Delivered Value Added to Delivery & Cost Index
We’ve added Delivered Value to both the Deliveries Index and the Cost Index.
Delivered Value Calculation:
Delivered Value = PO Delivered Quantity × PO Unit Price
This provides visibility into the actual value of goods delivered to site, alongside what has been ordered or approved.
Cost Report Updates
The Cost Report now includes a toggle to display the Delivered Value column. Additionally, the "Part Delivered" status has been removed from cost reports, and delivered value is now calculated using the formula: Delivered Value = PO Delivered Quantity × PO Unit Price.
This feature applies only to Purchase Orders (POs)
Previous Delivery Status toggles have been removed as they are no longer required.- The new cost report layout separates fields such as project number, phase, and division into individual columns for improved clarity and customization.
How to Adapt to the New Cost Reporting System
To make the most of the updated cost reporting system, follow these steps:
Understand Delivered Value Columns: Use the delivered value-related columns to track the delivery status of POs. A balance of 0 indicates full delivery, while a remaining balance shows partial delivery.
Customize Column Views: To replicate the old-style cost report:
Hide or remove columns you don’t need (e.g., keep "Project Name" instead of "Project Number").
Combine labels by using the name columns for a more familiar view.
Export Customized Reports: Use the export feature to save your customized report layout for future use.### FAQs Can I revert to the old cost report style? While the old layout is no longer available, you can customize the new layout to resemble the old style by hiding unnecessary columns and focusing on the name columns for combined labels. How do I check if a PO is fully delivered? Use the delivered value-related columns. A balance of 0 indicates full delivery, while a remaining balance shows partial delivery.
Delivery Status by Item
A new Delivery Status by Item view has been introduced.
Provides a searchable index of P/O line items and their delivery status.
Available as a third tab within the Deliveries section.
Helps users track delivery progress at the individual item level.
Convert Requisition to RFQ
Requisitions can now be converted into an RFQ (Request for Quotation) as well as a Purchase Order (P/O).
This provides greater flexibility in procurement workflows when pricing needs to be requested before issuing a purchase order.
P/O Line Item Multi-Select: Update Tax Rates
You can now select multiple P/O line items and update their tax rates simultaneously.
This improvement simplifies tax updates across multiple items, even in cases where the P/O has not yet been saved.
Supplier Cost Type Default
A default cost type can now be assigned directly on the Supplier record.
When creating new transactions for that supplier, the selected cost type will automatically be applied, helping standardize cost allocation.
CSV Download Improvements
We’ve also made updates to CSV downloads to align with the new fields and functionality introduced in this release.