When you submit the Key Indicators Report, Payables generates reports you can use to review Payables transaction activity, and review the current number of suppliers, invoices, payments and matching holds in your Payables system:
Key Indicators Current Activity Report: Report that compares Payables activity during the period you specify, and the previous period. You might want to report on key indicators weekly or monthly, to review short-term productivity, and quarterly, to review longer-term productivity.
Key Indicators Invoice Activity Report: Report that compares the invoice activity for each of your accounts payable processors during the period you specify and the previous period. Payables produces this report only if you choose Yes for the Include Invoice Detail parameter.
Key Indicators State-of-the-System Report Snapshot of Payables at the end of the key indicator period for which you are reporting.
Prerequisites
Define key indicator calendars. See: Special Calendar.
To generate comparison data for the Key Indicators Current Activity Report and the Key Indicators Invoice Activity Report, the Key Indicators Report must have been run for the period prior to the period you are reporting on. You can look at the Report Run check box in the Special Calendar window to confirm that the report has been run. See: Special Calendar.
You submit the Key Indicators Report from the Submit Request window. See: Submitting Standard Reports, Programs, and Listings.
Period. Name of the key indicator calendar period you want to report on.
Include Invoice Detail.
Yes. Payables generates the Key Indicators Invoice Activity Report. This report displays the number and amount of invoices entered by each entry person in your accounts payable department. Please note that this report can be very large because it displays information for each entry person who entered Payables invoices during the time period you specify.
No. Payables does not generate the Key Indicators Invoice Activity Report.
Invoices Entered By. If you want to limit the Invoice Activity report to data for a single entry person, then enter that person's userid. To limit the report to system-generated invoices (for example, interest or automatic withholding tax), then enter System. Leave blank if you do not want to limit the reports to a single entry person or to system generated invoices.