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Dashboard 'Creditor Analysis Current Fiscal Year (8001)': general explanation

The standard dashboard 'Creditor Analysis Current Fiscal Year' is opened per creditor and provides insight into various key figures of the creditor, such as the number of purchase orders, delivery reliability, number of payments and open items, and the invoice value.

 

 

Target Audience

 

  • Purchasers

 

Where in MKG?

 

  1. Open the Creditors table and select a creditor.
  2. If the dashboard is not displayed immediately: click the hamburger
    in the top right of the toolbar and select the option 'Forms' » 'Dashboard'.
  3. Click the Views button
    and select Creditor Analysis Current Fiscal Year (8001).

 

Parameters

 

  • Threshold Value Early: the maximum number of days a delivery may be early before it is classified as 'Early'. Applies to the table and the 'Delivery Reliability' tab.
  • Threshold Value Late: the maximum number of days a delivery may be late before it is classified as 'Late'. Applies to the table and the 'Delivery Reliability' tab.
  • Incl. Weekend Days: if this option is checked, weekends are counted when determining the number of days the actual delivery date deviates from the planned delivery date. Applies to the table and the 'Delivery Reliability' tab.

 

Details

 

  • The Expiration Date column in the 'Outstanding Items Creditors' table on the 'Payments' tab is supplemented with an orange circle with an exclamation mark if the due date is today and a red circle with a cross if the due date is in the past.

 

Add to 'My Dashboards'?
Do you use this dashboard regularly? Add it to My Dashboards and make this module available from the MKG Homepage. This way you create your own cockpit from the data in your database. How to add dashboards can be read in How to set up 'My Dashboards'.

 

 

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