Prerequisites

If you are including the buyer or manager spend analysis pagelets as part of your dashboard, you will need to define:

1. Calendar periods by using the Calendar Periods page (Set Up Financials/Supply Chain, and then Common Definitions, and then Calendar/Schedules, and then Detail Calendar, and then Calendar Periods).

   These calendar period are used to bucket the purchase order expenditures to display spend information.

   See Application Fundamentals: Calendar Periods Page.

2. A reporting entity for the spend analysis.

   The reporting entity defines which PeopleSoft Purchasing business units to be included when the system updates the spend history tables as well as the currency in which to convert any monetary amounts. In addition, the reporting entity defines in which period to bucket the purchase order schedules when creating the purchase order graphs for the buyer.

3. The buyers preferences for the SRM Dashboard.

   This is used to further refine the information that is displayed on the spend analysis pagelets.

   Note:

   Managers must be defined as a buyer.

4. The buyers that report to a manager.

   This information is used to determine which buyer information appears on the manager spend analysis pagelets.

   Note:

   You will only need to define this information for managers.

5. The run control parameters for the PO_SPND_HIST process and run the process.

   See PeopleSoft Purchasing: Generating Spend History.

If you are including the Activity Monitor pagelets as part of your dashboard, you will also need to define which workflow notifications should appear on the buyer or managers Activity Monitor. You can select from any number of existing workflow notifications.