Description

The "Procure to Pay Report" acts as a crucial bridge, connecting the dots between purchase requisitions (PR), purchase orders (PO), vendor bills, and vendor payments. It provides a comprehensive and interconnected view of the entire procurement process, highlighting the relationships and dependencies between these key components.

Menus

• Purchase

• Reporting

• Procure to Pay Report

Dependencies

• Invoicing (account)

• Purchase (purchase)

• Purchase Agreements (purchase_requisition)

• Base report xlsx (report_xlsx)

Key Features

• Shows procure to pay report in tree, pivot and graph views with various filter options, so users can dynamically organize and summarize the data based on various dimensions and metrics.

• Offers a variety of "Group By" fields to provide flexible data analysis and insights, such as "PR", "PO", "Vendor", "Requester" ...etc.

• Provides a variety of quick filters allowing users to easily search the records by PR, PO, Bill numbers or by Vendor, Requester names.

• Also, the report is presented in a pivot view, allowing users to conveniently analyze and manipulate the data. Moreover, users have the option to download the report as an Excel sheet for further analysis or sharing.

• One of the most important features of this module is the ability for the procurement team to download a detailed procure to pay report in Excel format. This report includes essential information on the remaining amount of Purchase Requisitions (PR) and Purchase Orders (PO).

Demonstration