Overview
The Procurement & Inventory Reports module gives you a set of ready‑made reports to track how requests, transfers, and purchase orders move through your system.
You open it from:
Inventory Management → Procurement Reports
Inside this module, each report is a tab across the top of the page:
Stock Requisition Pipeline
Low‑stock Suggestion Adoption
Transfer Fulfilment & Exceptions
Return Transfer Impact
Purchase Requisition SLA
PR to PO Conversion
PO Accruals
Procurement Audit
Period Close Check
All reports share a similar layout:
Filters at the top (date range, locations, suppliers, etc.)
Summary tiles with key numbers
A table with detailed rows
A download icon to export the table
Key Features
Across all report tabs you can:
Filter data
By date range
Often by origin / destination location, supplier, category, or other fields shown on each tab
Sort by a chosen field and direction (where available)
View key metrics at a glance
Each tab has summary tiles (for example: Total Requisitions, Fill Rate, Exceptions, Total Units Returned, etc.).
Drill into detailed rows
Tables show the underlying requisitions, transfers, or purchase orders, with status and aging.
Export data
Use the download icon (top‑right of each table) to export the displayed rows.
Getting Started
In the left menu, click Inventory Management.
Click Procurement Reports.
At the top of the page, choose the report tab you want:
Stock Requisition Pipeline, Low‑stock Suggestion Adoption, etc.
Set the Date Range and any other filters.
Wait for the summary tiles and table to update.
Use the same general steps on any tab; then follow the tab‑specific notes below.
How to Use Each Report
1. Stock Requisition Pipeline
Purpose
See the overall flow of stock requisitions from draft to fulfilment.
Filters
Date range (labelled Date)
Origin Locations
Destination Locations
Sort Field (e.g., Created Date)
Sort Direction (Ascending / Descending)
Summary tiles
Total Requisitions – count of requisitions in the selected period
Avg Days to Approval – average time from creation to approval
Avg Days to Fulfillment – average time from creation to fulfilment
Overdue Drafts – drafts that have not progressed by their target dates
Table
Columns include:
Requisition
Status
Created
Needed By
Origin
Destination
Aging (days)
Last Status Change
Typical steps
Set the date range you care about (e.g., this month).
Optionally filter by origin or destination location.
Review the tiles to see if requisitions are moving quickly enough.
Use the table to find drafts or submitted requisitions with high Aging (days) and follow them up.
2. Low‑stock Suggestion Adoption
Purpose
Measure how often your team uses low‑stock suggestions to create requests and how well those suggestions are fulfilled.
Filters
Date range
Locations
Supplier
Category
Summary tiles
Suggestion Requests – number of suggested items generated
Total Requests – number of requests actually created
Total Requested Qty – total units requested
Fill Rate – how much of requested quantity was fulfilled (as a percentage)
Table – “Suggestion Adoption”
Columns include:
Product
Location
Suggested Qty
Requested Qty
Fulfilled Qty
Adoption Rate
Fill Rate
Typical steps
Filter by location and date range.
Use the tiles to see overall usage of suggestions.
In the table, look for:
Products with high Suggested Qty but low Requested Qty → suggestions not being used.
Products with low Fill Rate → requests not being fulfilled fully.
3. Transfer Fulfilment & Exceptions
Purpose
Track transfer orders between locations and highlight transfers taking too long or stuck in a particular status.
Filters
Date range
Origin Locations
Destination Locations
Transfer Type (e.g., Standard)
Status (All, Draft, Approved, In Transit, etc.)
Sort Field (Created, Dispatch, Received)
Sort Direction
Exception Threshold (days) – number of days above which a transfer is considered an exception
Summary tiles
Exceptions – transfers breaching the exception threshold
Draft
Approved
In Transit
Received
Cancelled
Table
A section like Standard shows a count, and the table lists transfer orders with columns such as:
Transfer Order
Type
Status
Created
Dispatch
Received
Days in Transit
Typical steps
Set a date range and locations.
Use the Exception Threshold (e.g., 5 days).
Look at the Exceptions tile; if it’s not zero, scroll down.
In the table, sort by Days in Transit to see which transfers are delayed.
Take action on long‑running transfers (investigate or update status).
4. Return Transfer Impact
Purpose
Understand how return transfers (stock being sent back) affect your inventory and value.
Filters
Date range
Origin Locations
Destination Locations
Reason Codes (comma separated)
Trend Bucket (e.g., Weekly)
Summary tiles
Total Units Returned – how many units were sent back
Total Value – monetary value of those returns
Table – “Return Transfers”
Columns include:
Product
Reason
Origin
Destination
Units
Value
Typical steps
Filter by date and location.
Review the tiles to see how large the return volume is.
In the table, sort by Value or Units to spot:
Products being returned often
Reasons that appear repeatedly (e.g., damage, wrong item)
5. Purchase Requisition SLA
Purpose
Check if purchase requisitions (PRs) are being approved within your target response times.
Filters
Date range
Department IDs (comma separated)
Priorities (e.g., Normal, High)
Approvers
Summary tiles
Total Requisitions
Within SLA – number of PRs decided within the target time
Average Hours to Decision
Compliance Rate – % of PRs within SLA
Table – “Approval Timeline”
Columns include:
Purchase Requisition
Priority
Status
Created
Decision At
Hours to Decision
SLA Breached (Yes/No)
Typical steps
Select the date range and optionally filter for a department or approver.
Use Compliance Rate to see whether your SLA is being met.
In the table, look for rows where SLA Breached is true and check Hours to Decision.
Use this insight to adjust approval workflows or staffing.
6. PR to PO Conversion
Purpose
Monitor how many approved purchase requisitions are converted into purchase orders (POs), and how quickly.
Filters
Date range
Supplier
Requesters
Project IDs (comma separated)
Summary tiles
Total Approved – approved PRs in the period
Eligible – PRs that could be converted
Converted – PRs that actually became POs
Conversion Rate – Converted / Eligible (%)
Table – “Supplier Conversion”
Columns include:
Supplier
Requisitions
Purchase Orders
Ordered Value
Allocated Qty
Avg Days to PO
Typical steps
Filter by date and, if needed, supplier.
Check Conversion Rate to see how efficiently PRs become POs.
Use the table to:
Compare suppliers
See where Avg Days to PO is high and follow up.
7. PO Accruals
Purpose
Track purchase orders where goods have been received but invoices have not yet been fully matched, to support accounting accruals.
Filters
Date range
Supplier
Status
Toggle Show Accruals Only
Toggle Show Partial Receipts Only
Summary tiles
Received Without Invoice – POs with goods received but no invoice
Partial Receipts – POs partially received
Pending Reversal – accruals waiting to be reversed
Total Accrual Amount – total open accrual value
Table – “Purchase Orders”
Columns include:
Purchase Order
Status
Order Date
Received Date
Ordered Value
Received Value
Invoiced Value
Accrual Amount
Requires Accrual (Yes/No)
Partial (Yes/No)
Typical steps
Choose your closing period in the date filter.
Turn on Show Accruals Only to focus on open accruals.
Review the tiles, especially Total Accrual Amount.
In the table, sort by Accrual Amount to prioritize large items.
8. Procurement Audit
Purpose
See a detailed audit trail of procurement actions (who did what, where, and when).
Filters
Date range
Action Types (comma separated)
Actors (users)
Locations
Table – “Audit Trail”
Columns include:
Action (e.g., PO_CREATED, TRANSFER_APPROVED)
Entity (e.g., PURCHASE_ORDER, STOCK_TRANSFER_ORDER)
Timestamp
Actor
Location
Metadata (JSON‑style details about the event)
Typical steps
Set the date range and, if needed, location.
Optionally filter by Action Types (for example, only approvals or updates).
Use the table to investigate specific events, such as who approved a transfer order or edited a PO.
9. Period Close Check
Purpose
Quickly see which documents are still open and block closing a financial period.
Filters
Period ID
Toggle Include documents created before period
Summary tiles
Open Requisitions
Open Transfers
Open Purchase Orders
Tables
Requisitions blocking close – requisitions still open in the period
Transfers requiring attention – transfers still open (for example, not received)
(Further tables may be visible as you scroll for purchase orders.)
Typical steps
Enter the Period ID you want to close (for example, “2025‑11”).
Decide whether to include documents created before that period that are still open.
Review each summary tile; if any are greater than zero, scroll to the corresponding table.
Use the tables to identify and resolve open requisitions, transfers, or purchase orders before you close the period.
Troubleshooting
“No data available for the selected filters”
Check the Date Range; it may be too narrow or outside when you had activity.
Clear or widen filters such as Location, Supplier, or Status.
Confirm that the underlying operations (requisitions, transfers, POs) actually exist for that period.
“Numbers don’t match my expectations”
Make sure you are on the correct tab (for example, PR vs PO reports).
Check whether the report is limited to a specific location, supplier, or priority.
Remember that some metrics use status (e.g., only approved requisitions or received transfers).
“I can’t export the report”
Ensure you click the download icon in the right‑hand corner of the table section, not in the browser.
If your browser blocks pop‑ups or downloads, allow them for this site.
“A requisition/transfer/PO I care about isn’t showing”
Check:
Date filter
The report’s status filter (some reports only show certain statuses)
Location and supplier filters
Connected Modules
The Procurement & Inventory Reports module pulls its information from other parts of the system:
Inventory Management → Stock Requisitions
Feeds the Stock Requisition Pipeline, Low‑stock Suggestion Adoption, and Period Close Check (open requisitions).
Inventory Management → Transfer Orders
Feeds Transfer Fulfilment & Exceptions, Return Transfer Impact, and Period Close Check (open transfers).
Inventory Management → Purchase Requisitions
Feeds Purchase Requisition SLA and PR to PO Conversion.
Inventory Management → Purchase Orders
Feeds PR to PO Conversion, PO Accruals, and Period Close Check (open purchase orders).
Inventory Management → Adjust Stock / Return Transfers
Drive Return Transfer Impact metrics.
Procurement‑related actions across the app
All create entries in Procurement Audit, so you can later see who changed what.
Together, these connections make the Procurement & Inventory Reports area your central place for monitoring how well procurement and stock movements are working, from request to receipt and period close.