The Variances by Supplier insight quickly highlights supplier related discrepancies such as price, quantity, and other variances helping make more informed sourcing decisions and improve operational efficiency. The pie chart includes the total number of invoices with variances. Hovering over a supplier reveals a quick summary, including the number and percentage of invoices with variances. The data grid below dynamically updates based on selected suppliers, allowing for deeper analysis. By default, the grid displays all suppliers along with their associated variance details.
Variances by Supplier
Variances by Supplier Filter
The Variances by Supplier filter is used to view the Variances by Supplier insights.
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As more insights are added onto the PAY Dashboard, the dropdown will allow users to select and switch between different insights.
Insight Configurations
Selecting the widget icon flips the Variances by Supplier widget, allowing users to configure insight settings, including the number of suppliers to display.
Select the same icon to flip the widget to view the chart and details.
The selected number of suppliers will appear individually on the pie chart, with all remaining suppliers grouped under "Other."
Period Filter
The Period filter is available to filter by Today, Yesterday, This Week, Last Week, This Month, Last Month or All Time.
By default, the filter is set to This Week. When you choose a different period, the system saves your preference and automatically applies it the next time you access the insight.
Variance Type Filter
The Variance Type filter allows sorting by specific variance categories: Price, Quantity, Freight, Tax, Discount, Misc, Use Tax, or All Variances.
By default, the filter is set to All Variances. Once a filter is selected, the system remembers the filter choice and automatically applies it the next time you return to the insight.
All Work/My Work Toggle
The All Work/My Work toggle allows users to switch the insight view between all supplier variances and only those related to their assigned paysheets, enabling more focused and relevant analysis.
My Work (Default)
All Work
Download
The Download button exports the paysheet data currently shown in the grid, including any filters or sorting you’ve applied.
Toggle Chart
The Toggle Chart option controls the visibility of the bar graph.
- When enabled (highlighted in red), the graph is shown above the grid
- When disabled (gray), only the grid details are displayed.
Toggle Details
The Toggle Details option controls the visibility of the grid details.
- When enabled (highlighted in red), the details are shown below the graph
- When disabled (gray), only the graph is displayed.
Hover Insights
Hover over the pie chart slices to see quick insights showing the number of invoices with variances out of the total, with the percentage displayed in parentheses.
Viewing Documents by Supplier
Clicking on any pie chart slice filters the grid below to display only the documents associated with the selected supplier.
A black hash outline highlights the currently selected pie chart slice. The corresponding Supplier column in the grid will match the selected supplier pie slice.
To view all documents in the grid again, simply click the currently selected status bar to unselect it and clear the filter.
Details
The Variances by Supplier grid includes:
-
Invoice #:
- Invoice Date
- Invoice Number
-
Bill To:
- Bill To Department Code
- Bill To Department Name
-
Supplier:
- Supplier Code
- Supplier Name
- Invoice Source:
-
Participants: Displays participants involved in the invoice
- Drafter: User whom drafted the paysheet (first icon)
- Reconciler: User reconciling the variance (shows variance chip next to the user).
- Participant Column + Badge additional information below
- Status: Paysheet Status
-
Assigned On: Date and Time of Assignment color coded.
- Color Code corresponding to status column.
-
Invoice Total:
- Lines: Total Lines on the Invoice
- Total: Invoice Amount
Participants Column + Badge
If the Participant column is adjusted, a “+” badge will appear, indicating there are additional participants linked to the invoice.
Click the badge to see the Additional Participant popover, or expand the column to view all participants.
Hidden by Default:
-
Type:
- Draft Badge: Indicates that the invoice is currently in the drafting phase and no variances have been detected yet.
- Variance Type Badges: Display the types of variances that have been detected on the invoice, helping users quickly identify issues that need to be addressed.
Column Customization
- Click the three dots in the detail window.
- Select ‘Columns.’
- Choose the desired metrics you want to display.
- Click ‘Apply.’
Note - All Columns for the Current Work Status Insights are visible on the grid.
Navigating to the Paysheet
Clicking on a detail line in the grid takes you to the paysheet in Read-Only Paysheet Access view.