Out-of-the-box Tags and Due dates

Tags for Order-to-Cash app templates

Below is an overview of the Tags that are available for Order-to-Cash related app templates.

Sales order item with late payments

The Sales order item with late payments tag identifies Sales order items that have an invoice linked to them which in turn was paid late.

Important:

In case any of the fields are not defined and the Actual date or Expected date cannot be determined, the Expected payment due date will not show up in the Due dates dashboard.

Note:

Only completed payments (Payments.Payment_is_complete = true) are taken into account.

Due dates for Purchase-to-Pay app templates

Below is an overview of the Due dates that are available for Purchase-to-Pay related app templates.

Expected payment

The Expected payment due date allows you to analyze whether payments made for invoices are in time or not. For Expected payment due date, the Actual date is based on moment of the Create payment or Create outgoing payment event. The Expected date for the due date is defined based on the Invoices_base.Baseline_date with the Invoices_base.Net_payment_period added to it.

Important:

In case any of the fields are not defined and the Actual date or Expected date cannot be determined, the Expected payment due date will not show up in the Due dates dashboard.

Note:

Only completed payments (Payments.Payment_is_complete = true) are taken into account.

PR to PO throughput time

The PR to PO throughput time due date allows you to analyze the time it takes to between creating a purchase requisition and the creation of the purchase order item.

The Actual date is the Create purchase order item event, the Expected date is based on the Create purchase requisition event combined with the standard deviation of all known throughput times between PR and PO.

Due dates for Order-to-Cash app templates

Below is an overview of the Due dates that are available for Order-to-Cash related app templates.

Expected payment

The Expected payment due date allows you to analyze whether payments made for invoices are in time or not. For the Expected payment due date, the Actual date is based on moment of the Create incoming payment event. The Expected date for the due date is defined based on the Invoices_base.Baseline_date with the Invoices_base.Net_payment_period added to it.

Important:

In case any of the fields are not defined and the Actual date or Expected date cannot be determined, the Expected payment due date will not show up in the Due dates dashboard.

Note:

Only completed payments (Payments.Payment_is_complete = true) are taken into account.

Expected delivery

The Expected delivery due date allows you to analyze whether deliveries are done in time or not.

For the Expected delivery due date the Actual date is based on the Deliveries.Delivery_date and the expected date is the Deliveries.Planned_delivery_date.

Important:

In case any of the fields are not defined and the Actual date or Expected date cannot be determined, the Expected delivery due date will not show up in the Due dates dashboard.