# 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.

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

#### **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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/QSsimage.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).   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/iSnimage.png)
- #### **Notes**: Write your notes or a summary of your analysis results in this field.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/KMyimage.png)
- #### **costcenter**: Allocate this analysis document to a specific cost center if needed (e.g., UMS.01.1 - ACCOUNTING).   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/9uFimage.png)
- #### **Upload Data**: You can attach a supporting report file (for example, a processed data Excel file) via the **Choose File** button.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/KNRimage.png)

#### **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](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/EpLimage.png)
- #### **Confirm**: To finalize the document and send it into the approval workflow. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ghCimage.png)
- #### **Back**: To return to the main page. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/KQtimage.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.