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  1. Oil & Gas ERP
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read order, delivery, stock and financial results from source quantities and dated evidence.

Overview
Oil & Gas ERP · Overview

Oil & Gas ERP dashboard

This quarter

Work orders in view
6
Released
2
In progress
2
Partially completed
2

Sales orders by status

How far records got this quarter

StageReachedStep
Draft39
Submitted1846%
On hold844%
Approved450%

Net total by status

Sample totals per stage

6.0k0
2.0kDraft
6.0kSubmitted
4.0kOn hold
3.0kApproved
2.0kIn progress
Example screen with sample data

Questions to answer

What remains to deliver?

Compare accepted order quantity with posted shipment, billing and cancellation allocations.

What is available?

Separate owned stock from held, picked and in-transit custody.

What did suppliers actually deliver?

Compare the original promise with arrived, accepted and rejected receipt quantities.

What is still open financially?

Review outstanding invoices, bills and unapplied cash by entity and currency.

From Finance

More reports

Order fulfillment Grouped

Compare accepted sales order lines quantities with shipment, billing and cancellation allocations.

Dealer exposure List

Review credit reviews exposure and proposed increases by dealer and review status.

Supplier receipt performance Grouped

Compare purchase order lines original promise and quantity with arrived, accepted and rejected goods receipt lines quantities.

Inventory valuation Grouped

Group inventory positions quantity and carrying value by entity, product, site, location and custody state.

Delivery outcomes Grouped

Compare route stops status and delivery results accepted, refused, failed and damaged quantities by route.

Receivables aging List

Group posted Invoices outstanding amount by dealer, currency and due date.

Payables aging List

Group posted Bills outstanding amount by supplier, currency and due date.

Cash reconciliation Grouped

Compare bank statement lines matched or reconciled amounts with cash receipts and Payments by bank account.

Set up Oil & Gas ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started