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Oracle ProcurementCloud

Subject Areas for TransactionalBusiness Intelligence inProcurement21A

Oracle Procurement CloudSubject Areas for Transactional Business Intelligence in Procurement

21A

F36288-01

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Oracle Procurement CloudSubject Areas for Transactional Business Intelligence inProcurement

Contents

Preface .................................................................................................................................. i

1 Introduction 1About This Guide ............................................................................................................................................................................ 1

2 Subject Areas 3Overview ........................................................................................................................................................................................... 3

Enterprise Contracts - Contracts Real Time ............................................................................................................................. 3

OTBI Performance Real Time ...................................................................................................................................................... 4

OTBI Usage Real Time .................................................................................................................................................................. 6

Procurement - Implemented Change Orders Real Time ....................................................................................................... 7

Procurement - Pending Change Orders Real Time ................................................................................................................ 8

Procurement - Procure To Pay Real Time ............................................................................................................................... 10

Procurement - Purchasing Agreements Real Time ............................................................................................................... 11

Procurement - Purchasing Real Time ...................................................................................................................................... 12

Procurement - Requisitions Real Time .................................................................................................................................... 13

Procurement - Spend Real Time ............................................................................................................................................... 15

Sourcing - Program Real Time .................................................................................................................................................. 16

Sourcing - Supplier Awards Real Time .................................................................................................................................... 17

Sourcing - Supplier Negotiations Real Time .......................................................................................................................... 18

Sourcing - Supplier Responses Real Time .............................................................................................................................. 19

Supplier - Profile Change Request Real Time ....................................................................................................................... 20

Supplier - Supplier Real Time .................................................................................................................................................... 21

Supplier Import - Supplier Real Time ...................................................................................................................................... 23

Supplier Portal - Invoice Real Time ......................................................................................................................................... 24

Supplier Portal - Purchasing Real Time .................................................................................................................................. 25

Supplier Qualification - Qualifications and Assessments Real Time ................................................................................ 26

Supplier Qualification - Question Responses Real Time ..................................................................................................... 27

Supplier Qualification - Supplier Eligibility History Real Time ........................................................................................... 28

Supplier Qualification - Supplier Eligibility Real Time ......................................................................................................... 29

Supplier Registration - Supplier Registration Real Time ..................................................................................................... 30


3 Business Questions 33Overview ......................................................................................................................................................................................... 33

What are the active contracts by contract type? ................................................................................................................... 33

What are the contracts with named policy deviations? ...................................................................................................... 34

What are the contracts with pending invoices? .................................................................................................................... 34

What is the count of contracts and of contract amounts for a given supplier? ............................................................. 35

What contracts are expiring in the next 30 days? ................................................................................................................ 36

What is the count of blanket and contract agreements with implemented change orders? ....................................... 37

What is the count of pending change order headers for blanket agreements? ............................................................. 37

What is the count of pending change order lines for purchase orders by procurement business unit and change

reason? ........................................................................................................................................................................................... 38

What are the delivered quantities and amounts? ................................................................................................................ 39

What are the invoice withholding amounts? ......................................................................................................................... 39

What are the invoice amounts? ............................................................................................................................................... 40

What are the nonrecoverable exclusive taxes? ...................................................................................................................... 41

What are the open ordered amounts per purchase order? ................................................................................................ 41

What are the order quantity, amount, purchasing price, and open ordered quantity per purchase order? ............. 42

What are the prorated freight amounts? ................................................................................................................................ 43

What are the recoverable and nonrecoverable exclusive taxes? ....................................................................................... 43

What are the recoverable exclusive taxes per purchase order? ........................................................................................ 44

What are the requested amount and price deviations? ...................................................................................................... 45

What are the requested quantity, amount, and price per requisition? ............................................................................ 45

How long has an agreement been inactive? ......................................................................................................................... 46

How many blanket agreements will expire in the next six months? ................................................................................ 47

What is the agreed amount for a contract? ........................................................................................................................... 47

What is the released amount for a contract? ........................................................................................................................ 48

What are the open purchase orders with delayed delivery? .............................................................................................. 49

What are the top purchase orders by the number of days for which they are unprocessed? ..................................... 49

What are the top 10 open purchase orders for a given supplier? ..................................................................................... 50

What is the expected delivery schedule for open purchase orders for a given item? ................................................... 51

What are the ordered amount and invoiced amount by purchase order distribution? ................................................. 51

What is the split in the total purchased amount by purchase order charge account? .................................................. 52

Which purchase orders have a nonstandard clause? .......................................................................................................... 53

What is the count of days for which a buyer has not processed the requisition lines? ................................................ 53

What are the requisition lines in process for a given buyer by requisition line status? ................................................ 54

What are the unprocessed and processed requisition lines by buyer? ............................................................................ 55

What is the count of requisition lines across buyers by requisition line status? ............................................................ 55


Who are the top 10 buyers in the requisition pool by count of requisition lines? ......................................................... 56

What is the spend by item? ....................................................................................................................................................... 57

What is the spend distribution by buyer? .............................................................................................................................. 57

What are the top 10 spends by category? .............................................................................................................................. 58

What are the top 10 spends by supplier? ............................................................................................................................... 59

When were the sourcing programs created? ......................................................................................................................... 59

How many alternate lines were awarded? ............................................................................................................................. 60

What are the savings from negotiations in the last quarter or year? ............................................................................... 61

What is the distribution of award amounts across categories? ......................................................................................... 61

Which suppliers received the highest award amounts? ...................................................................................................... 62

How many negotiations are in process across various business units? .......................................................................... 63

What is the count of negotiations across different negotiation owners? ........................................................................ 63

Which are the top categories being negotiated? ................................................................................................................. 64

How many supplier responses have alternate lines proposed? ......................................................................................... 65

How many supplier responses were received for various negotiations in the last year? ............................................. 65

What is the count of suppliers by business classification? ................................................................................................ 66

What is the count of suppliers by supplier geography? ...................................................................................................... 67

What is the count of suppliers by supplier relationship? .................................................................................................... 67

What are all the supplier sites in a specific business unit requiring bulk updates? ...................................................... 68

What is the total invoice price variance amount for a supplier? ....................................................................................... 69

What is the total unpaid invoice amount for a supplier? .................................................................................................... 69

What is the total open purchase order amount for a supplier? ........................................................................................ 70

What are the qualification details for suppliers by top purchase order amount? .......................................................... 70

What are the qualifications for suppliers for a specific business classification? ............................................................. 71

What is the count of question responses captured through qualification questionnaires? ........................................ 72

What is the count of question responses captured through sourcing events? .............................................................. 72

What is the count of question responses captured through supplier profiles or registrations? ................................. 73

What is the count of question responses? ............................................................................................................................ 74

What is the response validity time? ........................................................................................................................................ 74

What is the average duration of supplier registration approval? ...................................................................................... 75

What is the count of supplier registration requests in the first quarter? ........................................................................ 75

How many change requests were approved in the last N days? ....................................................................................... 76

How many change requests were rejected in the last N days? ......................................................................................... 77

What is the average request approval time in days? ........................................................................................................... 77

What is the suppliers' eligibility for transactions? ................................................................................................................ 78

What is the history of the suppliers' eligibility for transactions ? ..................................................................................... 79

How many users run OTBI analyses? ...................................................................................................................................... 79


Who are the top N OTBI users? ............................................................................................................................................... 80

What is the weekly OTBI analysis usage trend? ................................................................................................................... 80

What are the top N most frequently-run OTBI analyses? ................................................................................................... 81

How many predefined OTBI analyses have been run in the past month? ...................................................................... 82

How many custom OTBI analyses have been run in the past month? ............................................................................ 82

How many ad-hoc OTBI analyses have been run in the past month? ............................................................................. 83

What is the execution history of dashboard X in the past month? .................................................................................. 84

Which analyses have low usage in the past three months? .............................................................................................. 84

How many OTBI SOAP web services have been run in the past month? ........................................................................ 85

What are the long-running analyses in the past month? ................................................................................................... 86

What is the OTBI execution time histogram in the past month? ...................................................................................... 86

Which analyses have the longest response time? ................................................................................................................ 87

Which analyses have high data row count? .......................................................................................................................... 87

Which analyses reached OTBI max row limit? ...................................................................................................................... 88

What are the common execution errors in the past month? ............................................................................................. 89

How many analyses and dashboards failed in the past month? ...................................................................................... 89

What are the most commonly used OTBI subject areas? .................................................................................................. 90

What are the least-used OTBI subject areas? ....................................................................................................................... 90

Which subject areas are used frequently in ad-hoc OTBI analyses? ................................................................................ 91

Which analyses have low usage because of poor performance? ...................................................................................... 92

How many database SQLs are executed by an analysis? ................................................................................................... 92

What is the database SQL execution time and row count? ................................................................................................ 93

What is the analysis total execution time and row count? ................................................................................................. 93

4 Job Roles 95Overview ......................................................................................................................................................................................... 95

Accounts Payable Manager ....................................................................................................................................................... 95

Accounts Payable Specialist ...................................................................................................................................................... 96

Accounts Payable Supervisor .................................................................................................................................................... 97

Application Implementation Consultant ................................................................................................................................. 98

Buyer ............................................................................................................................................................................................... 99

Category Manager ...................................................................................................................................................................... 101

Customer Contract Administrator ........................................................................................................................................... 103

Customer Contract Manager ................................................................................................................................................... 104

Customer Contract Team Member ......................................................................................................................................... 104

Enterprise Contract Administrator .......................................................................................................................................... 105

Enterprise Contract Manager .................................................................................................................................................. 106


Enterprise Contract Team Member ........................................................................................................................................ 107

IT Security Manager .................................................................................................................................................................. 107

Procurement Contract Administrator .................................................................................................................................... 109

Procurement Manager ............................................................................................................................................................... 110

Purchase Analysis ........................................................................................................................................................................ 112

Supplier Accounts Receivable Specialist ................................................................................................................................ 114

Supplier Administrator ............................................................................................................................................................... 114

Supplier Contract Administrator .............................................................................................................................................. 115

Supplier Contract Manager ....................................................................................................................................................... 116

Supplier Contract Team Member ............................................................................................................................................. 117

Supplier Customer Service Representative ........................................................................................................................... 117

Supplier Manager ........................................................................................................................................................................ 118

Supplier Qualification ................................................................................................................................................................. 119

Supplier Sales Representative ................................................................................................................................................. 120

5 Duty Roles 121Overview ........................................................................................................................................................................................ 121

Agreement Transaction Analysis Duty ................................................................................................................................... 121

Enterprise Contracts Transaction Analysis Duty Role ........................................................................................................ 122

Implemented Change Order Transaction Analysis Duty .................................................................................................... 123

OTBI Report Performance Transactional Analysis Duty ..................................................................................................... 123

OTBI Report Usage Transactional Analysis Duty ................................................................................................................ 124

Pending Change Order Transaction Analysis Duty ............................................................................................................. 125

Purchase Order Transaction Analysis Duty .......................................................................................................................... 126

Purchase Requisitions Transaction Analysis Duty ............................................................................................................... 127

Sourcing Program Transaction Analysis Duty ...................................................................................................................... 128

Sourcing Transaction Analysis Duty ....................................................................................................................................... 128

Spend Transaction Analysis Duty Role .................................................................................................................................. 129

Supplier Eligibility History Transaction Analysis Duty ....................................................................................................... 130

Supplier Eligibility Transaction Analysis Duty ....................................................................................................................... 131

Supplier Facing Invoice Transaction Analysis Duty ............................................................................................................. 132

Supplier Facing Purchase Order Transaction Analysis Duty ............................................................................................. 132

Supplier Master Data Transaction Analysis Duty ................................................................................................................ 133

Supplier Qualification Analysis Duty ...................................................................................................................................... 134

Supplier Question and Responses Analysis Duty ............................................................................................................... 135


Preface

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Chapter 1Introduction

1 Introduction

About This Guide This guide contains information about Transactional Business Intelligence subject areas, their associated job and dutyroles, and the business questions that they provide answers to. For your reference:

• Subject areas are the building blocks of your analytics and reports based upon them. Analytics are built bychoosing an appropriate subject area that has information that answers the business question you’re analyzing.Technically, subject areas are a grouping of information pieces called data objects that relate to each other in aparticular context.

• Job roles are associated with duty roles, and together control access to subject areas.

1


Chapter 1Introduction

2


Chapter 2Subject Areas

2 Subject Areas

Overview This chapter provides information on the subject areas with data you maintain in Oracle Procurement Cloud. Thesesubject areas, with their corresponding data, are available for you to use when creating and editing analyses andreports. The information for each subject area includes:

• Description of the subject area.

• Business questions that can be answered by data in the subject area, with a link to more detailed informationabout each business question.

• Job roles and duty roles that can be used to secure access to the subject area, with a link to more detailedinformation about each job role and duty role.

• Primary navigation to the work area that is represented by the subject area.

• Time reporting considerations in using the subject area, such as whether the subject area reports historicaldata or only the current data. Historical reporting refers to reporting on historical transactional data in a subjectarea. With a few exceptions, all dimensional data are current as of the primary transaction dates or system date.

• The lowest grain of transactional data in a subject area. The lowest transactional data grain determines howdata are joined in a report.

• Special considerations, tips, and things to look out for in using the subject area to create analyses and reports.

Enterprise Contracts - Contracts Real Time

DescriptionThis subject area provides real-time information on sell side and buy side contracts. It includes details on contractheaders, contract lines, and fulfillment lines.

Business QuestionsThis subject area can answer the following business questions:

• What are the contracts with pending invoices?

• What is the count of contracts and of contract amounts for a given supplier?

• What are the active contracts by contract type?

• What contracts are expiring in the next 30 days?

• What are the contracts with named policy deviations?

3



Job RolesThe following job roles secure access to this subject area:

• Customer Contract Administrator

• Customer Contract Manager

• Customer Contract Team Member

• Enterprise Contract Administrator

• Enterprise Contract Manager

• Enterprise Contract Team Member

• Supplier Contract Administrator

• Supplier Contract Manager

• Supplier Contract Team Member

Duty RolesThe following duty roles secure access to this subject area:

• Enterprise Contracts Transaction Analysis Duty Role

Primary NavigationNavigator > Contract Management

Time ReportingThis subject area supports historical reporting.

Time dimension is linked to Contract Header Start Date.

Transactional GrainNot available

Special ConsiderationsNone.

OTBI Performance Real Time

Description

4



Analyze OTBI analysis and dashboard usage and performance, including logical and physical database SQL, executiontime, and errors. View the last six months of OTBI usage and performance trends, commonly used subject areas, andreport errors. This subject area provides data to monitor and disagnose OTBI reporting performance. Historical dataolder than six months is purged each week.


• Which analyses have low usage because of poor performance?

• Which analyses have the longest response time?

• What are the most commonly used OTBI subject areas?

• Which analyses have high data row count?

• Which analyses reached OTBI max row limit?

• What are the common execution errors in the past month?

• What are the least-used OTBI subject areas?

• How many analyses and dashboards failed in the past month?

• What is the analysis total execution time and row count?

• What are the long-running analyses in the past month?

• Which subject areas are used frequently in ad-hoc OTBI analyses?

• How many database SQLs are executed by an analysis?

• What is the database SQL execution time and row count?

• What is the OTBI execution time histogram in the past month?


• Application Implementation Consultant

• IT Security Manager


• OTBI Report Performance Transactional Analysis Duty

Primary NavigationNot applicable

5



Time ReportingThis subject area supports six-month usage history data.

Time dimension is linked to "Time"."Report Start Date".

Transactional GrainThis subject area returns data at the grain of a query execution and database physical SQL.

Special ConsiderationsThis subject area contains six months of query execution data. Each OTBI query execution can generate multipledatabase SQL statements. Usage data volume grows over time, so use proper filters to narrow reporting data load.Because this subject area has no data security, you're advised to secure user access to it.

OTBI Usage Real Time

DescriptionAnalyze six months of subject area and analysis usage trends and patterns with a simpler and lighter-weight selectionof OTBI usage metrics, including for example user, report and subject area usage patterns. Historical data older than sixmonths is purged each week.


• What is the execution history of dashboard X in the past month?

• Which analyses have low usage in the past three months?

• How many predefined OTBI analyses have been run in the past month?

• How many OTBI SOAP web services have been run in the past month?

• How many custom OTBI analyses have been run in the past month?

• How many users run OTBI analyses?

• What are the top N most frequently-run OTBI analyses?

• How many ad-hoc OTBI analyses have been run in the past month?

• Who are the top N OTBI users?

• What is the weekly OTBI analysis usage trend?

Job Roles

6



The following job roles secure access to this subject area:




• OTBI Report Usage Transactional Analysis Duty

Primary NavigationNot applicable

Time ReportingThis subject area supports six-month usage history data.

Time dimension is linked to "Time"."Report Start Date".

Transactional GrainThis subject area returns data at the grain of a query execution.

Special ConsiderationsThis subject area contains six months of usage history. It doesn't contain database SQL execution details so it has lessdata volume.

Procurement - Implemented Change Orders Real Time

DescriptionThis subject area provides real-time information on change orders that have been implemented for purchase orders,blanket agreements, and contract agreements.


• What is the count of blanket and contract agreements with implemented change orders?

7




• Buyer

• Category Manager

• Procurement Contract Administrator

• Procurement Manager


• Implemented Change Order Transaction Analysis Duty

Primary NavigationNavigator > Procurement


Time dimension is linked to Document Version Document Date.



Procurement - Pending Change Orders Real Time

DescriptionThis subject area provides real-time information on change orders that are pending, including pending change ordersfor purchase orders, blanket agreements, and contract agreements. It includes details on the pending change orderheaders, line details, change schedules, price break details, and change order distribution details.

Business Questions

8



This subject area can answer the following business questions:

• What is the count of pending change order headers for blanket agreements?

• What is the count of pending change order lines for purchase orders by procurement business unit and changereason?


• Buyer





• Pending Change Order Transaction Analysis Duty



Time dimension is linked to Document Version Document Date.



9



Procurement - Procure To Pay Real Time

DescriptionThis subject area provides real-time spend information on requisitions, purchase orders, invoices, and receipts.


• What are the invoice withholding amounts?

• What are the nonrecoverable exclusive taxes?

• What are the delivered quantities and amounts?

• What are the prorated freight amounts?

• What are the requested quantity, amount, and price per requisition?

• What are the recoverable and nonrecoverable exclusive taxes?

• What are the invoice amounts?

• What are the open ordered amounts per purchase order?

• What are the order quantity, amount, purchasing price, and open ordered quantity per purchase order?

• What are the requested amount and price deviations?

• What are the recoverable exclusive taxes per purchase order?


• Accounts Payable Manager

• Accounts Payable Specialist

• Accounts Payable Supervisor

• Buyer



• Spend Transaction Analysis Duty Role

10





Time dimension is linked to Purchase Order Header Creation Date, Invoice Header Invoice Date, Receive HeaderCreation Date, and Requisition Header Creation Date.



Procurement - Purchasing Agreements Real Time

DescriptionThis subject area provides real-time information on purchasing blanket agreements and contract agreements. Theanalysis includes header and line level details, order creation options, notification controls, price breaks, and retroactivepricing for blanket agreements.


• What is the agreed amount for a contract?

• How many blanket agreements will expire in the next six months?

• How long has an agreement been inactive?

• What is the released amount for a contract?


• Buyer



11





• Agreement Transaction Analysis Duty



Time dimension is linked to Purchase Agreement Version Document Date.



Procurement - Purchasing Real Time

DescriptionThis subject area provides real-time information on purchase orders. It includes details on the items or services beingprocured, estimated costs, quantities, delivery schedules, and accounting distributions. The data is measured atdifferent levels of granularity, such as purchase order quantity at the purchase order line level, scheduled quantity andreceived quantity at the schedule line level, and distribution ordered amount and billed amount by distribution.


• What are the open purchase orders with delayed delivery?

• What are the top purchase orders by the number of days for which they are unprocessed?

• Which purchase orders have a nonstandard clause?

• What are the ordered amount and invoiced amount by purchase order distribution?

12



• What is the expected delivery schedule for open purchase orders for a given item?

• What is the split in the total purchased amount by purchase order charge account?

• What are the top 10 open purchase orders for a given supplier?


• Buyer




• Purchase Analysis


• Purchase Order Transaction Analysis Duty



Time dimension is linked to Purchase Order Version Document Date.



Procurement - Requisitions Real Time

Description

13



This subject area provides real-time information on purchase requisitions. It includes details on purchase requisitionline quantities, requisition line amounts, approval times, and requisition accounting distributions. The data is measuredat the requisition header, requisition line, and requisition distribution levels.


• What is the count of requisition lines across buyers by requisition line status?

• Who are the top 10 buyers in the requisition pool by count of requisition lines?

• What is the count of days for which a buyer has not processed the requisition lines?

• What are the requisition lines in process for a given buyer by requisition line status?

• What are the unprocessed and processed requisition lines by buyer?


• Buyer





• Purchase Requisitions Transaction Analysis Duty



Time dimension is linked to Requisition Header Creation Date.


Special Considerations

14



None.

Procurement - Spend Real Time

DescriptionThis subject area provides real-time information on spending patterns for procurement organizations with both directand indirect spend. Topics analyzed include spend by supplier, business unit, item, buyer, category, commodity, etc. Itprovides calculated metrics to track payables performance, spend-related metrics, invoice price, invoice price variance,and invoice distribution.


• What is the spend distribution by buyer?

• What is the spend by item?

• What are the top 10 spends by supplier?

• What are the top 10 spends by category?





• Buyer





15




Time dimension is linked to Invoice Header Invoice Date.



Sourcing - Program Real Time

DescriptionThis subject area provides real-time information on specific measurable savings and spend goals. It discusses how togroup various sourcing initiatives together under a single program to achieve the set goals, track progress, and recordresults across negotiations. Data is measured at a higher program level as well as at a granular negotiation level.


• When were the sourcing programs created?





• Sourcing Program Transaction Analysis Duty

16



Primary NavigationNavigator > Procurement > Suppliers

Time ReportingThis subject area doesn't support historical reporting.

This subject area has no anchoring date.



Sourcing - Supplier Awards Real Time

DescriptionThis subject area provides real-time information on sourcing negotiation awards. You can analyze negotiation awardsby time, procurement business unit, and negotiation type. Use this data to analyze aspects of negotiation awards, suchas the awarded suppliers, awarded line items, requirement scores, award quantities, and award amounts.


• What are the savings from negotiations in the last quarter or year?

• How many alternate lines were awarded?

• Which suppliers received the highest award amounts?

• What is the distribution of award amounts across categories?





17




• Sourcing Transaction Analysis Duty



Time dimension is linked to Negotiation Open Bid Date.



Sourcing - Supplier Negotiations Real Time

DescriptionThis subject area provides real-time information on sourcing negotiations. You can analyze negotiation data by time,procurement business unit, and negotiation type. Use this data to analyze aspects of negotiation awards, such as lines,requirements, invited suppliers, and the negotiation life cycle.


• How many negotiations are in process across various business units?

• Which are the top categories being negotiated?

• What is the count of negotiations across different negotiation owners?

Job Roles

18



The following job roles secure access to this subject area:











Sourcing - Supplier Responses Real Time

DescriptionThis subject area provides real-time information on supplier negotiation responses. You can analyze the responses tounderstand negotiation line attributes, such as pricing and quantities, submitted by suppliers.


• How many supplier responses have alternate lines proposed?

19



• How many supplier responses were received for various negotiations in the last year?












Supplier - Profile Change Request Real Time

DescriptionThis subject area provides real-time information on change requests for supplier profiles.

Business Questions

20



This subject area can answer the following business questions:

• How many change requests were approved in the last N days?

• How many change requests were rejected in the last N days?

• What is the average request approval time in days?



• Supplier Administrator

• Supplier Manager


• Supplier Master Data Transaction Analysis Duty



Time dimension is linked to Request Date.



Supplier - Supplier Real Time

Description

21



This subject area provides real-time information on supplier details, such as supplier profiles, supplier sites, supplierbusiness classifications, spend authorization details, and spend authorization approval history.


• What is the count of suppliers by supplier geography?

• What is the count of suppliers by business classification?

• What is the count of suppliers by supplier relationship?







Primary NavigationNavigator > Supplier Portal





22



Supplier Import - Supplier Real Time

DescriptionThis subject area provides real-time information on how you can export and use supplier data to populate supplierimport templates. This helps in preparing supplier data for a bulk update.


• What are all the supplier sites in a specific business unit requiring bulk updates?











23




Supplier Portal - Invoice Real Time

DescriptionThis subject area provides real-time information on supplier invoices and their details at the header, line, anddistribution levels.


• What is the total unpaid invoice amount for a supplier?

• What is the total invoice price variance amount for a supplier?


• Supplier Accounts Receivable Specialist


• Supplier Facing Invoice Transaction Analysis Duty



Time dimension is linked to Invoice Header Invoice Date.

Transactional Grain

24



Not available


Supplier Portal - Purchasing Real Time

DescriptionThis subject area provides real-time information on supplier purchase order amounts.


• What is the total open purchase order amount for a supplier?


• Supplier Customer Service Representative

• Supplier Sales Representative


• Supplier Facing Purchase Order Transaction Analysis Duty



Time dimension is linked to Purchase Order Open Date.

Transactional Grain

25



Not available


Supplier Qualification - Qualifications and AssessmentsReal Time

DescriptionThis subject area provides real-time information on supplier qualifications, assessments, and initiatives.


• What are the qualification details for suppliers by top purchase order amount?

• What are the qualifications for suppliers for a specific business classification?


• Supplier Qualification


• Supplier Qualification Analysis Duty

Primary NavigationNavigator > Procurement > Supplier Qualification


Time dimension is linked to No Anchoring Date. Use the list of specific dates to perform analyses.

26





Supplier Qualification - Question Responses Real Time

DescriptionThis subject area provides real-time information on question responses in the supplier qualification process. It helpsyou analyze the qualification area questions and the question responses from the suppliers.


• What is the count of question responses captured through supplier profiles or registrations?

• What is the count of question responses captured through qualification questionnaires?

• What is the response validity time?

• What is the count of question responses captured through sourcing events?

• What is the count of question responses?





• Supplier Question and Responses Analysis Duty

27








Supplier Qualification - Supplier Eligibility History RealTime

DescriptionThis subject area provides real-time information on the history of suppliers' eligibility for transactions.


• What is the history of the suppliers' eligibility for transactions ?



Duty Roles

28



The following duty roles secure access to this subject area:

• Supplier Eligibility History Transaction Analysis Duty



Time dimension is linked to Sourcing Eligibility History Action Date.



Supplier Qualification - Supplier Eligibility Real Time

DescriptionThis subject area provides real-time information on suppliers' eligibility for transactions.


• What is the suppliers' eligibility for transactions?




Duty Roles

29



The following duty roles secure access to this subject area:

• Supplier Eligibility Transaction Analysis Duty



Time dimension is linked to Sourcing Eligibility Updated Date.



Supplier Registration - Supplier Registration Real Time

DescriptionThis subject area provides real-time information on supplier registration requests.


• What is the average duration of supplier registration approval?

• What is the count of supplier registration requests in the first quarter?





30










31



32


Chapter 3Business Questions

3 Business Questions

Overview For each business question in this chapter, links are provided for more detailed information about the subject areas, jobroles, and duty roles associated with the business question.

What are the active contracts by contract type?

Subject AreasThe following subject areas contain the folders and attributes needed to answer this business question:

• Enterprise Contracts - Contracts Real Time

Job RolesThe following job roles secure access to the data related to this business question:










Duty RolesThe following duty roles secure access to the data related to this business question:


33



What are the contracts with named policy deviations?















What are the contracts with pending invoices?



34















What is the count of contracts and of contract amountsfor a given supplier?









35









What contracts are expiring in the next 30 days?















36



What is the count of blanket and contract agreementswith implemented change orders?


• Procurement - Implemented Change Orders Real Time


• Buyer






What is the count of pending change order headers forblanket agreements?


• Procurement - Pending Change Orders Real Time

Job Roles

37



The following job roles secure access to the data related to this business question:

• Buyer






What is the count of pending change order lines forpurchase orders by procurement business unit andchange reason?




• Buyer






38



What are the delivered quantities and amounts?


• Procurement - Procure To Pay Real Time





• Buyer




What are the invoice withholding amounts?



Job Roles

39







• Buyer




What are the invoice amounts?







• Buyer




40



What are the nonrecoverable exclusive taxes?







• Buyer




What are the open ordered amounts per purchase order?



Job Roles

41







• Buyer




What are the order quantity, amount, purchasing price,and open ordered quantity per purchase order?







• Buyer




42



What are the prorated freight amounts?







• Buyer




What are the recoverable and nonrecoverable exclusivetaxes?



Job Roles

43







• Buyer




What are the recoverable exclusive taxes per purchaseorder?







• Buyer




44



What are the requested amount and price deviations?







• Buyer




What are the requested quantity, amount, and price perrequisition?



Job Roles

45







• Buyer




How long has an agreement been inactive?


• Procurement - Purchasing Agreements Real Time


• Buyer






46



How many blanket agreements will expire in the next sixmonths?




• Buyer






What is the agreed amount for a contract?



Job Roles

47




• Buyer






What is the released amount for a contract?




• Buyer






48



What are the open purchase orders with delayeddelivery?


• Procurement - Purchasing Real Time


• Buyer







What are the top purchase orders by the number of daysfor which they are unprocessed?



49




• Buyer







What are the top 10 open purchase orders for a givensupplier?




• Buyer





Duty Roles

50



The following duty roles secure access to the data related to this business question:


What is the expected delivery schedule for openpurchase orders for a given item?




• Buyer







What are the ordered amount and invoiced amount bypurchase order distribution?

Subject Areas

51



The following subject areas contain the folders and attributes needed to answer this business question:



• Buyer







What is the split in the total purchased amount bypurchase order charge account?




• Buyer





52





Which purchase orders have a nonstandard clause?




• Buyer







What is the count of days for which a buyer has notprocessed the requisition lines?

Subject Areas

53




• Procurement - Requisitions Real Time


• Buyer






What are the requisition lines in process for a givenbuyer by requisition line status?




• Buyer




54





What are the unprocessed and processed requisitionlines by buyer?




• Buyer






What is the count of requisition lines across buyers byrequisition line status?

Subject Areas

55






• Buyer






Who are the top 10 buyers in the requisition pool bycount of requisition lines?




• Buyer




56





What is the spend by item?


• Procurement - Spend Real Time





• Buyer




What is the spend distribution by buyer?

Subject Areas

57









• Buyer




What are the top 10 spends by category?







• Buyer


58





What are the top 10 spends by supplier?







• Buyer




When were the sourcing programs created?

Subject Areas

59




• Sourcing - Program Real Time






How many alternate lines were awarded?


• Sourcing - Supplier Awards Real Time







60



What are the savings from negotiations in the lastquarter or year?









What is the distribution of award amounts acrosscategories?



Job Roles

61









Which suppliers received the highest award amounts?









62



How many negotiations are in process across variousbusiness units?


• Sourcing - Supplier Negotiations Real Time







What is the count of negotiations across differentnegotiation owners?



Job Roles

63









Which are the top categories being negotiated?









64



How many supplier responses have alternate linesproposed?


• Sourcing - Supplier Responses Real Time







How many supplier responses were received for variousnegotiations in the last year?



Job Roles

65









What is the count of suppliers by business classification?


• Supplier - Supplier Real Time







66



What is the count of suppliers by supplier geography?









What is the count of suppliers by supplier relationship?






67






What are all the supplier sites in a specific business unitrequiring bulk updates?


• Supplier Import - Supplier Real Time







68



What is the total invoice price variance amount for asupplier?


• Supplier Portal - Invoice Real Time





What is the total unpaid invoice amount for a supplier?





69





What is the total open purchase order amount for asupplier?


• Supplier Portal - Purchasing Real Time






What are the qualification details for suppliers by toppurchase order amount?

Subject Areas

70




• Supplier Qualification - Qualifications and Assessments Real Time





What are the qualifications for suppliers for a specificbusiness classification?







71



What is the count of question responses capturedthrough qualification questionnaires?


• Supplier Qualification - Question Responses Real Time






What is the count of question responses capturedthrough sourcing events?



Job Roles

72








What is the count of question responses capturedthrough supplier profiles or registrations?








73



What is the count of question responses?








What is the response validity time?






74





What is the average duration of supplier registrationapproval?


• Supplier Registration - Supplier Registration Real Time







What is the count of supplier registration requests in thefirst quarter?

Subject Areas

75











How many change requests were approved in the last Ndays?


• Supplier - Profile Change Request Real Time





Duty Roles

76



The following duty roles secure access to the data related to this business question:


How many change requests were rejected in the last Ndays?









What is the average request approval time in days?



77









What is the suppliers' eligibility for transactions?


• Supplier Qualification - Supplier Eligibility Real Time






78



What is the history of the suppliers' eligibility fortransactions ?


• Supplier Qualification - Supplier Eligibility History Real Time





How many users run OTBI analyses?


• OTBI Usage Real Time




79





Who are the top N OTBI users?








What is the weekly OTBI analysis usage trend?



80








What are the top N most frequently-run OTBI analyses?








81



How many predefined OTBI analyses have been run inthe past month?








How many custom OTBI analyses have been run in thepast month?



Job Roles

82








How many ad-hoc OTBI analyses have been run in thepast month?








83



What is the execution history of dashboard X in the pastmonth?








Which analyses have low usage in the past threemonths?



Job Roles

84








How many OTBI SOAP web services have been run in thepast month?








85



What are the long-running analyses in the past month?


• OTBI Performance Real Time






What is the OTBI execution time histogram in the pastmonth?





86






Which analyses have the longest response time?








Which analyses have high data row count?



87








Which analyses reached OTBI max row limit?








88



What are the common execution errors in the pastmonth?








How many analyses and dashboards failed in the pastmonth?



Job Roles

89








What are the most commonly used OTBI subject areas?








What are the least-used OTBI subject areas?

Subject Areas

90










Which subject areas are used frequently in ad-hoc OTBIanalyses?








91



Which analyses have low usage because of poorperformance?








How many database SQLs are executed by an analysis?





92






What is the database SQL execution time and row count?








What is the analysis total execution time and row count?

Subject Areas

93










94


Chapter 4Job Roles

4 Job Roles

Overview For each job role in this chapter, links are provided for more detailed information about the duty roles, subject areas,and business questions associated with the job role.

Accounts Payable Manager

Code NameORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB

Duty RolesThis job role is related to the following duty roles:


Subject AreasThis job role secures access to the following subject areas:



Business QuestionsThis job role secures access to data that can answer the following business questions:







95


Chapter 4Job Roles










Accounts Payable Specialist

Code NameORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB












96


Chapter 4Job Roles











Accounts Payable Supervisor

Code NameORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB











97


Chapter 4Job Roles












Application Implementation Consultant

Code NameORA_ASM_APPLICATION_IMPLEMENTATION_CONSULTANT_JOB










98


Chapter 4Job Roles























Buyer

Code NameORA_PO_BUYER_JOB





99


Chapter 4Job Roles






























100


Chapter 4Job Roles


















Category Manager

Code NameORA_PON_CATEGORY_MANAGER_JOB










101


Chapter 4Job Roles
































102


Chapter 4Job Roles












Customer Contract Administrator

Code NameORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB










103


Chapter 4Job Roles


Customer Contract Manager

Code NameORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB











Customer Contract Team Member

Code NameORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT

Duty Roles

104


Chapter 4Job Roles

This job role is related to the following duty roles:










Enterprise Contract Administrator

Code NameORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB





Business Questions

105


Chapter 4Job Roles

This job role secures access to data that can answer the following business questions:






Enterprise Contract Manager

Code NameORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB











106


Chapter 4Job Roles

Enterprise Contract Team Member

Code NameORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT











IT Security Manager

Code NameORA_FND_IT_SECURITY_MANAGER_JOB

Duty Roles

107


Chapter 4Job Roles
































108


Chapter 4Job Roles

Procurement Contract Administrator

Code NameORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB






















109


Chapter 4Job Roles

























Procurement Manager

Code NameORA_PO_PROCUREMENT_MANAGER_JOB





110


Chapter 4Job Roles
































111


Chapter 4Job Roles
































Purchase Analysis

Code NameORA_PO_PURCHASE_ANALYSIS_ABSTRACT

112


Chapter 4Job Roles






























113


Chapter 4Job Roles





Supplier Accounts Receivable Specialist

Code NameORA_POS_SUPPLIER_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB








Supplier Administrator

Code NameORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT

Duty Roles

114


Chapter 4Job Roles


















Supplier Contract Administrator

Code NameORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB



115


Chapter 4Job Roles









Supplier Contract Manager

Code NameORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB







116


Chapter 4Job Roles





Supplier Contract Team Member

Code NameORA_OKC_SUPPLIER_CONTRACT_TEAM_MEMBER_ABSTRACT











Supplier Customer Service Representative

Code Name

117


Chapter 4Job Roles

ORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE_JOB







Supplier Manager

Code NameORA_POZ_SUPPLIER_MANAGER_ABSTRACT








118


Chapter 4Job Roles











Supplier Qualification

Code NameORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY











119


Chapter 4Job Roles











Supplier Sales Representative

Code NameORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB







120


Chapter 5Duty Roles

5 Duty Roles

Overview For each duty role in this chapter, links are provided for more detailed information about the job roles, subject areas,and business questions associated with the duty role.

Agreement Transaction Analysis Duty

Code NameFBI_AGREEMENT_TRANSACTION_ANALYSIS_DUTY

Job RolesThis duty role is related to the following job roles:

• Buyer




Subject AreasThis duty role secures access to the following subject areas:


Business QuestionsThis duty role secures access to data that can answer the following business questions:





121


Chapter 5Duty Roles

Enterprise Contracts Transaction Analysis Duty Role

Code NameFBI_ENTERPRISE_CONTRACTS_TRANSACTION_ANALYSIS_DUTY



















122


Chapter 5Duty Roles

Implemented Change Order Transaction Analysis Duty

Code NameFBI_IMPLEMENTED_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer








OTBI Report Performance Transactional Analysis Duty

Code NameFBI_REPORT_PERFORMANCE_TRANSACTION_ANALYSIS_DUTY



123


Chapter 5Duty Roles



















OTBI Report Usage Transactional Analysis Duty

Code NameFBI_REPORT_USAGE_TRANSACTION_ANALYSIS_DUTY




124


Chapter 5Duty Roles














Pending Change Order Transaction Analysis Duty

Code NameFBI_PENDING_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer




Subject Areas

125


Chapter 5Duty Roles

This duty role secures access to the following subject areas:





Purchase Order Transaction Analysis Duty

Code NameFBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer










126


Chapter 5Duty Roles






Purchase Requisitions Transaction Analysis Duty

Code NameFBI_PURCHASE_REQUISITIONS_TRANSACTION_ANALYSIS_DUTY


• Buyer












127


Chapter 5Duty Roles

Sourcing Program Transaction Analysis Duty

Code NameFBI_SOURCING_PROGRAM_TRANSACTION_ANALYSIS_DUTY








Sourcing Transaction Analysis Duty

Code NameFBI_SOURCING_TRANSACTION_ANALYSIS_DUTY




128


Chapter 5Duty Roles
















Spend Transaction Analysis Duty Role

Code NameFBI_SPEND_TRANSACTION_ANALYSIS_DUTY





• Buyer

129


Chapter 5Duty Roles





















Supplier Eligibility History Transaction Analysis Duty

Code NameFBI_SUPPLIER_ELIGIBILITY_HIST_TRANSACTION_ANALYSIS_DUTY

Job Roles

130


Chapter 5Duty Roles

This duty role is related to the following job roles:






Supplier Eligibility Transaction Analysis Duty

Code NameFBI_SUPPLIER_ELIGIBILITY_TRANSACTION_ANALYSIS_DUTY








131


Chapter 5Duty Roles

Supplier Facing Invoice Transaction Analysis Duty

Code NameFBI_SUPPLIER_FACING_INVOICE_TRANSACTION_ANALYSIS_DUTY








Supplier Facing Purchase Order Transaction AnalysisDuty

Code NameFBI_SUPPLIER_FACING_PO_TRANSACTION_ANALYSIS_DUTY



132


Chapter 5Duty Roles






Supplier Master Data Transaction Analysis Duty

Code NameFBI_SUPPLIER_MASTER_DATA_TRANSACTION_ANALYSIS_DUTY










Business Questions

133


Chapter 5Duty Roles

This duty role secures access to data that can answer the following business questions:










Supplier Qualification Analysis Duty

Code NameFBI_SUPPLIER_QUALIFICATION_ANALYSIS_DUTY








134


Chapter 5Duty Roles

Supplier Question and Responses Analysis Duty

Code NameFBI_SUPPLIER_QUESTION_RESPONSES_ANALYSIS_DUTY












135


Chapter 5Duty Roles

136

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