Selection of the evaluation period - Analytics
You can set an evaluation period in the Date from and Date to fields. Onventis provides the following time periods in the standard system for you to choose from:
Date From: in the Date From field, you can select the start date for the report.
Beginning of previous month: the 1st day of the previous month. If you run the evaluation in April 2017 and make this selection, the date 01.03.2017 will be selected.
Beginning of previous quarter: the 1st day of the previous quarter. If you run the evaluation in April 2017 and make this selection, the date 01.01.2017 will be selected.
Beginning of last year: the 1st day of the previous year. If you run the evaluation in April 2017 and make this selection the date 01/01/2016 will be selected.
Start of the month: the 1st day of this month. If you run the evaluation in April 2017 and make this selection, the date 01.04.2017 will be selected.
Start of quarter: the 1st day of this quarter. If you run the evaluation in April 2017 and make this selection, the date 01.04.2017 will be selected.
Start of the year: the 1st day of this year. If you run the evaluation in April 2017 and make this selection, the date 01.01.2017 will be selected.
In addition, you can select any other date (DD.MM.YYYY) via the calendar.
Date to: in the Date to field you can select the end date for the report.
End of previous month: the last day of the previous month. If you run the evaluation in April 2017 and make this selection the date up to 30.03.2017 will be selected.
End of previous quarter: the last day of the previous quarter. If you run the evaluation in April 2017 and make this selection the date up to 30.03.2017 will be selected.
End of last year: the last day of the previous year. If you run the evaluation in April 2017 and make this selection the date up to 31/12/2016 will be selected.
Today: today’s date. If you run the evaluation on April 02, 2017 and make this selection will be selected for Date by 04/02/2017.
In addition, you can select any other date (DD.MM.YYYY) via the calendar.
Order status
—: orders with all statuses are evaluated.
In entry: only purchase orders with the status in entry are taken into account for the evaluation.
In approval: only purchase orders with the status in approval are considered for the evaluation.
Concerning the confirmation of receipt by the supplier: for the evaluation only the orders are considered for which the supplier has not yet confirmed the receipt.
Template order active: only active template orders are considered for the evaluation.
Template order inactive (expired): only inactive, already expired, template orders are considered for the evaluation.
Sent: for the evaluation only those orders are considered which have been sent to the supplier.
Confirmed: for the evaluation only those orders are considered which have been confirmed by the supplier.
Completed: only completed orders are taken into account for the evaluation.
Cancelled: only cancelled orders are taken into account for the evaluation.
Rejected by approver: only those purchase orders that have been rejected by the approver are taken into account for the evaluation.
Rejected by supplier: for the evaluation only those orders are considered which have been rejected by the supplier.
Original document: only the original documents are taken into account for the evaluation. Original documents are initial orders that were sent to the supplier, subsequent changes by users or suppliers are not considered for the evaluation. In the purchase order, in the tab Follow-on documents, this document has the status Original document.