SCM Procurement Workspace

The SCM Procurement Workspace contains the following components:

Navigation Pane
Alerts
Counts
Standard Report Chart
List View

Navigation Pane

The Navigation pane provides links to navigate to the most frequently accessed pages that are relevant to your role.

Alerts

Alerts provide you with information to highlight important details about your purchase orders. To display a list of detailed records specific to each alert, click View Details.

The following alerts are available from the SCM Procurement Workspace.

Name	Description	View Details
Committed Spend	The count of both non-vouchered and partially vouchered purchase orders. These are all not fully vouchered but approved purchase orders where the amount vouchered is zero or less than the total value of all purchase orders. The total value of unvouchered approved purchase orders. Calculated from the total value of purchase orders minus the total amount vouchered.	Displays a list view of your purchase orders with a status of "Approved" or "Closed" where the amount vouchered is zero or less than total purchase order value. The following fields for each purchase order are listed: Purchase Order Date Purchase Order Number Total Value of Purchase Order Total Amount Vouchered Total Number of Lines
Expected Late Deliveries	The count of your expected late purchase order deliveries where the current promised date is later than the supplier’s commitment date. These are purchase order lines without a "Cancelled" or "Closed" status where the supplier’s current promise date is greater than the supplier commitment date. The count of suppliers responsible for expected late deliveries.	Displays a list view of your purchase orders lines where the status is not "Cancelled" or "Closed" and the current promise date is later than the supplier commitment date. The following fields for each Purchase Order Line being listed: Purchase Order Number Total Value of PO Total Number of Lines Current Promise Date Supplier Commitment Date
Off Contract Spend	The percentage of purchase orders where there is no supplier agreement from the total number of purchase orders in the current month. The total number of purchase orders in the current month where there is no supplier agreement. The total currency amount of purchase orders in the current month where there is no supplier agreement.	Displays a list view of your purchase orders where the award code is not equal to the supplier agreement. The following fields for each purchase order are listed: Purchase Order Number Supplier Site Purchase Order Date Award Code Total value of PO Buyer Sales Order
Purchase Price Variance	The percentage count of purchase order lines with purchase price variance from all purchase order lines in the current month. The overall purchase price variance currency value. The total count of quantity vouchered.	Displays a list view of your purchase order lines where the modified date is in the current month and the purchase price variance is greater than zero. The following fields for each purchase order line are listed: Purchase Order Line Number Quantity Quantity Vouchered Purchase Price Variance Purchase Order

Your administrator can customize the Committed Spend alert card using the Lightning App Builder, for more information, see Setting up FinancialForce Alert Cards .

Counts

Counts summarize the number of records found on corresponding list views that are relevant for the SCM Procurement Workspace. Counts enable you to quickly access related content. To display a list view of detailed records specific to each count, click the count.

The following counts are available from the SCM Procurement Workspace.

Count	Description	List View
Approved Requisition Lines Awaiting Purchase Orders	The total count of approved requisition lines that have not yet been placed on purchase orders. These are the purchase orders you need to create.	Displays requisition lines with the following fields: Item Master Quantity Condition Requisition Requested Delivery Date Buyer
Late Purchase Order Deliveries	The total count of purchase order lines, in the current month, where the supplier commitment date is prior to today’s date and the status is “Open” or “Partially Received”.	Displays Purchase Order Lines with the following fields: Supplier Awarded Purchase Order Line Item Being Procured Quantity Quantity Received
Off Contract Purchase Orders This Month	The total count of off contract purchase orders approved in the current month. This enables you to determine whether new supplier agreements need to be created.	Displays Purchase Orders placed out of supplier agreements during the current month with the following fields: Purchase Order Number Supplier Site Purchase Order Date Award Code Total value of PO Buyer Sales Order
Purchase Contracts Expiring in 60 Days	The total count of purchase contracts due to expire in less than 60 days. It also enables you to access the related list view showing the records of those purchase contracts.	Displays purchase contracts due to expire in less than 60 days with the following fields: Purchase Contract Number Supplier Site Start Date Days until Expiration Status
Purchase Orders Awaiting Approval	The total count of purchase orders with the status of "Submitted for approval" or "Drop ship submitted for approval".	Displays purchase orders awaiting approval with the following fields: Purchase Order Number Purchase Order Date Supplier Site Buyer Award Code Number of Lines Total Value of PO Status Ship To Warehouse

Your administrator can customize the Approved Requisition Lines Awaiting Purchase Orders, Purchase Orders Awaiting Approval, Late Purchase Order Deliveries count cards using the Lightning App Builder, for more information, see Setting up FinancialForce Count Cards .

Standard Report Chart

The SCM Procurement Workspace Standard Report Chart displays multiple reports related to your purchases, spending, and suppliers.

Your administrator can configure which report is displayed in the workspace using the Lightning App Builder. For more information, see Customizable Lightning Components Overview.

Monthly Purchase Order Trending Report

The Monthly Purchase Order Trending report displays all the purchase orders placed per month. You can see the procurement spend throughout the current financial year and compare this spend with respect to the previous financial year. This helps you to identify spending patterns throughout the year, for example, spend peaks in certain periods of the year.

Suppliers with POs by Category and Year

The Suppliers with POs by Category and Year report helps you track the total number of purchase orders per year, as well as their category and supplier site.

Top Suppliers by Category for This Year

The Top Suppliers by Category for This Year report helps you track the total cost of all purchase orders and their category per supplier site within this calendar year.

Total Spend by Category for This Year

The Total Spend by Category for This Year report helps you track the total cost of all purchase orders per category within this calendar year.

List View

Open Purchase Orders - Procurement

The Open Purchase Orders - Procurement list view displays a list of open purchase orders that do not have the status of "Closed" or "Canceled". This provides a complete list of all purchase orders that are pending actions from you, someone in your company, or suppliers.