Using the Procurement Dashboard
The Procurement dashboard provides you with key information about your purchase orders. It is composed of different KPI charts that enable you to:
- View the total number and value of your unvouchered purchase orders, both received and unreceived.
- View the total number and value of your unreceived purchase orders by due date. By specifying a date range, you can display data for all the purchase orders with a requested delivery date that falls within the selected date range.
- View the committed spend of your purchase orders for a selected date range.
- View a monthly year-over-year comparison of the amount you spend in your purchase orders.
Datasets
This dashboard displays data from the Supply Chain Management Core dataset, which includes data from several key objects in SCM. For more details of the objects and fields used in the Supply Chain Management Core dataset, see Supply Chain Management Core Fields.
Managing Filters
Your filter selections determine the data displayed on the dashboard. By default, the filters panel is displayed in this dashboard. You can toggle between hiding and displaying the filters panel by clicking . To change a filter selection, ensure the filter panel is displayed in the dashboard.
To set or change your filters, use the following drop-down options:
- Procured for: select the purchase order customer you want to see data for. You can also select All if you want to see data for all customers in your purchase orders.
- Record Type: select the purchase order record type you want to see data for. You can also select All to view data for all your purchase order record types. The selection in this filter affects the line types available in the following Line Type filter. For example, if in this drop-down you select Internal, only line types for internal purchase orders are available for selection in the following Line Type filter.
- Line Type: select the purchase order line type you want to see data for. You can also select All to see data for all line types.
- Product Group: select the product group of the items in the purchase orders that you want to see data for. You can also select All to see data for all product groups of the items in your purchase orders.
- Currency: select the currency you want to see data for. The dashboard will only display data for purchase orders created in the selected currency.
- Supplier: select the purchase order supplier you want to see data for. You can also select All to see data for all suppliers in your purchase orders.
- Ship to Warehouse: select the warehouse you want to see data for. You can also select All to see data for all the warehouses where the items in your purchase orders are to be sent.
- Buyer: select the purchase order buyer you want to see data for. You can also select All to see data for all buyers in your purchase orders.
Dashboard Charts
The Procurement dashboard contains the following charts:
Chart |
Type |
Description |
---|---|---|
Unvouchered Purchase Orders | Stacked bar |
Displays the total value and number of unvouchered purchase orders, broken down by received and unreceived purchase orders. This includes the following data:
|
Purchase Orders by Due Date | Flat gauge |
Displays the total value and number of unreceived purchase orders containing lines with a requested delivery date that falls within the date range that you select. This includes the following data:
|
Committed Spend | Donut | Displays the total committed spend in purchase orders. This is the value of all unvouchered goods and services in approved purchase orders plus the value of all open recurring purchase orders. The data is displayed for purchase orders containing lines with a requested delivery date that falls within the date range that you select. A donut chart shows the committed spend broken down by received and unreceived purchase orders. |
Amount Spent in | Stacked column | Displays the total value of the vouchered goods and services in purchase orders for the years that you select, as well as a monthly year-over year comparison of the amount spent in each year. A stacked column chart shows the amount spent per month, broken down by purchase order record type (drop ship and internal). |