Accounts Payable - Invoice Items

Introduction

Accounts payable - Invoice items is the main dashboard where you can analyze your process regarding invoice items. See illustration below.

The information displayed in the dashboard is based on the creation date of the invoice items. The INV creation date filter in the Filters panel enables you to select a period to display the invoice items that were created in the selected period.

Note: Since the process graph displays all purchase orders which are created within the selected time period, the graph can also contain changes to these purchase orders that might be outside of the selected period.

KPIs

Below is a description of the KPIs that are displayed on the top.

If you click on a KPI, the corresponding metric is selected in the Invoice items dashboard item.

KPI	Description
Percentage invoice items with PO	The percentage of invoice items that were created from a purchase order related to the total number of invoice items.
Total value (invoiced)	Total value of the invoice items.
Invoice items	Total number of unique invoice items.
Invoices	Total number of unique invoices.

Invoice Items

With the Invoice items dashboard item you can analyze the invoice items in more detail.

Note that the process graph shows changes to the invoice items that might be outside of the selected period since only the creation date is bound to the selected time frame.

Metrics

You can create various contexts by selecting different attributes from the drop-down list. The metric selector enables you to select different metrics. Below is a description of the metrics that can be used to analyze the purchase requisitions regarding the selected attribute.

Metric	Description
Number of invoice items	The number of unique invoice items created within the selected period.
Percentage of invoice items	The percentage of unique invoice items per category created within the selected period related to the number of unique invoice items.
Percentage of invoice items with PO	The percentage of invoice items that were created within the seleted period from a purchase order, related to the total number of invoice items.
Avg. value (invoiced)	The average of the value of the invoice items created within the selected period.
Total value (invoiced)	Sum of the value of the invoice items created within the selected period.
Number of invoices	The number of unique invoices created within the selected period.

Distribution

The Distribution chart enables you to analyze the frequency of invoice items based on the Value (invoiced). See the illustration below.

The Details button enables you to analyze invoice items in more detail and opens the Details - Invoice items dashboard.

Process graph

The process graph displays the invoice items process based on the number of cases. See the illustration below.

Note: You can use the Detail slider to change the number of activities and/or edges shown.

Viewing the process based on a different metric

Follow these steps to select a different metric for the process graph.

Step	Action
1	Click on the Displayed metrics icon in the process graph.
2	Select a different metric from the list of available metrics.

See the illustration below.

See also Working with Process Graphs.