Configuring Thresholds and Events for Procurement Operations

This section provides an overview of the Supplier Watch List Event Page (PO_EVENT_SWL).

Page Name

Definition Name

Usage

Supplier Watch List Event Page

PO_EVENT_SWL

Select the events you want to monitor in the Supplier Watch List Page.

Use the Supplier Watch List Event to select the events you want to monitor in the Supplier Watch List.

Navigation:

Purchasing > Analyze Procurement > Setup Procurement Operations > Select Watch List Event

This example illustrates the fields and controls on the Supplier Watch List Event page. You can find definitions for the fields and controls later on this page.

 Supplier Watch List Event

This section provides an overview of the Define Event Threshold Page (PO_EVT_THRESH).

Page Name

Definition Name

Usage

Define Event Threshold Page

PO_EVENT_THRESH

Define system level thresholds.

Use the Define Event Threshold page to define system level thresholds. A violation will appear for each Event on the Supplier Watch List when the transaction amount calculated or number of days pending exceeds the threshold established for the reporting entity.

Navigation:

Purchasing > Analyze Procurement > Setup Procurement Operations > Define Event Threshold

This example illustrates the fields and controls on the Define Event Threshold Page. You can find definitions for the fields and controls later on this page.

 Define Event Threshold

Field or Control

Description

View Reporting Entity Details

Displays information about the Reporting Entity, including the Business Units assigned.

Copy From Reporting Entity

This link will only be available when initially setting up the thresholds for the Reporting Entity. Use the link to copy the threshold values from another Reporting Entity to the current one.

Event Threshold Details

Field or Control

Description

Threshold Days

Indicates the minimum number of days that pending transactions should be included in the spend analysis for the Tile. In other words, transactions have to be pending for at least the specified number of days to be included.

For example, with the ‘PO Approval Cycle Time’ event, a PO is only included if it has been in ‘Pending’ status for the number of days specified here or longer.

Threshold Amount

If the amount calculated for an event exceeds the threshold amount entered here, then it is marked as a violation in the Supplier Watch List.

Currency Code

Displays the currency of the Reporting Entity.

Tile Event Appears On

Displays the Tiles that are relevant to the Event.