Outstanding Quantities and Values

Using AP Analytics to report Outstanding PO Quantities and Values 

USING REPORTING FOR OUTSTANDING PO QUANTITIES AND VALUES 

PO lines that have outstanding quantities and values (ie: yet to be received or invoiced) can be filtered from the report PO Received Not Invoiced (RNI). 

Using Purchase Orders Received Status to Filter 

• • • Confirmed_Partial indicates the POs that have an outstanding quantity to be received. Similarly if there are Service POs, this will indicate all those POs that have an outstanding service. 
    • Confirmed_Full indicates the POs that have been fully received and there is no outstanding left. 
    • Unconfirmed indicates the POs that have no receipt. 

Users will filter the report using these Purchase Orders received statuses 

Fields that Report Outstanding Quantities and Values for PO lines 

This Dashboard has two fields that will provide the outstanding quantities and values for POs: 

• • • Outstanding Qty (to be received) 
      • The formula for a PO Item → Qty Ordered - (Qty Received - Qty Returned) 
    • Remaining Amount (to be invoiced). 
      • The formula for a PO Item → Outstanding Qty x UnitPrice 

Examples 

• • • PO: 2000000025 has 6 items, 1st item was fully received and fully invoiced, other 5 items are not received yet. 
      
    • PO: 2000000113 has 1 item, 1st item was fully received then partially returned and invoiced. The remaining state of PO items