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Purchase Receipts

The data model encompasses Receipt Quantity, Receipt Unit Cost, Receipt Tran Amount, and Receipt Billed Amount. Purchase Receipts view captures detailed purchase information, while Supplier Analysis provides insights into supplier performance. Item Category Breakdown breaks purchases down by category. Monthly Spend Trend visualizes spending trends, Top Suppliers lists major suppliers, and Receipts by Department allocates costs. Receipt Status Tracker monitors receipt status from creation to approval, enabling comprehensive tracking and analysis of purchase receipts.

Benefits of This Data Model​

  • Enhanced Supplier Performance Tracking: Enables detailed insights into supplier performance and relationship management by analyzing purchase receipts and supplier data.
  • Optimized Cost Allocation by Department: Facilitates better cost allocation by providing a breakdown of purchases by department through the "Receipts by Department" view.
  • Improved Purchase Analysis by Category: Enhances purchase analysis by breaking down purchases into item categories with the "Item Category Breakdown" view for more granular insights.
  • Streamlined Monitoring of Purchase Receipts: Efficiently tracks the status of purchase receipts through the "Receipt Status Tracker," enabling comprehensive monitoring from creation to approval.
  • Visualizing Spending Trends: The "Monthly Spend Trend" view visualizes spending trends over time, aiding in tracking and forecasting purchase expenditure patterns.

Key Performance Indicators (KPIs)​

  • Receipt Quantity: The quantity of items listed on each purchase receipt.
  • Receipt Unit Cost: The cost per unit of each item on the purchase receipt.
  • Receipt Tran Amount: The total transaction amount of the purchase receipt, calculated by multiplying the quantity of each item by the unit cost.
  • Receipt Billed Amount: The total amount billed to the customer for all items on the purchase receipt.

Available Visualizations​

View NameDescription
Purchase ReceiptsProvides detailed information on all purchases made and received.
Supplier AnalysisOffers insights into supplier performance and relationship management.
Item Category BreakdownBreaks down purchases by item category for better analysis.
Monthly Spend TrendVisualizes the trend of monthly spend on purchases over time.
Top SuppliersLists the top suppliers based on total purchase amount.
Receipts by DepartmentShows purchases broken down by department for cost allocation.
Receipt Status TrackerTracks the status of purchase receipts from creation to approval.