Create a Supplier Purchase Order Analysis

This example demonstrates how to create an analysis that shows details of the purchase orders for a specific supplier.

The following table summarizes key decisions for this scenario.

Decisions to Consider	In This Example
Which subject area to use?	Procurement - Purchasing Real Time
What columns to include?	Year, Business Unit, Supplier, Name, Payment Terms, Order, UOM, Line, Ordered Quantity, Purchase Order Distribution Amount
Which layout to use?	Table
Does the report need sections?	No
Does the report need highlighting?	Highlight ordered quantity above 1000 and below 20.

Create the Analysis

1. Navigate to the Reports and Analytics work area.

2. On the Create Analysis: Select Columns page, expand the Procurement - Purchasing Real Time folder.

3. Click Create and select Analysis if not already selected.

4. In the Select Subject Area window, select the Procurement - Purchasing Real Time subject area.

5. Expand the Time - Approved Date folder.

6. Select Year and click the Add button to move the column to the Selected Columns area.

7. Expand the Procurement BU folder.

8. Select Business Unit and move it to the Selected Columns area.

9. Expand the Supplier Profile folder.

10. Select Supplier and move it to the Selected Columns area.

11. Expand the Supplier Contact folder.

12. Select Name and move it to the Selected Columns area.

13. Expand the Payment Terms folder.

14. Select Payment Terms Name and move it to the Selected Columns area.

15. Expand the Purchase Order Header Detail folder.

16. Select Order and move it to the Selected Columns area.

17. Expand Purchase Order Lines, then expand the Purchase Order Line Detail folder.

18. Select UOM and move it to the Selected Columns area.

19. In the same folder select Line move it to the Selected Columns area.

20. Expand Purchase Order Lines, then expand the Purchase Order Line folder.

21. Select Ordered Quantity and move it to the Selected Columns area.

22. Expand Purchase Order Distributions, then expand the Purchase Order Distribution folder.

23. Select Purchase Order Distribution Amount and move it to the Selected Columns area.

24. Click Next.

25. On the Create Analysis: Select Views page, enter "Supplier Purchase Order Analysis" in the Title field.

26. Next to the Table field, click None to open the Table menu.

27. Select Table (recommended).

28. Check the box for Preview.

29. Click Next.

30. On the Create Analysis: Edit Table page, click Next.

31. On the Create Analysis: Edit Graph page, in the Sort region click Add Sort.

32. Select Order, then Ascending.

33. In the Filter region click Add Filter.

34. Select Supplier, then Allied Manufacturing in the Value column.

35. Click Next.

36. Open the choice list for Add Column Format and select Ordered Quantity.

37. Now enter 20 for the first Threshold and 1000 for the second Threshold.

38. Click Next.

39. On the Create Analysis: Save page, Save In region, enter "PO Details for Allied Manufacturing" in the Analysis Name field, enter a description, and then select My Folders.

40. Click Submit.

41. In the Confirmation window, click OK.

42. Expand My Folders to locate your analysis.

43. Select your report and click View.

44. Review your analysis.