Oracle Procurement Command Center

This chapter covers the following topics:

• Procurement Command Center Overview
• Procurement Operations Overview
• Summary Dashboard
• Requisitions Dashboard
• Orders Dashboard
• Order Details Dashboard
• Agreements Dashboard
• Managing Bulk Update of Procurement Data Using Oracle Web ADI
• Strategic Sourcing Dashboard
• Indirect Procurement Dashboard
• Supplier Analysis Dashboard
• Item Analysis Dashboard
• Employee Shopping Tracker Dashboard

Procurement Command Center

Procurement Command Center Overview

Oracle Procurement Command Center enables procurement professionals to develop purchasing strategies while empowering cross-document actions. As a procurement team member, manager, or buyer you can use the charts, graphs, and metrics to coordinate procurement processes. Use the command center to optimize procurement operations, catalog management, and supplier relationships.

The Procurement Command Center includes the following dashboards:

• Summary

• Requisitions

• Orders

• Agreements

• Strategic Sourcing

• Indirect Procurement

• Supplier Analysis

• Item Analysis

• Employee Shopping Tracker

Use the command center dashboards to:

• Analyze key procurement metrics and trends to get insight into the overall procure to pay process.

• Implement a focused approach towards procurement management and prioritization.

  • Take timely decisions to track procurement activities and follow up on deliverables.

  • Prioritize requisitions based on your business requirements and create orders.

  • Review agreements and resolve problems before they affect business.

  • Monitor orders and track the average time it takes to process orders through the procurement cycle.

• Track strategic sourcing objectives using the aggregate information from sourcing negotiations.

  • Identify strategic suppliers and track negotiated savings.

  • Investigate negotiations that are not awarded and act proactively to create awards.

• Respond to requester feedback with catalog updates to maintain high service levels and contract use.

  • Gain insights from requester feedback to improve catalog content.

  • Identify opportunities for increased contract spend by gaining insights from off-contract spend (including iExpense).

• Manage supply risk by viewing purchasing activities in aggregate.

  • Gain insight into the performance of suppliers including on-time delivery, quality, and price-compliance trends of the supplier.

  • Use performance criteria and comprehensive supplier data to identify the best set of suppliers to meet business objectives.

  • Use performance criteria and purchasing history to select items that meet business objectives.

• Improve the catalog content in the iProcurement Shop page to make shopping more effective.

  • Analyze and review searches for items or services.

  • Track searches to know whether they are successful.

Note: You can use the Procurement Command Center only after the installation and common configurations are completed as described in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework, Release 12.2. For additional ECC overview information, see Overview of Enterprise Command Centers, Oracle E-Business Suite User's Guide.

Searching Enterprise Command Center Dashboards

Use the dashboard sidebar to refine (filter) the data on each dashboard. You can select a value or record from the Available Refinements component, or use Search to find a keyword, a value, or a specific record. The type-ahead feature suggests matches for your entry that correspond to the available refinements. When you submit a search, the search term is added to the Selected Refinements list, and the dashboard data is refined to include only records that match the search. You can add multiple refinements and remove any of them at any time. Use Saved Search to create and save your search. You can edit, delete, or refer to this saved search. You can also use data sets to further refine your search.

Use an asterisk (*) or percent (%) to perform a partial keyword or record search that matches any string of zero or more characters. You can also use a question mark (?) to perform a partial search that matches any single character.

Additional Information: about searching for and refining data in enterprise command centers, see Search in Highlights of an Enterprise Command Center, Oracle E-Business Suite User's Guide.

Procurement Operations Overview

See Procurement Command Center Overview.

From the Procurement Operations tab, the following dashboards are available:

• Summary

• Requisitions

• Orders

• Agreements

Use these dashboards to:

• Examine data for procurement documents and processes.

• Review procurement operations.

• Manage procurement activities.

  • Search across related procurement documents and assess individual document flows end-to-end.

  • Prioritize work by reviewing all procurement activities.

• Discover and resolve problems, and take corrective action on exceptions, before they affect your business.

• Drive timely and well-informed decisions.

Summary Dashboard

See Procurement Command Center Overview.

The Summary dashboard presents key metrics related to the procure to pay process.

Use the dashboard to:

• Review data of average approvers for purchase requisitions and purchase orders to improve the purchase order management workflows.

• View the average number of revisions to address huge revisions and improve overall process.

• Review the time taken from requisition approval to purchase order approval.

  • Use the data to improve the procurement cycle.

• Review time spent on approval of payables invoices from different invoice sources.

  • Identify and implement procedures to expedite invoice payments.

• Gain insight into the preferred purchase order communication methods.

• Monitor catalog usage for purchase requisitions and requisition lines.

  • Work toward efficient catalog management.

• Assess spend behavior on spend types such as iExpense, Contract, and Off-Contract.

• Evolve best practices to mitigate procurement risks.

Access the Summary dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Procurement Operations

Summary Dashboard

The following table describes the dashboard:

Component	Description
Processing Averages (summary bar)	This summary bar displays the following metrics. Approvers per Purchase Requisition: This metric shows the average number of unique approvers for each purchase requisition. Approvers per Purchase Order: This metric shows the average number of unique approvers for each purchase order. Purchase Order Revisions: This metric shows the average number of revisions for a purchase order.
Requisition to Order Cycle Time (Days) (chart)	This chart is to track the time taken from requisition approval to purchase order approval in an approved date range. Select a different group dimension to view data by creation date range, creation date (year), or approved date year.
Invoice - Approval Cycle Time (Days) (chart)	This chart shows the time taken for approval of accounts payable (AP) invoices in an approved date range. Select a different group dimension to view data by invoice date range or invoice date (year).
PO Communication Method (chart)	This chart shows the number of purchase orders that are processed electronically through communication methods in an approved date range. Select a different group dimension to view data by creation date range, approved date (year) or create date (year).
Invoice Processing Methods (chart)	This chart shows the number of invoices that are processed electronically by invoice source or invoice type in an approved date range. Select a different group dimension to view data by invoice date range or invoice date (year).
Requisition Type (chart)	This chart shows the number of approved requisitions by catalog type in a creation date range. Select a different group dimension to view data by approved date range, creation date (year), or approved date year.
Spend Type (chart)	This is a chart to analyze the sum of spend amounts for a spend type in a spend date range or spend date (year).

Requisitions Dashboard

See Procurement Command Center Overview.

The Requisitions dashboard provides end-to-end visibility into requisitions management. From this dashboard you can review, monitor, and analyze requisitions.

Use the dashboard to:

• Manage requisitions proactively.

  • Search for requisitions, including contractor requisitions and view details.

  • Prioritize requisitions based on your business needs.

  • Monitor the status of requisitions, review pending tasks, and identify requisitions that need follow-up.

• Identify and resolve issues before they affect your business.

  • Manage work queue by acting on requisitions based on priority.

  • Check if the requisition line can be fulfilled using an existing catalog.

• Increase productivity.

  • Analyze how requisition tasks are executed to identify areas for improvement.

  • Manage workload by assigning or reassigning requisitions to specific team members.

  • Manage workload by assigning or reassigning requisitions within the team.

  • Find the best suppliers for requisitions.

  • Create RFQs or purchase orders for requisitions.

Access the Requisitions dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Procurement Operations

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

Requisitions Dashboard

The following table describes the dashboard:

Component	Description
Metrics	You can view currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. In Pool: This metric shows the number of approved requisition lines that are in the queue. Unassigned Requisitions: This metric shows the number of requisition lines that are not assigned to a buyer. Urgent Requisitions: This metric shows the number of requisitions with a status of In Pool and marked urgent. Requisitions to Process: This metric shows the number of requisitions that are not urgent and that have order-by dates in the next 30 days.
Requisition Line (Count Distinct) by Need-By-Date Range, Category (chart)	By default, this chart shows the count of requisition lines by need-by date and category. This count includes all lines that have future need-by dates and all approved requisition lines that have need-by dates up to three months in the past. The available metrics are requisition line count and line amount. Select a different group dimension to view the requisition line count or amount by buyer name, approved date, project, category, ship-to location, or line status. Select a different dimension to view the requisition line count or amount by ship-to location, line status, reservation status, or project. You can sort the data by need-by date, range, line amount, or sum.
Requisition Line (Count Distinct) by Ship-To Location (chart)	By default, this pie chart shows the percentage of requisition lines by ship-to location. The hover text for each pie chart segment displays the number of requisition lines to that ship-to location. Select a different dimension to view the percentage of requisition lines by project, category, or buyer name. This chart does not include requisitions that are canceled and finally closed.
Requisitions, Lines, and Distributions (results tables)	These tables display requisition summaries and details for requisition lines and distributions. Use attribute groups to see more information about requisitions. You can perform the following row-level actions: Requisitions table To view more details about a requisition, click the link icon in the View column for that requisition in the Requisitions results table to navigate to the Requisition page in Oracle iProcurement. Lines table To perform the following actions, click the row-level Actions icon and select an action: To analyze an item for a requisition line, select Analyze Item to open the Item Analysis dashboard. The application carries the context of the requisition line to the dashboard and shows the line details. See Item Analysis Dashboard. To analyze the supplier performance for an item or a service for a requisition line, select Analyze Supplier to open the Supplier Analysis dashboard. The application filters the suppliers based on the item or the service, or the description and the item category and displays suppliers who have supplied the item or the service on the requisition line. Use the Supplier Analysis dashboard to select suppliers or agreements and complete the requisition. See Supplier Analysis Dashboard.
Options (table-level actions)	See Performing Actions for information about these actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

The following table describes the actions available when you select the Options icon in the Lines results table. Select one or more rows and click the Options icon to act on your selection.

Actions for Lines

Action	Description
Reassign Requisition	Use this action to reassign a set of requisition lines from one buyer to another. When you select this action, the Reassign Requisition Lines dialog box appears. In the dialog box, reassign the requisition lines to a new buyer and click Apply. The application displays a confirmation message and automatically updates the records to display real-time data on the dashboard.
Add to Document Builder	Select one or more requisition lines and add them to the Document Builder to create a RFQ or a purchase order. Only requisitions with a status of In Pool can be added to the Document Builder. If the requisition is sourced to a suggested supplier or multiple suggested suppliers, then suppliers are also added to the Document Builder along with the requisitions. After adding requisition lines and suppliers, you can create the following documents using the Document Builder: A request for quote (RFQ). See Creating RFIs, RFQs, and Buyer's Auctions, Oracle Sourcing User Guide A purchase order. See Purchase Orders.

Orders Dashboard

See Procurement Command Center Overview.

Use the dashboard to:

• Speed up the procurement process by monitoring the progress of orders.

  • Track orders with open action items.

  • Access and review all lines of an order on the Order Details dashboard.

  • Follow up on deliverables that are due or overdue.

  • Work with suppliers to get shipments and deliverables on time.

• Review the time taken by each order in a procurement cycle phase.

• Manage work queue by prioritizing orders based on the status and pending change requests.

• Assess orders and their statuses to follow up and complete them.

• Review time spent on different lifecycle of orders and take action to reduce it.

• Review pay items that are overdue and work confirmations that are pending approval.

• Gain insight into the performance of suppliers including on-time delivery, quality, and price-compliance trends of the supplier.

Access the Orders dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Procurement Operations

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

The Orders dashboard summarizes information using the following header-level group status and corresponding substatuses.

Group Status	Substatus
Draft	Incomplete, Requires Reapproval, On Hold, Rejected
In-Process	In Process, Pre-Approved, Signature Required, Pending Supplier Acknowledgment
Open	Approved, On Hold, Frozen, Has Pending Change Requests, Has Overdue Shipments, Delay Anticipated, Has Quality Rejections
Closed	Closed, Finally Closed, Canceled

Orders Dashboard

The following table describes the dashboard:

Component	Description
Metrics (tab) Summary	This summary bar displays currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Orders to Watch: This metric shows the number of purchase orders that have a status of Pending Change Request or Requires Reapproval. Overdue Shipments: This metric shows the number of open shipments that have a need-by date in the past. Shipments Due: This metric shows the number of open shipments that have a need-by date in the next 15 days. Overdue Deliverables: This metric shows the number of open deliverables that have a due date in the past. Invoices on Hold: This metric shows the number of accounts payable (AP) invoices for purchase orders on which payments have been held.
Metrics (tab) Performance	This summary bar shows the following metrics: Procurement Cycle Time: This metric shows the average time taken from requisition approval to purchase order approval. On-Time Delivery: This metric shows the percentage of shipments that were received on or before the need-by date plus the tolerance. Quality: This metric shows the percentage of shipments that had no quality issues. Price Compliance: This metric shows the ratio of the invoiced price to the price agreed upon on the agreement or order, expressed as a percentage.
Metrics (tab) Services Procurement	This summary bar shows the following metrics that are related to complex purchase orders: Overdue Pay Items: This metric shows the pay items for which work confirmation is not completed before or within the need-by date. The need-by date is in the past and the progress of the work confirmation is less than 100%. Pending Work Confirmations: This metric shows the number of work confirmations that are pending buyer approval. Click the metric and then select the work confirmation. The Orders results table displays the order for the work confirmation. In the Orders results table, click the row-level actions icon, and select Order Details to see the details of the work confirmation. See Order Details Dashboard.
Order Amount (Sum) by Group Status, Substatus (chart)	This stacked bar chart shows the sum of order amounts or the order count for orders by group status and substatus. Select a group dimension to view the order amounts or count by buyer or project name. Select a dimension to view the order amounts or count by reservation status.
Total Time in Days (Average) by Procurement Cycle Buckets, Buyer (chart)	This chart shows the average time it takes to process orders through the procurement cycle buckets for each buyer or an order.
Orders, Lines, Schedules, Deliverables, and Distributions (results tables)	These tables display order summaries and details for order lines, schedules, deliverables, and distributions. Use attribute groups to see more information about orders. Orders table To perform the following actions, click the row-level Actions icon and select an action. To act based on an order status, select View column for an order to open the Purchase Order page. To review the order and order lines and get an insight into the order through metrics and charts, select Order Details to navigate to the Order Details dashboard. For a work confirmation, the Order Details dashboard filters data based on the selected order and displays work confirmation details. See Order Details Dashboard. Deliverables table To update a procurement deliverable, click link icon in the Manage column to open the document's page.
Options (table-level actions)	See Performing Actions for information about these actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

Actions for Orders

Orders Tab Actions

In the Orders results table, select one or more rows and click the Options icon to perform the following actions on your selection.

Action	Description
Place on Hold	Use this action to place the selected orders on hold.
Remove Hold	Use this action to remove hold on the selected orders.
Cancel Order	Use this action to cancel the selected orders.
Freeze	Use this action to place a freeze on the selected orders.
Unfreeze	Use this action to remove freeze on the selected orders.
Bulk Update Header	Use this action to add or modify multiple purchase orders at a time using the Oracle Web Applications Desktop Integrator (Web ADI) integration with Microsoft Excel. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.
View Bulk Update Status	Use this action to review the status of multiple updated purchase orders using the View Bulk Update Requests page. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.

Actions for Lines

In the Lines results table, select one or more rows and click the Options icon to perform the following actions on your selection.

Lines Tab Actions

Action	Description
Bulk Update Header	Use this action to add or modify multiple purchase order lines at a time using the Oracle Web Applications Desktop Integrator (Web ADI) integration with Microsoft Excel. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.
View Bulk Update Status	Use this action to review the status of multiple updated purchase order lines using the View Bulk Update Requests page. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.

Actions for Schedules

Schedules Tab Actions

In the Schedules results table, select one or more rows and click the Options icon to perform the following actions on your selection.

Action	Description
Cancel Shipment	Use this action to cancel the selected shipments. When you select this action, the Cancel page for order or orders appears to complete the task.

Order Details Dashboard

See Orders Dashboard and Procurement Command Center Overview.

The Order Details dashboard provides comprehensive insight into the lines of an order to expedite the procurement process.

Important: When you navigate to the Order Details dashboard from the Orders results table, the dashboard filters data based on the selected order.

Use the dashboard to:

• Review the amounts, number of shipments, and distributions for order lines.

• Find the number of lines by item and item categories.

• Track order lines by line and quantity status.

• Monitor requisitions, receipts, and invoices for order lines.

• Track the progress of work confirmations and review pay items for the work confirmations.

Access the Order Details dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Procurement Operations Orders dashboard > Orders results table > row-level Actions icon > Order Details

Order Details Dashboard

The following table describes the dashboard:

Component	Description
Metrics (tab) Summary	This summary bar displays the following metrics for order lines. Amount Lines Schedules Pay Items Distributions
Metrics (tab) Details	This summary bar displays the following metrics to review details for lines. Click a metric to refine and filter data. Lines with Requisitions Lines with Single Schedule Lines with Multiple Schedules Lines with Multiple Distributions Lines with Single Pay Item Lines with Multiple Pay Items
Item Description Keywords (tag cloud)	Each cloud displays the keyword in the item description with the frequency of occurrence in purchase order lines. Click a tag cloud to filter the data based on the relevant tag cloud.
Categories (tag cloud)	Each cloud displays an item category with the frequency of occurrence in purchase order lines. Click a tag cloud to filter the data based on the relevant tag cloud.
Line (Count Distinct) by Line Status (chart)	By default, this chart shows the number of order lines by line status. Select a different dimension to view the number of order lines by task, project, or need-by date.
Quantity Tracker (chart)	This chart shows the value and quantity status for an order line.
Lines, Schedules, Pay Items, Distributions, Deliverables, Orders (results tables)	These tables display order summaries and details for order lines, schedules, pay items, deliverables, and distributions. Use attribute groups to see more information about order lines.
Requisitions, Receipts, Invoices (results tables)	Use these results tables to track requisition, receipt, and invoice details for order lines.
Work Confirmations (results table)	This table shows work confirmation details such as status, requested amount, requested quantity, and progress percentage.

Agreements Dashboard

See Procurement Command Center Overview.

Use the dashboard to:

• Track agreements and their statuses.

• Identify agreements that must be completed.

• Take action to extend expiring agreements.

• Compare the amount agreed to for an agreement with the amount released.

• Review agreements with low utilization in an effort to reduce off-contract spend.

• Negotiate agreements which are over utilized.

• Act on extending expiring agreements with potential negotiation of prices.

Access the Agreements dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Procurement Operations

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

The Agreements dashboard summarizes information using the following header-level group status and corresponding substatuses.

Group Status	Substatus
Draft	Incomplete, Requires Reapproval, On Hold, Rejected
In-Process	In Process, Pre-Approved, Signature Required, Pending Supplier Acknowledgment
Open	Approved, On Hold, Frozen, Has Change Requests, Approaching End Date, Approaching Amount Limit, Agreement Amount Reached, End Date Reached
Closed	Closed, Finally Closed, Canceled

Agreements Dashboard

The following table describes the dashboard:

Component	Description
Metrics	You can view currency information and metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Agreements to Watch: This metric shows the number of blanket or contract purchase agreements that are approaching or have reached the amount limit. Expiring Agreements: This metric shows the number of blanket or contract purchase agreements that are approaching or have reached their end date.
Agreement (Count Distinct) by Group Status, Substatus (chart)	By default, this stacked bar chart shows the number of agreements by group status and substatus. Select a different group dimension to view the agreement count by buyer, creation year, or creation month.
Agreement Utilization (chart)	This dual metric bar chart shows the sum of the amount agreed to and the sum of the amount released, that is, the amount utilized for an agreement.
Agreements, Lines, and Deliverables (results tables)	These tables display agreement summaries and details for agreement lines and deliverables. Use attribute groups to see more information about agreements. You can perform the following actions from the results tables: Agreements table To act based on an agreement status, click the link icon in the View column for an agreement to navigate to the Agreement page. Deliverables table To update a procurement deliverable, click the link icon in the Manage column to open the document's page.
Options (table-level actions)	See Performing Actions for information about these actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

Actions for Agreements

Agreements Tab Actions

In the Agreements results table, select one or more rows and click the Options icon to perform the following actions on your selection.

Action	Description
Place on Hold	Use this action to place the selected agreements on hold.
Remove Hold	Use this action to remove hold on the selected agreements.
Cancel Agreement	Use this action to cancel the selected agreements. When you select this action, the Cancel page for agreement or agreements appears.
Freeze	Use this action to place a freeze on the selected agreements.
Unfreeze	Use this action to remove the freeze on the selected agreements.
Bulk Update Headers	Use this action to add or modify multiple agreements using the Oracle Web Applications Desktop Integrator (Web ADI) integration with Microsoft Excel. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.
View Bulk Update Status	Use this action to review the status of multiple updated agreements using the View Bulk Update Requests page. See Managing Bulk Update of Procurement Data Using Oracle Web ADI.

Managing Bulk Update of Procurement Data Using Oracle Web ADI

See Procurement Command Center Overview.

The Oracle Web Applications Desktop Integrator (Web ADI) integration with Microsoft Excel in Procurement Command Center enables you to update data for multiple purchasing documents at a time. You can select multiple headers or lines for orders and agreements, make changes in bulk using a spreadsheet interface, and upload the modified data to the command center. Oracle Purchasing automatically submits approval workflows and notifies suppliers of approved changes simultaneously for all modified purchasing documents.

For information about how Oracle Web ADI works, refer to Oracle Web Applications Desktop Integrator Implementation and Administration Guide.

To make changes in bulk and view the bulk update status, the following actions are available from the Options icon in the results tables.

Dashboard	Results Table	Action
Procurement Operations, Orders	Orders	Bulk Update Headers
Procurement Operations, Orders	Orders	View Bulk Update Status
Procurement Operations, Orders	Lines	Bulk Update Headers
Procurement Operations, Orders	Lines	View Bulk Update Status
Procurement Operations, Agreements	Agreements	Bulk Update Headers
Procurement Operations, Agreements	Agreements	View Bulk Update Status

Performing Bulk Update of Procurement Data

Prerequisite: Before you modify orders or agreements using Oracle Web Applications Desktop Integrator (Web ADI), you must complete the setup steps based on the versions of Microsoft Excel and Microsoft Internet Explorer that you use. about how to complete the prerequisite step, refer to Oracle Web Applications Desktop Integrator Implementation and Administration Guide.

To perform bulk update of procurement data:

1. Select multiple rows in any of the following dashboards' results tables:

   • Orders dashboard

     • Orders

     • Lines

   • Agreements dashboard

     Agreements

2. Select the Bulk Update Headers action from the Options icon. The application invokes the Web ADI function.

3. Select the integrator viewer.

4. Ensure that the Reporting check box is not selected.

5. Download the Microsoft Excel spreadsheet.

6. Enter or modify records in the spreadsheet.

   Order Header Fields

   Column	Description
   Document Style	Read-only
   Operating Unit	Read-only
   Order Number	Read-only
   Supplier	Read-only
   Supplier Site	Read-only
   Buyer	Editable list
   Total	Read-only
   Description	Editable, free text
   Bill to Location	Editable list
   Payment Terms	Editable list
   Default Ship To	Editable list
   Ship Vid	Editable list
   Freight Terms	Editable list
   Note to Supplier	Editable, free text
   Note to Receiver	Editable, free text
   Descriptive Flexfields (DFFs)	If your system administrator has configured DFFs, then the DFFs are available.

   Agreement Header Fields

   Column	Description
   Document Style	Read-only
   Operating Unit	Read-only
   Order Number	Read-only
   Supplier	Read-only
   Supplier Site	Read-only
   Buyer	Editable list
   Amount Agreed	Editable number field. The application validates this information.
   Effective From	Editable date. The application validates this information.
   Effective To	Editable date. The application validates this information.
   Description	Editable, free text
   Bill to Location	Editable list
   Payment Terms	Editable list
   Amount Limit	Editable number. The application validates this information.
   Default Ship To	Editable list
   Ship Vid	Editable list
   Freight Terms	Editable list
   Note to Supplier	Editable, free text
   Note to Receiver	Editable, free text
   Descriptive Flexfields (DFFs)	If your system administrator has configured DFFs, then the DFFs are available.

7. Select Upload in the Oracle menu to upload records to the database.

8. If there are errors during the upload, then the error details can be seen in the Microsoft Excel spreadsheet. Oracle Web Applications Desktop Integrator returns messages to the spreadsheet identifying all rows that contain invalid values. By default, if the data in any row is invalid, then Oracle Web Applications Desktop Integrator does not upload any of the data in the spreadsheet. You must correct all errors to successfully upload the spreadsheet. However, if the integrator provides the Commit Rows upload parameter and you chose the Each Row option, then Oracle Web Applications Desktop Integrator does upload the valid rows. You can correct the errors in any invalid rows and retry the upload for those rows. During the upload process, the Purchase Orders Spreadsheet Import program automatically runs in the background to validate the orders or agreements data that is being imported. The import validation errors can be viewed using the View Bulk Update Status action.

9. Use the View Bulk Update Status action to track the status of the upload and to view any import errors.

Viewing Bulk Update Status

After performing bulk update actions for orders and agreements, you can view the status of your updates using the View Bulk Update Status action. When you click this action, the View Bulk Update Requests page appears. Use this page to review the status of the bulk update.

Strategic Sourcing Dashboard

See Procurement Command Center Overview.

As buyers and procurement managers, use the Strategic Sourcing dashboard to view aggregate information from sourcing negotiations to track and mitigate risks in achieving strategic objectives.

Use the dashboard to:

• Search across negotiations and drill down to the associated document, or navigate to other dashboards of the Procurement Command Center in the context of a purchasing document.

• Track negotiation cycle-times and savings achieved on each negotiation.

• Identify work load of buyers and sourcing team.

Access the Strategic Sourcing dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Strategic Sourcing

Note: The dashboard data is always refined to transactions that match the selected currency.

Strategic Sourcing Dashboard

The following table describes the dashboard:

Component	Description
Summary (summary bar)	This summary bar displays currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Live Negotiations: This metric shows the number of open negotiations About to Close, No Responses: This metric shows the number of negotiations that are about to close in the next seven days with no responses received. Pending Award: This metric shows the number of negotiations that are not awarded. In the Negotiations results table, click View for the specific negotiation to investigate and act. Offers per Negotiation: This metric shows the average number of offers received on all negotiations.
Performance (summary bar)	This bar displays the following metrics: Cycle Time: This metric shows the average sourcing cycle, the time from negotiation creation to award confirmation. Targeted Savings: This metric shows the sum of savings target established on all completed negotiations The calculation of targeted savings is as follows: Difference between start price and target price, multiplied by quantities and summed up. Negotiated Savings: This metric shows the sum of savings negotiated on all completed negotiations. Negotiated savings is a positive value. The calculation of negotiated savings is as follows: Difference between average winning bid price and start price, multiplied by quantities and summed up. Negotiated Loss: This metric shows the loss amount for all completed negotiations. Negotiated loss is a negative value. The calculation of negotiated loss is as follows: Difference between average winning bid price and start price, multiplied by quantities and summed up.
Negotiations (tab)	This tab contains the following charts. These charts display data only if the data set has one functional currency. Negotiation ID (Count Distinct) by Buyer, Status: This stacked bar chart shows the number of negotiations for a buyer or a type by status. Each stack represents a negotiation status. The available metrics are negotiation count and negotiation amount. Total Time (Average) by Negotiation Phases, Negotiation Amount Range: By default, this chart shows the average time it takes to process negotiations through phases and by amount ranges. Select a different dimension to view the average time by number of negotiations.
Performance (tab)	This tab contains the following charts. These charts display data only if the data set has one functional currency. Projected Savings (Sum), Negotiated Savings (Sum), Target Quantity (Sum) by Category: By default, this bubble chart shows the projected savings and the negotiated savings for a category. The group dimensions are number, type, operating unit, and event name. Awarded Quotes (Sum), Awarded Bids (Sum) by Supplier: This bar chart shows the total amount awarded for quotes and bids for a supplier.
Negotiations, Negotiation Lines, and Offers (results tables)	These tables display negotiation summaries and details for negotiation lines and offers. You can perform the following row-level action from the Negotiations table: To view more details about a negotiation and act on it, click the link icon in the View column to navigate to the document's page. You can perform further tasks based on the status of the negotiation type. See Creating RFIs, RFQs, and Buyer's Auctions, Oracle Sourcing User Guide.
Options (table-level actions)	The following are the common actions that are available from the Options icon in the results tables. Compare: Select multiple rows to compare information. Export: Use this action to export the search results in a comma-separated values (CSV) file.

Indirect Procurement Dashboard

See Procurement Command Center Overview.

The Indirect Procurement dashboard enables buyers to analyze the buying behavior of requesters within the organization from orders, agreements, and expense reports.

Use the dashboard to:

• Review catalogs, item categories, and unused items.

• Get insight into catalog usage and refine catalog content.

• Review item ratings and supplier ratings given by requesters for a particular category, operating unit, or cost center and analyze the requester item and supplier ratings with the actual purchase order by quality, on-time delivery, or price compliance.

• Act on specific feedback coming in from requesters.

• Review off-contract spend behavior including spend from Oracle iExpenses and identify cost-saving opportunities.

• Review consumption details for agreements.

• Perform review and feedback related tasks.

• Renegotiate terms of agreements and create request for quotation.

Access the Indirect Procurement dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Indirect Procurement

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

Indirect Procurement Dashboard

The following table describes the dashboard:

Component	Description
Summary (summary bar)	This summary bar displays currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Catalog Items: This metric shows the number of unique active items in the current view of the catalog. Categories: This metric shows the number of unique categories in the current view of the catalog. Reviews: This metric shows the number of open review items. Feedback: This metric shows the number of open feedback items.
Performance (summary bar)	This bar displays the following metrics: Item Rating: The average review rating for items that are in the current view Supplier Rating: This metric shows the average review rating for suppliers that are in the current view. Unused Items: This metric shows the number of catalog items that have not been ordered in the last six months. Off-Contract Spend Ratio: This metric shows the total purchase order spend not linked to an agreement, expressed as a ratio of total procurement spend. iExpense Spend Ratio: This metric shows the ratio of iExpense spend to the total procurement spend in the current view, expressed as a percentage.
Spend (tab)	This tab displays the following tag clouds: Off-Contact Spend: This tag cloud displays the top ten tags for the item description of purchase order lines (not linked to an agreement) with the largest purchase order line amount. iExpense Spend: This tag cloud displays the top ten tags for either the invoice description or the justification with the largest iExpense spend.
Reviews (tab)	This tab displays the following tag clouds. These clouds are not dependent on the functional currency. Item Reviews: By default, this tag cloud displays the top ten tags for item reviews based on review keywords. The available dimensions are review keywords and review title. This tag cloud displays data only if reviews are available. Supplier Reviews: By default, this tag cloud displays the top ten tags for supplier reviews based on review keywords. The available dimensions are review keywords, review title, and supplier. This tag cloud displays data only if reviews are available.
Spend (tab)	This tab displays the following charts. These charts display data only if the data set has one functional currency. Off-Contract Spend and iExpense Spend: By default, this bar chart shows the off-contract spend and the iExpense spend for a cost center. Select a different group dimension to view the spend type by operating unit, buyer, purchasing category, supplier, or spend year. Off-Contract Spend Percentage vs. iExpense Spend Percentage: This bubble chart shows off-contract spend percentage versus iExpense spend percentage for each cost center or spend year.
Reviews and Ratings (tab)	By default, the Rating Analysis bubble chart shows the average item rating and the average supplier rating for a purchasing category. The bubble size shows the purchase order line amount for the items that have reviews. The group dimensions are purchasing category, supplier, and item. Select an X-axis or a Y-axis metric to view the rating by price compliance percentage, quality percentage, or on-time delivery percentage. The size metrics are rating by review count and purchase order line count. Note: This chart displays data only when a single functional currency has been selected, and the chart reflects data only for items that have at least one purchase order.
Feedback (tab)	The Open Feedback stacked bar chart shows open feedback items by type. The status of the item's feedback must be Open. You can review whether a requester's feedback has open actions or responses.
Catalog Items (results table)	This results table provides information about catalog items. Use attribute groups such as catalog source, shopping category, catalog buyer, and line type to view more information about catalog items. To perform the following actions, click the row-level Actions icon and select an action. To update an agreement, select Update for a catalog item to open the Agreement page. To renegotiate an agreement and create a request for quotation (RFQ) to send to a supplier, select Renegotiate Agreement. The Create RFQ page appears where you can request pricing and other information for an item or items.
Item Consumption (results table)	This table displays an item consumption summary.
iExpenses (results table)	This table displays details for iExpense lines that are extracted from invoice information. Use the expense type and invoice date attribute groups to view more information.
Purchase Order Spend (results table)	This results table displays item and spend details for purchase orders. Use attribute groups such as line type, off contract, buyer, and ship-to location to view more information.
Reviews (results table)	This table displays additional information for reviews. To perform the following actions, click the row-level Actions icon and select an action. To perform review related tasks for a supplier or an item, select Manage to open the Reviews page. To review an agreement, select View Agreement to open the document page. To renegotiate the terms of an agreement, select Renegotiate Agreement to navigate to the Create RFQ page. From this page you can create a request for quotation (RFQ) to send to a supplier to request pricing and other information for an item or items.
Feedback (results table)	Feedback is similar to reviews. The primary difference is that the correspondence on a feedback is visible only to the requester who submitted the feedback and all buyers linked to the operating unit in which the feedback is made. To edit or delete a feedback record, click the link icon in the Manage column to navigate to the Oracle iProcurement Feedback page.
Options (table-level actions)	See Performing Actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

The following table describes the actions available when you select the Options icon in the results tables. Select one or more rows and click the Options icon to act on your selection.

Reviews Tab Actions

Feedback Tab Actions

Results Table	Action	Description
Reviews	Close Reviews	Use this action to close review comments. You view a confirmation message when you close a review. If you try to close a review that is already in the Close status, then the application displays an error message.
Feedback	Close Feedback	Use this action to close feedback records. You can view a confirmation message when you close a feedback. If you try to close a feedback that is already in the Close status, then the application displays an error message.

Supplier Analysis Dashboard

To perform supplier analysis, procurement teams, and buyers require supplier history for goods or services. supplier analysis involves looking into a supplier's product and service offerings, performance including on-time delivery, quality, and supplier capabilities.

The Supplier Analysis dashboard is available from the following command centers:

• Project Procurement Command Center

• Procurement Command Center

The following table lists the command centers, responsibilities, and the roles to which the dashboard is available.

Command Center	Role	Responsibility	Additional Information
Project Procurement Command Center	Project buyer, project manager	Project Procurement ECC (Buyer), Command Center Note: This dashboard is available to project managers from the Analyze Supplier link in the Plan Lines tab of the Procurement Plan dashboard. The dashboard shows the item information in the context of a procurement plan line.	Analyze suppliers who can supply items or services for a project and fulfill orders for project procurement plan lines
Procurement Command Center	Procurement team member, buyer	Purchasing, Procurement Command Center Note: This dashboard is also available from the Analyze Supplier link in the Requisitions tab of the Procurement Operations dashboard. The dashboard shows the item information in the context of a requisition line.	Analyze suppliers who can supply items or services for requisition lines

Use the dashboard to:

• Investigate each supplier's history.

  • Review the current status of a supplier, including orders or any existing agreements with a supplier.

  • Review how much has been spent or is committed to be spent with the supplier and how well the supplier has performed with regards to supplying the ordered items or services.

• Gain insight into the performance of suppliers including on-time delivery, quality, and price-compliance trends of the supplier.

• Compare suppliers by current relationship and historical performance.

• Use performance criteria and extended supplier profile to zero in on the best set of suppliers.

• Find the right suppliers to meet organizational objectives and business needs.

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

Procurement Command Center: Supplier Analysis Dashboard

Project Procurement Command Center: Supplier Analysis Dashboard

The following table describes the dashboard:

Component	Description
Summary (summary bar)	This summary bar displays currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Suppliers: This metric shows the number of unique suppliers that are in the current view based on filters applied. Approved Suppliers: This metric shows the number of suppliers who appear in the approved supplier list for at least one item or a category. Suppliers on Hold: This metric shows the number of suppliers who have at least one active hold status, such as Hold All Payments or Hold All Purchase Orders. These suppliers have holds at the supplier level or the supplier-site level.
Related Documents (summary bar)	This bar displays the following metrics: Active Agreements: This metric shows the number of contract purchase agreements in the current view that are active as of today. Active agreements are those agreements that are either approved or for which reapproval is required and have not expired. Orders: This metric shows the number of purchase orders in the current view. Ordered Items: This metric shows the number of unique items, including description-based items, ordered from the suppliers in the current view. Draft Negotiations: This metric shows the number of draft negotiations in which suppliers that are in the current view are invited to participate.
Performance (summary bar)	This bar displays the following metrics: On-Time Delivery: This metric shows the percentage of shipments that were received on or before the need-by date plus the tolerance. Quality: This metric shows the percentage of shipments that had no quality issues. Price Compliance: This metric shows the ratio of the invoiced price to the price agreed upon on the agreement or order, expressed as a percentage. Item Rating: This metric shows the average review rating for catalog items, entered by requesters in iProcurement. Supplier Rating: This metric shows the average review rating for suppliers, entered by requesters in iProcurement. Performance Score: This metric shows the average supplier performance evaluation score for suppliers that are in the current view.
Performance (tab)	This tab displays the following charts: Overall Supplier Performance: By default, this bubble chart shows performance for a supplier by quality rating and on-time delivery rating. Select an X-axis or a Y-axis metric to view the supplier performance by quality rating, price compliance, item review rating, supplier review rating, or score. The bubble size represents the total spend. The chart does not display data when there are multiple functional currencies. Supplier Performance Over Time: By default, this bar chart displays performance over time for a supplier by quality rating. Select a different metric to view the supplier performance by price compliance, on-time delivery rating, or performance rating. The performance evaluation score is calculated by averaging the scores for all purchase orders and agreements in the visible data set. The chart does not display data when there are multiple functional currencies.
Relationship (tab)	This tab displays the following charts: Holds by Supplier: This stacked bar chart shows the number of holds for a supplier by hold type. Supplier's Geographic Distribution: This bar chart shows the number of suppliers by each country or supplier state.
Procurement History (tab)	This tab displays the following charts: Spend by Supplier: This stacked bar chart shows contract versus off-contract spend for each supplier. The chart does not display data when there are multiple functional currencies. Spend Trend: This bar chart shows the total spend for each supplier by supplier performance years or item category.
Supplier Information (tabbed component) Supplier (results table)	This table shows details for suppliers. To perform the following actions, click the row-level Actions icon and select an action. To update a supplier's information, select View for the supplier to navigate to the Supplier page. Add as Sources of Supply: This action is applicable to buyers using Project Procurement Command Center. The first step of this action is to select Analyze Supplier for a plan line in the Project Procurement dashboard. Use this action to analyze suppliers for a plan line and then add them as sources of supply. See Project Procurement Dashboard. To add as sources of supply: Navigate to the Project Procurement dashboard. Scroll to the Planning Documents tabbed component. In the Plan Lines tab, click the link icon in the Analyze Supplier column for a plan line. The Supplier Analysis dashboard with the plan line in context appears. Review suppliers and add them to the plan line as sources of supply.
Supplier Information (tabbed component) Performance (results table)	This table shows the performance of suppliers including information such as the on-time delivery rating and quality rating.
Supplier Information (tabbed component) Relationships (results table)	This table shows the active purchase orders, blanket purchase agreements, and negotiations. Additionally, it displays holds applied on active documents, total count of orders, total spend, number of negotiations in which a selected supplier participated, negotiations in which the selected supplier was awarded, average spend per year, receipt and use details.
Supplier Information (tabbed component) Addresses (results table)	This table shows the details of suppliers.
Supplier Information (tabbed component) Projects (results table)	This table shows the projects for which the supplier is associated to a purchasing document.
Supplier Information (tabbed component) Approved Supplier List (results table)	This table shows the ASL approval status, the item, supplier category, and manufacturer details of approved suppliers.
Supplier Information (tabbed component) Evaluations (results table)	To review a supplier's performance, click the link icon in the View column to open the Assessment page for that supplier.
Detail Table (tabbed component) Purchase Orders (results table)	To perform the following actions, click the row-level Actions icon and select an action. To view details for a purchase order, click View to open the purchasing document in Oracle Purchasing. Add to PO: This action is applicable to buyers using the Procurement Command Center. The first step of this action is to select Analyze Supplier for a requisition line in the Requisitions dashboard. Use this action to add suppliers to purchase orders. See Requisitions Dashboard. To add a supplier to a purchase order: Navigate to Procurement Operations > Requisitions dashboard. Scroll to the Lines tab. Click the link icon in the Analyze Supplier column for a requisition line. The Supplier Analysis dashboard with the requisition line in context appears. Review suppliers for the requisition line and then add them to the purchase order. If you try this action without having a requisition line in context, then the dashboard displays an error. If the requisition line is valid, then you can add the requisition line to the purchase order.
Detail Table (tabbed component) Purchase Order Lines (results table)	This table summarizes purchase order lines information and enables you to track the quantity details for orders.
Detail Table (tabbed component) Agreements (results table)	To view details for an agreement, click the link icon in the View column to open the agreement document in Oracle Purchasing.
Detail Table (tabbed component) Agreement Lines (results table)	The Add as Sources of Supply action is applicable to project buyers using the Project Procurement Command Center. When you click the link icon in the Add as Sources of Supply column for an agreement line, the Create Sources of Supply page appears. See Creating Sources of Supply.
Detail Table (tabbed component) Negotiations (results table)	To perform the following actions, click the row-level Actions icon and select an action. To view details for a negotiation to which the suppliers have been invited, select View to open the negotiation document. If a negotiation is at the Closed status, view the negotiation, proceed to compare, and award the suppliers. See Awarding in Different Ways, Oracle Sourcing User Guide for information about the awarding process. Add to Negotiation: This action is applicable to buyers using the Procurement Command Center. The first step of this action is to select Analyze Supplier for a requisition line in the Requisitions dashboard. Use this action to add suppliers to a negotiation. See Requisitions Dashboard. To add a supplier to a purchase order: Navigate to Procurement Operations > Requisitions dashboard. Scroll to the Lines tab. Click the link icon in the Analyze Supplier column for a requisition line. The Supplier Analysis dashboard with the requisition line in context appears. Review suppliers for the requisition line and then add them to the purchase order. If you try this action without having a requisition line in context, then the dashboard displays an error. If the requisition line is valid, then you can add the requisition line to the negotiation along with the supplier.
Detail Table (tabbed component) Negotiation Lines (results table)	This table summarizes details for negotiation lines and the price information.
Options (table-level actions)	See Performing Actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

The following table describes the actions available when you select the Options icon in the results tables. Select one or more rows and click the Options icon to act on your selection.

Supplier Tab Actions

Agreements Tab Actions

Agreement Lines Tab Actions

Results Table	Action	Description
Suppliers	Add to Negotiation	The starting point for this action is the creation of a request for quote (RFQ) in Oracle Sourcing. Create an RFQ to be able to add suppliers. For a negotiation that is at the Draft status, you can add suppliers to the negotiation from the Sourcing pages using the Add Suppliers button. This brings you to the Supplier Analysis page. Analyze the suppliers, select them, and then add them using the Add to Negotiation action. If you delete the negotiation line after creating it through the Document Builder, then the application removes the linkage of the negotiation line as a source of supply. During the award completion stage, the application updates the sources of supply when a particular negotiation line is awarded to a supplier or multiple suppliers.
Suppliers	Add to Document Builder	Use this action to add suppliers to requisition lines using the Document Builder.
Agreements	Add to Document Builder	Use this action to add multiple agreements (contract purchase agreements and blanket purchase agreements) to the Document Builder. When you add an agreement, the action automatically brings in suppliers too.
Agreement Lines	Compare with Demand	This action is applicable to project buyers who are analyzing suppliers using Project Procurement Command Center. See Project Procurement Dashboard. Use this action to compare agreement lines with procurement plan lines. If plan lines are not available, then the dashboard displays an error. The basic requirements for comparison are as follows: If the plan line has an inventory item, then comparison is possible only with agreement lines of the same item. If the plan line has a description-based item, then comparison is possible only with description-based agreement lines of the same category. If the agreement is inactive, or if there is a problem in adding the agreement line as source of supply, then the application displays an error message. If you do not want to retain the context of the plan line, then you can click Remove to remove the plan line context.

Item Analysis Dashboard

The Item Analysis dashboard is centered upon items that have been ordered for procurement.

The Item Analysis dashboard is available from the following command centers:

• Project Procurement Command Center

• Procurement Command Center

The following table lists the command centers, responsibilities, and the roles to which the dashboard is available.

Command Center	Role	Responsibility	Additional Information
Project Procurement Command Center	Project buyer, project manager	Project Procurement ECC (Buyer), Command Center Note: This dashboard is available to project managers from the Analyze Item link in the Plan Lines tab of the Procurement Plan dashboard. The dashboard shows the item information in the context of a procurement plan line.	Analyze items or services assigned to project plan lines
Procurement Command Center	Procurement team member, buyer	Purchasing, Procurement Command Center Note: This dashboard is also available from the Analyze Item link in the Requisitions tab of the Procurement Operations dashboard. The dashboard shows the item information in the context of a requisition line.	Analyze items or services assigned to requisition lines

Use the dashboard to:

• Explore the history of items used in the organization including on-time delivery, quality, and item suitability.

• Compare items based on the supply source, approved supplier lists, and existing agreements.

• Align item selection to business needs using insights from procurement history.

• Make an informed item choice by comparing procurement history and performance attributes for each item.

Note: The dashboard data is always refined to the organizations to which the user has access, and to transactions that match the selected currency.

Procurement Command Center: Item Analysis Dashboard

Project Procurement Command Center: Item Analysis Dashboard

The following table describes the dashboard:

Component	Description
Totals (summary bar)	This summary bar displays currency information and several metrics. To refine dashboard data, including the metrics, by currency, click Currencies and then select a value. Items: This metric shows the number of items represented in the current view. Suppliers: This metric shows the number of suppliers who supplied items in the past. Projects: This metric shows the number of projects for which items have been procured, or are being planned. Requisitions: This metric shows the number of requisitions in which items are referenced. Purchase Orders: This metric shows the number of purchase orders in which items are referenced. Agreements: This metric shows the number of agreements in which items are referenced. Negotiations: This metric shows the number of negotiations in which items are referenced.
Analysis (tabbed component) Item Analysis (tab)	This tab contains the following charts: Trend Analysis: This is a chart to analyze the total spend by item description. This chart displays data only when a single functional currency has been selected. You can sort the chart using the following values: Contract spend, which is the purchase orders spend amounts that are linked to agreements. Off-Contract spend, which is the purchase order spend amounts that are not linked to agreements. Lead Time by Categories: This chart shows the average lead time for agreement lines by categories for item category and item.
Analysis (tabbed component) Supplier Relationship (tab)	This tab contains the following charts: Overall Supplier Performance: This is a bubble chart to analyze the overall supplier performance. Select an X-axis or a Y-axis metric to view the supplier performance by quality rating or price compliance. The bubble size shows the total spend sum. This chart displays data only when a single functional currency has been selected. Supplier Performance Over Time: By default, this chart shows the performance over time for a supplier by total spend. Select a different metric to view the supplier performance by price compliance or quality rating. This chart displays data only when a single functional currency has been selected.
Analysis (tabbed component) Spend Analysis (tab)	This tab contains the following charts: Spend Spread: By default, this pie chart shows the spend spread for an item category. Select a different dimension to view the spend spread by deliver to location or supplier name. This chart displays data only when a single functional currency has been selected. Off Contract Spend: This bar chart analyzes the contract spend and the off-contract spend for an item category. Contract spend is the purchase orders spend amounts. Off-Contract spend is the purchase order spend amounts that are not linked to agreements. This chart displays data only when a single functional currency has been selected.
Items Summary (tabbed component) Item Details, Procurement Documents, Project, Approved Supplier List (results tables)	These tables summarize the details for items and information related to items in procurement documents, projects, and approved supplier lists.
Procurement Documents (tabbed component) includes: Negotiations, Agreements, Requisitions, and Purchase Orders (results tables)	These tables show details for purchasing documents associated with items. You can review information for negotiations, agreements, requisitions, and purchase orders. From the Negotiations, Agreements, Requisitions, and Purchase Orders tables, to view details for a document or perform any action, click the link icon in the View column to navigate to the document's page.
Options (table-level actions)	See Performing Actions.

Performing Actions

The following sections describe the actions that you can perform from the Options icon in the results tables.

Common Actions

The following are the common actions that are available from the Options icon in the results tables.

• Compare: Select multiple rows to compare information.

• Export: Use this action to export the search results in a comma-separated values (CSV) file.

Actions for Item Details

Replace Item

The following table describes the actions available when you select the Options icon in the Item Details results table. Select one or more rows and click the Options icon to act on your selection.

Action

Description

Compare with Procurement Lines

This action is applicable to project managers and project buyers using the Item Analysis dashboard from the Project Procurement Command Center. Project Buyer: As a project buyer, use this action to compare an item with the item specified on the procurement plan. If there are no procurement plan lines, then you cannot perform this action. See Project Procurement Dashboard. Use the following navigation to the perform this action: Navigate to the Project Procurement dashboard. Scroll to the Planning Documents tabbed component. In the Plan Lines tab, click the link icon in the Analyze Item column for the plan line that you want to investigate. The Item Analysis dashboard appears. Scroll to the Item Summary tabbed component. In the Item Details tab, ensure to select the items that belong to the same item category as the item specified on the plan line. An error message appears if the item category is different. Select Compare with Procurement Lines action. Scroll to the top of the dashboard that displays both the selected item description with the item specified on the procurement plan. Project Manager: As a project manager, use this action to compare and replace an item or a service in the plan line. You can replace an item or a service only when the plan line is in the Draft status and with another item or service in the same purchasing category. See Procurement Plan Dashboard, Oracle Projects Fundamentals Guide. Use the following navigation to perform this action: Navigate to the Item Analysis dashboard using the following navigation: Procurement Plan dashboard for a project > Planning Documents tabbed component > Plan Lines tab > click the link icon in the Analyze Item column for a plan line. The Item Analysis dashboard provides a summary of the procurement history of the item or service, including current orders and suppliers. Search for alternative items and if you find an alternative item that works better for this project, then select the item in the Item Summary tabbed component > Item Details table and select the Compare with Procurement Lines action from the Options icon. Scroll to the top of the dashboard that displays both the selected item description with the item specified on the procurement plan. To replace the item or service in the plan line, click the Replace icon. Manually change the quantity and planning rate of the replaced item or service, if required. Where there is no match (for item number, description, and category) or where the budget exceeds what is on the plan line, or where the earliest need-by-date cannot be met by the lead-time, the application displays an Alert icon to indicate the potential problem of replacing the item. If the Replace action is successful, then the application automatically updates the record to display the latest item in the Item Summary tab.

Employee Shopping Tracker Dashboard

See Procurement Command Center Overview.

The Employee Shopping Tracker dashboard displays the data for searches that employees perform in the iProcurement Shop page.

Use the dashboard to:

• Review the keywords that are used in searches.

• Take action to reduce the noncatalog shopping content in the iProcurement catalog.

  • Gather insight into the searches and search patterns.

  • Find out whether employees' searches were successful and resulted in items or services being added to the cart.

  • Analyze searches that had no matching items or services in the catalog.

Access the Employee Shopping Tracker dashboard using the following navigation:

(N) Purchasing > Procurement Command Center > Employee Shopping Tracker

Employee Shopping Tracker Dashboard

The following table describes the dashboard:

Component	Description
Search Index (summary bar)	This summary bar shows the following metrics: Shopping Sessions: This metric shows the number of times that employees have logged in to the iProcurement Shop page. Searches with Items Added to Cart: This metric shows searches with matches that were added to the cart. Searches with Results: This metric shows searches that had matches but for which nothing was added to the cart. Searches with No Results: This metric shows searches that had no matches in the catalog.
Search Activity (chart)	For the date range selected in the Action Date refinement, this chart shows the total number of searches performed each day. The stacks represent the following: Searches that had matches but for which nothing was added to the cart Searches with no matches in the catalog
Frequently Searched Keywords (chart)	This bar chart shows the keywords that were used in searches and the number of results for each keyword search.
User Search Results (chart)	This stacked bar chart shows searches performed by each user. The stacks represent the following: Searches that had matches but for which nothing was added to the cart Searches with no matches in the catalog
Keywords Searched (tag cloud)	This tag cloud displays the top 50 keywords that were used in searches.
Filters Applied (tag cloud)	This tag cloud shows the refinements that were applied for searches in a search sequence.
Search Audit Results (tabbed component) Searches with Items Added to Cart, Searches with Results, and Searches with No Results (results tables)	This tab shows details for searches and search results.
Options (table-level actions)	Select the Export option to export the search results in a comma-separated values (CSV) file.