265) the system uses to access the Simple Procurement Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

7. One View Vendor Cost Price Comparisons Inquiry (P43266)

Specify the version of One View Supplier Cost Analysis Inquiry application (P43266) the system uses to access the Supplier Cost Analysis Inquiry application.

If you leave this processing option blank, the system uses version ZJDE0001.

11.8.2 Special Processing

To provide for the reporting and summing of quantities across lines, One View Requisition Self Service Inquiry has a feature to convert all quantity-related grid columns to the primary UOM. However, to improve performance, you can set the processing option to bypass primary UOM processing if you are not using primary quantity fields in your reports.

Also, to provide for the reporting and summing of order amounts across lines, One View Requisition Self Service Inquiry has the functionality to convert all amount-related grid columns into the user-specified As If Currency. This currency conversion is only performed when the As If Currency value is entered by the user.

This application only shows records where the address book number of the transaction originator is different than the Requested By address book number.

11.8.3 Reports

The reports delivered with the One View Requisition Self-Service Inquiry application are:

  • Requisition Orders by Item and Requester Item

  • Requisition Orders by Requester and Supplier

  • Requisition Self Service Analysis

11.8.3.1 Requisition Orders by Item and Requester

The Requisition Orders by Item and Requester report enables you to analyze the percentage of orders that were delegated by requester and the percentage of the quantity on requisition orders for a particular commodity (UNSPSC) code. This report contains these report components:

  • Quantity Open by UNSPSC Code (pie chart)

  • Quantity on Requisition Orders by Item (pie chart)

  • Requisition Orders by Item and Requester Details Table

11.8.3.2 Requisition Orders by Requester and Supplier

The Requisition Orders by Requester and Supplier report enables you to analyze the percentage of quantity and percentage of amount open on orders created by the requester. This report contains these report components:

  • Quantity Open by Requested By (pie chart)

  • Orders with Amount Open by Requested By (pie chart)

  • Requisition Orders by Requester and Supplier Details Table

11.8.3.3 Requisition Self Service Analysis

The Requisition Self Service Analysis report provides you with complete control over the information shown on the gauges, graphs, charts, and tables. This report contains some key metrics from the other reports in one cumulative view of delegated requisition orders. Delegated requisition orders can be analyzed at the requester, supplier, UNSPSC code, and item level. This report contains these report components:

  • Amount Open by Requester (gauges)

  • Quantity Open by Item (horizontal bar graph)

  • Orders by Transaction Originator (pie chart)

  • Quantity Ordered, Quantity Open by Branch (horizontal bar graph)

  • Quantity Open by Branch (pie chart)

  • Quantity Open by UNSPSC Code (horizontal bar graph)

  • Requisition Order Analysis Details Table

Figure 11-8 Requisition Order Analysis Report

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