Procurement Tracker
Overview
Below is a clear, business-focused explanation of the Procurement Tracker report in Dafater.
Procurement Tracker – Business Overview
What Business Information This Report Provides
The Procurement Tracker gives a consolidated, end-to-end view of the purchasing lifecycle. It helps businesses track how purchase requirements move from Purchase Orders to receipts and billing, showing what has been ordered, what has been received, what has been invoiced, and what is still pending.
This report answers key questions such as: - What have we ordered from suppliers? - Have the goods been received as planned? - Have suppliers invoiced us correctly and completely? - Where are delays or gaps in the procurement process?
When and Why to Use This Report
Use the Procurement Tracker when you need to:
- Monitor the progress of active purchase orders
- Follow up with suppliers on delayed or partial deliveries
- Ensure received goods are properly invoiced
- Control procurement spending and commitments
- Support month-end closing and accrual decisions
It is especially useful for procurement managers, finance teams, and operations teams who need visibility across purchasing activities.
Key Columns and Their Business Meaning
While the exact layout may vary, the report typically includes:
Purchase Order
Identifies the specific order placed with a supplier. Used to track commitments.Supplier
Shows who the order was placed with, helping assess supplier performance and dependencies.Item / Description
Indicates what goods or services were ordered.Ordered Quantity / Amount
Represents the original business commitment made to the supplier.Received Quantity / Amount
Shows how much has actually been delivered. Helps identify partial or delayed deliveries.Pending Quantity / Amount
Highlights what is still outstanding and requires follow-up.Billed Quantity / Amount
Indicates how much the supplier has invoiced. Useful for financial control.Unbilled Amount
Shows liabilities not yet invoiced, supporting accruals and cash planning.Order Status
Provides a quick business snapshot (e.g., Open, Partially Received, Completed).
Available Filters and Their Business Purpose
Common filters help focus on relevant procurement data:
Date Range (Order Date / Required Date)
Analyze procurement activity for a specific period.Supplier
Review transactions and performance for a particular supplier.Purchase Order
Drill down into a specific order for detailed follow-up.Item or Item Group
Track procurement of certain materials or categories.Company / Business Unit
Useful for organizations managing procurement across multiple units.
These filters allow decision-makers to quickly narrow down data and act on what matters most.
How to Interpret the Results for Business Decisions
- High pending quantities may indicate supplier delays or planning issues.
- Received but unbilled amounts signal upcoming payables and help with cash flow forecasting.
- Repeated delays from a supplier can prompt renegotiation or supplier replacement.
- Orders stuck in “Open” status may need internal follow-up or cancellation.
By reviewing this report regularly, businesses can proactively manage procurement risks and costs.
Common Use Cases and Scenarios
- Procurement follow-up meetings to review outstanding orders
- Supplier performance reviews based on delivery completion
- Finance reviews to identify unbilled liabilities
- Operations planning to ensure materials are available on time
- Audit and compliance checks for procurement transparency
Summary
The Procurement Tracker in Dafater is a practical management report that brings clarity to purchasing activities. It helps businesses stay in control of supplier commitments, delivery timelines, and financial exposure—supporting smarter, faster procurement decisions.
Report Information
- Module: Buying
- Related DocType: Purchase Order
- Report Type: Script Report
- Standard: Yes