The View Spend feature is available to Communities with the Invoice Module enabled. The View Spend feature allows users to view a list of orders showing value of the order received and invoiced.
Users with the View Transactions and Community Administrator role can view spend across all Organization Units.
Users with the Buyer Role are restricted to only orders they can access.
| Note: Orders NRNI and manually closed orders, are not included. |
View Spend Screen
To access the View Spend screen, go to Marketplace module > select Transactions > click View Spend.
The View Spend Screen will show a summary of spend per order.
| Column Name | Description |
| Order | The order number. |
| Supplier | The name of the Supplier for the order. |
| Order Date | The date the order was placed. |
| Order Value | The total value of the line items on the order. Excludes tax and shipping costs. |
| Not Received | The value of the line items not received on the order. Excludes tax and shipping costs. |
| GRNI (Goods Received Not Invoiced) | The value of line items that have been received and not yet invoiced. Excludes tax and shipping costs. |
| Invoiced | The value invoiced against the order. Excludes tax and shipping costs. |
| Shipping & Other Costs | The value of shipping, special handing and tax on the order or invoice. |
| Total Invoiced | The total amount invoiced (Invoiced + Shipping & Other Costs). |
Filter
Users can filter which orders are displayed on the View Spend screen by Organization Unit, Created Date, Supplier, Order Type, Buyer, and Payment Method.
To apply a filter, click Filters.
Once selected, additional fields will populate to customize search > and select Apply Filter.
Export
To export the current filtered list, click Export on the top right side and select Export Spend.
The Export will show each Order by Line item allowing you to easily see the spend recorded in detail.
The Job Submitted pop-up box will populate, to select the here hyperlink.
Once completed, the Background Jobs screen will appear > select the Download link once the file is in a Finished State.
Background Jobs can also be accessed to export, by selecting the Task Menu in the upper right corner > click Background Jobs.