Setting Up Your Procurement Operations Using PeopleSoft Fluid Pages

Thresholds can be defined by Reporting Entity and applies to all users assigned to the Reporting Entity. You can establish tighter thresholds using My User Preference for the selected events. The system will identify and display when a transaction exceeds the event threshold established at the reporting entity or at the My User Preference.

This table illustrates events used in the Procurement Operations Home Page.

Event	Description
Req to PO Cycle Time Overdue	Approved Requisitions with open amount past x days.
Req Approval Cycle Time Overdue	Requisitions pending approval past x days.
PO Approval Cycle Time Overdue	Purchase Orders pending approval past x days.
PO Dispatch Cycle Time Overdue	Approved POs not dispatched past x days.
Total Period to Date PO Spend	Dispatched Purchase Order amount.
Number of POs Period to Date	Dispatched Purchase Order count.
Pos Backordered Overdue	Dispatched Purchase Order amount not received past due date by x days.
Volume of EDI POs	Amount for Purchase Orders dispatched using EDI.
Non EDI POs Over Amount	Amount for Purchase Orders dispatched not using EDI.
Number of Contracts	Contract count.
Contracts Due to Expire Soon	Contracts due to expire within x days.
Contract Spend on PO	Amount for dispatched Purchase Orders using Contract.
Non Contract Spend Over Amount	Amount for dispatched Purchase Orders not using Contract over x amount.
Number of Bidder Invitations	Count of Bidders specifically requested to participate in the Sourcing Event.
Participant Percentage	Participation percentage of the Bidders.
Award Percentage	Award percentage of the Bidder for the event they participated.

Note: Req Approval Cycle Time and PO Approval Cycle Time events use approval workflow records to calculate cycle time. Approval Workflow must be turned on for the Business Unit to calculate approval cycle time.

These are the steps to setup Procurement Operations Home Page:

Use the Define Procurement Controls page to define Reporting Entities that will group your procurement spend activity based on the selected business units. Identify calendar to represent your reporting periods and a reporting currency code you want to view amounts in. Data is staged only for stated business units for this Report Entity. See Configuring Procurement Analysis Inquiries
Execute Update Spend History batch process to stage procurement data for this Report Entity. Assign the time periods that data needs to be staged for. See Generating Spend History
Use the Set up Procurement Users page to assign users to a Reporting Entity and also specify the periods for which data should be displayed. Current period data are displayed in case no data is specified. See Configuring Procurement Analysis Inquiries
Use the Supplier Watch List Event age to select the events you want to monitor in the Supplier Watch List. See Configuring Thresholds and Events for Procurement Operations
Use the Define Event Threshold page to define system level thresholds. A violation will appear for each Tile Event Name on the Supplier Watch List when the transaction amount calculated or number of days pending exceeds the threshold established for the reporting entity. See Configuring Thresholds and Events for Procurement Operations
My Preferences helps user to setup, which events to display in Supplier Watch List and also setup any warning days or amounts on top of admin setup.