# Purchase Order Analysis Report

### **Report Module Guide: Purchase Analysis Report**

#### **Module Location**

#### Purchasing > Purchase Order > Purchase Analysis Report

#### **Module Objective**

#### The **Purchase Order Analysis** report module is a powerful business analysis tool for the Purchasing department. Its purpose is to generate a detailed report of all purchase orders that not only displays transaction data but also provides a comparison of historical prices and tracks the document flow from requisition to receipt.

### **1. Report Parameters**

#### The main page of this module is a simple form containing several parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/3Jdimage.png)

#### Here is an explanation for each parameter:

- #### **Item Category Type**:
    
    
    - #### Use this dropdown to filter the report by the type of item category you wish to analyze.
- #### **Period**:
    
    
    - #### Specify the **From** and **To** date range to define the period of the Purchase Orders to be analyzed (e.g., August 1, 2025, to August 31, 2025).

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select the **Item Category Type** and define the **Period** range.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/10Jimage.png)

#### **Step 2: Generate the Report**

#### After the parameters are set, click the **Display** button to view the analysis report.   
![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/qQLimage.png)

### **3. Reading the Purchase Analysis Report**

#### The generated report will display a highly detailed and interactive data matrix.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/QC6image.png)

#### **Report Explanation**: This report presents an in-depth purchasing analysis in an interactive table format, which can be sorted and filtered directly within it.

#### **Key Analysis Columns**:

- #### **PO Unit Price**: The actual purchase price on the PO.
- #### **PrevPrice**: The previous purchase price for the same item.
- #### **MasterPrice**: The standard or master price stored in the system.
- #### **avgPrice(3M)**: The average purchase price in the last 3 months.

#### **Document Tracing Columns**:

- #### The **PRNumber** (Purchase Requisition Number), **PONumber** (PO Number), and **RCVNumber** (Goods Receipt Number) columns allow you to track the complete document flow for each transaction.

#### **Report Features**:

- #### This report is equipped with export buttons for various formats such as CSV, Excel, and PDF.

### **Tips & Important Notes**

- #### Use this report to analyze **price variance**. Compare the **PO Unit Price** with the **MasterPrice** or **avgPrice(3M)** to identify purchases where the price has increased, decreased, or deviated from the standard.
- #### This report is crucial for **Purchasing Managers** to evaluate buyer performance and the effectiveness of price negotiations with vendors.
- #### The document tracing columns are very useful for **internal audit** purposes.