Purchase-to-Pay tags
Introduction
Tags are properties of cases that are important for the Purchase-to-Pay process and can be used to monitor the process in AppOne.
Default tags
In the SAP Purchase-to-Pay Connector for AppOne default tags are defined for the Purchase-to-Pay process. For each Tag an expression is defined in the Cases_preprocessing table, and the Tags are ordered in folders by Tag type. See the illustration below.
Below is a description of the default Tags for the Purchase-to-Pay process.
| Tag | Description | Can be used to... | Tag Type |
|---|---|---|---|
| PR rejected | The activity Reject purchase requisition exists as one of the activities for a case. | monitor how often a purchase requisition is rejected. | General |
| PR marked for deletion | The activity Delete purchase requisition exists as one of the activities for a case. | monitor how often a purchase requisition item is marked for deletion. | General |
| PO marked for deletion | The activity Delete purchase order item exists as one of the activities for a case. | track how often a purchase order item is marked for deletion. | General |
| PO price changed | The activity Change purchase order item exists for a case. | track how often the price of the purchase order item has been changed after creating the purchase order. | General |
| Onetime vendor | The one-time account indicator field LFA1 – XCPDK for the vendor associated to the case contains the value X. | track how often an item is order from a one-time vendor. | General |
| Unreasonably quick goods delivery | The timestamp of the first Post goods receipt event is within one hour of the timestamp of the Create purchase order item event. | To monitor how often the goods are received within one hour after the purchase order is created. | General |
| PR approval revoked | The activity Revoke approved purchase requisition item level X (for any level) exists as one of the activities for a case. | monitor how often a purchase requisition approval is revoked. | Inefficiency |
| PO approval revoked | The activity Revoke approved purchase order item level X (for any level) exists as one of the activities for a case. | monitor how often a purchase order approval is revoked. | Inefficiency |
| PO restored | This tag holds for a case if an activity ‘Restore purchase order’ exists as one of the activities. | monitor how often the purchase order item is first deleted, but later restored. | Inefficiency |
| PO price changed after approval | The activity Change purchase order item price exists occurring after the first activity Approve purchase order item level X (for any level). | track how often the price of the purchase order item is changed after the first approval. | Inefficiency |
| PO price changed after invoice/goods receipt | Either a Create invoice item or a Post goods receipt activity exists occurring after the first activity Approve purchase order item level X (for any level. | track how often the price of the purchase order item is changed after the first invoice has been received or the goods has been received. | Violation |
| PO creation and approval by the same person | The same known user is associated with both the Create purchase order item activity and an activity Approve purchase order item level X (for any level) for a case. | track if there are cases for which the person creating and approving the purchase order are the same. | Violation |
| PO creation and goods receipt by the same person | The same known user is associated with both the Create purchase order item activity and a Post goods receipt' activity for a case. | track if there are cases for which the person creating the purchase order and receiving the goods are the same. | Violation |
| Goods receipt and invoice receipt by the same person | The same known user is associated with both a Post goods receipt activity and a Create invoice item activity for a case. | track if there are cases for which the person that registered the goods receipt is the same person who has received the invoice. | Violation |
| Both PO and PR are not approved | Neither an activity Approve purchase requisition level X (for any level) nor an activity Approve purchase order item level X (for any level) exists as one of the activities for a case. | track cases that does not contain an approval activity. | Violation |
| Goods receipt before PO creation | The Create purchase order item activity exists after any Post goods receipt activity for a case. | monitor how often the goods are received before the creation of the purchase order. | Violation |
| Invoice receipt before PO creation | A Create purchase order item activity exists after any Create invoice item activity for a case. | monitor how often an invoice has been received before the purchase order was created. | Violation |
| Invoice receipt before goods receipt | A Post goods receipt activity exists after any Create invoice item activity for a case. | monitor how often an invoice has been received before the goods receipt. | Violation |
| PO and invoice quantity difference | The quantity associated with a Create purchase order item activity does not match the sum of all the quantities associated to all Create invoice item activities for a case. | identify cases for which the item quantity on the purchase order and the invoice does not match. | Violation |
| PO and invoice price difference | The price associated with a Create purchase order item activity does not match the sum of all the prices associated to all Create invoice item activities for a case. | identify cases for which the item price on the purchase order and the invoice does not match. | Violation |
| PO and goods receipt quantity difference | The quantity associated with a Create purchase order item activity does not match the sum of all the quantities associated to all Post goods receipt activities for a case. | identify cases for which the item quantity on the purchase order and the goods receipt does not match. | Violation |
Related information
See Adding Process Specific Tags to the SAP Connector for AppOne.