Configuring Procurement Analysis Inquiries

Chunk Size

Enter the number of rows to display at one time. To help improve performance, PeopleSoft recommends that you indicate a specific number of rows of data to retrieve (for example, 10 rows).

Calendar ID

Select the ID for a predefined calendar, which you set up on the Business Calendar page. Procurement analysis uses it to determine which data to retrieve and process based on dates.

Include PO Data

Select if you want the inquiries for the reporting entity to include purchase order data.

Include all PO units

Select if you want to include all purchasing business units in this reporting entity.

Include AP Data (include accounts payable data)

Select if you want the inquiries for the reporting entity to include voucher data.

Include all AP units (include all accounts payable units)

Select if you want to include all accounts payable business units in this reporting entity.

Include Receiver Data

Select if you want the inquiries for the reporting entity to include receipt data.

Include all Receiving units

Select if you want to include all receiving business units in this reporting entity.

Include Lines With no Item ID

Select if you want to include lines with no item ID specified.

Business Unit

Select all the PeopleSoft Purchasing, Receiving or Payables business units for which this reporting entity is responsible. When updating the procurement history tables, the process selects all purchase orders assigned to the PeopleSoft Purchasing business units specified here.

Reporting Entity ID

Enter a unique identifier for spend history.

Reporting Entity Type

Select Spend Analysis.

Description

Enter a short description for the reporting entity.

Calendar SetID

Select the SetID for the calendar you wish 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:

1. You have 2 purchase order schedules, one for 100.00 due 01/15/2005 and another for 200.00 due 1/30/2005.

2. When the graph for the Buyer Spend Total is generated, you would see 100.00 in Period 1 and 200.00 in Period 2.

See Calendar Periods Page.

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. You have PO and AUC as the options.

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.