For simplified reporting, a community can use the Order Exports available from the Orders menu in the Marketplace, rather than needing a role to access the Insights module. Therefore the Order Exports are useful for cost centre managers or buyers to provide a view of their applicable orders.
Navigate to Marketplace module > Orders
The page can be filtered if there is a specific set of data you are seeking (e.g. date range, supplier).
Click Export on the right of screen and select either:
Export Orders - provides the summary/header level detail of the order
Export Order Lines - provides a line level breakdown of orders
Note: Values used in the exports are excluding GST & Shipping.
| Type | Fields |
| Export Orders |
Order Number, Change Of Order Number, Order Type, Payment Method, Payment Status, Retrofit Order, Created Date, Order Date, Order State, Receiving State, Has Accepted Invoice, Requisition Number, Blanket Order, Blanket Balance, Organisation, Org Unit Code, Org Unit, Buyer ID, Buyer, Supplier ID, Supplier, Supplier Tags, Currency, Order Value, ShipTo, Bill To |
| Export Order Lines |
OrderNumber, OrderType, PaymentMethod, PaymentStatus, RetrofitOrder, CreatedDate, OrderDate, OrderState, ReceivingState, HasAccepted Invoice, RequisitionNumber, BlanketOrder, BlanketBalance, Organisation, OrgUnitCode, OrgUnit, BuyerID, Buyer, SupplierID, Supplier, SupplierTags, Currency, OrderValue, LineNumber, ProductSource, CatalogueTags, ProductName, ProductCode, ProductTags, UnitPrice, Quantity, UnitOfMeasureName, UnitOfMeasureCode, ReceivedQuantity, InvoicedQuantity, RceivedAmount, InvoicedAmount, OrderLineAmount, SplitPercentage, AcctCodeFormat, AcctPart1, AcctPart2, AcctPart3, AcctPart4, AcctPart5 |
The Export will quickly run as a background job and will be available for download as a CSV to analyse as required.