Understanding the SRM Dashboard
This chapter provides an overview of the SRM Dashboard and discusses how to:
Set up the SRM Dashboard.
View SRM Dashboard pagelets.
View pagelet details.
Understanding the SRM Dashboard
Increasing volumes of operational data place a significant burden on the employee who is responsible for tracking information and reacting to events. As the sophistication of the knowledge worker continues to increase, the demand to provide powerful and easy to use solutions grows. The SRM Dashboard can fulfill this requirement and provide the tools to ease the information overload for employees.
The SRM Dashboard provides you with an aggregated view of the source-to-settle business process, including metrics. It provides you with the ability to view information from several PeopleSoft SRM applications (PeopleSoft Purchasing, PeopleSoft eProcurement, and PeopleSoft Services Procurement). It is a centralized portal page with multiple pagelets that provide buyers and managers with essential information to assist them with their daily jobs in one location. These buyer-facing and manager-facing pagelets are delivered with the SRM dashboard and can be accessed if PeopleSoft SRM applications are installed.
You can add any of these pagelets to your SRM Dashboard page:
Activity Monitor.
Dispatched Purchase Orders.
Live Sourcing Events.
Manager PO Contract Spend.
Manager PO Spend by PO Date.
Manager Spend by Category.
Manager Spend by Vendor.
Manager Total Schedule Spend.
Overdue Purchase Orders.
PO Acknowledgement Status.
PO Contract Spend by Period (buyer's view).
Requisitions to be Sourced.
Review ASN (advanced shipping notice).
Spend by Category (buyer's view).
Spend by Vendor (buyer's view).
Total PO Spend by PO Date (buyer's view).
Total Schedule Spend by Period (buyer's view).
The information that is displayed on each page or pagelet is either by buyer or manager. When a buyer logs into the system, the first page displayed to them will be their home page with their selected pagelets. The information displayed on each pagelet will be only those purchase orders or requisitions on which they are specified as the buyer. If a buyer is responsible for multiple purchasing business units, the purchase orders and requisitions for the purchasing business units specified on the reporting entity tied to the buyer will display.
When a manager logs into the system, the first page displayed to them will be their home page with their selected pagelets. The information displayed on each manager pagelet will be only those purchase orders or requisitions for the buyers that they manage. If a manager is responsible for multiple purchasing business units, the purchase orders and requisitions for the purchasing business units specified on the manager's reporting entity will display.
See Also
PeopleSoft Enterprise Portal Solutions PeopleBook: Enterprise Portal Pagelet Development
Personalizing SRM Dashboard Pagelets
To personalize your SRM dashboard page, you'll need to do some initial set up:
Select which pagelets you'd like to have appear on your home page. This is accomplished by clicking the Personalize Content link at the top of the menu.
Once you have accessed the Personalize Content page, you can select from the list of SRM Dashboard pagelets listed under Cross-Supply Chain.
After you've selected the pagelets you want to appear on your home page, click the Personalize Layout link at the top of the page.
Using the Personalize Layout page, specify the home page basic layout and where on the home page you'd like each pagelet to appear.
Note. The Spend by Category, Manager Spend by Category, Spend by Vendor, and Manager Spend by Vendor pagelets have two formats. If you choose the 2 column layout, additional information (specifically, the Historical Spend and Future Spend columns) will appear on the pagelet. If the 3 column format is selected, a summarized version of the pagelet will appear. The system will size the pagelet automatically, depending on the layout you select.
Click Save to retain these settings.
The first page you'll see when logging in to the system will be the layout you previously defined.
Note. You can change the information you wish to view or rearrange your layout at any time.
When setting up the dashboard, you have several options regarding how much data is collected for analysis, what is displayed on your home page, and how monthly or periodic totals are calculated.
A reporting entity code is used to control how purchase order spend information is categorized into monthly or periodic buckets, what currency to report the spend amounts in, and for which business units to collect procurement information. When the Spend History process that updates the Spend History table is run, you select a reporting entity, that provides the necessary parameters to calculate and bucket spend amounts. Using the calendar code on the reporting entity, the process will compare either the schedule due date or the purchase order date to the start and end dates of the calendar month and period, and assign the schedule or purchase order to a month or period corresponding to the calendar. The currency code and conversion rate type is used to convert all monetary amounts into a single currency, while the purchasing business unit list determines which business unit's purchase orders are collected for reporting.
When running the process, you also specify how many months or periods worth of data you want to collect to reside in your spend history record. However, you can always limit the amount of data that appears on the dashboard pagelets by defining the number of prior and future periods each buyer wants to view. For example, you can choose to collect 8 prior periods and 5 future periods worth of spend information when running the process. When defining a buyer, you can specify their preference to view only 3 prior periods and 4 future periods worth of data. When that buyer logs on to their home page, only the 7 periods worth of data will appear.
In addition to defining the amount of data that will be displayed on a buyer's home page, when defining a buyer, you also associate a reporting entity to that buyer. In essence, this is defining which purchasing business units a buyer is responsible for and in which currency they would like to view monetary amounts. The SRM Dashboard application will look for the reporting entity information in the spend history record that corresponds to the reporting entity defined for the buyer and displays that information on the buyer's dashboard. If the Spend History process has not been run for the buyer's reporting entity, no spend information will appear on the dashboard.
For the manager's view of spend information, you must first define a manager as a buyer. Again, this determines in what currency the manager will view spend information, what purchasing business units are included, and how many periods of prior and future spend information will appear on each pagelet. For managers, an additional set up must be performed to assign buyers to the manager. This determines which buyer's purchase order's are collected and displayed on the pagelets. When assigning a reporting entity to the manager (buyer), you will need to ensure the reporting entity contains a super set of all business units for all the buyers reporting to that manager. For example, if Buyer A buys for POBU 1 and Buyer B buys for POBU 2 and both report to Manager XYZ, the reporting entity for the manager should have both POBU1 and POBU2 listed. As with the buyer, the Spend History must be run specifying the manager's reporting entity in order for spend information for his or her buyers to appear on the manager views of spend.
Prerequisites
If you are including the buyer or manager spend analysis pagelets as part of your dashboard, you will need to define:
Calendar periods by using the Calendar Periods page (Set Up Financials/Supply Chain, Common Definitions, Calendar/Schedules, Detail Calendar, Calendar Periods).
These calendar period are used to bucket the purchase order expenditures to display spend information.
A reporting entity for the spend analysis.
The reporting entity defines which PeopleSoft Purchasing business units to be included when the system updates the spend history tables as well as the currency in which to convert any monetary amounts. In addition, the reporting entity defines in which period to bucket the purchase order schedules when creating the purchase order graphs for the buyer.
The buyers preferences for the SRM Dashboard.
This is used to further refine the information that is displayed on the spend analysis pagelets.
Note. Managers must be defined as a buyer.
The buyers that report to a manager.
This information is used to determine which buyer information appears on the manager spend analysis pagelets.
Note. You will only need to define this information for managers.
The run control parameters for the PO_SPND_HIST process and run the process.
If you are including the Activity Monitor pagelets as part of your dashboard, you will also need to define which workflow notifications should appear on the buyer or managers Activity Monitor. You can select from any number of existing workflow notifications.
Setting Up the SRM Dashboard
In addition to selecting which pages will appear on your dashboard, there are a few set up steps that will define the data to be presented, as well as how the data will appear on your pagelets.
This section discusses how to:
Define a reporting entity.
Add and maintain buyers to use the SRM Dashboard.
Maintain buyers for a manager.
Register worklists for the Activity Monitor.
Run the Spend History process.
Pages Used to Set Up the SRM Dashboard|
Page Name |
Definition Name |
Navigation |
Usage |
|
PRCR_ENTITY_TBL |
Purchasing, Analyze Procurement, Setup Profiles, Define Procurement Controls |
Define a spend analysis reporting entity. |
|
|
PO_SPEND_BUYER |
Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Buyer Setup |
Use this page to further refine information to be displayed on the Spend Analysis pagelets. Define and maintain buyers and purchase order defaults for buyers. |
|
|
PO_MANAGER_TBL |
Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Buyer Manager Setup, Define Buyers for a Manager |
Define buyers that report to a manager for use by the manager spend analysis pagelets. This provides an aggregated view of spend for all buyers reporting to a manager. |
|
|
PV_WL_REGISTRY |
Setup Financials/Supply Chain, Common Definitions, Activity Monitor, Activity Monitor Registry, Register Worklists for Activity Monitor |
Select the worklist entries that can appear on the buyer or managers Activity Monitor. |
|
|
PO_SPEND_HIST_RC |
Purchasing, Analyze Procurement, Update Spend History |
Run the Spend History process which updates the spend history records. |
Defining a Reporting Entity
Access the Define Procurement Controls page (Purchasing, Analyze Procurement, Setup Profiles, Define Procurement Controls).
Use this page to define a spend analysis reporting entity for use by the SRM Dashboard pagelets.
|
Reporting Entity ID |
Enter a unique identifier for spend history. |
|
Reporting Type |
Select Spend Analysis. |
|
Description |
Enter a short description for the reporting entity. |
|
Calendar SetID |
Select the setID for the calendar you want to use to bucket expenditures. |
|
Calendar ID |
Select a predefined calendar in which to bucket purchase order expenditures. This calendar will determine how purchase order commitments will be displayed by period. For example, if you selected a calendar where Period 1 was defined from 01/02/2005 to 01/29/2005 and Period 2 was from 01/30/2005 to 02/26/2005 and you created the following purchase orders:
|
|
Currency Code |
Select a currency to which all purchase order spend information will be converted. This will be the currency that all buyers or managers assigned this reporting entity will view their total spend information. |
|
Rate Type |
Select the rate type used to convert the currency for purchase orders. |
|
Unit Type |
Displays the business unit type. PO appears by default. This value cannot be changed. |
|
Business Unit |
Select all the PeopleSoft Purchasing business units for which this reporting entity is responsible. When updating the spend history tables, the process selects all purchase orders assigned to the PeopleSoft Purchasing business units specified here. You should set up a reporting entity for all possible combinations of business units for which buyers are responsible. For example, if Buyer A and Buyer B both can purchase only for Purchasing Business Unit 1, you would need only one reporting entity. However, if Buyer A can purchase for Purchasing Business Unit 1 and 2 and Buyer B can purchase for Purchasing Business Unit 2 and 3, you would need two separate reporting entities. When defining a manager as a buyer, you should ensure the reporting entity specified on the manager's dashboard preferences is either the same as the buyers for which he or she is responsible or encompasses all the business units for the buyers. For example, if both Buyer A and Buyer B purchased for Purchasing Business Unit 1 and reported to Manager XYZ, you could use the same reporting entity when setting up Buyer A, Buyer B and Manager XYZ However, if Buyer A purchases for Business Unit 1 and 2 and Buyer B purchases for Business Unit 2 and 3, you would need to set up a third reporting entity that included Business Units 1, 2 and 3 and assign that reporting entity to Manager XYZ. That way, Manager XYZ would be able to view all the business units for all the buyers for which he or she was responsible. |
Adding and Maintaining Buyers to Use the SRM Dashboard
Access the Dashboard page (Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Buyer Setup).
Note. The Dashboard page is part of the Buyer Setup component. Use the page to further define the information that will appear on the spend analysis graphs for the buyer or manager.
|
Reporting Entity ID |
Select the reporting entity you want to associate with the buyer or manager. This will control which purchasing business unit information is displayed to the buyer or manager on the graphs and the currency in which it is displayed. The system will look at the purchase orders for the purchasing business units defined on the reporting entity definition and summarize the purchase order amounts by buyer. When this buyer logs onto their home page, the purchase order amounts for which they are the designated buyer will be displayed. The amounts are displayed in the currency specified on the reporting entity definition. |
|
Prior Periods |
Enter the number of prior periods to be displayed on the graphs. For example, if the buyer wants to view one prior period and five future periods worth of spend information, they would enter 1 in this field. |
|
Future Periods |
Enter the number of future periods to be displayed on the graphs. |
Maintaining Buyers for a Manager
Access the Define Buyers for a Manager page (Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Buyer Manager Setup, Define Buyers for a Manager).
Note. The manager must first be defined as a buyer. The reporting entity information and the prior and future period information is defined by buyer. That information is crucial for what and how the information displays for the SRM Dashboard pagelets.
|
Buyer |
Select the buyers you want to associate with this manager. All the buyer information associated with the different buyers that are defined here will display for the manager on the different manager spend analysis pagelets. |
Registering Worklists for the Activity Monitor
Access the Register Worklists for Activity Monitor page (Setup Financials/Supply Chain, Common Definitions, Activity Monitor, Activity Monitor Registry, Register Worklists for Activity Monitor).
Use this page to specify which workflow notifications will appear in the Activity Monitor pagelet. The activity monitor is used system wide and can contain all possible workflow notifications. However, only those notifications sent to the user will appear in his or her Activity Monitor pagelet.
|
Worklist Name |
Select the worklist name that you would like to have appear on the Activity Monitor pagelet. |
Running the Spend History Process
Access the Update Spend History page (Purchasing, Analyze Procurement, Update Spend History).
Viewing SRM Dashboard Pagelets
This table provides a summary of pagelets that can be viewed using the SRM Dashboard:
|
Pagelet Name |
Usage |
View By |
|
Activity Monitor |
Displays worklist entries assigned to the buyer or manager. |
Buyer or Manager |
|
Dispatched Purchase Orders |
Displays a list of recently dispatched purchase orders. |
Buyer |
|
Live Sourcing Events |
Displays a list of recent sourcing event activity. |
Buyer |
|
Overdue Purchase Orders |
Displays all purchase order lines where the purchase order line's scheduled due date is prior to today's date and the quantity still to be received is greater than zero (0). |
Buyer |
|
PO Acknowledgement Status |
Displays purchase orders that do not yet have a corresponding acknowledgement from the supplier, or those purchase orders that have acknowledgements and are awaiting review. |
Buyer |
|
PO Contract Spend by Period |
Displays the percentage of purchase order amounts that originated from a contract by period. |
Buyer |
|
Requisitions to be Sourced |
Displays approved requisitions that have not yet been sourced to a purchase order. |
Buyer |
|
Review ASN |
Displays ASN information for those purchase orders assigned to the specific buyer. |
Buyer |
|
Spend by Category |
Displays historical spend and future purchases for the buyer by item category. Summarizes and displays spend for the buyer for all categories. |
Buyer |
|
Spend by Vendor |
Displays historical spend and future purchases by vendor. Summarizes and displays spend for the buyer for all vendors. |
Buyer |
|
Total PO Spend by PO Date |
Displays the total purchase order monetary amount (spend) by purchase order date assigned to the specific buyer. Amounts are bucketed by purchase order date and total purchase order amount. |
Buyer |
|
Total Schedule Spend by Period |
Displays the total schedule monetary amount (spend) for purchase orders assigned to the specific buyer. Amounts are bucketed by period, using the scheduled due date on the purchase order. |
Buyer |
|
Manager PO Contract Spend |
Displays purchase order contract spend for all buyers that report to a manager. |
Manager |
|
Manager PO Spend by PO Date |
Displays total purchase order spend by purchase order date for all buyers that report to a manager. |
Manager |
|
Manager Spend by Category |
Displays all historical spend and future purchases for all buyers that report to a manager by item category. Summarizes and displays spend for all buyers that report to a manager by item category. |
Manager |
|
Manager Spend by Vendor |
Displays historical spend and future purchases by vendor. Summarizes and displays spend for all buyers that report to a manager for all vendors. |
Manager |
|
Manager Total Schedule Spend |
Displays total schedule spend for all buyers that report to a manager. |
Manager |
Common Elements Used in this Section|
PO ID (purchase order ID) |
Displays the purchase order ID. When you click this link you will access the Maintain Purchase Order - Purchase Order page. Use this page to view or maintain the purchase order and all of its details. |
See Also
Creating Purchase Orders Online
Activity Monitor Pagelet
Access the Activity Monitor pagelet.
This pagelet displays the types of workflow notifications sent, along with the number of notifications. The assigned priority is indicated by the color of the bar graph.
To assign a priority to the worklist entry, click the type of notification you wish to update. From there, you will be transferred to the Worklist page which displays the individual entries where you can update the priority of an entry.
Dispatched Purchase Orders Pagelet
Access the Dispatched Purchase Orders pagelet.
This pagelet displays a list of recently dispatched purchase orders. Buyers can view purchase orders that have been created, approved, and sent to a vendor. The date and time that the purchase order was dispatched and the vendor to whom it was dispatched are also displayed. The most recently dispatched purchase orders will be displayed first.
|
Show All/Enhanced |
Click this link to access the Search (dispatched purchase orders) page. Use this page to enter search criteria for a different set of purchase orders. After you enter the search criteria you are able to view the results of the search using the Filter Results page. |
See Also
Selecting Search Criteria for Pagelet Details
Viewing Additional Pagelet Details
Live Sourcing EventsAccess the Live Sourcing Events pagelet.
This pagelet displays a list of recent sourcing event activities. Buyers can view the events that have been created and completed along with the date and time that the event type.
|
Show All/Enhanced |
Click this link to access the Search (live sourcing events) page. Use this page to enter search criteria for a different set of events. After you enter the search criteria you can view the results of the search using the Filter Results page. |
Overdue Purchase Orders Pagelet
Access the Overdue Purchase Orders pagelet.
This pagelet displays a list of purchase orders where a schedule line's due date is prior to today's date and the quantity to be received is greater than zero. If multiple schedule lines for a purchase order are overdue, the purchase order ID will appear multiple times on the pagelet. The due date and the item overdue will be displayed.
|
Show All/Enhanced |
Click this link to access the Search (overdue purchase orders) page. Use this page to enter search criteria for a different set of purchase orders. After you enter the search criteria you are able to see the results of the search using the Filter Results page. |
See Also
Selecting Search Criteria for Pagelet Details
Viewing Additional Pagelet Details
PO Acknowledgement Status Pagelet
Access the PO Acknowledgement Status pagelet.
This pagelet displays purchase orders that do not have a corresponding acknowledgement from the supplier, or those purchase order's that have acknowledgements and are awaiting review. The purchase order's displayed here have been dispatched to the vendor and are set up for acknowledgements. The dispatch date along with the vendor to which the purchase order was dispatched is displayed along with it's current POA status.
|
Show All/Enhanced |
Click this link to access the Search (purchase order acknowledgements) page. Use this page to enter search criteria for a different set of purchase orders. After you enter the search criteria you are able to see the results of the search using the Filter Results page. |
See Also
Selecting Search Criteria for Pagelet Details
Viewing Additional Pagelet Details
PO Contract Spend By Period Pagelet
Access the PO Contract Spend By Period pagelet.
This pagelet displays the percentage of spend that originated from a contract. The amounts per period displayed are based on the calendar tied to the reporting entity of the run control used to generate the spend history information. Purchase order schedules that were converted from a contract are bucketed into the calendar periods according to their scheduled due date. The value of this periodic contract spend is then calculated as a percentage of the total of all purchase orders for the period. The number of periods displayed is based on the options selected in the Buyer definition for the dashboard. To view the numeric value percentage and the total schedule lines for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Contract Spend by Period page. Use this page to view and analyze all the details for the contact spend by period.
See Also
Viewing Details for Contract Spend by Period
Requisitions to be Sourced Pagelet
Access the Requisitions to be Sourced pagelet.
This pagelet displays recently approved requisitions for the buyer that have not yet been sourced to a vendor.
|
Req ID (requisition ID) |
Click this link to access the requisition. If the requisition originated in PeopleSoft eProcurement, you will be transferred to the Requisition Details page. From there, you can transfer to the PeopleSoft eProcurement Manage Requisitions component. If the requisition originated in PeopleSoft Services Procurement, you will be transferred to the PeopleSoft eProcurement Manage Requisitions component. If the requisition originated in PeopleSoft Purchasing and PeopleSoft eProcurement is not installed, you will be transferred to the Maintain Requisitions - Requisition page. From there, you can transfer to the Add/Update Requisitions component. If both PeopleSoft Purchasing and PeopleSoft eProcurement are installed you will always be transferred to the PeopleSoft eProcurement Manage Requisitions component. |
|
Show All/Enhanced |
Click this link to access the Search (requisitions to be sourced) page. Use this page to enter search criteria for a different set of requisitions. After you enter the search criteria you are able to see the results of the search using the Filter Results page. |
See Also
Managing Requisitions in PeopleSoft eProcurement
Selecting Search Criteria for Pagelet Details
Viewing Additional Pagelet Details
Review ASN Pagelet
Access the Review ASN pagelet.
This pagelet displays only those shipment numbers that are associated to purchase orders related to the specific buyer. Only those ASNs that are new or ready to be processed will display. The vendor name and the date of transmission will also display. If multiple purchase orders are associated with the ASN, Multiple will appear under the PO ID column instead of the Purchase Order ID.
|
Ship No |
Displays the shipping number. Click this link to access the ASN History - Line Details page. Use this page to review the ASN information. |
|
Show All/Enhanced |
Click this link to access the Search (advanced shipping receipts) page. Use this page to enter search criteria for a different set of purchase orders or ASNs. After you enter the search criteria you are able to see the results of the search using the Filter Results page. |
See Also
Reviewing ASN History by Employees
Selecting Search Criteria for Pagelet Details
Viewing Additional Pagelet Details
Spend By Category Pagelet
Access the Spend By Category pagelet.
This pagelet will display all historic and future purchase order spend for the buyer by item category. On the initial pagelet, the total spend will be summarized by category and will display in descending order based on total spend amount.
If you have selected the two column format for the dashboard, this pagelet is expanded and shows the Historical Spend and Future Spend amounts in addition to the total spend by category. The amount of history and future spend are dependent on the number of prior and future periods defined on the Buyer Setup - Dashboard page. The historical spend is the sum of the schedule lines for that category for the number of periods specified. For example, if you set up a buyer with 8 prior periods and 3 future periods using the Buyer Setup - Dashboard page, the amount that displays for historical spend will be the sum of the prior 8 periods of schedule lines, summarized by category.
Historical is considered any schedule prior to today's date up to the beginning date of the first period in the historical range. For example, today is 11/01/06. You set up the buyer with 8 prior and future periods using the Buyer Setup - Dashboard page. March would be the first of the historical periods. March's period is defined as 03/01/06 to 03/31/06. Therefore the historical date range would be 03/01/06 to 10/31/06.
Future spend is the sum of the schedule lines for today's date, plus the remainder of the current period plus, the next three periods, summarized by category. In our example, the future date range would be 11/01/06 to 02/28/07.
If you selected the three column format for the dashboard, only the category, description and total spend amount are displayed.
|
Category |
Click this link to access the View Spend by Category page. Use this page to view historical and future spend for the selected category. |
|
Show All/Enhanced |
Click this link to access the Spend By Category page. Use this page to view all the spend by category information. |
Spend By Vendor Pagelet
Access the Spend By Vendor pagelet.
This pagelet will display all historic and future purchase order spend for the buyer by vendor. On the initial pagelet, the total spend will be summarized by vendor and will display in descending order based on total spend amount.
If you have selected the two column format for the dashboard, this pagelet is expanded and shows the Historical Spend and Future Spend amounts in addition to the total spend by vendor. The amount of history and future spend are dependent on the number of prior and future periods defined on the Buyer Setup - Dashboard page just like the Spend by Category pagelet.
If you selected the three column format for the dashboard, only the vendor, vendor name, and total spend amount are displayed. Click the Vendor link to view historical and future spend for the selected vendor.
|
Vendor ID |
Click this link to access the Category Spend by Vendor page. Use this page to view historical and future spend for the selected vendor. |
|
Show All/Enhanced |
Click this link to access the Spend By Vendor page. Use this page to view all the spend by vendor information. |
See Also
Total PO Spend By PO Date Pagelet
Access the Total PO Spend By PO Date pagelet.
This pagelet displays the total purchase order spend in a graphical format for a specific buyer. Purchase order lines are bucketed into the calendar periods according to their purchase order date and total purchase order amount. The number of periods displayed is based on the period options selected in the Buyer definition for the dashboard. To view the numeric value spend and the total purchase orders for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Spend by PO Date page. Use this page to view and analyze all the details for the spend by purchase order date.
See Viewing Details for Spend by Purchase Order Date.
Total Schedule Spend By Period Pagelet
Access the Total Schedule Spend By Period pagelet.
This pagelet displays the total schedule spend in a graphical format for a specific buyer. Purchase order schedule lines are bucketed into the calendar periods according to their scheduled due date. The number of periods displayed is based on the period options selected in the Buyer definition for the dashboard. To view the numeric value spend and the total schedule lines for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Schedule Spend by Period page. Use this page to view and analyze all the specific details for the schedule spend by period.
See Viewing Details for Schedule Spend by Period.
Manager PO Contract Spend Pagelet
Access the Manager PO Contract Spend pagelet.
This pagelet is similar to the PO Contract Spend by Period pagelet, but it will consist of all the buyers spend history that report to this manager. The number of periods that display on this pagelet will be based on the parameters defined for this manager on the Buyer Setup - Dashboard page. To view the numeric value spend and the total schedule lines for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Manager PO Contract Spend page. Use this page to view and analyze all the details for the managers purchase order contact spend for those buyers reporting to the manager.
See Viewing Details for Manager Purchase Order Contract Spend.
See Also
PO Contract Spend By Period Pagelet
Manager PO Spend By PO Date Pagelet
Access the Manager PO Spend By PO Date pagelet.
This pagelet is similar to the Total PO Spend by PO Date pagelet, but it will consist of all the buyers spend history that report to this manager. The number of periods that display on this pagelet will be based on the parameters defined for this manager on the Buyer Setup - Dashboard page. To view the numeric value percentage and the total purchase orders for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Manager PO Spend by PO Date page. Use this page to view and analyze all the details for the manager purchase order spend by purchase order date.
See Viewing Details for Manager Purchase Order Spend by Purchase Order Date.
See Also
Total PO Spend By PO Date Pagelet
Manager Spend By Category Pagelet
Access the Manager Spend by Category pagelet.
This pagelet is similar to the Spend by Category pagelet, but it will consist of all the buyers historic and future spend history that report to this manager. On the initial pagelet, the total spend for all buyers will be summarized by category and will display in descending order based on total spend amount. The period ranges that display on this pagelet will be based on the parameters defined for this manager on the Buyer Setup - Dashboard page.
|
Category |
Click this link to access the Manager Spend by Category page. Use this page to view and analyze all the details for the manager total schedule spend by category for all of their buyers. |
|
Show All/Enhanced |
Click this link to access the Manager Spend By Category page. Use this page to view all the manager spend by category information. |
See Also
Manager Spend By Vendor Pagelet
Access the Manager Spend by Vendor pagelet.
This pagelet is similar to the Spend by Vendor pagelet, but it will consist of all the buyers historic and future spend information that report to this manager. On the initial pagelet, the total spend for all buyers will be summarized by vendor and will display in descending order based on total spend amount. The period ranges that display on this pagelet will be based on the parameters defined for this manager on the Buyer Setup - Dashboard page.
|
Vendor ID |
Click this link to access the Manager Spend by Vendor page. Use this page to view and analyze all the details for the manager total schedule by vendor for all of their buyers. |
|
Show All/Enhanced |
Click this link to access the Manager Spend By Vendor page. Use this page to view all the manager spend by vendor information. |
See Also
Manager Total Schedule Spend Pagelet
Access the Manager Total Schedule Spend pagelet.
This pagelet is similar to the Total Schedule Spend by Period, but it will consist of all buyers spend history that report to this manager. The number of periods that display on this pagelet will be based on the parameters defined for this manager on the Buyer Setup - Dashboard page. To view the numeric value spend and the total schedule lines for the period, use the cursor to hover over the selected bar graph.
Click a specific bar graph to access the Manager Total Schedule Spend page. Use this page to view and analyze all the details for the manager total schedule spend.
See Viewing Details for Manager Total Schedule Spend.
See Also
Total Schedule Spend By Period Pagelet
Viewing Pagelet Details
This section discusses how to:
Select search criteria for pagelet details.
View additional pagelet details.
View details for schedule spend by period.
View details for spend by purchase order date.
View details for contract spend by period.
View details for spend by category.
View details for category spend by vendor.
View details for manager total schedule spend.
View details for manager purchase order spend by purchase order date.
View details for manager purchase order contract spend.
View details for manager spend by category.
View details for manager spend by vendor.
Pages Used to View Pagelet Details|
Page Name |
Definition Name |
Navigation |
Usage |
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SRM_DB_SRCH_DSPO |
Click the Show All/Enhanced Link on the Dispatched Purchase Orders pagelet. |
Select dispatched purchase orders search criteria. |
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SRM_DB_SRCH_ODPO |
Click the Show All/Enhanced Link on the Overdue Purchase Orders pagelet. |
Select overdue purchase orders search criteria. |
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SRM_DB_SRCH_POAS |
Click the Show All/Enhanced Link on the PO Acknowledgement Status pagelet. |
Select purchase order acknowledgements search criteria. |
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SRM_DB_SRCH_RTBS |
Click the Show All/Enhanced Link on the Requisitions to be Sourced pagelet. |
Select requisitions to be sourced search criteria. |
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SRM_DB_SRCH_RASN |
Click the Show All/Enhanced Link on the Review ASN pagelet. |
Select advanced shipping receipts search criteria. |
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SRM_DB_FLTR_TMPLT |
Select search criteria and then click the Search button on any of the Search pages accessed from the SRM Dashboard pagelets. The pagelets that access a search page are: Dispatched Purchase Orders, Overdue Purchase Orders, PO Acknowledgement Status, Requisitions to be Sourced, and Review ASN. |
View the results of the search criteria that was entered on the Search page. The data that appears on this page is different depending on the search criteria you enter. |
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Live Sourcing Events |
AUC_LIVE_EVNT_PGLT |
Click the Show All/Enhanced Link on the Live Sourcing Events pagelet. |
View all the sourcing event information for a buyer. |
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SRM_DB_CAT_VND_ALL |
Click the Show All/Enhanced Link on the Spend By Category pagelet. |
View all the spend by category information for a buyer. |
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SRM_DB_CAT_VND_ALL |
Click the Show All/Enhanced Link on the Spend By Vendor pagelet. |
View all the spend by vendor information for a buyer. |
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SRM_DB_CAT_VND_ALL |
Click the Show All/Enhanced Link on the Manager Spend By Category pagelet. |
View all the manager spend by category information for a manager. |
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SRM_DB_CAT_VND_ALL |
Click the Show All/Enhanced Link on the Manager Spend By Vendor pagelet. |
View all the manager spend by vendor information for a manager. |
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PO_SSASN_LNHIST |
Click the Ship No link on the Filters Results (advanced shipping receipts) page. |
View the ASN information. |
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PV_REQ_PO_DTLS |
Click the Req ID link on the Filter Results (requisitions to be sourced) page. |
View the requisition details. Note. This page appears when you have PeopleSoft eProcurement and PeopleSoft Purchasing installed in your environment. |
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REQ_FORM |
Click the Req ID link on the Filter Results (requisitions to be sourced) page. |
View the requisition details. Note. This page appears when you have PeopleSoft Purchasing only installed in your environment. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the Total Schedule Spend by Period pagelet. |
View and analyze the details of the total schedule spend by period. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the Total PO Spend by PO Date pagelet. |
View and analyze the details of the total purchase order spend by purchase order date. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the PO Contract Spend by Period pagelet. |
View and analyze the details of the contract spend by period. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the Manager Total Schedule Spend pagelet. |
View and analyze the details of the total schedule spend by period for all buyers associated with a manager. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the Manager PO Spend by PO Date pagelet. |
View and analyze the details of the total purchase order spend by purchase order date for all buyers associated with a manager. |
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SRM_DB_SRCH_STPO |
Click a bar graph on the Manager PO Contract Spend pagelet. |
View and analyze the details of the purchase order contract spend for all buyers associated with a manager. |
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SRM_DB_SRCH_CATSP |
Click a Category link on the Spend by Category pagelet. |
View and analyze the details of the total spend by category. |
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SRM_DB_SRCH_CATSP |
Click a Category link on the Manager Spend by Category pagelet. |
View and analyze the details of the total spend by category for all buyers associated with a manager. |
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SRM_DB_SRCH_VNDRSP |
Click a Vendor ID link on the Spend by Vendor pagelet. |
View and analyze the details of the total category spend by vendor. |
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SRM_DB_SRCH_VNDRSP |
Click a Vendor ID link on the Manager Spend by Vendor pagelet. |
View and analyze the details of the total spend by vendor for all buyers associated with a manager. |
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PO_LINE |
Click the PO ID link on the Filter Results, Schedule Spend by Period, Spend by PO Date, Contract Spend by Period, View Spend by Category, Category Spend by Vendor, Manager Total Schedule Spend, Manager PO Spend by PO Date, Manager PO Contract Spend, Manager Spend by Category, and the Manager Spend by Vendor pages. |
View and maintain the purchase order information. Note. If a user has been granted permission to update purchase orders, they will access this page. |
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CNTRCT_HDR |
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View contract information. Note. This page will appear if PeopleSoft Supplier Contracts is not installed in your environment. |
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CS_CNTRCT_HDR |
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View contract information. Note. This page will appear if PeopleSoft Supplier Contracts is installed in your environment. |
Selecting Search Criteria for Pagelet Details
Access the Search (dispatched purchase orders) page (click the Show All/Enhanced Link on the Dispatched Purchase Orders pagelet).
The Search pages that you can access from several SRM Dashboard pagelets all function basically the same. You select search criteria on the page and then click the Search button. The system retrieves and displays the results of the search on the Filter Results page. The only difference in the various search pages is in the data that you can choose to search on. For example, you can search by purchase order on the Search (dispatched purchase orders) page. Whereas you can search by requisition on the Search (requisitions to be sourced) page.
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Business Unit |
Select a business unit that is associated with the buyers reporting entity. |
Note. For all other search criteria fields (Vendor ID, From PO ID, and so on) the system will make available for selection the full list of values that are associated with the entered business unit and setID fields in the Search Criteria group box.
Viewing Additional Pagelet Details
Access the Filter Results page (Select search criteria and then click the Search button on any of the Search pages accessed from the SRM Dashboard pagelets).
Note. You access this Filter Results page from all the different Search pages. The information that appears on this page will be different depending on the search criteria you selected on any one of the Search pages.
Dispatched Purchase Orders Filter Results
The information that displays on the Filter Results page is similar to that which is displayed on the Dispatched Purchase Order pagelet. Additionally, the Business Unit field for each purchase order is included. The inclusion of this field is helpful when a buyer is responsible for multiple business units purchases.
See Dispatched Purchase Orders Pagelet.
Overdue Purchase Orders Filter Results
The information that displays on the Filter Results page is similar to that which is displayed on the Overdue Purchase Orders pagelet. Additionally, the Business Unit, Item Name, and Open Qty fields are included.
See Overdue Purchase Orders Pagelet.
PO Acknowledgements Filter Results
The information that displays on the Filter Results page is similar to that which is displayed on the PO Acknowledgement Status pagelet. Additionally, the Business Unit field for each purchase order is included. The inclusion of this field is helpful when a buyer is responsible for multiple business units purchases.
See PO Acknowledgement Status Pagelet.
Requisitions to be Sourced Filter Results
The information that displays on the Filter Results page is similar to that which is displayed on the Requisitions to be Sourced pagelet. Additionally, the Business Unit field for each purchase order is included. The inclusion of this field is helpful when a buyer is responsible for multiple business units purchases.
See Requisitions to be Sourced Pagelet.
Advanced Shipping Receipts Filter Results
The information that displays on the Filter Results page is similar to that which is displayed on the Review ASN pagelet. Additionally, the Business Unit field for each purchase order is included. The inclusion of this field is helpful when a buyer is responsible for multiple business units purchases.
See Review ASN Pagelet.
Viewing Details for Schedule Spend by Period
Access the Schedule Spend by Period page (click a bar graph on the Total Schedule Spend by Period pagelet).
When you first access this page, data only displays in the Spend by Business Unit section of the page. The Search Criteria, and PO Detail sections are collapsed and no data displays in those sections.
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Period/Year |
When you access this page, the period/year from the bar graph selected will display. You can select another available period and year. If you select another period and year from the results of the look up, the system will retrieve and display the respective purchase order schedule summary information in the Spend by Business Unit section of the page. |
Spend by Business Unit
In this section of the page, the information used to build the bar graph displays.
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Business Unit |
Displays the business units that make up the spend amount for this period. |
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PO Line/Sched Count (purchase order line/schedule count) |
Displays the number of purchase order schedules for the business unit for this period. |
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Total Spending and Currency Code |
Displays the total spend amount and currency for this business unit and purchase order schedules for this period. The currency reported is always in the buyers currency as specified on the buyers reporting entity. |
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Search |
Click this link to have the system display the purchase order details in the PO Detail section of the page for this business unit and spend amount. The number of lines that display in the PO Detail section of page is based on the Max Number of Rows in Scrolls field that you define on the Purchasing installation page. The system will select that number of rows to display but will give a warning message to the user if there are more than that number of rows retrieved in the search. Note. To ensure the number of rows selected will fit in the scroll area of the PO Detail section, you can refine the selection criteria. You can either click this Search link or specify search criteria and then click the Search button to populate the PO Detail section of the page. |
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Total |
At the bottom of the grid a total line appears that displays the sum of all the columns in the grid. |
Search Criteria
Select one or a multiple of the search criteria fields to refine the purchase order details that appear in the PO Detail section of the page. After you entered your selections in the criteria fields, click the Search button to have the data that matches the search criteria display in the PO Detail section of the page.
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Business Unit |
Select a purchasing business unit that is associated with the reporting entity for the buyer. If no business unit is entered, all business units for the buyer who's purchase orders match the remaining criteria will be displayed. |
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Purchase Order |
Select a purchase order. All purchase orders that are associated with the business unit are available for selection. |
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Vendor SetID and Vendor ID |
Select a vendor setID and vendor ID. All vendor IDs are available for selection. If the vendor you select is not referenced on a purchase order for the time period, no purchase orders will display. |
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Vendor Location |
Select a vendor location for the vendor ID selected. This enables you to view only those schedule for a particular vendor and location. If no vendor location is selected, all schedules for the vendor within the period will be displayed. |
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Item ID |
Select an item ID. All item IDs are available for selection. If there are no purchase orders for that item within the period selected, no purchase orders will display. |
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Schedule Amount |
You can refine your search by selecting a schedule whose amount is greater or less than a certain monetary amount. When this option is selected, you enter an amount in the currency specified on the reporting entity tied to the buyer (which is displayed next to the amount field). Search options are:
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From Schedule Date and To Schedule Date |
Enter a schedule date range. If a date range is entered that is not within the period range no purchase orders will be displayed. |
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Category |
Select a category. All categories are available for selection. If there are no purchase orders for that category within the period selected, no purchase orders will display. |
PO Detail
This section of the page displays the purchase order detail information and the item detail information for the search criteria you select. This scroll area of the grid is sorted by due date in descending order. This information can be all or a portion of the specific details that make up the total schedule spend by a particular period. The Max Number of Rows in Scrolls field setting that you define on the Purchasing installation page determines how many rows will display in the PO Detail grid. The system will select that number of rows to display but will give a warning message to the user if there are more than that number of rows retrieved. For example, the system might retrieve 20 rows of data for the search criteria you entered. But if the Max Number of Rows in Scrolls field is set to 10, then only 10 rows will display in the grid. Even though 20 rows of data are available.
Note. To ensure the number of rows selected will fit in the scroll area of the PO Detail section, you can refine the search criteria.
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PO Schedule Count |
Displays the purchase order schedule count for the purchase orders that match the search criteria entered. The number of rows that display in the grid may not correspond with the amount of rows retrieved for the search criteria. In this case, the PO Schedule Count is the total count for the search criteria entered not the count of the rows in the grid. |
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Total Amount |
Displays the total amount for the purchase order schedules that match the search criteria entered. The number of rows that display in the grid may not correspond with the amount of rows retrieved for the search criteria. In this case, the Total Amount is the total amount for the search criteria entered not the amount of the rows in the grid. |
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PO ID (purchase order ID) |
Displays the purchase order ID. Click this link to access Maintain Purchase Order - Purchase Order page. Use this page to view or maintain all of the details of the purchase order. |
Viewing Details for Spend by Purchase Order Date
Access the Spend by PO Date page (click a bar graph on the Total PO Spend by PO Date pagelet).
This page functions the same as the Schedule Spend by Period page except for a few differences. This page will display a breakdown by business unit summarizing the number of purchase order schedules and total purchase order amount for the period selected.
The primary difference in the function of this page from the Schedule Spend by Period page is that monetary amounts are summarized based on the PO date rather than the line/schedule date. You can enter a search criteria by purchase order amount rather than schedule amount.
See Viewing Details for Schedule Spend by Period.
Viewing Details for Contract Spend by Period
Access the Contract Spend by Period page (click a bar graph on the PO Contract Spend by Period pagelet).
Note. This page functions the same as the Schedule Spend by Period and the Spend by PO Date pages except for a few differences. Those differences are highlighted in this section.
When you first access this page, data only displays in the Spend by Business Unit section of the page. The Search Criteria, and PO Detail sections are collapsed and no data displays in these sections at this time.
Spend by Business Unit
In this section of the page, the information used to build the bar graph displays.
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Contract Gross Amount |
Displays the amount of the purchase order spend that pertains to contracts. |
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Total Percent |
Displays the percentage of the purchase order total spend that pertains to contracts. |
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Non-Contract Spend |
Displays the amount of purchase order spend not associated with a contract. |
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Total |
At the bottom of the grid a total line appears that displays the sum of all the columns in the grid. |
Search Criteria
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Schedule |
Select the type of purchase order schedules you want to display. Option are:
Leave this field blank to display lines associated with a contract and those without a contract. |
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Contract SetID and Contract ID |
Select a contract setID and contract ID. All contracts are available for selection. If there are no purchase orders for that contract within the period selected, no purchase orders will display. |
PO Detail
This section of the page is similar to the Schedule Spend by Period and Spend by PO Date pages.
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Contract ID |
Click this link to access the Add/Update Contracts - Contract page. Use this page to view all the details of the contract definition. If Supplier Contracts Management is installed in your environment, this link will access the Contract page in that application. |
Viewing Details for Spend by Category
Access the View Spend by Category page (click a Category link on the Spend by Category pagelet).
When you access this page, the Search Criteria and View Spend by Category sections of the page display the category information associated with the Category link you selected from the Spend by Category pagelet. The PO Detail section does not display information until you click a Vendor ID link in the View Spend by Category grid.
Search Criteria
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Category |
The category appears by default from the category link you selected from the Spend by Category pagelet. You can select another category. |
View Spend by Category
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Historical Spend Date From and To |
Displays the historical spend date range for the buyer. These periods are defined on the Buyer Setup - Dashboard page. |
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Future Spend Date From and To |
Displays the future spend date range for the buyer. These periods are defined on the Buyer Setup - Dashboard page. |
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Vendor |
Displays the vendor. Click this link to have the system display the purchase order details in the PO Detail section of the page. The number of lines that display in the PO Detail section of page is based on the Max Number of Rows in Scrolls field that you define on the Purchasing installation page. The system will select that number of rows to display but will give a warning message to the user if there are more than that number of rows selected. |
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Historical Spend |
Displays the historical spend amount for this category and vendor. |
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Future Spend |
Displays the future spend amount for this category and vendor. |
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Total Spending |
Displays the total historical and future spend amount for this category and vendor. Total Spending = Historical Spend + Future Spend |
PO Detail
This section of the page displays the purchase order detail and the item detail information for the vendor and category you select.
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PO Schedule Count |
Displays the total purchase order schedule count for the vendor and category. |
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Total Amount and Currency |
Displays the total historical and future spend amount for the purchase orders associated with the vendor and category. |
Viewing Details for Category Spend by Vendor
Access the Category Spend by Vendor page (click a Vendor ID link on the Spend by Vendor pagelet).
Note. This page functions basically the same as the View Spend by Category page except for a few differences. Those differences are highlighted in this section.
When you access this page, the Search Criteria and View Spend by Category sections of the page display the vendor and category information associated with the Vendor ID link you selected from the Spend by Vendor pagelet. The PO Detail section does not display until you click a Category link in the View Spend by Category grid.
Search Criteria
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Vendor SetID and Vendor ID |
The vendor appears by default from the vendor link you selected on the Spend by Vendor pagelet. You can select another vendor. |
See Also
Viewing Details for Spend by Category
Viewing Details for Manager Total Schedule Spend
Access the Manager Total Schedule Spend page (click a Category link on the Manager Spend by Category pagelet).
Note. This page functions the same as the Schedule Spend by Period page except for a few differences. Those differences are highlighted below.
The schedule spend information that displays on this page pertains to all the buyers that report to this manager. You can enter search criteria for a specific buyer or view the buyer that is associated with a specific purchase order in the PO Detail section of the page.
See Also
Viewing Details for Schedule Spend by Period
Viewing Details for Manager Purchase Order Spend by Purchase Order
Date
Access the Manager PO Spend by PO Date page (click the PO ID link on the Filter Results or other viewlet pages).
Note. This page functions the same as the Spend by PO Date page except for a few differences. Those differences are highlighted below.
The spend information that displays on this page pertains to all the buyers that report to this manager. You can enter search criteria for a specific buyer or view the buyer that is associated with a specific purchase order in the PO Detail section of the page.
See Also
Viewing Details for Spend by Purchase Order Date
Viewing Details for Manager Purchase Order Contract Spend
Access the Manager PO Contract Spend page (click a bar graph on the Manager PO Contract Spend pagelet).
Note. This page functions the same as the Contract Spend by Period page except for a few differences. Those differences are highlighted below.
The spend information that displays on this page pertains to all the buyers that report to this manager. You can enter search criteria for a specific buyer or view the buyer that is associated with a specific purchase order in the PO Detail section of the page.
See Also
Viewing Details for Contract Spend by Period
Viewing Details for Manager Spend by Category
Access the Manager Spend by Category page (click the Show All/Enhanced Link on the Manager Spend By Category pagelet).
Note. This page functions the same as the Spend by Category page except for a few differences. Those differences are highlighted below.
The spend information that displays on this page pertains to all the buyers that report to this manager.
See Also
Viewing Details for Spend by Category
Viewing Details for Manager Spend by Vendor
Access the Manager Spend by Vendor page (click the Show All/Enhanced Link on the Manager Spend By Vendor pagelet).
Note. This page functions the same as the Spend by Vendor page except for a few differences. Those differences are highlighted below.
The spend information that displays on this page pertains to all the buyers that report to this manager.
See Also
Viewing Details for Category Spend by Vendor