[ADD] Purchase: procurement expenses report

closes odoo/documentation#9565

X-original-commit: ab659db849
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
Co-authored-by: Felicia Kuan <feku@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>

content/applications/inventory_and_mrp/purchase/advanced.rst

@@ -9,3 +9,4 @@ Advanced
 
    advanced/analyze
    advanced/vendor_costs_report
+   advanced/procurement_expenses_report

content/applications/inventory_and_mrp/purchase/advanced/procurement_expenses_report.rst

@@ -0,0 +1,128 @@
+===========================
+Procurement expenses report
+===========================
+
+.. |RFQ| replace:: :abbr:`RfQ (Request for Quotation)`
+.. |RFQs| replace:: :abbr:`RfQs (Requests for Quotation)`
+.. |POs| replace:: :abbr:`POs (Purchase Orders)`
+.. |PO| replace:: :abbr:`PO (Purchase Order)`
+.. |caret| replace:: :icon:`fa-caret-down` :guilabel:`(down)` icon
+.. |per| replace:: procurement expenses report
+
+With the *Purchase* application, users can monitor procurement expenses over time. This report helps
+companies track and analyze spending, identify cost-saving opportunities, and ensure efficient
+budget management.
+
+Create procurement expenses report
+==================================
+
+To create a |per|, first navigate to :menuselection:`Purchase app --> Reporting --> Purchase` to
+open the :guilabel:`Purchase Analysis` dashboard.
+
+By default, the dashboard displays a line chart overview of the :guilabel:`Untaxed Total` of
+:guilabel:`Purchase Orders` (POs) with a :guilabel:`Confirmation Date` for the current month, or of
+Requests for Quotation (RFQs) with a status of *Draft*, *Sent*, or *Cancelled*.
+
+Add filters and groups
+----------------------
+
+On the top-right, click the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon to switch to pivot view.
+
+.. tip::
+   While the |per| can also be :ref:`viewed <purchase/view-results>` as a :icon:`fa-bar-chart`
+   :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart`
+   :guilabel:`(pie chart)`, the pivot view provides the most detailed view of the data, and is the
+   recommended starting point.
+
+Remove any default filters from the :guilabel:`Search...` bar. Then, click the |caret| to open the
+drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and
+:guilabel:`Favorites` columns.
+
+.. note::
+   Unless otherwise specified, the report displays data from both |RFQs| and |POs|. This can be
+   changed by selecting either :guilabel:`Requests for Quotation` or :guilabel:`Purchase Orders`
+   under the :guilabel:`Filters` column.
+
+Under the :guilabel:`Filters` column, select a time frame to use for comparison. The report can be
+filtered by either :guilabel:`Order Date` or :guilabel:`Confirmation Date`. Choose one from the
+list, and click the |caret| to specify the date range, either by month, quarter, or year.
+
+Next, under the :guilabel:`Group by` column, select :guilabel:`Vendor`. Then, select
+:guilabel:`Product Category`, which is also located in the :guilabel:`Group By` column.
+
+.. note::
+   The selections under the :guilabel:`Group By` heading can be altered, depending on the needs of
+   the individual company. For example, selecting :guilabel:`Product`, instead of :guilabel:`Product
+   Category`, provides a more in depth look at the performance of specific items, in place of an
+   entire category.
+
+Next, make a selection under the :guilabel:`Comparison` heading that appears. These options are only
+available after the date range is selected under the :guilabel:`Filters` column, and vary based on
+that range. :guilabel:`Previous Period` adds a comparison to the previous period, such as the last
+month or quarter. :guilabel:`Previous Year` compares the same time period from the previous year.
+
+.. note::
+   While multiple time-based filters can be added at once, only one comparison can be selected at a
+   time.
+
+.. figure:: procurement_expenses_report/filters-groups.png
+   :align: center
+   :alt: The drop-down menu of filters, group by and comparison options for the procurement expenses
+         report.
+
+   The filter for Q2, comparison for **Previous Period**, and group-by for **Vendor** and **Product
+   Category** were selected.
+
+Add measures
+------------
+
+After selecting the :guilabel:`Filters`, :guilabel:`Group by`, and :guilabel:`Comparison` settings,
+click out of the drop-down menu.
+
+By default, the report displays data with the following measures: :guilabel:`Order`,
+:guilabel:`Total`, :guilabel:`Untaxed Total`, and :guilabel:`Count`. Click :guilabel:`Measures` at
+the top-left to open the drop-down list of available measures.
+
+Click the following specific measures to include additional columns for the procurement expenses
+report:
+
+- :guilabel:`Total` and :guilabel:`Untaxed Total`: can include one or both measures. These are
+  included for overall spending analysis.
+- :guilabel:`Average Cost`: included to evaluate cost efficiency.
+- :guilabel:`Days to Confirm` and :guilabel:`Days to Receive`: used to assess supplier performance.
+- :guilabel:`Qty Ordered` and :guilabel:`Qty Received`: used to understand order efficiency.
+- :guilabel:`Qty Billed` and :guilabel:`Qty to be Billed`: used to track order accuracy.
+
+.. tip::
+   Additional measures can be included in the report, if desired, to provide additional insights.
+   For example, :guilabel:`Gross Weight` and :guilabel:`Volume` may be included for further
+   logistics and management analysis.
+
+After selecting all necessary measures, click out of the drop-down menu.
+
+.. _purchase/view-results:
+
+View results
+============
+
+After all of the filters and measures have been selected, the report generates in the selected view.
+
+.. image:: procurement_expenses_report/sample-per-report.png
+   :align: center
+   :alt: A sample version of the procurement expenses report.
+
+Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet format
+within the *Documents* app.
+
+.. important::
+   The :guilabel:`Insert in Spreadsheet` option is **only** available if the *Documents Spreadsheet*
+   module is installed.
+
+.. note::
+   The |per| is also available in graph view. Click the :icon:`fa-area-chart` :guilabel:`(area
+   chart)` icon to change to graph view. Click the corresponding icon at the top of the report to
+   switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line
+   chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`.
+
+.. seealso::
+   To save this report as a *favorite*, see :ref:`search/favorites`.