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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 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.

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Procurement & Spend Analytics 7.9.6 Product Guide


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


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


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


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


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


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


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


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


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:



• Business Analyst

• Sourcing Manager

Supplier

Performance

Secondary:

• Controller

• Payables Analyst

• CFO

Secondary:

• CFO

• General Manager

• Controller

Primary:

• Line Managers

• Cost Center Managers

• Executives

Primary:



• Business Analyst

• Purchasing Lead

• Buyer

Employee

Expenses

Spend Analyzer


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.


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.


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.


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.


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.


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.


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.


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.


Procure to Pay


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.


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.


Purchase Requisition

Status


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



Spend Analyzer Reports


• 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


• 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:




• Location:



• Source:


Lines subject area

Spend by Top Categories


• Purpose:


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:




• Location:



• Source:


Lines subject area

Spend by Top Suppliers


• 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:



• Source:

• Procurement and Spend - Invoice Lines

subject area

Savings Potential by Top 10 Items


• 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:



• Location:



• Source:


subject area

Top Categories by Supplier Count


• Purpose:

• Displays the sequential Spend trend

by quarter for the top categories

satisfying the report filter criteria.

• User Focus:




• Location:


• Page – Spend by Category

• Source:


Lines subject area

Spend Trend by Top Categories


• Purpose:

• Displays the year over year changes

in Spend for the Top 10 Categories


• User Focus:




• Location:



• Source:


Lines subject area

Spend Year Over Year Trend by Top

Categories


• 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:




• Location:



• Source:


Lines subject area

Off-Contract Spend by Top Categories


• Purpose:


Spend, Contract Leakage Amount,

and Contract Leakage Rate as

percentage of PO matched Spend for

Top 10 Categories satisfying the


• User Focus:




• Location:



• Source:


Lines subject area

Contract Leakage by Top Categories


• 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:




• Location:



• Source:


Lines subject area

Spend Composition by Top Categories


• Purpose:

• Displays the invoice price variance,

invoice price variance %, and

associated dimension counts by the

item dimension.

• User Focus:




Invoice Price Variance by Item

• Location:



• Source:


Lines subject area


• Purpose:

• Displays the Spend Trend by Quarter

for Top Suppliers satisfying the report

filter criteria.

• User Focus:




• Location:


• Page – Spend by Supplier

• Source:


Lines subject area

Spend Trend by Top Suppliers


• Purpose:

• Displays year over year changes in

Spend for Top 10 Suppliers satisfying

the report filter criteria.

• User Focus:




• Location:



• Source:


Lines subject area


Suppliers


• Purpose:


Spend, Off-Contract Spend, Off-

contract Spend rate as percentage of

PO Matched Spend for Top Suppliers


• User Focus:




• Location:



• Source:


Lines subject area

Off-Contract Spend by Top Suppliers


• Purpose:


Spend, Contract Leakage Amount

and Contract Leakage Rate for Top

10 Suppliers satisfying the report filter

criteria.

• User Focus:




• Location:



• Source:


Lines subject area

Contract Leakage by Top Suppliers


• 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:




• Location:



• Source:


Lines subject area

Top 10 Savings Potential by Supplier and

Item


• Purpose:


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:




• Location:


• Page – Spend by Organization

• Source:


Lines subject area

Spend by Top Business Units


• Purpose:


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:




• Location:



• Source:


Lines subject area

Spend by Top Cost Centers


• Purpose:

• Displays the Spend Trend for top 10

Business Units.

• User Focus:




• Location:



• Source:


Lines subject area

Spend Trend by Top Business Units


• Purpose:

• Displays the year over year changes

in Spend for the Top 10 Business

Units.

• User Focus:




• Location:



• Source:


Lines subject area


Business Units


• Purpose:


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:




• Location:



• Source:


Lines subject area

Off-Contract Spend by Top Business

Units


• Purpose:




percentage of PO Matched Spend for

top Business Units satisfying the


• User Focus:




• Location:



• Source:


Lines subject area

Contract Leakage by Top Business Units


• Purpose:




percentage of PO Matched Spend for

top Business Units satisfying the


• User Focus:




• Location:



• Source:


Lines subject area

Contract Compliance - Year Over Year

Performance Trend by Organization


• Purpose:

• Displays Spend, Invoice Price and

Contract compliance details for the

item satisfying the report filter criteria.

• User Focus:




Spend Details by Item

• Location:


• Page – Item Details

• Source:


Lines subject area


• 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:



Spend Trend by Item

• Location:


• Page – Item Details

• Source:


Lines subject area


• Purpose:

• This report displays Spend

Distribution by Invoice Distribution

Type (Item, Freight, Tax etc).

• User Focus:




• Location:


• Additional reports in catalog

• Source:


Lines subject area

Spend by Invoice Distribution Type


• Purpose:

• Total Spend includes all the

transactions generated by AP

invoices. This report displays

Spend Distribution by Invoice

Type.

• User Focus:




• Location:



• Source:


Lines subject area

Spend by Invoice Invoice Type


• 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:



Spend by Level 2 Category

• Location:



• Source:

• Procurement and Spend -

Invoice Lines subject area


• 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:




• Location:



• Source:


Invoice Lines subject area

Spend by Invoice (Non-Item) Distribution

Type


• Purpose:

• Displays the Spend and Spend %

for the Top 10 Suppliers


• User Focus:




• Location:



• Source:


Lines subject area

Spend by Top 10 Suppliers


• Purpose:

This report displays Spend Distribution by

Spend Type (Addressable Spend and Non-

Addressable Spend).

• User Focus:




Spend Distribution By Spend Type

• Location:



• Source:


Lines subject area


• Purpose:

Displays year over over changes in Contract

leakage amount satisfying the report filter

criteria.

• User Focus:




Total Contract Leakage - Year Over Year

Trend• Location:



• Source:


Lines subject area


• Purpose:

Displays the trend for Total Leakage

Amount and and Total Leakage Rate

satisfying report filter criteria.

• User Focus:




Total Contract Leakage Trend

• Location:



• Source:


Lines subject area


• Purpose:

Displays the year over year changes in Total

Off-Contract PO Amount satisfying the


• User Focus:




Total Off-Contract Spend - Year Over Year

Trend

• Location:



• Source:


Lines subject area


• 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:




• Location:



• Source:


Lines subject area

Total Off-Contract Spend Trend


• Purpose:


Total Payables Leakage Amount


• User Focus:




Total Payables Leakage Amount Year

Over Trend

• Location:



• Source:


Lines subject area


• Purpose:

• Displays total Payables Leakage Rate


• User Focus:




Total Payables Leakage Rate Trend

• Location:



• Source:


Lines subject area


• Purpose:

• Displays the total Spend trend by

Quarter satisfying the filter criteria.

• User Focus:




Total Spend - Trend

• Location:



• Source:


Lines subject area


• Purpose:

• Displays the year over year changes in

Spend by Quarter satisfying the report

filter criteria.

• User Focus:




Total Spend - Year Over Year Trend

• Location:



• Source:


Lines subject area


• 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:



Approved PO Spend Composition by

Category

• Location:



• Source:


Purchase Orders subject area


• Purpose:



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:




• Location:



• Source:

• Procurement and Spend - Purchase

Orders subject area

Approved PO Spend Composition by Top

Categories


• Purpose:

• Displays Spend, Supplier Count Count

for all the Top Level Categories.

• User Focus:




• Location:



• Source:


subject area

Category Spend by Supplier Count


• Purpose:

• Displays Contract Leakage Amount and

Contract Leakage Rate by Category


• User Focus:



Contract Leakage by Category

• Location:



• Source:


Lines subject area


• Purpose:


Contract Leakage amount by the


criteria.

• User Focus:




• Location:



• Source:


subject area

Contract Leakage Year Over Year Trend

by Category


• 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:



Invoice Price Variance by Buyer

• Location:



• Source:


Lines subject area


• 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:



Invoice Price Variance by Supplier

• Location:



• Source:


Lines subject area


• Purpose:

• Displays the sequential trend and year-

over-year changes in invoice price variance

by item satisfying the report filter criteria.

• User Focus:



Invoice Price Variance Trend

• Location:



• Source:


Lines subject area


• Purpose:

• Displays Off-Contract Amount by Category


• User Focus:



Off-Contract Spend by Category

• Location:



• Source:


Lines subject area


• Purpose:


Off-Contract Spend by the Category.

• User Focus:




• Location:



• Source:


subject area

Off-Contract Spend Year Over Year Trend

by Category


• Purpose:

• Displays the payables leakage, payables

leakage %, and associated dimension

counts by the category dimension.

• User Focus:




• Location:



• Source:


subject area

Payables Leakage by Category


• Purpose:


Payables Leakage amount by the


criteria.

• User Focus:




• Location:



• Source:


subject area

Payables Leakage Year Over Year Trend

By Category


• 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:




• Location:



• Source:


subject area

Spend by Category


• 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


• User Focus:




• Location:



• Source:


subject area

Spend Composition by Category


• Purpose:

• Displays the sequential trend by quarter

for the Spend and Change Year Ago

Spend satisfying the report filter criteria.

• User Focus:




Spend Trend by Category

• Location:



• Source:


subject area


• 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:



• Location:



• Source:


subject area

Top Categories by Supplier Count


• 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:



• Location:



• Source:


subject area

Year Over Year Spend Trend by Category


• Purpose:



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:



• Location:



• Source:

• Procurement and Spend - Purchase Orders

subject area

Approved PO Spend Composition by

Supplier


• Purpose:

• Displays the Spend, PO Matched Spend,

Contract Leakage Amount, Contract

Leakage Rate by Supplier satisfying the


• User Focus:



• Location:



• Source:


subject area

Contract Leakage by Supplier


• Purpose:


Contract Leakage Spend, Contract

Leakage Rate by Supplier and Supplier

Country satisfying the report filter criteria.

• User Focus:



• Location:



• Source:


subject area

Contract Leakage by Supplier and

Supplier Geography


• Purpose:


Contract Leakage Spend, Contract

Leakage Rate by Supplier Site satisfying


• User Focus:



• Location:



• Source:


subject area

Contract Leakage by Supplier Site


• Purpose:


Contract Leakage Amount and Contract

Leakage Rate for Top 10 Suppliers or

Supplier Geography (Country).

• User Focus:



• Location:



• Source:


subject area

Contract Leakage Rate of Top 10

Suppliers and Supplier Geography


• Purpose:


Contract Leakage amount by the Supplier

or Supplier Country.

• User Focus:



• Location:



• Source:


subject area


by Supplier and Supplier Geography


• Purpose:

• Displays the total invoiced amount, total

number of invoices, paid Invoices and open

invoices for each supplier.

• User Focus:



• Location:



• Source:


subject area

Invoices Summary By Supplier


• Purpose:


Off-Contract Spend, Off-Contract Spend %

by Supplier satisfying the report filter

criteria.

• User Focus:



• Location:



• Source:


subject area

Off-Contract Spend by Supplier


• Purpose:


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:



• Location:



• Source:


subject area

Off-Contract Spend by Supplier and

Supplier Geography


• Purpose:


Off-Contract Spend, Off-contract Spend

rate as percentage of PO Matched Spend

by Supplier Site satisfying the report filter

criteria.

• User Focus:



• Location:



• Source:


subject area

Off-Contract Spend by Supplier Site


• Purpose:


Off-Contract Spend by the Supplier

and Supplier Country.

• User Focus:




• Location:



• Source:


Lines subject area


by Supplier and Supplier Geography


• Purpose:


Payables Leakage amount by

Supplier or Supplier Country


• User Focus:




• Location:



• Source:


Lines subject area


By Supplier and Supplier Geography


• 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:



• Location:



• Source:


subject area

Spend by Supplier


• Purpose:

• Displays the distribution of Spend

Amount by Supplier Diversity in

comparison with Total Spend for all the

suppliers.

• User Focus:




• Location:



• Source:


subject area

Spend by Supplier Diversity


• 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


• User Focus:



Spend Composition by Supplier

• Location:



• Source:


subject area


• Purpose:

• Displays the Spend and Spend % by

Supplier. This report also has a filter that

allows to analyze top 10 Suppliers, or


• User Focus:




• Location:



• Source:


subject area

Spend Summary by Supplier


• Purpose:


Supplier Site satisfying the report filter

criteria.

• User Focus:




• Location:



• Source:


subject area

Spend Summary by Supplier Site


• Purpose:

• Displays the Spend Trend by Quarter by


• User Focus:



Spend Trend by Supplier

• Location:



• Source:


subject area


• Purpose:


spend satisfying the report filter criteria.

This report also has a filter that gives an

option to analyze top 10 Suppliers, or


• User Focus:




• Location:



• Source:


subject area

Spend Year Over Year Trend by Supplier


• Purpose:

• Displays the Spend details by Supplier

and Supplier Geography satisfying the


• User Focus:




• Location:



• Source:


subject area

Supplier Spend Detail


• Purpose:

• Displays PO Amount, Contract Amount,

Off-Contract Amount and Leakage Amount

and other PO details at Purchase Order

transaction level.

• User Focus:



PO Transaction Details by Item

• Location:



• Source:


Orders subject area


• Purpose:

• Displays the savings potential by supplier

and item and savings potential by supplier

and item % by business unit, satisfying the


• User Focus:



Savings Potential by Business Unit and

Item• Location:



• Source:


subject area


• Purpose:

• Displays the savings potential, savings

potential % and Invoice Price details, by

Buyer and item satisfying the report filter

criteria.

• User Focus:



Savings Potential by Buyer and Item

• Location:



• Source:


subject area


• Purpose:



and item % by buying location satisfying


• User Focus:



Savings Potential by Buying Location and

Item• Location:



• Source:


subject area


• Purpose:



and item % by cost center satisfying the


• User Focus:



Savings Potential by Cost Center and

Item• Location:



• Source:


subject area


• 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:




• Location:



• Source:


Lines subject area


• 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:




• Location:



• Source:


Lines subject area


• 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:




• Location:



• Source:


Lines subject area


• Purpose:

• Displays Spend and Spend % by Item


• User Focus:




• Location:



• Source:


subject area

Spend by Item


• 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,


Spend Transactions

• Location:



• Source:


Lines subject area


• 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:




• Location:



• Source:


Lines subject area


• Purpose:


Spend, Contract Leakage Amount and

Contract Leakage Rate as percentage of

PO Matched Spend by Business Unit


• User Focus:




• Location:



• Source:


subject area

Contract Leakage by Business Unit


• Purpose:




PO Matched Spend by Buyer satisfying


• User Focus:




• Location:



• Source:


subject area

Contract Leakage by Buyer


• Purpose:




PO Matched Spend by Buying Location


• User Focus:




• Location:



• Source:


subject area

Contract Leakage by Buying Location


• Purpose:




PO Matched Spend by Cost Center


• User Focus:




• Location:



• Source:


subject area

Contract Leakage by Cost Center


• Purpose:


Contract Leakage amount by Business

Unit, Cost Center, Buying Location and

Buyer satisfying the report filter criteria.

• User Focus:




• Location:



• Source:


subject area


by Organization


• Purpose:



Contract Spend Rate as percentage of

PO Matched Spend by Business Unit


• User Focus:




• Location:



• Source:


subject area

Off-Contract Spend by Business Unit


• Purpose:




PO Matched Spend by Buyer satisfying


• User Focus:




• Location:



• Source:


subject area

Off-Contract Spend by Buyer


• Purpose:




PO Matched Spend by Buying Location


• User Focus:




• Location:



• Source:


subject area

Off-Contract Spend by Buying Location


• Purpose:




PO Matched Spend by Cost Center


• User Focus:




• Location:



• Source:


subject area

Off-Contract Spend by Cost Center


• Purpose:


Off-Contract Spend by Business Unit,

Cost Center, Buying Country or Buyer


• User Focus:




• Location:



• Source:


subject area


by Organization


• Purpose:


Payables Leakage amount by Business

Unit, Cost Center, Buying Geography

or Buyer satisfying the report filter

criteria.

• User Focus:




• Location:



• Source:


subject area


By Organization


• Purpose:

• Displays the Spend, Spend %, and

associated dimensional counts by

Business Unit with the ability to drill

down from the dimensional counts.

• User Focus:




• Location:



• Source:


subject area

Spend by Business Unit


• Purpose:



Buyer with the ability to drill down from

the dimensional counts.

• User Focus:




• Location:



• Source:


subject area

Spend by Buyer


• Purpose:



Buying Location with the ability to drill

down from the dimensional counts.

• User Focus:




• Location:



• Source:


subject area

Spend by Buying Geography


• Purpose:


associated dimensional counts by Cost

Center with the ability to drill down from

the dimensional counts.

• User Focus:




• Location:



• Source:


subject area

Spend by Cost Center


• Purpose:


Business Unit satisfying the report filter

criteria.

• User Focus:




• Location:



• Source:


subject area

Spend Summary by Business Unit


• Purpose:


Buyer satisfying the report filter criteria.

• User Focus:




• Location:



• Source:


subject area

Spend Summary by Buyer


• Purpose:


Buying Geography satisfying the report

filter criteria.

• User Focus:




• Location:



• Source:


subject area

Spend Summary by Buying Geography


• Purpose:


Cost Center satisfying the report filter

criteria.

• User Focus:




• Location:



• Source:


subject area

Spend Summary by Cost Center


• 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:




• Location:



• Source:


subject area

Spend Trend by Business Unit


• Purpose:

• Displays the Spend Trend for top 10

Cost Centers.

• User Focus:




• Location:



• Source:


subject area

Spend Trend of Top 10 Cost Centers


• Purpose:


Spend by Business Unit.

• User Focus:




• Location:



• Source:


subject area

Year over Year Spend Trend by Business

Unit


• Purpose:

• Displays the year over year Spend

Trend for the Top 10 Cost Centers.

• User Focus:




• Location:



• Source:


subject area

Year Over Year Spend Trend of Top 10

Cost Centers



Procurement Performance

Reports


• 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


• 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


• Purpose:

• Shows monthly trend of PO purchase amount.

• User Focus:



• Location:



• Source:


subject area

PO Amount Trend


• Purpose:

• This report enables users to evaluate if

requisitions are are being filled on time.

• User Focus:



• Location:



• Source:


Requisitions subject area

Trailing 12-month Trend of Requisition

Lines Fulfilled Past Expected Date


• Purpose:

• Trailing 12-month trend of Non-agreement

rate and Agreement leakage rate.

• User Focus:



• Location:



• Source:


subject area

Non-Agreement Rate and Agreement

Leakage Rate Trend


• 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:



• Location:



• Source:


subject area

PO Amount, Non-Agreement Amount and

Leakage Amount Trend


• Purpose:

• This report provide details to identify the

requisition lines that require immediate

attention.

• User Focus:



• Location:


• Page – Current Status

• Source:



Requisition Line Status Report


• Purpose:

• This report provides the details to identify

the PO's that are outstanding.

• User Focus:



• Location:



• Source:


subject area

Outstanding POs by Purchase

Organization


• Purpose:

• Displays the Top 20 Outstanding

Quantities by Purchasing org and

Purchase Category.

• User Focus:



• Location:



• Source:


Orders subject area

Top 20 Outstanding Quantities by

Purchasing org and Purchase Category


• Purpose:

•

• User Focus:



• Location:


• Page – Requisition Processing

• Source:



Requisition Lines by Status by

Purchasing Organization


• Purpose:

• Requisition Amount by Status by

Purchasing Organization. Use this report

to determine the amount of requisition by

stages of requisition.

• User Focus:



• Location:



• Source:



Requisition Amount by Status by



• Purpose:

• Requisition Processing Age by

Purchasing Organization. Use this report

to analyze how fast requisitions are being

processed by the purchasing

organizations.

• User Focus:



• Location:



• Source:



Requisition Processing Age by



• Purpose:

• Past Expected Date Requisition

Processing by Purchase Organization.

Use this report to identify requisition lines

that are late.

• User Focus:



• Location:



• Source:



Past Expected Date Requisition

Processing by Purchase Organization


• Purpose:

• Manual Requisition Processing by

Procurement organization. Use this

report to identify what percent of

requisitions are processed manually.

• User Focus:



• Location:



• Source:



Manual Requisition Processing by

Procurement organization


• Purpose:

• Requisition Fulfillment Rate by Purchase

Organization. Use this report to

determine if purchasing organizations are

keeping up with procurement deadlines.

• User Focus:



• Location:



• Source:



Requisition Fulfillment Rate by Purchase

Organization


• Purpose:

• PO Amount Compared to Year Ago by

Purchasing Organization.

• User Focus:



• Location:


• Page – Procurement Effectiveness

• Source:


Orders subject area

PO Amount Compared to Year Ago by



• Purpose:

• PO Input Ratio by Purchasing

Organization. Use this report to assess

what fraction of PO's are generated

through requisitions.

• User Focus:




• Location:

• Dashboard – Procurement

Performance


• Source:


Orders subject area

PO Input Ratio by Purchasing

Organization


• Purpose:

• Monthly Trend of Non-Agreement

Amounts Compare to Year ago.

• User Focus:




• Location:


Performance


• Source:


Orders subject area

Monthly Trend of Non-Agreement

Amounts Compare to Year ago


• Purpose:

• User Focus:




• Location:


Performance


• Source:


Orders subject area

Non-Agreement and Leakage Amounts

and rates by Purchase Organization


• 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:




• Location:


Performance

• Page – PO Price and Contract Leakage

• Source:


Orders subject area

Change in PO Amount Compared to Year

Ago by Item Category


• Purpose:

• Non-Agreement rate and Leakage Rate

by Purchase Organization. Use this

report to identify leakage rate.

• User Focus:




• Location:


Performance


• Source:


Orders subject area

Non-Agreement rate and Leakage Rate by

Purchase Organization


• 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:




• Location:


Performance


• Source:


Orders subject area

Non-Agreement rate and Leakage Rate by

Item Category


• Purpose:

• Use this report to identify purchasing

organizations that are not using

available purchasing contracts.

• User Focus:




• Location:


Performance


• Source:


Orders subject area

Non-Agreement rate and Leakage Amount

by Purchase Organization


• 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:




• Location:


Performance

• Page – Receipt Performance

• Source:


Cycle Lines subject area

On-time receipt performance by purchase

organization


• Purpose:

• This report identifies top 10 purchase

organizations that have the worst on-

time receipt performance.

• User Focus:




• Location:


Performance


• Source:



Top 10 Late Receipt Performing Purchase

Organization


• Purpose:

• This report identifies top 10 on-time

delivery delinquency by Product

category.

• User Focus:




• Location:


Performance


• Source:



Top 10 Late Receipt Performance by

Product Category


• 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


• User Focus:




• Location:


Performance

• Page – Project Commitments

• Source:


Orders, Purchase Requisitions,

Invoice Lines subject areas

Project Commitments Summary


• Purpose:

• Displays the all the open POs, open

PRs, and open Invoices by Project


• User Focus:




• Location:


Performance


• Source:


Orders, Purchase Requisitions,

Invoice Lines subject areas

Project Commitments Details


• Purpose:

• Displays the summary of requisition

amount, number of requisitions for all

the requisitions by project satisfying

the filter criteria.

• User Focus:




• Location:


Performance


• Source:



All Purchase Requisitions by Project


• 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:




• Location:


Performance


• Source:


Orders subject area

All Purchase Orders by Project


• Purpose:

• Displays the summary of requisition

amount, number of requisitions for all

the requisitions by project satisfying


• User Focus:




• Location:


Performance


• Source:



All Invoices by Project


• Purpose:

• Provides monthly trend of PO amount, and

the % change in the amount from a year

ago for the last 12 months.

• User Focus:



• Location:



• Source:


Orders subject area

Monthly Trend of Purchase Order Amount


• 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:



• Location:



• Source:



Past Expected Date Requisition

Processing by Purchase Organization


• Purpose:

• Displays the Monthly Trend of PO

Purchase Amount.

• User Focus:



• Location:



• Source:


Orders subject area

PO Amount Monthly Trend


• Purpose:

• Displays the trailing 12-month trend of

requisitions that have remained

unprocessed, or were processed past their

expected date.

• User Focus:



• Location:



• Source:



Requisition Processing Trend


• Purpose:

• This report helps you to identify the

requisition lines that are unfulfilled past

required date.

• User Focus:



Unfulfilled Requisition Lines by Purchase

Category

• Location:



• Source:




• Purpose:

• This report helps to identify requisition

lines that require urgent attention.

• User Focus:



• Location:



• Source:



Unprocessed Requisition - Urgent by

Purchase Category


• Purpose:

• This report details the list of requisition

lines pending Buyers Workbench.

• User Focus:



Requisition Line Detail report: Lines

Pending Buyers Workbench

• Location:



• Source:




• Purpose:

• This report details the list of requisition

lines pending PO approval.

• User Focus:




Pending PO Approval

• Location:



• Source:




• Purpose:

• This report details the list of unprocessed

requisition details pending sourcing.

• User Focus:



• Location:



• Source:




Pending Sourcing


• Purpose:

• This report details the list of Unfulfilled

requisition lines, that are not canceled,

rejected, returned and or not fully received.

• User Focus:



Requisition Line report: Unfulfilled

• Location:



• Source:




• Purpose:

• This report details the list of Unfulfilled

requisition lines past expected date.

• User Focus:



Requisition Line report: Unfulfilled Past

Expected date

• Location:



• Source:




• Purpose:

• This report details the list of unprocessed

requisitions that needs immediate

attention.

• User Focus:



Requisition Line report: Unprocessed

Requisition - Urgent

• Location:



• Source:




• Purpose:

• This report helps you to identify the

bottleneck stages in requisition processing.

• User Focus:



Unprocessed Requisition Line Status

Report

• Location:



• Source:




• Purpose:

• This report displays the monthly trending

of requisition Processing Age.

• User Focus:



• Location:



• Source:



Requisition Processing Age: Monthly

Trend


• Purpose:

• This report displays the list of requisitions

that require immediate attention.

• User Focus:



Unprocessed Requisition Lines Detail

Report

• Location:



• Source:




• 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:



Agreement Leakage Detailed Report

• Location:



• Source:


Orders subject area


• 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:



Non-Agreement Purchase and Agreement

Leakage by Buyer

• Location:



• Source:


Orders subject area


• 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:



Non-Agreement Purchase Detailed Report

• Location:



• Source:


Orders subject area


• 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:



• Location:



• Source:


Orders subject area

PO Amount Compared to Year Ago

Detailed Report


• Purpose:

• This report displays the details of the POs.

• User Focus:



PO Detail Report

• Location:



• Source:


Orders subject area


• Purpose:

• This report displays the # of Suppliers and

# of Agreement by Purchasing

organization.

• User Focus:



• Location:



• Source:


Orders subject area

Suppliers and Agreement by Purchasing

organization


• 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:



Leakage by Buyer

• Location:



• Source:


Orders subject area


• 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:



Non-Agreement Purchase Details By

Buyer

• Location:



• Source:


Orders subject area


• Purpose:

• This report details the open requested

spend for all approved requisitions by top

Cost Centers.

• User Focus:



• Location:



• Source:



Open Purchase Requisitions by Top Cost

Centers


• 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:



• Location:



• Source:

• Procurement and Spend - Procure to Pay

subject area

Requested Spend, Committed Spend and

Actual Spend by Top Categories


• Purpose:

• This report provides trending analysis of

spend categories by Quarter or by Month.

• User Focus:



• Location:



• Source:


subject area

Requested Spend, Committed Spend and

Actual Spend Trend


• 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:



Requisition Activity By Top Cost Centers

• Location:



• Source:





Supplier Performance Reports


• 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:


• Location:

• Dashboard – Supplier Performance


• Source:

• Supplier Performance - Supplier Performance subject area

• Report – Supplier Performance Key Metrics -1


• Report - Supplier Performance Key Metrics -2

Supplier Performance - Key Performance

Indicators


• 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:


• Location:



• Source:


Supplier Scorecard - Top 20 Performing

Suppliers


• 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


• Location:



• Source:

• Supplier Performance - Supplier

Performance subject area

Current Total Supplier Base


• Purpose:

• Provides the details of those suppliers

that have a high receipt cycle time

• User Focus:




• Location:


• Page – Overview, Delivery

Performance

• Source:



Top 10 Average Receipt Cycle Times By

Supplier


• Purpose:

• Provides analysis of supplier DPO Trend by

company name.

• User Focus:



• Location:



• Source:

• Supplier Performance - Supplier AP

Transactions subject area

Supplier DPO Trend


• Purpose:

• Provides the Analysis of Analyze

DPO over time

• User Focus:




• Location:


• Page - Trends

• Source:



DPO Trends


• 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:



• Location:


• Page – Trends

• Source:

• Supplier Performance - Supplier Performance

subject area

Supplier Performance Trends


• 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:



• Location:


• Page – Trends, Supplier Payables

• Source:



Supplier Payment Trends


• Purpose:

• Displays the top 10 Off- Contract Spend by

supplier satisfying the report filter criteria.

• User Focus:



• Location:


• Page – Exceptions

• Source:


subject area

Top 10 Off-Contract Spend by

Supplier


• 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:



• Location


• Page – Exceptions, Quality Performance

• Source:



Top 10 Rejection Rates by Supplier


• Purpose:

• Provides the details of the top 10 suppliers

with outstanding balance in bucketed time

frames.

• User Focus:



• Location:


• Page – Exceptions, Supplier Payables

• Source:



Top 10 Aging Outstanding Balances By

Supplier


• Purpose:

• This report details those suppliers that

have the 10 worst received on time rates.

• User Focus:



• Location:


• Page – Exceptions, Supplier Payables

• Source:



Bottom 10 Received On Time Rates By

Supplier


• Purpose:

• Provides the details of the suppliers that

have the top 10 outstanding invoice

amounts.

• User Focus:



• Location:


• Page – Supplier Payables

• Source:



Top 10 Outstanding Payments To

Suppliers


• Purpose:

• Provides the analysis of the past payments

to suppliers, and the number of payments

made with and without invoices.

• User Focus:



• Location:



• Source:



Supplier Payment Analysis


• Purpose:

• Provides the analysis of the supplier

payment aging analysis

• User Focus:



• Location:



• Source:



AP Aging Analysis


• Purpose:

• This report details DPO Monthly

Trend for a given Supplier within a

given Purchasing Organization

selected through prompts

• User Focus:




• Location:



• Source:



DPO Trends


• Purpose:

• Provides the analysis of 10 highest supplier

payment amounts made by purchasing

organization

• User Focus:



• Location:



• Source:



Top 10 Payment Amounts By Purchasing

Organization


• Purpose:

• Provides the analysis of the suppliers with 10

highest numbers of payments

• User Focus:



• Location:



• Source:



Top 10 Numbers Of Supplier Payments


• Purpose:

• Provides the analysis of the purchasing

organizations or the suppliers with best order

acceptance rates

• User Focus:



• Location:


• Page – Quality Performance

• Source:



Top 10 Order Acceptance Rates By



• Purpose:

• Provides the analysis of the suppliers who have the best PO on-time delivery rate

• User Focus:


• Location:


• Page – Delivery Performance

• Source:


Top 10 On Time Performance By Supplier


• 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:



• Location:



• Source:



Top 10 Late Purchase Order Deliveries


• 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:


• Location:



• Source:


Top 5 Products That Have Been Delivered

Early By Supplier


• Purpose:

• Displays invoice price variance in

percentage by top products satisfying


• User Focus:




• Location:


• Page – Price Performance

• Source:


Lines subject area

Invoice Price Variance (IPV) by Top

Products


• Purpose:

• Displays the comparison of invoice price performance for top 10 suppliers for satisfying the

filter criteria.

• User Focus:


• Location:



• Source:

• Procurement and Spend - Invoice Lines subject area

Invoice Price Performance by Top

Suppliers


• Purpose:

• Displays year over year changes for PO

Amount and Receipt Amount by To 20

Suppliers

• User Focus:



• Location:



• Source:


subject area

PO and Receipt Amount Comparison by

Top 20 Suppliers


• 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:




• Location:



• Source:


Cycle Lines

Purchase Order to Purchase Receipt

Variance


• 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:


• Location:



• Go Navigation Link from Supplier Scorecard - Top 20 Performing Suppliers report

• Source:

• Supplier Performance - Supplier Performance

Supplier Scorecard - Bottom 20 Performing

Suppliers


• 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:


• Location:


• 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


• Purpose:

• Provides the analysis of the 10 highest

amounts paid to suppliers.

• User Focus:



• Location:



• Go Navigation Link from Top 10 Payment

Amounts By Purchasing Organization

• Source:


Transactions

Top 10 Payment Amounts By Supplier


• Purpose:

• Displays the comparison of invoice price performance for all suppliers for a selected top level

item category satisfying the filter criteria.

• User Focus:


• Location:



• 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


• 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:



• Location:



• Go Navigation Link from Invoice Price

Performance by Top Suppliers

• Source:


PO Amount by Top 20 Suppliers by

Product


• Purpose:

• This report details those suppliers that

have a high average PO lead time. This

report is populated only with SAP data.

• User Focus:




• Location:


• Additional Report in Catalog

• Source:


Performance

Top 10 PO Lead Times By Supplier


• Purpose:

• Provides the details of the number of

suppliers that are currently used by

purchasing organizations

• User Focus:




• Location:



• Source:


Performance

Current Supplier Base By Purchasing

Organization


• 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:




• Location:



• Source:


Cycle Lines

Top 5 Rejection Rates By Supplier


• 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:



• Location:


• Additional report in catalog

• Source:


Performance

Early Purchase Order Deliveries By Plant

Location


• 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:




• Location:

• Dashboard – Supplier

Performance


• Source:


Purchase Cycle Lines

Late Purchase Order Deliveries By



• Purpose:

• Provides the details of all suppliers and

their PO on-time receipt rate

• User Focus:




• Location:



• Source:


Performance

Supplier On Time Performance


• Purpose:

• Provides the analysis of the timeliness of payments to suppliers

• User Focus:


• Location:



• Source:

• Supplier Performance - Supplier AP Transactions

Supplier Payment Performance


• 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:



• Location:


• Additional report in catalog

• Source:


Transactions

Top 10 Outstanding Supplier Balances


• 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:




• Location:



• Source:


Orders

Supplier Rejection Rates


• 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:




• Location:



• Source:


Performance

Early Purchase Order Deliveries By



• 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:


• Page – Exceptions

• Source:



Bottom 10 Received On Time Rates By

Supplier



Employee Expenses Reports


• 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


• Source:

• Employee Expenses Subject Area

Total Expenses Trend


• Purpose:

• Displays Top 10 Cost Centers Total

Expense , Year Ago Expense and

directional change.

• User Focus:


Managers

• Location:



• Source:


Top Cost Centers by Expenses


• Purpose:

• Displays the Employee Expense by

Type as compared to the Year Ago

Expense by Type

• User Focus:


Managers

• Location:



• Source:


Expense Breakdown by Type


• Purpose:

• Displays Top Employee

Organizations Total Expense ,

Year Ago Expense and

directional change.

• User Focus:

• Executives / Finance &

Accounting Managers

• Location:

• Dashboard – Employee

Expenses


• Source:

• Employee Expenses Subject

Area

Top Employee Organization by Expenses


• Purpose:

• Compares the Top 10 Operating

Unit Total Expenses with the Year

Ago Total Expenses.

• User Focus:


Managers

• Location:



• Source:


Top Operating Unit by Expenses


• Purpose:

• Displays the Total Outstanding

Expenses by Month

• User Focus:


Managers

• Location:



• Source:


Expenses Exposure


• Purpose:

• Compares the Number of Expense

Reports and Total Expense by

Business Unit.

• User Focus:


Managers

Number of Expense Reports by Business

Unit• Location:



• Source:



• Purpose:

• Compares the Average Expense

Filing Cycle Time, Number of

Expense Reports and Number of

Late Expense Reports by Business

Unit.

• User Focus:


Managers

• Location:



• Source:


Number of Expense Reports Filed Late by

Business Unit


• Purpose:

• Compares the Total Expense vs.

the Total Expense Year Ago for a

Team.

• User Focus:

• Executives and Managers

• Location:


• Page – Manager - Expenses

• Source:


Team – Total Expenses Trend


• Purpose:

• Displays the 15 most recent

Expense reports submitted for a

Team.

• User Focus:


• Location:



• Source:


Recent Employee Expense Reports


• Purpose:

• Shows the Breakout of the

Teams Employee related

expenses by Type.

• User Focus:


• Location:


Expenses


• Source:


Area

Expenses by Type


• Purpose:

• Lists the top 10 Employees by

Total Employee Expense. The

report shows totals for each

Expense Type.

• User Focus:


• and Executives

Top Spenders

• Location:


Expenses


• Source:


Area


• Purpose:

• Shows all of the open Expense

Reports for team members.

• User Focus:


Open Expense Reports

• Location:


Expenses


• Source:


Area


• Purpose:

• Highlights the top 10 most

Expensive Expense Reports for

the Team.

• User Focus:


Most Expensive Employee Expense

Reports

• Location:


Expenses


• Source:


Area


• Purpose:

• Displays the number of Expense

Reports Filed Late and The

Average Filing Cycle time by

Employee

• User Focus:



Employee

• Location:


Expenses


• Source:


Area


• 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:


• Page – Cost Center - Expenses

• Source:


Total Expenses Trend


• Purpose:

• Shows the top 15 Cost Centers by

Total Expense

• User Focus:


Highest Expensing Cost Centers

• Location:



• Source:



• Purpose:


Reports and associated Cycle

Times by Cost Center.

• User Focus:


• Location:



• Source:


Average Expense Cycle Times by Cost

Center


• Purpose:

• Compares the top 15 Cost

Centers Total Expense vs. The

Prior Year Total Expense.

• User Focus:


• Location:



• Source:


Cost Center Year over Year Comparison


• Purpose:

• Shows all of the open

Expense Reports by Cost

Center.

• User Focus:

• Cost Center Owners /

Managers

• Location:


Expenses

• Page – Cost Center -

Expenses

• Source:


Area

Open Expense Reports by Cost Center


• Purpose:


Reports Filed Late with the Number

of Filed Expense Reports and the

Average Expense Filing Cycle Time

by Cost Center.

• User Focus:


• Location:



• Source:



Cost Center


• Purpose:

• Displays the 15 largest expense

reports and the associated Cost

Center.

• User Focus:


Largest Expense Reports by Cost Center

• Location:



• Source:



• 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:


• Page – Submissions

• Source:


Expense Report Submissions by Day of

Week


• Purpose:

• Displays The Number of Expense

Reports Filed and Associated

Expense for each week of the

Quarter.

• User Focus:

• Financial Planning / Accounting

Analyst

• Location:


• Page – Submissions

• Source:


Expense Report Submissions by Week of

Quarter

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