The View Spend feature is available to Communities with the Invoice Module Enabled. This feature allows you to view a list of your orders showing the value of the order received and invoiced. Users with the View Transactions and Community Administrator role can view spend across all Organisation Units. Users with the Buyer Role are restricted to only orders they can access.
|Note: Orders NRNI and manually closed orders are not included.|
The View Spend Screen will show a summary of spend per order.
|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).|
You can filter which orders are displayed on the View Spend screen by Organisation Unit, Created Date, Supplier, Order Type and Payment Method. To apply a filter click Filters and use the drop down menus to choose how you wish to filter the list than Click Apply Filter.
To export the current filtered list, click Export and select Export Spend. The Export will show each Order by Line item allowing you to easily see the spend recorded in detail.
You can download an example export using the link below.