Understanding PeopleSoft Fluid User Interface with Procurement Operations Pages

Procurement Operations Home Page allows you to monitor key events in Procurement while “on-the-go” on your Smartphone or Tablet. The Fluid User Interface allows you to monitor-by-exception; such events as approvals not performed with a stated timeframe, suppliers who are not performing to service level agreements, and while in meetings, allow you to quickly answer questions about Procurement spend. You can also configure your Landing Page to only select those Items, Item Categories, Business Units, Buyers, Ship To and Suppliers you wish to monitor. Setting best practice thresholds for events, allow you to see where there are violations in order to take action. As long as you have access to your areas of interest, you can be effective and proactive and address issues before they affect other areas of the organization.

Page Name

Definition Name

Usage

Define Procurement Controls Page

PRCR_ENTITY_TBL

Set up reporting entities, which function as high-level groupings for your inquires and page.

Update Spend History Page

PO_SPEND_HIST_RC

Set up run-control information for the Spend History process and run it.

Setup Procurement Users Page

OPR_DEF_RPT_TBL

Assign Report Entity to user and also specify the periods for which data should be displayed.

Note: A user must be assigned to a single Reporting Entity before using the Procurement Operations Home Page

Supplier Watch List Event Page

PO_EVENT_SWL

Enable the events that are to be monitored in the Supplier Watch List.

Define Event Threshold Page

PO_EVT_THRESH

Define event thresholds by reporting entity. Users assigned to the reporting entity will use these thresholds for selected events.

Procurement User Preferences – Contract Expiration Page

PO_PREF_EXPC_FL

Personalize and configure selection criteria for Expiring Contracts.

Procurement User Preferences – PO Approval Cycle Time Page

PO_PREF_POACT_FL

Personalize and configure selection criteria for Purchase Orders that are Pending Approval.

Procurement User Preferences – Req Approval Cycle Time Page

PO_PREF_RQACT_FL

Personalize and configure selection criteria for Requisitions that are Pending Approval.

Procurement User Preferences – Req to PO Cycle Time Page

PO_PREF_R2PCT_FL

Personalize and configure selection criteria for Requisitions that have open amounts.

Procurement User Preferences – Procurement Spend Analysis Page

PO_PREF_PSA_FL

Personalize and configure selection criteria for Procurement Spend Pivot grid.

Procurement User Preferences – Supplier Watch List Page

PO_PREF_SWL_FL

Personalize and configure list of Suppliers and thresholds for Supplier Watch List.

Working with the Procurement Operations Home Page

Personalize and configure tiles to appear on Procurement Operations Home Page.