Gadgets for Touchless must only use one date withing date intervall
Gadgets for report of Touchless orderbased invoices are selected by: From Creation date and to Archive date.
Since an invoice can be touchless, but waiting for goods received, the report will miss invoices that are created outside the scope and archived inside the scope.
Example: I want to see how many invoices are touchless in october and how many invoices are touchless in november.
Invoices created in october and archived in october will be reported in the gadget.
Invoices created in november and archived in november will be reported in the gadget.
Invoices created in october and archived in november wil NOT be seen in any of these selection, regardless if they are touchless or not.
Our request is to:
Change the calculation date to only include archived date or if possible chose which date to use in the scope date range.
Åsa Hammarström
shared this idea
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Anne Sophie Kuss
commented
Hi, Is AP process performance overview touchless of the month including all invoices posted during the month whatever the import date?
Thank you -
Ana Solhaug
commented
Hi
Using the touchless gadgets, the gadget calculate the touchless rate based on invoice date, not booking date. This means that the touchless rate for any previous month will change when old invoices are booked. It seem more accurate to calculate on final booking date instead of invoice date to have a fixed period and a final percentage for each defined period. Or at least to have to opportunity to choose which date to use.
I do not find the R62 update on touchless ratio very useful as I want to measure and compare each month and even week. -
In Release R62 we introduce new Dashboard: AP Process performance overview. The touchless ratio in the gadget is calculated for archived invoices with invoice date in the past 365 days. Additionally there is spark line under the graph, presenting monthly results, for invoices with invoice date from first to last day of month.
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Åsa Hammarström
commented
If we have a report that is created on creation date and the invoice is created in month 1 and archived in month 2 and I want the statistic for them separately, in which report would my invoice be in month 1 or month 2?
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Hello!
Yes, we agree. It does seem to be a bit confusing the way it is implemented.
We will look at this during Q1 2017. Your approach seems fair, but I'm leaning more towards using the Creation-date rather than the archiving-date.
What are your thoughts on that?
Thanks
