Open Orders Measures - Sales & Purchase (Bevica Power BI)
Measures for outstanding open orders, including date type filtering options.
Tables
Open Sales Orders
Sales Header & Lines Filters: Line.Type not blank, Header.Status = Released, Header.Document Type = Order
Open Purchase Orders
Purchase Header & Lines Filters: Line.Type not blank, Header.Status = Released, Header.Document Type = Order
Open Sales
Part posted Sales, whether Shipped or Invoiced, will have already created Item Ledger Entries and so will be reported as part of the item ledger entries. As such the measures exclude lines which have already been shipped and/or invoiced. As such they have 'Outstanding' in their title.
The outstanding quantity is: Quantity Base less Quantity Shipped Base
A fully shipped line is therefore excluded
A partially shipped line is calculated as only the balance (e.g., 10 ordered and 5 shipped leaves 5 outstanding)
Whether a line has been invoiced is not considered. This is because the entry will be in as an 'Expected' value in the Item Ledger Entries from the main data set and reports.
NOTE: All monetary values are converted into LCY using the transactions Currency Factor
Sales Amount LCY Outstanding (Sales)
Margin LCY Outstanding (Sales, Estimated)
Uses the Sales Line Cost which is an average cost by duty type and location (setup dependent).
Margin % Outstanding (Sales, Estimated)
Uses the Sales Line Cost which is an average cost by duty type and location (setup dependent).
Quantity Base Outstanding (Sales)
No. of Orders Outstanding (Sales)
Filters out orders have shipments
Open Purchases
As with Sales the Purchases, if Receipted and/or Invoiced will have created entries in the Item Ledger Entries so are also 'Outstanding' with the exception of Goods Received Not Invoiced (GRNI) measures.
NOTE: FX measures are in Currency, LCY values are converted using the transactions Currency Factor
Purchase Amount FX Outstanding (Purchases)
Purchase Amount LCY Outstanding (Purchases)
Quantity Base Outstanding (Purchases)
Average Purchase LCY per Base (Purchases)
Not filtered by shipped/invoiced so will have values against lines which have been shipped.
GRNI Purchase Amount LCY (Purchase)
GRNI is defined as Quantity Base less Quantity Invoiced
GRNI Purchase Amount FX (Purchase)
Date Filter - Date Type Filter (Open Orders)
This filter allows you to select what date the measures for open orders are based on. Use of this will depend on how you use dates in Bevica.
Posting Date (Default)
Uses the Posting Date on the transaction. This is the default type if not using the Date Type Filter (Open Orders)
Logistics Date
For Sales the 'Requested Delivery Date' and for Purchases the 'Expected Receipt Date'
Due Date
The 'Due Date'
Order Date
'Order Date' - this defaults to the date the order was entered on a transaction. Note however that a user can change this.
The below are only for prepayments and where you are specifically looking at prepayment transactions.
Posting Date (Prepay Only)
The posting date of the related prepayment invoice
Due Date (Prepay Only)
Due date of the related prepayment invoice
Closed At Date (Prepay Only)
Closed At Date of the related prepayment invoice
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