Purchase-to-Pay tags

PR rejected

The activity Reject purchase requisition exists as one of the activities for a case.

monitor how often a purchase requisition is rejected.

PR marked for deletion

The activity Delete purchase requisition exists as one of the activities for a case.

monitor how often a purchase requisition item is marked for deletion.

PO marked for deletion

The activity Delete purchase order item exists as one of the activities for a case.

track how often a purchase order item is marked for deletion.

PO price changed

The activity Change purchase order item exists for a case.

track how often the price of the purchase order item has been changed after creating the purchase order.

Onetime vendor

track how often an item is order from a one-time vendor.

Unreasonably quick goods delivery

The timestamp of the first Post goods receipt event is within one hour of the timestamp of the Create purchase order item event.

To monitor how often the goods are received within one hour after the purchase order is created.

PR approval revoked

The activity Revoke approved purchase requisition item level X (for any level) exists as one of the activities for a case.

monitor how often a purchase requisition approval is revoked.

PO approval revoked

The activity Revoke approved purchase order item level X (for any level) exists as one of the activities for a case.

monitor how often a purchase order approval is revoked.

PO restored

This tag holds for a case if an activity ‘Restore purchase order’ exists as one of the activities.

monitor how often the purchase order item is first deleted, but later restored.

PO price changed after approval

The activity Change purchase order item price exists occurring after the first activity Approve purchase order item level X (for any level).

track how often the price of the purchase order item is changed after the first approval.

PO price changed after invoice/goods receipt

Either a Create invoice item or a Post goods receipt activity exists occurring after the first activity Approve purchase order item level X (for any level.

track how often the price of the purchase order item is changed after the first invoice has been received or the goods has been received.

PO creation and approval by the same person

The same known user is associated with both the Create purchase order item activity and an activity Approve purchase order item level X (for any level) for a case.

track if there are cases for which the person creating and approving the purchase order are the same.

PO creation and goods receipt by the same person

The same known user is associated with both the Create purchase order item activity and a Post goods receipt' activity for a case.

track if there are cases for which the person creating the purchase order and receiving the goods are the same.

Goods receipt and invoice receipt by the same person

The same known user is associated with both a Post goods receipt activity and a Create invoice item activity for a case.

track if there are cases for which the person that registered the goods receipt is the same person who has received the invoice.

Both PO and PR are not approved

Neither an activity Approve purchase requisition level X (for any level) nor an activity Approve purchase order item level X (for any level) exists as one of the activities for a case.

track cases that does not contain an approval activity.

Goods receipt before PO creation

The Create purchase order item activity exists after any Post goods receipt activity for a case.

monitor how often the goods are received before the creation of the purchase order.

Invoice receipt before PO creation

A Create purchase order item activity exists after any Create invoice item activity for a case.

monitor how often an invoice has been received before the purchase order was created.

Invoice receipt before goods receipt

A Post goods receipt activity exists after any Create invoice item activity for a case.

monitor how often an invoice has been received before the goods receipt.

PO and invoice quantity difference

The quantity associated with a Create purchase order item activity does not match the sum of all the quantities associated to all Create invoice item activities for a case.

identify cases for which the item quantity on the purchase order and the invoice does not match.

PO and invoice price difference

The price associated with a Create purchase order item activity does not match the sum of all the prices associated to all Create invoice item activities for a case.

identify cases for which the item price on the purchase order and the invoice does not match.