The turnover dashboard and queries¶
The turnover dashboard (/spend/dashboard) is the cross-deal view of
recorded member turnover ("spend") — a grid of figures by member,
supplier, deal stream, and period. It is where figures are reviewed,
queried, flagged, commented on, and reconciled against accounting data.
This is distinct from a single deal's spend view and from entering turnover.
What it shows¶
Each row is one member's figure for one turnover stream and period, with the supplier-reported value, the member's own value, the recorded external (ERP) total, flag state, query state, and comment count. It can be viewed flat or grouped (supplier → deal → month, currency streams only), filtered by category, flag, query state, comments, and supplier/member, and exported to Excel.
Who sees what¶
Access is gated hard on the server: users who lack all of the
turnover, ownfigures, and figuresEntry roles get an impossible
member filter, so the grid returns nothing (fail-closed). Non-
superusers are pinned to their own company; superusers see everyone. On
merchant/supplier sites the results are additionally scoped to the
viewer's site.
Queries, flags, and resolution¶
A query is a data dispute about a figure — a member asserting their number differs from what the supplier reported. Raising a query records the member's disputed value alongside the supplier's value and stamps when it was raised. It does not change the figure.
Flags are colored states on a figure:
| Flag | Meaning |
|---|---|
| Green | Confirmed/matched — set manually, or auto-set when the ERP total matches the figure within 1% |
| Orange | A query was closed without accepting the member's value |
| Purple | A query was resolved — the member's value was accepted (it's copied onto the figure) |
| None | No flag |
Resolving a query sets orange or purple; resolving in the member's favour (purple) copies the supplier value onto the member value and stamps the resolution.
Each figure also carries a comment thread (comments against the turnover row). The first comment auto-subscribes the figure's responsible contact, so they're notified of the discussion.
ERP reconciliation¶
On sites with an accounting/ERP integration, imported purchase-ledger invoice lines (from Intact) are matched to turnover streams and compared against the reported figures. From a figure you can:
- open the matched ERP lines behind it,
- see all the supplier's ERP lines for the period, split into mapped (counting toward a stream) and unmapped buckets by stream code, and
- reclassify an unmapped stream code onto a turnover stream, so its ERP lines start counting toward that figure.
The reconciled ERP total is cached on the figure; when it matches the reported value within 1%, the figure auto-flags green. National-buying- group (NMBS) EDI totals can also be compared for members/suppliers with NMBS IDs.
Why does a figure change or flag unexpectedly¶
- A figure turned green on its own — its ERP total came to match the reported value within 1% (auto-green after import or reclassification).
- A member value now equals the supplier value — a query was resolved in the member's favour (purple), which copies the value across.
- A figure locked from editing — an RFP has invoiced that deal/period (see Requests for payment); invoiced figures can't be edited except by superusers.
What the turnover dashboard is not¶
- Not the per-deal spend view — that is one deal's turnover; this spans all deals with the query/flag/ERP workflow.
- Not figures entry — figures are submitted elsewhere; this reviews and reconciles them.
- Not the amendment queue — that is the approval queue for submitted figure changes.