Purchases Workbook Templates

The following standard SuiteAnalytics Workbooks are available:

• Purchases (Billed) Workbook

• Purchases (Ordered) Workbook

Purchases (Billed) Workbook

The Purchases (Billed) Workbook includes predefined criteria and pivot tables to show you the status of bills received during the last month. These transactions are grouped and pivoted by item and vendor in the corresponding Pivot by Item and Pivot by Vendor tables.

Key Field Differences in SuiteAnalytics Workbook

If you create a saved search to obtain this information, all the required fields are available through the Transaction record in the Saved Search application. However, in the SuiteAnalytics Workbook, some required fields are only available through the Transaction Line record. You must join these records to your workbook to recreate this search. In this workbook, the required fields have the same names in the SuiteAnalytics Workbook as in the Saved Search. The following table lists key differences in fields between the saved search and the corresponding workbook:

Field Name in Saved Search	Record Location in SuiteAnalytics Workbook	Required Join in SuiteAnalytics Workbook	Field Name in SuiteAnalytics Workbook
Type	Transaction	(none)	Type
Date	Transaction	(none)	Date
Main Line	Transaction Line	Transaction > Transaction Line	Main Line
Tax Line	Transaction Line	Transaction > Transaction Line	Tax Line
Quantity	Transaction Line	Transaction > Transaction Line	Quantity

Workbook Configuration

The source data used in the Purchases (Billed) workbook combines fields from two record types and multiple criteria filters. The workbook also includes two predefined pivot tables. You can edit each of these components on the corresponding tab of the workbook user interface (for more information, see Defining a Dataset.)

Consider the following information before editing the workbook:

• The Purchases (Billed) workbook has been designed to avoid the duplication of data. The workbook joins the Transaction Accounting Line record from the Transaction Line record. If you join both the Transaction Line and Transaction Accounting Line records directly from the Transaction record, it can duplicate the data. To avoid data duplication while working with the Transaction Line record, see Joining Transaction Line and Transaction Accounting Line in a Dataset.

• If you Multi-Book Accounting, you can use the Accounting Book field in the workbook criteria filter to view data for specific accounting books. To access the Accounting Book field, use the join path Transactions > Transaction Line > Transaction Accounting Line.

• Users assigned to the Sales role do not have access to the Account record in SuiteAnalytics workbook, which is required to edit this workbook. If you want the users with the Sales role to work with the workbook, provide these users with access to the Account record.

Root Record	Joined Record	Custom Formula Field	Data Grid	Criteria Filters	Pivot Tables
Transaction	Transaction Line	(none)	Add the following fields to the grid from the Transaction record: Entity Date Status Total Amount (Transaction Currency) Add the following fields to the grid from the Joined Transaction Line record: Item: Full Name Amount (Transaction Currency) Quantity	Transaction: Type –Bill Transaction: Date – On or after start of this month Transaction Line: Main Line – False Transaction Line: Tax Line – False Transaction Line: Quantity – Not empty	The following pivot tables are predefined in the Purchases (Billed) workbook: Pivot by Item Pivot by Vendor

Note:

When you first open the workbook, you must click the refresh icon to generate each pivot table and chart.

Purchases (Ordered) Workbook

The Purchases (Ordered) Workbook includes predefined criteria and pivot tables to show you the status of purchase orders from the last month. These transactions are grouped and pivoted by item and vendor in the corresponding Pivot by Item and Pivot by Vendor pivot tables.

Key Field Differences in SuiteAnalytics Workbook

If you create a saved search to obtain this information, all the required fields are available through the Transaction record in the Saved Search application. However, in the SuiteAnalytics workbook, some required fields are only available through the Transaction Line record. You must join these records to your workbook to recreate this search. In this workbook, the required fields have the same names in the SuiteAnalytics workbook as in the Saved Search. The following table lists key differences in fields between the saved search and the corresponding workbook:

Field Name in Saved Search	Record Location in SuiteAnalytics Workbook	Required Join in SuiteAnalytics Workbook	Field Name in SuiteAnalytics Workbook
Type	Transaction	(none)	Type
Date	Transaction	(none)	Date
Main Line	Transaction Line	Transaction > Transaction Line	Main Line
Tax Line	Transaction Line	Transaction > Transaction Line	Tax Line
Quantity	Transaction Line	Transaction > Transaction Line	Quantity

Workbook Configuration

The source data in the Purchases (Ordered) workbook combines fields from two record types and multiple criteria filters. The workbook also includes two predefined pivot tables. You can edit each of these components on the corresponding tab of the workbook user interface (for more information, see Defining a Dataset.)

Consider the following information before editing the workbook:

• The Purchases (Ordered) workbook has been designed to avoid the duplication of data. The workbook joins the Transaction Accounting Line record from the Transaction Line record. If you join both the Transaction Line and Transaction Accounting Line records directly from the Transaction record, it can duplicate the data. To avoid data duplication while working with the Transaction Line record in SuiteAnalytics workbooks, see Joining Transaction Line and Transaction Accounting Line in a Dataset.

• If you use Multi-Book Accounting, you can use the Accounting Book field in the workbook criteria filter to view data for specific accounting books. To access the Accounting Book field, use the join path Transactions > Transaction Line > Transaction Accounting Line.

• Users assigned to the Sales role do not have access to the Account record in SuiteAnalytics workbook, which is required to edit this workbook. If you want the users with the Sales role to work with the workbook, provide these users with access to the Account record.

Root Record	Joined Record	Custom Formula Field	Data Grid	Criteria Filters	Pivot Tables
Transaction	Transaction Line	(none)	Add the following fields to the grid from the Transaction record: Entity Date Status Total Amount (Transaction Currency) Add the following fields to the grid from the Joined Transaction Line record: Item: Full Name Amount (Transaction Currency) Quantity	Transaction: Type –Purchase Order Transaction: Date – On or after start of this month Transaction Line: Main Line – False Transaction Line: Tax Line – False Transaction Line: Quantity – Not empty	The following pivot tables are predefined in the Purchases (Ordered) workbook: Pivot by Item Pivot by Vendor

Note:

When you first open the workbook, you must click the refresh icon to generate each pivot table and chart.

For information about workbooks and datasets, see the following help topics:

• Workbook and Dataset Templates

• Custom Workbooks and Datasets

• Defining a Dataset

• Joining Transaction Line and Transaction Accounting Line in a Dataset

• Creating a Workbook

Related Topics

Purchases Dataset Templates

Purchases Workbooks

General Notices