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The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
<Insert Picture Here>
Procurement & Spend Analytics 7.9.6 Product Guide
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
BI Apps are more than
Dashboards and Reports!
• Do not base your decisions and judgments on
capabilities of the BI Applications on this content
alone
• The following slides provide a sample of the out-of-
the-box BI Applications content; the BI Applications
offer much more
• The rich subject areas of the BI Applications enable
our customers to build thousands of additional reports
and dashboards very quickly, with little incremental
effort
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
DASHBOARDS&
REPORTS
• Prebuilt best
practice library
• “One size does
NOT fit all”
SUBJECT AREAS
• Many metrics and dimensional
attributes not surfaced by prebuilt
dashboards and reports
• Possibilities are endless
• Incremental work to build more
content from this foundation
More than just dashboards and reportsMuch more lies under the surface
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
More than just dashboards and reportsAnswers unlocks limitless combinations
• Oracle Answers together with prebuilt Subject Areas = unlimited analytical possibilities
• Almost limitless combinations of analysis entities aligned with business objectives
• Many metrics and dimensional attributes not surfaced by prebuilt dashboards and reports but in Subject Areas – simplified views provided according to usability best practices
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
More than just dashboards and reportsOne Subject Area, Unlimited Possibilities
• Procurement and Spend – Purchase Cycle Lines
Subject Area
• Same Subject Area, Different Analyses
Report showing On-time Receipt Performance
Report showing % Accepted
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Derived calculation in Oracle AnswersOne Subject Area, Unlimited Possibilities
Derived calculations can be created in Oracle Answers with
simple expression builder
99 standard ANSI SQL functions can
be leveraged
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Even more metric value under the surface
Measures from physical columns in data warehouse
Aggregations, time series calculations and derived calculated measures extend physical measures
Subset of logical measures are exposed in presentation layer
Not all measures in presentation layer used in reports & dashboards
Metrics in Logical Layer
Metrics in Physical Warehouse
Metrics in Subject Areas
Metrics used in Reports & Dashboards
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Typical Effort & Customization balance
Extension of DW Schema for extension columns, additional tables, external sources, aggregates, indices, etc.
Extension of ETL for extension columns, descriptive flexfields, additional tables, external sources, etc.
Additional derived metrics, custom drill paths, exposing extensions in physical, logical and presentation layer, etc.
Additional dashboards and reports, guided and conditional navigations, iBots, etc.
Level of
EffortDegree of
Customization
Easy
Moderate
Intermediate
Involved
Dashboards & Reports
OBIEE Metadata
DW Schema
ETL
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
What’s in Procurement and Spend
Analytics 7.9.6
• No. of dashboards 4
• No. of dashboard pages 23
• No. of reports 234
• No. of metrics 335
• Spend Analyzer• Overview
• Spend by Category
• Spend by Supplier
• Spend by Organization
• Item Details
• Employee Expenses• Overview
• Manager -Expenses
• Cost Center -Expenses
• Submissions
• Procurement Performance
• Overview
• Current Status
• Requisition Processing
• Procurement Effectiveness
• PO Price and Contract Leakage
• Receipt Performance
• Project Commitments
• Supplier Performance• Overview
• Trends
• Exceptions
• Supplier Payables
• Quality Performance
• Delivery Performance
• Price Performance
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Roles Benefiting from Procurement and
Spend Analytics
Secondary:
• Commodity Manager
• Buyer
• Purchasing Lead
• Line Managers
Primary:
• VP of Procurement
• Procurement Manager
• Procurement Analyst
• Sourcing Manager
Procurement
Performance
Secondary:
• Buyer
• Purchasing Lead
Primary:
• VP of Procurement
• Commodity Manager
• Business Analyst
• Sourcing Manager
Supplier
Performance
Secondary:
• Controller
• Payables Analyst
• CFO
Secondary:
• CFO
• General Manager
• Controller
Primary:
• Line Managers
• Cost Center Managers
• Executives
Primary:
• VP of Procurement
• Commodity Manager
• Business Analyst
• Purchasing Lead
• Buyer
Employee
Expenses
Spend Analyzer
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Spend Analyzer Dashboard
The Spend Analyzer Dashboard provides complete insight to the spend patterns of the company that helps to systematically identify opportunities for cost-savings, and execute sourcing programs to improve procurement's contribution to organizational objectives.
Overview Spend by Supplier Item DetailsSpend by Category Spend by Organization
This page provides the
information about the top
spending areas and the
top savings potential.
This page provides the group of
reports where the measures are
analyzed by the Category or
Product dimension. New reports
using UNSPSC commodity can
also be created and placed in this
page, if the external data feeds are
available to populate the UNSPSC
commodity.
This page provides group
of reports where the
measures are analyzed
by the Supplier or
Supplier Geography.
This page provides group of
reports where the measures
are analyzed by the Business
Unit, Cost Center, Buying
Geography, or Buyer
dimensions.
Item Details page provides
Spend, Performance and trend
details for the items for the
specified report filter criteria.
This is set up as dashboard
with links from overview
dashboard.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Procurement Performance Dashboard
The Procurement Performance Dashboard can be leveraged to understand Procurement effectiveness, and monitor the procurement performance on regular basis, to identify the bottlenecks, and to pro-actively take correct actions before they become issues.
OverviewRequisition
Processing
PO Price and
Contract LeakageCurrent Status
Procurement
Effectiveness
Receipt
Performance
Project
Commitments
Provides
overview of
procurement
performance and
effectiveness.
Provides current status of
purchase requisitions and
purchase orders that
require immediate attention.
Provides the
analysis of how the
purchase
requisitions are
processed.
Provides the analysis of
how effectively the
procurement is
functioning.
Provides the
analysis of price
performance and
contract compliance.
This page is used to
analyze the price,
quality, and schedule
performance of
suppliers of goods.
This page is designed to
provide Open
Requisitions, Open POs
and Open Invoices
(commitments) and as
well as historical
purchasing transactions of
the project or program.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Overview Trends ExceptionsSupplier
Payables
Quality
Performance
Delivery
Performance
Price
Performance
Supplier Performance Dashboard
The Supplier Performance Dashboard can be leveraged to understand and track cycle times, supplier score-carding, price performance, delivery performance, and product receipt quality performance.
This page highlights
areas that are performing
out of the ordinary, and
requiring prompt
corrective actions to bring
supplier performance
back in line with
corporate objectives.
This page provides an
overview of how well the
supplier base has
performed in terms of
acceptance and rejection
rates.
This page provides an
overview of how well the
supplier base has
performed in the area of
delivery timeliness.
This page provides
analysis on how well
suppliers have performed
in terms of price
competitiveness, as well
as the level of spend
incurred across suppliers.
This page offers analysis
on how much as well as
how efficiently payments
are made to suppliers.
This page provides
trending analysis of
supplier
performance.
This page provides a
comprehensive overview of
current supplier base and
supplier performance. The
insight on supplier
performance can enable
strategic actions to better
align suppliers with corporate
objectives to improve
sourcing efficiency and
reduce spend.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Overview Manager - Expenses Cost Center - ExpensesSubmissions
Employee Expenses Dashboard
The Employee Expenses Dashboard provides visibility into organizations employee related expenditures and the overall submission and approval process.
The Cost Center - Expenses
dashboard page provides cost
center owners with visibility into
how their cost center is
managing the employee related
expenditures and the
associated submission and
approval process.
The Submissions dashboard
page provides a historical
view of the timing and size of
employee related
expenditures.
The Manager - Expenses
dashboard page provides
managers with visibility into
how their team is managing
the employee related
expenditures and the
associated submission and
approval process.
The Overview dashboard
page provides users with a
broad perspective on how the
organization is managing the
employee expense
submission and approval
process and overall employee
related expenditures.
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Procurement and Spend Analytics
Subject Areas (1 of 2)
This is a detailed subject area that provides the ability to report on actual
spend and purchase receipts of the suppliers of an organization across
suppliers, company, location, products, item categories and associated
hierarchies at purchase receipt line level, including reporting based on
receiving time.
Procurement and Spend -
Purchase Receipts
This is a detailed subject area that provides the ability to report on requested
spend and purchase requisitions (including cyclic requisitions) of the
suppliers of an organization across suppliers, company, products, item
categories and associated hierarchies at purchase requisition line level.
Procurement and Spend -
Purchase Requisitions
This is a summary subject area that provides the ability to report cycle time
performance, such as requisition to purchase order lead time, purchase order
to receipt lead time, P2P lead time of the suppliers of an organization.
Procurement and Spend -
Purchase Cycle Lines
This is a detailed subject area that combines the information from Purchase
Orders, Purchase Order Costs and Purchase Schedules with the ability to
report on committed spend, contract compliance and Purchase orders of the
suppliers of an organization across suppliers, company, products, item
categories and associated hierarchies at purchase order line level.
Procurement and Spend -
Purchase Orders
This is a summary subject area that provides the ability to do comparative
analysis and report on requested spend, committed spend and actual spend
and receipts across business units, buying locations, suppliers, products,
item categories and associated hierarchies for both direct and indirect spend
(indirect spend being MRO and employee expenses) in detail to allow
complete visibility of spending across your organization.
Procurement and Spend -
Procure to Pay
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Procurement and Spend Analytics
Subject Areas (2 of 2)
This subject area (built on Purchase Cycle Lines) contains targeted metrics
that allow users to analyze the timeliness, reliability, cost, and quality of
goods provided by the suppliers. It helps you to understand how well
suppliers are contributing to success of your organization.
Supplier Performance -
Supplier Performance
This is a summary subject area that provides the ability to analyze payment
performance and payment due analysis of the suppliers of an organization
across suppliers, company, location, products, commodities and associated
hierarchies.
Supplier Performance -
Supplier AP Transactions
This is a detailed subject area that provides the ability to report on employee
spend of an organization across employees, company, cost center and
associated hierarchies, including Approvers and cycle time measurements
related to Approval, and Employee Expenses by various expense types. This
subject area is only applicable for Oracle EBS 11.5.10 (family Pack M) and
R12, and the Universal adapter. This subject area is not populated for
PeopleSoft sources in Version 7.9.6.
Employee Expenses
This is a detailed subject area that provides the ability to report on total
spend of an organization across suppliers, products, item categories,
business units, cost centers, buying locations, supplier locations and
associated hierarchy. In addition, this subject area also provides detailed
information at invoice distribution level.
Procurement and Spend -
Invoice Lines
This is a summary subject area that provides the ability to report on
requisition status along the approval cycle of purchase requisitions of the
suppliers of an organization. This subject area is only populated by the
Universal adapter.
Procurement and Spend -
Purchase Requisition
Status
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
Spend Analyzer
• # of Suppliers
• # of Supplier Sites
• # of Buyers
• Spend
• Year Ago Spend
• Addressable Spend
• Non-Addressable
Spend
• Chg Year Ago Spend
• % Chg Year Ago Spend
• Payables Leakage
Amount
• Payables Leakage Rate
• Invoiced Amount
• Invoiced Quantity
• Invoice Price Variance
Amount (IPV)
• Average Invoice Unit
Price
• Min Invoice Unit Price
• Max Invoice Unit Price
• Benchmark Price
Procurement Performance
• Contract PO Amount
• Off-Contract PO Amount
• Contract Leakage
• Others Off-Contract PO
Amount
• Year Ago Contract PO
Amount
• Year Ago Off-Contract
PO Amount
• Year Ago Contract
Leakage
• Year Ago Others Off-
Agreement PO Amount
• Contract Purchase Rate
• Off-Contract Purchase
Rate
• Contract Leakage Rate
• Others Non-Agreement
Purchase Rate
• PO Matched Spend
• Year Ago PO Matched
Spend
• Avg Purchase Unit Price
Employee Expenses
• Total Expense Amount
• Expense Approval Cycle
Time
• Approved Expense
Amount
• Requested Expense
Amount
• Outstanding Expense
Amount
• Airfare Expense Amount
• Accommodation
Expense Amount
• Meal Expense Amount
• Other Expense Amount
• Total Expense Year Ago
• Total Expense YTD
• # of Approved Expense
Reports
• Expense Reimbursement
Cycle Time
• Expense Filing Cycle
Time
• Mileage Expense Amount
Example Oracle Procurement and Spend Analytics Metrics
Supplier Performance
• Supplier Score
• % Received Late
• % Received On Time
• % Received Early
• Received Late Quantity
• Received Early Quantity
• Received On Time
Quantity
• % Accepted
• % Rejected
• Average Purchase Cycle
Time
• Average Receipt Cycle
Time
• Average Approval Cycle
Time
• Cancelled Amount
• Cancelled Quantity
• Received Quantity
• Approved PO Amount
• Approved PO Quantity
Oracle Procurement and Spend Analytics
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
<Insert Picture Here>
Spend Analyzer Reports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Key Performance
Indicators such as Total Spend, Off-
Contract Spend, Contract-Leakage
and Payables Leakage satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Spend,Total Payables Leakage, Off-
Contract Spend and Contract Leakage
• Location:
• Dashboard – Spend Analyzer
• Page – Overview
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays, Total Spend and Total
Spend % for Top 10 categories and
aggregated spend for the remaining
categories into "Other Categories",
segment. This report is not drillable.
Please use guided navigation links to
view details or trend.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Overview
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays, Total Spend and Total
Spend % for Top 10 Suppliers, and
aggregated Spend for the remaining
Suppliers into, "Other Suppliers",
segment satisfying the report filter
criteria.This report is not drillable and
follow the guided navigation links to
view further details.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Overview
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Top Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Supports analysis of spend where an
organization is buying the same item
from multiple suppliers at different prices.
Savings Potential by Item represents the
potential savings opportunity to the
company if the organization were to
always purchase the item from the
supplier with the lowest price, or
renegotiate contracts with the higher cost
suppliers to the price offered by the
lowest cost supplier.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Overview
• Source:
• Procurement and Spend - Invoice Lines
subject area
Savings Potential by Top 10 Items
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend by Top Level
Category and the number of the suppliers
from whom these categories are sourced
from, for the top categories by sorting on
supplier count.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Overview
• Source:
• Procurement and Spend - Invoice Lines
subject area
Top Categories by Supplier Count
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the sequential Spend trend
by quarter for the top categories
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Trend by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes
in Spend for the Top 10 Categories
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Year Over Year Trend by Top
Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend, and Off-
Contract Spend Rate as percentage
of PO Matched Spend for Top
Categories satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Off-Contract Spend by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount,
and Contract Leakage Rate as
percentage of PO matched Spend for
Top 10 Categories satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Contract Leakage by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the spend and the
breakdown of spend into on-contract
spend, off-contract spend, contract
leakage, PO not required spend, and
payables leakage by the top level
category satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Composition by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the invoice price variance,
invoice price variance %, and
associated dimension counts by the
item dimension.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Invoice Price Variance by Item
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Category
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend Trend by Quarter
for Top Suppliers satisfying the report
filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Supplier
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Trend by Top Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes in
Spend for Top 10 Suppliers satisfying
the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Supplier
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Year Over Year Trend by Top
Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend, Off-
contract Spend rate as percentage of
PO Matched Spend for Top Suppliers
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Supplier
• Source:
• Procurement and Spend - Invoice
Lines subject area
Off-Contract Spend by Top Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount
and Contract Leakage Rate for Top
10 Suppliers satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Supplier
• Source:
• Procurement and Spend - Invoice
Lines subject area
Contract Leakage by Top Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Supports analysis of spend where
multiple business units within an
organization are buying the same item
from the same supplier at different
prices. This report represents the
potential savings opportunity to the
organization if they were to align all
contracts with that supplier to the
price offered in the contract with the
lowest price.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Supplier
• Source:
• Procurement and Spend - Invoice
Lines subject area
Top 10 Savings Potential by Supplier and
Item
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays, Total Spend and Total
Spend % for Top Business Unites,
and aggregated spend for the
remaining Business Units into
"Others", segment. This report is not
drillable. Please use guided
navigation links to view details for all
Business Units.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Top Business Units
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays, Total Spend and Total
Spend % for Top Cost Centers, and
aggregated spend for the remaining
Cost Centers into "Others", segment.
This report is not drillable. Please use
guided navigation link to view details
for all cost centers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Top Cost Centers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend Trend for top 10
Business Units.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Trend by Top Business Units
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes
in Spend for the Top 10 Business
Units.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend Year Over Year Trend by Top
Business Units
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage
of PO Matched Spend for Top
Business Units satisfying the report
filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Off-Contract Spend by Top Business
Units
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount
and Contract Leakage Rate as
percentage of PO Matched Spend for
top Business Units satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Contract Leakage by Top Business Units
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount
and Contract Leakage Rate as
percentage of PO Matched Spend for
top Business Units satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Page – Spend by Organization
• Source:
• Procurement and Spend - Invoice
Lines subject area
Contract Compliance - Year Over Year
Performance Trend by Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Spend, Invoice Price and
Contract compliance details for the
item satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Spend Details by Item
• Location:
• Dashboard – Spend Analyzer
• Page – Item Details
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the sequential trend, and year
over changes for the spend by item
satisfying the report filter criteria. This
report support the analysis of spend for a
given item that includes how the spend is
changing in co-relation to price and
quantity changes.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Spend Trend by Item
• Location:
• Dashboard – Spend Analyzer
• Page – Item Details
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays Spend
Distribution by Invoice Distribution
Type (Item, Freight, Tax etc).
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Invoice Distribution Type
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Total Spend includes all the
transactions generated by AP
invoices. This report displays
Spend Distribution by Invoice
Type.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Invoice Invoice Type
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % for the Level 2
categories satisfying the report filter criteria. Level
2 category is the item category that is set up as
part of Item category hierarchy in the source
system.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Spend by Level 2 Category
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend -
Invoice Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the Spend
distribution by Invoice
Distribution Type for all the
distribution types excluding the
type "item". This report is used to
identify non-addressable Spend
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend -
Invoice Lines subject area
Spend by Invoice (Non-Item) Distribution
Type
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend %
for the Top 10 Suppliers
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Spend by Top 10 Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
This report displays Spend Distribution by
Spend Type (Addressable Spend and Non-
Addressable Spend).
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Spend Distribution By Spend Type
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
Displays year over over changes in Contract
leakage amount satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Contract Leakage - Year Over Year
Trend• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
Displays the trend for Total Leakage
Amount and and Total Leakage Rate
satisfying report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Contract Leakage Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
Displays the year over year changes in Total
Off-Contract PO Amount satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Off-Contract Spend - Year Over Year
Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Total Off-Contract
PO Amount, Total Off-Contract
PO Amount % for all the POs
whether or not they are Invoice
matched.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Total Off-Contract Spend Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes in
Total Payables Leakage Amount
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Payables Leakage Amount Year
Over Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays total Payables Leakage Rate
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Payables Leakage Rate Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the total Spend trend by
Quarter satisfying the filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Spend - Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Spend by Quarter satisfying the report
filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Total Spend - Year Over Year Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Total Approved PO Amount,
Off-Contract Amount, Contract Leakage
Amount, Others Off-Contract Amount for by
Category satisfying the report filter criteria.
Off-Contract PO Amount is sum of Contract
Leakage Amount and Others-Non Contract
Amount.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Approved PO Spend Composition by
Category
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend -
Purchase Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Total Approved PO Amount,
Off-Contract Amount, Contract Leakage
Amount, Others Off-Contract Amount for
all the Approved POs for Top 10
categories. Off-Contract PO Amount is
sum of Contract Leakage Amount and
Others-Non Contract Amount.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
Approved PO Spend Composition by Top
Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Spend, Supplier Count Count
for all the Top Level Categories.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Category Spend by Supplier Count
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Contract Leakage Amount and
Contract Leakage Rate by Category
satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Contract Leakage by Category
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Contract Leakage amount by the
category satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage Year Over Year Trend
by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the invoice price variance, invoice
price variance %, by the Buyer
dimension.This report is only applicable to
spend transactions associated with PO
matched Invoices.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Invoice Price Variance by Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the invoice price variance, invoice
price variance %, by the Supplier
dimension.This report is only applicable to
spend transactions associated with PO
matched Invoices.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Invoice Price Variance by Supplier
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the sequential trend and year-
over-year changes in invoice price variance
by item satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Invoice Price Variance Trend
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Off-Contract Amount by Category
satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Off-Contract Spend by Category
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Off-Contract Spend by the Category.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend Year Over Year Trend
by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the payables leakage, payables
leakage %, and associated dimension
counts by the category dimension.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Payables Leakage by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes in
Payables Leakage amount by the
category satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Payables Leakage Year Over Year Trend
By Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend %, and
associated dimensional counts with the
drill downs from item category or
dimensional counts. This report also has
a filter that allows to see top 10
categories, or non-top 10 categories or
all categories.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the spend and the breakdown
of spend into on-contract spend, off-
contract spend, contract leakage, PO
not required spend, and Payables
Leakage by the top level category
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Composition by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the sequential trend by quarter
for the Spend and Change Year Ago
Spend satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
Spend Trend by Category
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend by Top Level Category
and the number of the suppliers from whom
these categories are sourced from, for the
top categories by sorting on supplier count.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Top Categories by Supplier Count
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Spend, Year Ago Spend, and year
over year changes in spend for all the
Categories satisfying the report filter
criteria.This report also has a filter that
allows to filter on top 10 categories, non-top
10 categories or all categories.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Year Over Year Spend Trend by Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Total Approved PO Amount,
Off-Contract Amount, Contract Leakage
Amount, Others Off-Contract Amount by
Supplier satisfying the report filter criteria.
Off-Contract PO Amount is sum of Contract
Leakage Amount and Others-Non Contract
Amount.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase Orders
subject area
Approved PO Spend Composition by
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Contract Leakage Amount, Contract
Leakage Rate by Supplier satisfying the
report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Contract Leakage Spend, Contract
Leakage Rate by Supplier and Supplier
Country satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Supplier and
Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Contract Leakage Spend, Contract
Leakage Rate by Supplier Site satisfying
the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Supplier Site
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Contract Leakage Amount and Contract
Leakage Rate for Top 10 Suppliers or
Supplier Geography (Country).
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage Rate of Top 10
Suppliers and Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Contract Leakage amount by the Supplier
or Supplier Country.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage Year Over Year Trend
by Supplier and Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the total invoiced amount, total
number of invoices, paid Invoices and open
invoices for each supplier.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Invoices Summary By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Off-Contract Spend, Off-Contract Spend %
by Supplier satisfying the report filter
criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Off-Contract Spend, Off-Contract Spend
Rate as percentage of PO Matched
Spend, by Supplier by Supplier
Geography satisfying the report filter
criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Supplier and
Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched Spend,
Off-Contract Spend, Off-contract Spend
rate as percentage of PO Matched Spend
by Supplier Site satisfying the report filter
criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Supplier Site
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Off-Contract Spend by the Supplier
and Supplier Country.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Off-Contract Spend Year Over Year Trend
by Supplier and Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes in
Payables Leakage amount by
Supplier or Supplier Country
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
Payables Leakage Year Over Year Trend
By Supplier and Supplier Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend %, and
associated dimensional counts with the
drill downs from Supplier or dimensional
counts. This report also has a filter that
allows to analyze top 10 Suppliers, or
non-top 10 Suppliers or all Suppliers.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the distribution of Spend
Amount by Supplier Diversity in
comparison with Total Spend for all the
suppliers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Supplier Diversity
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the spend and the breakdown of
spend into on-contract spend, off-contract
spend, contract leakage, PO not required
spend, and payables leakage by the
Supplier satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Spend Composition by Supplier
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Supplier. This report also has a filter that
allows to analyze top 10 Suppliers, or
non-top 10 Suppliers or all Suppliers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Supplier Site satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Supplier Site
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend Trend by Quarter by
Supplier satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Spend Trend by Supplier
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
spend satisfying the report filter criteria.
This report also has a filter that gives an
option to analyze top 10 Suppliers, or
non-top 10 Suppliers or all Suppliers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Year Over Year Trend by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend details by Supplier
and Supplier Geography satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Supplier Spend Detail
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays PO Amount, Contract Amount,
Off-Contract Amount and Leakage Amount
and other PO details at Purchase Order
transaction level.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
PO Transaction Details by Item
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the savings potential by supplier
and item and savings potential by supplier
and item % by business unit, satisfying the
report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Savings Potential by Business Unit and
Item• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the savings potential, savings
potential % and Invoice Price details, by
Buyer and item satisfying the report filter
criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Savings Potential by Buyer and Item
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the savings potential by supplier
and item and savings potential by supplier
and item % by buying location satisfying
the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Savings Potential by Buying Location and
Item• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the savings potential by supplier
and item and savings potential by supplier
and item % by cost center satisfying the
report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Savings Potential by Cost Center and
Item• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Savings Potential and Savings Potential %
and Invoice Price details for the all the items.Supports
analysis of spend where an organization is buying the
same item from multiple suppliers at different prices.
Savings Potential by Item (including multiple Business
Units and Cost Centers) represents the potential
savings opportunity to the company if the organization
were to always purchase the item from the supplier
with the lowest price, or renegotiate contracts with the
higher cost suppliers to the price offered by the lowest
cost supplier.
Savings Potential by Item
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the savings potential, savings potential % and
Invoice Price details, by the supplier and item.Supports
analysis of spend where multiple business units within
an organization are buying the same item from the
same supplier at different prices. Savings Potential by
Supplier and Item represents the potential savings
opportunity to the organization if they were to align all
contracts with that supplier to the price offered in the
contract with the lowest price.
Savings Potential by Supplier and Item
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Savings Potential and Savings Potential %
and Invoice Price details for the top 10 items.Supports
analysis of spend where an organization is buying the
same item from multiple suppliers at different prices.
Savings Potential by Item (including multiple Business
Units and Cost Centers) represents the potential
savings opportunity to the company if the organization
were to always purchase the item from the supplier
with the lowest price, or renegotiate contracts with the
higher cost suppliers to the price offered by the lowest
cost supplier.
Savings Potential by Top 10 Items
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Spend and Spend % by Item
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Item
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Invoiced Amount, Contract Amount, Off-
Contract Amount and Leakage Amount, PO Matched
Amount and other Invoice details at Invoice transaction
level.
• User Focus:
• VP of Procurement, Category/Commodity Manager,
Purchasing Lead, Buyer
Spend Transactions
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Top 10 savings potential, savings
potential % and Invoice Price details, by the supplier
and item .Supports analysis of spend where multiple
business units within an organization are buying the
same item from the same supplier at different prices.
Savings Potential by Supplier and Item represents the
potential savings opportunity to the organization if they
were to align all contracts with that supplier to the price
offered in the contract with the lowest price.
Top 10 Savings Potential by Supplier and
Item
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice
Lines subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount and
Contract Leakage Rate as percentage of
PO Matched Spend by Business Unit
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount and
Contract Leakage Rate as percentage of
PO Matched Spend by Buyer satisfying
the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Buyer
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount and
Contract Leakage Rate as percentage of
PO Matched Spend by Buying Location
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Buying Location
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Contract Leakage Amount and
Contract Leakage Rate as percentage of
PO Matched Spend by Cost Center
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage by Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Contract Leakage amount by Business
Unit, Cost Center, Buying Location and
Buyer satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Contract Leakage Year Over Year Trend
by Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage of
PO Matched Spend by Business Unit
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage of
PO Matched Spend by Buyer satisfying
the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Buyer
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage of
PO Matched Spend by Buying Location
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Buying Location
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, PO Matched
Spend, Off-Contract Spend and Off-
Contract Spend Rate as percentage of
PO Matched Spend by Cost Center
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend by Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Off-Contract Spend by Business Unit,
Cost Center, Buying Country or Buyer
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Off-Contract Spend Year Over Year Trend
by Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes in
Payables Leakage amount by Business
Unit, Cost Center, Buying Geography
or Buyer satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Payables Leakage Year Over Year Trend
By Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, Spend %, and
associated dimensional counts by
Business Unit with the ability to drill
down from the dimensional counts.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, Spend %, and
associated dimensional counts by
Buyer with the ability to drill down from
the dimensional counts.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Buyer
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, Spend %, and
associated dimensional counts by
Buying Location with the ability to drill
down from the dimensional counts.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Buying Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend, Spend %, and
associated dimensional counts by Cost
Center with the ability to drill down from
the dimensional counts.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend by Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Business Unit satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Buyer satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Buyer
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Buying Geography satisfying the report
filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Buying Geography
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend and Spend % by
Cost Center satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Summary by Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend Trend by Quarter
by Business Unit.It provides
aggregated information by quarter for
all the Business Units or detailed
information by Business Unit and
Quarter for a given Business Unit.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Trend by Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Spend Trend for top 10
Cost Centers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Spend Trend of Top 10 Cost Centers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year changes in
Spend by Business Unit.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Year over Year Spend Trend by Business
Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the year over year Spend
Trend for the Top 10 Cost Centers.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Spend Analyzer
• Additional reports in catalog
• Source:
• Procurement and Spend - Invoice Lines
subject area
Year Over Year Spend Trend of Top 10
Cost Centers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
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Procurement Performance
Reports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the Key Performance Indicators for a given combination of filter criterion (e.g.
Business Unit, Product, Time etc) that provides overall performance of the organization
related to Procurement.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Overview
• Source:
• Procurement and Spend - Purchase Orders subject area
• Report – PO KPI
• Procurement and Spend - Purchase Cycle Lines subject area
• Report - Cycle Line Based KPI
Procurement Performance - Key Performance
Indicators
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows monthly trend of PO purchase amount.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Overview
• Source:
• Procurement and Spend - Purchase Orders
subject area
PO Amount Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report enables users to evaluate if
requisitions are are being filled on time.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Overview
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Trailing 12-month Trend of Requisition
Lines Fulfilled Past Expected Date
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Trailing 12-month trend of Non-agreement
rate and Agreement leakage rate.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Overview
• Source:
• Procurement and Spend - Purchase Orders
subject area
Non-Agreement Rate and Agreement
Leakage Rate Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Trailing 12-month trend of PO amount, non-
agreement amount, and agreement leakage
amount. Use this to identify rogue buying and
its impact.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Overview
• Source:
• Procurement and Spend - Purchase Orders
subject area
PO Amount, Non-Agreement Amount and
Leakage Amount Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report provide details to identify the
requisition lines that require immediate
attention.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Current Status
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Line Status Report
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report provides the details to identify
the PO's that are outstanding.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Current Status
• Source:
• Procurement and Spend - Purchase Orders
subject area
Outstanding POs by Purchase
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Top 20 Outstanding
Quantities by Purchasing org and
Purchase Category.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Current Status
• Source:
• Procurement and Spend - Purchase
Orders subject area
Top 20 Outstanding Quantities by
Purchasing org and Purchase Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
•
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Lines by Status by
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Requisition Amount by Status by
Purchasing Organization. Use this report
to determine the amount of requisition by
stages of requisition.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Amount by Status by
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Requisition Processing Age by
Purchasing Organization. Use this report
to analyze how fast requisitions are being
processed by the purchasing
organizations.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Processing Age by
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Past Expected Date Requisition
Processing by Purchase Organization.
Use this report to identify requisition lines
that are late.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Past Expected Date Requisition
Processing by Purchase Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Manual Requisition Processing by
Procurement organization. Use this
report to identify what percent of
requisitions are processed manually.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Manual Requisition Processing by
Procurement organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Requisition Fulfillment Rate by Purchase
Organization. Use this report to
determine if purchasing organizations are
keeping up with procurement deadlines.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Requisition Processing
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Fulfillment Rate by Purchase
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• PO Amount Compared to Year Ago by
Purchasing Organization.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Page – Procurement Effectiveness
• Source:
• Procurement and Spend - Purchase
Orders subject area
PO Amount Compared to Year Ago by
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• PO Input Ratio by Purchasing
Organization. Use this report to assess
what fraction of PO's are generated
through requisitions.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Procurement Effectiveness
• Source:
• Procurement and Spend - Purchase
Orders subject area
PO Input Ratio by Purchasing
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Monthly Trend of Non-Agreement
Amounts Compare to Year ago.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Procurement Effectiveness
• Source:
• Procurement and Spend - Purchase
Orders subject area
Monthly Trend of Non-Agreement
Amounts Compare to Year ago
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Procurement Effectiveness
• Source:
• Procurement and Spend - Purchase
Orders subject area
Non-Agreement and Leakage Amounts
and rates by Purchase Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Change in PO Amount Compared to
Year Ago by Item Category. use this
report to assess if you are buying more
or less compared to previous year.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – PO Price and Contract Leakage
• Source:
• Procurement and Spend - Purchase
Orders subject area
Change in PO Amount Compared to Year
Ago by Item Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Non-Agreement rate and Leakage Rate
by Purchase Organization. Use this
report to identify leakage rate.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – PO Price and Contract Leakage
• Source:
• Procurement and Spend - Purchase
Orders subject area
Non-Agreement rate and Leakage Rate by
Purchase Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Non-Agreement rate and Leakage Rate
by Item Category. Use this contract to
identify items that are most frequently
bought outside of available purchase
agreements.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – PO Price and Contract Leakage
• Source:
• Procurement and Spend - Purchase
Orders subject area
Non-Agreement rate and Leakage Rate by
Item Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Use this report to identify purchasing
organizations that are not using
available purchasing contracts.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – PO Price and Contract Leakage
• Source:
• Procurement and Spend - Purchase
Orders subject area
Non-Agreement rate and Leakage Amount
by Purchase Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report shown % distribution of on-
time receipt performance by purchase
organization. This report can be used
to identify which organizations are not
receiving goods/services on time.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Receipt Performance
• Source:
• Procurement and Spend - Purchase
Cycle Lines subject area
On-time receipt performance by purchase
organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report identifies top 10 purchase
organizations that have the worst on-
time receipt performance.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Receipt Performance
• Source:
• Procurement and Spend - Purchase
Cycle Lines subject area
Top 10 Late Receipt Performing Purchase
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report identifies top 10 on-time
delivery delinquency by Product
category.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Receipt Performance
• Source:
• Procurement and Spend - Purchase
Cycle Lines subject area
Top 10 Late Receipt Performance by
Product Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Summary of
Commitments by Project. This report
includes aggregated amount from all
Open Requisitions, all Open
Purchase Orders and all Open
Purchase Invoices satisfying the
report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Project Commitments
• Source:
• Procurement and Spend - Purchase
Orders, Purchase Requisitions,
Invoice Lines subject areas
Project Commitments Summary
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the all the open POs, open
PRs, and open Invoices by Project
satisfying the report filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Project Commitments
• Source:
• Procurement and Spend - Purchase
Orders, Purchase Requisitions,
Invoice Lines subject areas
Project Commitments Details
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the summary of requisition
amount, number of requisitions for all
the requisitions by project satisfying
the filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Project Commitments
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
All Purchase Requisitions by Project
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Summary of Purchase
Order Amount and number of POs for
all the Purchase Order transactions
by Project satisfying the report filter
criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Project Commitments
• Source:
• Procurement and Spend - Purchase
Orders subject area
All Purchase Orders by Project
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the summary of requisition
amount, number of requisitions for all
the requisitions by project satisfying
the filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement
Performance
• Page – Project Commitments
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
All Invoices by Project
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides monthly trend of PO amount, and
the % change in the amount from a year
ago for the last 12 months.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
Monthly Trend of Purchase Order Amount
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Past Expected Date
Requisition Processing by Purchase
Organization. This report can be used to
identify the requisition lines that are late.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Past Expected Date Requisition
Processing by Purchase Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Monthly Trend of PO
Purchase Amount.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
PO Amount Monthly Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the trailing 12-month trend of
requisitions that have remained
unprocessed, or were processed past their
expected date.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Processing Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report helps you to identify the
requisition lines that are unfulfilled past
required date.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Unfulfilled Requisition Lines by Purchase
Category
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report helps to identify requisition
lines that require urgent attention.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Unprocessed Requisition - Urgent by
Purchase Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of requisition
lines pending Buyers Workbench.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Line Detail report: Lines
Pending Buyers Workbench
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of requisition
lines pending PO approval.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Line Detail report: Lines
Pending PO Approval
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of unprocessed
requisition details pending sourcing.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Line Detail report: Lines
Pending Sourcing
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of Unfulfilled
requisition lines, that are not canceled,
rejected, returned and or not fully received.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Line report: Unfulfilled
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of Unfulfilled
requisition lines past expected date.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Line report: Unfulfilled Past
Expected date
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the list of unprocessed
requisitions that needs immediate
attention.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Line report: Unprocessed
Requisition - Urgent
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report helps you to identify the
bottleneck stages in requisition processing.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Unprocessed Requisition Line Status
Report
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the monthly trending
of requisition Processing Age.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Requisition Processing Age: Monthly
Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the list of requisitions
that require immediate attention.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Unprocessed Requisition Lines Detail
Report
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the Agreement
Leakage Details. This report can be used
to identify PO's that have contributed to
the leakage.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Agreement Leakage Detailed Report
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the Non-Agreement
Purchase and Agreement Leakage by
Buyer. This report can be used to identify
rogue spend by buyer.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Non-Agreement Purchase and Agreement
Leakage by Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the Non-Agreement
Purchase Details.This report can be used
to identify PO's that have non-agreement
purchases.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Non-Agreement Purchase Detailed Report
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the details of the year
over year changes in PO Amount. This
report can be used to identify how
purchase amounts have changed
compared to year ago.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
PO Amount Compared to Year Ago
Detailed Report
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the details of the POs.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
PO Detail Report
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the # of Suppliers and
# of Agreement by Purchasing
organization.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
Suppliers and Agreement by Purchasing
organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report displays the Purchasing
agreement leakage by Buyer.This report
can be used to identify the buyers who are
not using available purchase contracts.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Leakage by Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the details of Agreement Leakage
by Buyer. This report can be used to
assess how non-agreement and leakage
rates have changed compared to previous
year.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Non-Agreement Purchase Details By
Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Orders subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the open requested
spend for all approved requisitions by top
Cost Centers.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
Open Purchase Requisitions by Top Cost
Centers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report provides analysis of Purchase
Requisition, Purchase Order, and Invoices
amounts by top suppliers, top categories
and top buying locations. Report is filtered
on Invoice amount.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Procure to Pay
subject area
Requested Spend, Committed Spend and
Actual Spend by Top Categories
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report provides trending analysis of
spend categories by Quarter or by Month.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Procure to Pay
subject area
Requested Spend, Committed Spend and
Actual Spend Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details Requisition Activity by
top 20 Cost Centers, and allows user to
see the volume of the requisition
processed and pending to be processed.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
Requisition Activity By Top Cost Centers
• Location:
• Dashboard – Procurement Performance
• Additional reports in catalog
• Source:
• Procurement and Spend - Purchase
Requisitions subject area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
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Supplier Performance Reports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the Key Performance Indicators for a given combination of filter criterion (e.g.
Business Unit, Product, Time etc) that provides overall performance of the organization
related to Procurement.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview
• Source:
• Supplier Performance - Supplier Performance subject area
• Report – Supplier Performance Key Metrics -1
• Supplier Performance - Supplier Performance subject area
• Report - Supplier Performance Key Metrics -2
Supplier Performance - Key Performance
Indicators
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the performance of the organization's Top 20 suppliers in terms of adherence to quality,
scheduled delivery performance, lead time, and the overall score that is computed for each supplier
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview
• Source:
• Supplier Performance - Supplier Performance subject area
Supplier Scorecard - Top 20 Performing
Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the current supplier base in its
entirety, by product type or by purchasing
organization. This provides insights for
opportunities to either reduce or expand the
supplier base
• User Focus: • VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview
• Source:
• Supplier Performance - Supplier
Performance subject area
Current Total Supplier Base
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of those suppliers
that have a high receipt cycle time
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview, Delivery
Performance
• Source:
• Supplier Performance - Supplier
Performance subject area
Top 10 Average Receipt Cycle Times By
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides analysis of supplier DPO Trend by
company name.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Supplier DPO Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the Analysis of Analyze
DPO over time
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page - Trends
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
DPO Trends
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides analysis of supplier performance
across multiple metrics over time. Provides the
ability to select the analysis for the metrics such
as Supplier Score, % Received on Time, %
Received Early, % Received Late,% Accepted,
% Rejected, % PO Cost Variance, and Average
Receipt Cycle Time.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Trends
• Source:
• Supplier Performance - Supplier Performance
subject area
Supplier Performance Trends
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides analysis of supplier payment
performance across multiple metrics over
time. Provides the ability to select the
analysis for the metrics such as AP Times
Paid Before Due, AP Times Paid After Due,
AP Average Invoice Days Overdue, AP
Average Supplier Payment Days.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Trends, Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Supplier Payment Trends
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the top 10 Off- Contract Spend by
supplier satisfying the report filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Exceptions
• Source:
• Procurement and Spend - Invoice Lines
subject area
Top 10 Off-Contract Spend by
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the top 10 suppliers
with the highest product rejection rates. This
report is useful to identify potentially
problematic suppliers whose products have
consistently high quality issues
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location
• Dashboard – Supplier Performance
• Page – Exceptions, Quality Performance
• Source:
• Supplier Performance - Supplier
Performance subject area
Top 10 Rejection Rates by Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the top 10 suppliers
with outstanding balance in bucketed time
frames.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Exceptions, Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Top 10 Aging Outstanding Balances By
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details those suppliers that
have the 10 worst received on time rates.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Exceptions, Supplier Payables
• Source:
• Supplier Performance - Supplier
Performance subject area
Bottom 10 Received On Time Rates By
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the suppliers that
have the top 10 outstanding invoice
amounts.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Top 10 Outstanding Payments To
Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the past payments
to suppliers, and the number of payments
made with and without invoices.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Supplier Payment Analysis
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the supplier
payment aging analysis
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
AP Aging Analysis
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details DPO Monthly
Trend for a given Supplier within a
given Purchasing Organization
selected through prompts
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
DPO Trends
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of 10 highest supplier
payment amounts made by purchasing
organization
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Top 10 Payment Amounts By Purchasing
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the suppliers with 10
highest numbers of payments
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Source:
• Supplier Performance - Supplier AP
Transactions subject area
Top 10 Numbers Of Supplier Payments
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the purchasing
organizations or the suppliers with best order
acceptance rates
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Quality Performance
• Source:
• Supplier Performance - Supplier
Performance subject area
Top 10 Order Acceptance Rates By
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the suppliers who have the best PO on-time delivery rate
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Delivery Performance
• Source:
• Supplier Performance - Supplier Performance subject area
Top 10 On Time Performance By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the purchase orders
with the 10 most late receipt quantities. This
information is listed by receiving plant or
supplier and is useful to identify potential
disruptions to an organization's business
process due to the lack of required resources
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Delivery Performance
• Source:
• Supplier Performance - Supplier
Performance subject area
Top 10 Late Purchase Order Deliveries
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details the top 5 products that were delivered early, as well as the suppliers
responsible for selling the products. This report will tell us any problematic issues in the
supply chain such as the build up of inventories in a location
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Delivery Performance
• Source:
• Supplier Performance - Supplier Performance subject area
Top 5 Products That Have Been Delivered
Early By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays invoice price variance in
percentage by top products satisfying
the filter criteria.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Source:
• Procurement and Spend - Invoice
Lines subject area
Invoice Price Variance (IPV) by Top
Products
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the comparison of invoice price performance for top 10 suppliers for satisfying the
filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Source:
• Procurement and Spend - Invoice Lines subject area
Invoice Price Performance by Top
Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays year over year changes for PO
Amount and Receipt Amount by To 20
Suppliers
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Source:
• Procurement and Spend - Procure to Pay
subject area
PO and Receipt Amount Comparison by
Top 20 Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the variance
between what was committed to be
purchased by a given Purchasing
Organization through and what was
actually received from the Supplier
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Source:
• Procurement and Spend - Purchase
Cycle Lines
Purchase Order to Purchase Receipt
Variance
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details the performance of the organization's supplier base in terms of adherence to
quality, scheduled delivery performance, lead time, and the overall score that is computed for each
Supplier.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Overview
• Go Navigation Link from Supplier Scorecard - Top 20 Performing Suppliers report
• Source:
• Supplier Performance - Supplier Performance
Supplier Scorecard - Bottom 20 Performing
Suppliers
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides analysis on amounts paid as well as number of payments made to suppliers and helps
to monitor timeliness of payments to suppliers
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Trends - Go Navigation Link from Supplier Payment Trends report
• Page – Supplier Payables - Go Navigation Link from Supplier Payment Analysis report
Source:
• Supplier Performance - Supplier AP Transactions
Supplier Payment Performance
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the 10 highest
amounts paid to suppliers.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Supplier Payables
• Go Navigation Link from Top 10 Payment
Amounts By Purchasing Organization
• Source:
• Supplier Performance - Supplier AP
Transactions
Top 10 Payment Amounts By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the comparison of invoice price performance for all suppliers for a selected top level
item category satisfying the filter criteria.
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Go Navigation Link from Invoice Price Performance by Top Suppliers
• Source:
• Procurement and Spend - Invoice Lines subject area
Invoice Price Performance by Supplier
by Item Category
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details an organization's top 20 PO
spend by Supplier and the top products that
are being purchased from that supplier. This
report is useful to identify areas where it could
be possible to consolidate purchases.
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Page – Price Performance
• Go Navigation Link from Invoice Price
Performance by Top Suppliers
• Source:
• Procurement and Spend - Purchase Orders
PO Amount by Top 20 Suppliers by
Product
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details those suppliers that
have a high average PO lead time. This
report is populated only with SAP data.
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Supplier Performance - Supplier
Performance
Top 10 PO Lead Times By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the number of
suppliers that are currently used by
purchasing organizations
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Supplier Performance - Supplier
Performance
Current Supplier Base By Purchasing
Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the top 5
suppliers with the highest product
rejection rates. This report is useful to
identify potentially problematic suppliers
whose products have consistently high
quality issues
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Procurement and Spend - Purchase
Cycle Lines
Top 5 Rejection Rates By Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• This report details, by receiving plant, all
purchase order deliveries that are early. It is
useful to use this report to identify
problematic vendors and potential
disruptions to internal business processes
(e.g., not having the warehouse space to
store the early received materials, etc.)
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional report in catalog
• Source:
• Supplier Performance - Supplier
Performance
Early Purchase Order Deliveries By Plant
Location
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of all
purchase order deliveries that are
late listed by Purchasing
Organization. It is useful to use
this report to identify problematic
vendors and potential disruptions
to internal business processes
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier
Performance
• Additional Report in Catalog
• Source:
• Procurement and Spend -
Purchase Cycle Lines
Late Purchase Order Deliveries By
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of all suppliers and
their PO on-time receipt rate
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Supplier Performance - Supplier
Performance
Supplier On Time Performance
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of the timeliness of payments to suppliers
• User Focus:
• VP of Procurement, Category/Commodity Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional reports in catalog
• Source:
• Supplier Performance - Supplier AP Transactions
Supplier Payment Performance
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the analysis of outstanding
balances to suppliers. This additional
information, together with DPO analysis, can
help the organizations to maintain good
credit ratings with suppliers
• User Focus:
• VP of Procurement, Category/Commodity
Manager, Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional report in catalog
• Source:
• Supplier Performance - Supplier AP
Transactions
Top 10 Outstanding Supplier Balances
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of the monthly
product rejection rates listed by
Supplier. This report is useful in
identifying potentially problematic
product quality and source of supply
issues
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Procurement and Spend - Purchase
Orders
Supplier Rejection Rates
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details, by purchasing
organization, all purchase order
deliveries that are early. It is useful to
use this report to identify problematic
vendors and potential disruptions to
internal business processes (e.g., not
having the warehouse space to store
the early received materials, etc.)
• User Focus:
• VP of Procurement,
Category/Commodity Manager,
Purchasing Lead, Buyer
• Location:
• Dashboard – Supplier Performance
• Additional Report in Catalog
• Source:
• Supplier Performance - Supplier
Performance
Early Purchase Order Deliveries By
Purchasing Organization
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Provides the details of those products
that have the 10 worst received on
time rates
• User Focus:
• Procurement Manager, Supply Chain
Executive, Supplier Performance
Manager
• Location:
• Dashboard – Supplier Performance
• Page – Exceptions
• Source:
• Supplier Performance - Supplier
Performance subject area
Bottom 10 Received On Time Rates By
Supplier
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
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Employee Expenses Reports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the last 6 months of total
expense compared to the year ago
six month period.
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Total Expenses Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Top 10 Cost Centers Total
Expense , Year Ago Expense and
directional change.
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Top Cost Centers by Expenses
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Employee Expense by
Type as compared to the Year Ago
Expense by Type
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Expense Breakdown by Type
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays Top Employee
Organizations Total Expense ,
Year Ago Expense and
directional change.
• User Focus:
• Executives / Finance &
Accounting Managers
• Location:
• Dashboard – Employee
Expenses
• Page – Overview
• Source:
• Employee Expenses Subject
Area
Top Employee Organization by Expenses
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Top 10 Operating
Unit Total Expenses with the Year
Ago Total Expenses.
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Top Operating Unit by Expenses
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the Total Outstanding
Expenses by Month
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Expenses Exposure
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Number of Expense
Reports and Total Expense by
Business Unit.
• User Focus:
• Executives / Finance & Accounting
Managers
Number of Expense Reports by Business
Unit• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Average Expense
Filing Cycle Time, Number of
Expense Reports and Number of
Late Expense Reports by Business
Unit.
• User Focus:
• Executives / Finance & Accounting
Managers
• Location:
• Dashboard – Employee Expenses
• Page – Overview
• Source:
• Employee Expenses Subject Area
Number of Expense Reports Filed Late by
Business Unit
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Total Expense vs.
the Total Expense Year Ago for a
Team.
• User Focus:
• Executives and Managers
• Location:
• Dashboard – Employee Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject Area
Team – Total Expenses Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the 15 most recent
Expense reports submitted for a
Team.
• User Focus:
• Executives and Managers
• Location:
• Dashboard – Employee Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject Area
Recent Employee Expense Reports
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the Breakout of the
Teams Employee related
expenses by Type.
• User Focus:
• Executives and Managers
• Location:
• Dashboard – Employee
Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject
Area
Expenses by Type
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Lists the top 10 Employees by
Total Employee Expense. The
report shows totals for each
Expense Type.
• User Focus:
• Executives and Managers
• and Executives
Top Spenders
• Location:
• Dashboard – Employee
Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject
Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows all of the open Expense
Reports for team members.
• User Focus:
• Executives and Managers
Open Expense Reports
• Location:
• Dashboard – Employee
Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject
Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Highlights the top 10 most
Expensive Expense Reports for
the Team.
• User Focus:
• Executives and Managers
Most Expensive Employee Expense
Reports
• Location:
• Dashboard – Employee
Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject
Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the number of Expense
Reports Filed Late and The
Average Filing Cycle time by
Employee
• User Focus:
• Executives and Managers
Number of Expense Reports Filed Late by
Employee
• Location:
• Dashboard – Employee
Expenses
• Page – Manager - Expenses
• Source:
• Employee Expenses Subject
Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the last 6 months of total
expense compared to the year ago
six month period for a selected Cost
Center.
• User Focus:
• Cost Center Owners / Managers
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
Total Expenses Trend
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows the top 15 Cost Centers by
Total Expense
• User Focus:
• Cost Center Owners / Managers
Highest Expensing Cost Centers
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Number of Expense
Reports and associated Cycle
Times by Cost Center.
• User Focus:
• Cost Center Owners / Managers
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
Average Expense Cycle Times by Cost
Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the top 15 Cost
Centers Total Expense vs. The
Prior Year Total Expense.
• User Focus:
• Cost Center Owners / Managers
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
Cost Center Year over Year Comparison
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Shows all of the open
Expense Reports by Cost
Center.
• User Focus:
• Cost Center Owners /
Managers
• Location:
• Dashboard – Employee
Expenses
• Page – Cost Center -
Expenses
• Source:
• Employee Expenses Subject
Area
Open Expense Reports by Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Compares the Number of Expense
Reports Filed Late with the Number
of Filed Expense Reports and the
Average Expense Filing Cycle Time
by Cost Center.
• User Focus:
• Cost Center Owners / Managers
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
Number of Expense Reports Filed Late by
Cost Center
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays the 15 largest expense
reports and the associated Cost
Center.
• User Focus:
• Cost Center Owners / Managers
Largest Expense Reports by Cost Center
• Location:
• Dashboard – Employee Expenses
• Page – Cost Center - Expenses
• Source:
• Employee Expenses Subject Area
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays The Number of Expense
Reports Filed and Associated
Expense for each day of the week
for a given month.
• User Focus:
• Financial Planning / Accounting
Analyst
• Location:
• Dashboard – Employee Expenses
• Page – Submissions
• Source:
• Employee Expenses Subject Area
Expense Report Submissions by Day of
Week
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
• Purpose:
• Displays The Number of Expense
Reports Filed and Associated
Expense for each week of the
Quarter.
• User Focus:
• Financial Planning / Accounting
Analyst
• Location:
• Dashboard – Employee Expenses
• Page – Submissions
• Source:
• Employee Expenses Subject Area
Expense Report Submissions by Week of
Quarter
The information contained in this document is subject to change without notice. This document is not warranted to be error free.
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