Setup Requirements for the Procurement Dashboard
Prerequisites
To enable the procurement dashboard features and preferences:
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Go to Setup > Company > Setup Tasks > Enable Features.
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On the Employees tab, check the box for Approval Routing.
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On the SuiteCloud tab, check the box for SuiteFlow.
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On the Analytics tab, check the box for KPI Scorecards.
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Click Save.
On the Procurement Dashboard, you can only view content related to transactions that you have access to. The required features and saved searches that depend on them are listed in the following table. Take note of saved searches that depend on more than one feature.
|
Required Feature |
Saved Search/Portlet |
|---|---|
|
Purchase Orders |
Purchase Order to Approve Vendor Delivery Performance Supply Plans Awaiting Purchase Order |
|
Requisitions |
Purchase Order to Place |
|
Blanket Purchase Orders |
Blanket PO to Approve Blanket PO to Release |
|
Purchase Contracts |
Contracts to Approve Expiring Contracts Open Contracts by Vendor Contracts Close to Maximum Value |
|
Request for Quotes |
Request for Quotes Awaiting Response Request for Quotes Awaiting Award |
|
Demand Planning |
Purchase Orders to Reschedule Late Purchase Orders Supply Plans Awaiting Purchase Order |
|
Assembly Items |
Supply Plans Awaiting Purchase Order |
|
Work Order |
Supply Plans Awaiting Purchase Order |
|
Vendor Return Authorizations |
Vendor Return Amount |
|
Advanced Receiving |
Vendor Delivery Performance |
|
Departments |
Spend by Department |
|
Classes |
Spend by Class |
|
Locations |
Spend by Location |
For more information, see Enabling Features.
Installing the Procurement Dashboard
To install the procurement dashboard:
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Go to Customization > SuiteBundler > Search & Install Bundles.
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Install the SuiteApp with the following details:
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Bundle Name: Advanced Procurement
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Bundle Id: 57060
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For more information, see Installing a Bundle.
Advanced Procurement is a managed SuiteApp and is automatically updated whenever there are upgrades. Issue fixes and enhancements are available after the SuiteApp is updated in your account.
Roles and Permissions
This section contains information about roles and permissions for viewing and publishing the Procurement Dashboard.
Procurement Dashboard Roles
After installation, the following roles for publishing the Procurement Dashboard are added to the Accounting and Shipping center:
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Procurement Dashboard Publisher – Accounting – custom role with the permission to publish to users within the Accounting center. This role is based on the standard CFO role.
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Procurement Dashboard Publisher – Shipping – custom role with the permission to publish to users of the Shipping center. This role is based on the standard Warehouse Manager role.
To assign these custom roles to users within the Accounting and Shipping center, see Assigning Roles to an Employee. For the Classic center, the Publish Dashboards permission is already enabled for the Administrator role. For other standard and custom centers, roles with the publish permission can setup and publish the Procurement Dashboard. For information about adding the permission, see Procurement Dashboard Permissions. For more information about publishing the dashboard, see Setup Requirements for the Procurement Dashboard.
Procurement Dashboard Permissions
By default, the standard Administrator and custom Publisher roles with the Publish Dashboards permission can publish the dashboard to other roles within their center. For roles from other centers or users who want to share their personalized dashboard, you can add the publish permission to their role record. To access a role record, go to Setup > Users/Roles > Manage Roles and then click the Edit link for the role to be updated. On the Role page, select the Publish Dashboards permission on the Setup subtab of the Permissions subtab. Verify that the access level for the permission is set to Full.
To personalize the dashboard, enable the Publish Dashboards permission before customizing the Procurement Dashboard.
For more information, see Publish Dashboards Permission. For guidelines when customizing the dashboard, see Customizing the Procurement Dashboard and Best Practices for Customizing the Procurement Dashboard.