Purchases Dataset Templates

The following SuiteAnalytics dataset templates are available.

• Purchases (Billed) Dataset

• Purchases (Ordered) Dataset

Purchases (Billed) Dataset

This dataset combines fields from the Transaction and Transaction Line record types. It lets you analyze the status of bills received during the last month. It forms the source data for the Purchases (Billed) Workbook.

Key Field Differences

To create a saved search to obtain this information, all the required fields are available through the Transaction record type in the Saved Search application. However, in the SuiteAnalytics Workbook, some required fields are only available through the Transaction Line record type. You must join this record type to your dataset to recreate this search.

The following table lists key differences in fields between the saved search and the dataset:

Field Name in Saved Search	Record Location in SuiteAnalytics Workbook	Join Path 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

Dataset Configuration

The Purchases (Billed) dataset combines fields from two record types and multiple criteria filters. To edit the dataset, see Defining a Dataset.

Consider the following information before you edit the dataset:

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

• Users assigned to the Sales role do not have access to the Account record type in SuiteAnalytics Workbook, which is required to edit this dataset. If you want users with the Sales role to work with the dataset, give them access to the Account record type.

Root Record Type	Joined Record Type(s)	Custom Formula Field(s)	Data Grid	Criteria Filters
Transaction	Transaction Line	(none)	The following field are included in the dataset. Transaction: Entity Date Status Total Amount (Transaction Currency) Transaction Line: Item: Full Name Amount (Transaction Currency) Quantity	The following criteria is used to filter the dataset: Transaction: Type is Bill Transaction: Date is On or after start of the month Transaction Line: Main Line is False Transaction Line: Tax Line is False Transaction Line: Quantity is Not empty

Purchases (Ordered) Dataset

This dataset combines fields from the Transaction and Transaction Line record types. It lets you analyze the status of purchase orders from the last month. It forms the source data for the Purchases (Ordered) Workbook.

Key Field Differences

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.

The following table lists key differences in fields between the saved search and the dataset:

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

Dataset Configuration

The Purchases (Ordered) dataset combines fields from two record types and multiple criteria filters. To edit the dataset, see Defining a Dataset.

Consider the following information before editing the 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 properly 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 Currenty) 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

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 Workbook Templates

Purchases Workbooks

General Notices