- Release notes
- Before you begin
- Getting started
- Integrations
- Managing access
- Working with process apps
- Creating apps
- Loading data
- Uploading data
- Retrieving the SQL Server database parameters
- Setting up a SQL Server account for data upload using an extractor
- Loading data using Theobald Xtract Universal
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Analysis - End to end process
Analysis - End to end process is the main dashboard where you can analyze the complete Purchase-to-Pay process regarding purchase order items.
See the illustration below.
Below is a description of the KPIs that are displayed at the top of the Analysis - End to end dashboard.
KPI |
Description |
---|---|
Variants |
The number of various process paths different purchase order items have taken from end-to-end. A variant is a specific path through the process, a set of activities that were taken in a specific order. Usually, several purchase order items have followed the same variant. |
Avg. throughput time end to end |
The average throughput time for the end-to-end process, from creating a purchase requisition to the actual payment for the related invoice. |
Total item value |
The total value of the purchase order items created during the selected period. |
Number of items |
The total number of purchase order items created during the selected period. |
Purchase orders |
The total number of purchase orders created during the selected period. |
With the End to end process dashboard item you can analyze the purchase order items and throughput times in more detail. You can create various contexts by selecting different categories from the drop-down list. The metric selector enables you to select different metrics.
See the illustration below.
The metric of the selector determines the value displayed on the bar chart. Below is a description of the metrics.
Metric |
Description |
Base |
---|---|---|
Number of items |
The number of unique purchase order items. |
Purchase order items |
Avg. item value |
The average purchase order item value for the selected category. |
Purchase order items |
Total item value |
The sum of the purchase order item values for the selected category. |
Purchase order items |
Avg. throughput time end to end |
The average throughput time for the end to end process, from creating a purchase requisition to the actual payment for the related invoice. |
Purchase order items |
Avg. throughput time PR creation to PR approval |
The average throughput time from the creation of a purchase requisition to the approval of the purchase requisition. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
Avg. throughput time PR creation to PO approval |
The average throughput time from the creation of a purchase requisition to the approval of the purchase order. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
Avg. throughput time PR approval to PO item creation |
The average throughput time from the approval of a purchase requisition to the creation of the purchase order item. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
Avg. throughput time PR approval to PO approval |
The average throughput time from the approval of a purchase requisition to the approval of the purchase order. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
Avg. throughput time PO creation to GR |
The average throughput time between the complete approval of the purchase order and the post of the receipt of the goods. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
Avg. throughput time GR to INV item creation |
The average throughput time from the post of the receipt of the goods to the creation of the last invoice item. Note: The throughput time is calculated only if both dates are available and occurred in the right order.
|
Purchase order items |
The selected metric applies to all the different dashboard elements of the Analysis - End to end process dashboard. If you select a different metric in the End to end process dashboard element, the other charts will also change accordingly.
Metrics in the Purchase-to-Pay Discovery Accelerator never take Purchase order items with missing data into account when the metric is calculated.
For example, if a Purchase order item does not have a value for the selected category and the metric calculates the average over this category, the Purchase order item is not taken into account.
The process graph displays the end-to-end process based on the number of purchase order items. See the illustration below.
You can select a different metric from the metric selector to display the process graph based on a different metric. Below is a description of the available metrics.
Metric |
Description |
Base |
---|---|---|
Number of items |
The number of unique purchase order items created within the selected period. |
Purchase order items |
Avg. item value |
The average value of purchase order items created during the selected period. |
Purchase order items |
Total Item value |
The sum of the values of the purchase order items created during the selected period. |
Purchase order items |
Avg. event throughput time |
The average throughput time for the end-to-end process. |
Purchase order item end to end events |
See also Working with process graphs.
When you identify a bottleneck in the Purchase-to-Pay process while monitoring, for example when a manual activity takes a long time to be executed, you might want to send a request to automate the activity to Automation Hub. You can do this directly from the process graph. See Sending automation ideas to UiPath Automation Hub for more information.