Purchases Workbook Templates
The following standard SuiteAnalytics Workbooks are available:
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:
Add the following fields to the grid from the Joined Transaction Line record:
|
|
The following pivot tables are predefined in the Purchases (Billed) workbook:
|
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:
Add the following fields to the grid from the Joined Transaction Line record:
|
|
The following pivot tables are predefined in the Purchases (Ordered) workbook:
|
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: