Purchase Power BI App for Aptean Equipment DMS

The Purchase Power BI App for Aptean Equipment DMS provides a comprehensive overview of procurement processes and vendor performance. It enables users to transparently analyze purchasing volumes, price developments delivery times, and open purchase orders. This creates a solid foundation for improved cost control, more efficient procurement processes and strategic purchasing decisions.

This chapter describes the following report pages:

Vendor Overview
Purchase Order Overview

Shared Filters

The following page filters are displayed on multiple pages. They work the same way throughout the report and are documented here once.

Filter	Function	Available on
Vendor	Filters the page to one or more specific vendors.	Vendor Overview, Purchase Order Overview
Show Top	Sets how many of the highest-value vendors are displayed in the top-N vendor charts.	Vendor Overview, Purchase Order Overview

Vendor Overview

The Vendor Overview page gives you a high-level view of your vendor base and purchasing costs. It includes a geographic heat map of vendor locations, a top-N vendor ranking chart and a detailed vendor list with cost and order data.

Page-Specific Filters:

Analyze by – Toggle switch that switches the top-N vendor chart between Cost and Number of Purchase Orders.
Fiscal Year – Selects the fiscal year.
Global Dimension 1 & 2 – Filters by your two main analysis dimensions (typically Department and Project/Cost Center).
Shortcut Dimensions 3–8 – Additional dimension filters.
Only posted invoices and credit memos are included. This is a background filter.

Visual	KPI/Field	Description
Total Cost	Cost	The total purchase cost across the current filter selection.
Top N Vendors	Cost	The combined cost of the top-N vendors, shown as a headline card.
	No./Name	The vendor's number and name.
	Value	Each top-N vendor ranked by total cost or number of purchase orders, depending on the Analyze by toggle (column chart).
	Cost Previous Year	Prior-year cost for the vendor (shown on hover).
Vendor Map	Country Region Code/City	Geographic location of each vendor on the map.
	Cost	Bubble size represents the top-N vendor's cost.
Vendor List	No./Name/City	The vendor's identifying details.
	No. of Purchase Orders	The number of distinct purchase orders per vendor.
	Cost	The total purchase cost per vendor.
	Cost %	Each vendor's share of the total purchase cost.

Purchase Order Overview

The Purchase Order Overview page focuses on open purchase orders. It shows the total open order amount by order type or location, and highlights items that are displayed on more than one open order so you can spot potential supply bottlenecks early.

Page-Specific Filters:

Order Type/Location – Toggle switch that switches the first chart between an Order Type breakdown and a Location breakdown.
Item Category – Filter purchase lines by item category.
Manufacturer – Filter by manufacturer.
Inventory Posting Group – Filter by inventory posting group.
Only open purchase orders are included. The chart counts only item lines. These are background filters.

Visual	KPI / Field	Description
Open Purchase Order Amount by Order Type/Location	Amount	The total amount of open purchase-order lines not yet fully received or invoiced (column chart).
	Order Type/Location	Breakdown dimension chosen by the Order Type/Location toggle switch (axis).
Outstanding Items on Multiple Purchase Orders (Top N Vendors)	Quantity	The outstanding quantity for items appearing on more than one open order, limited to the top-N vendors (column chart).
	Name	Vendor name (axis and legend).
	Number of Items	The number of distinct items outstanding on multiple orders for that vendor (shown on hover).

Outstanding Items (Drill-Through)

Drilling through from a vendor on the Purchase Order Overview page opens this detail view listing all outstanding items for that vendor.

Visual	KPI/Field	Description
Vendor Card	No./Name	The vendor's number and name.
	Amount	The total outstanding line amount for the vendor.
Outstanding Items Table	No.	The item number on the order line.
	Vendor Item No.	The vendor's own item number.
	Description	The item's description.
	Quantity	Quantity still to be received on the order line.
	Unit Cost	The unit cost of the line.
	Amount	The line amount for items that are displayed on multiple open orders.
	Location	The location code on the order line.