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Purchase Order Analysis

Module Guide: Purchase Analysis (Purchase Order Analysis)

Module Location

Purchasing > Purchase Order > Purchase Analysis

Module Objective

The Purchase Analysis (Purchase Order Analysis/Review) module serves as a tool to create, manage, and document the results of a review or analysis of purchasing activities within a specific period. Unlike a standard transactional report, this module is used to create a formal analysis document that can then be reviewed and approved by management.

1. Main View (Analysis List)

The main page of this module displays a list of all Purchase Analysis documents that have been created.

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View Explanation & Filters

This page is for viewing and managing all existing analysis documents.

  • Filters: You can search for a specific analysis document by PO Analysis Number, Type Name, or a date range (Date From / Date To).

  • Analysis List: The table below will display all analysis documents that match the filters, with columns such as PO Analysis Number, Period Start Date, Period End Date, PO Review Status, and Approval.

Button Functions

  • New: The primary button to create a new Purchase Analysis document.

2. Steps to Create a Purchase Analysis

Step 1: Create a New Analysis

From the Main View, click the New button to open the Add Purchase Order Review form. image.png

Step 2: Fill in Analysis Details

On the form that appears, fill in the necessary information:

  • Purchase Order Review Period: Specify the From and To date range to define the purchasing period to be analyzed (e.g., August 1, 2025, to August 31, 2025).
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  • Notes: Write your notes or a summary of your analysis results in this field.
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  • costcenter: Allocate this analysis document to a specific cost center if needed (e.g., UMS.01.1 - ACCOUNTING).
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  • Upload Data: You can attach a supporting report file (for example, a processed data Excel file) via the Choose File button.
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Step 3: Save and Confirm

After all data is filled in, use the buttons in the bottom-left section:

  • Save: To save the analysis document as a draft. image.png

  • Confirm: To finalize the document and send it into the approval workflow. 

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  • Back: To return to the main page. image.png

Workflow & Integrated Business Process

  • A Purchase Analysis document that has been Confirmed will go to the Purchase Analysis Approval Inbox to be reviewed and approved by management.

  • This module is used to create evaluation documents, not to view raw transactions.

Tips & Important Notes

  • Use this module to create periodic performance evaluation reports for the purchasing department (e.g., monthly or quarterly).

  • Attach the processed Excel file from other purchasing reports to the Upload Data field to complete your analysis and present it in one centralized document.

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