Using the Procurement Dashboard

The Procurement dashboard provides you with key information about your purchase contracts, purchase orders, and requisitions. The tabs in this dashboard correspond to different views of your procurement activities. To navigate between the different tabs, click the relevant name in the dashboard's top header.

Procurement Dashboard Tabs
Tab Description Further Information
Spend Summary

This tab displays the spend summary for your purchase contracts, purchase orders, and requisitions. It consists of different KPI charts that enable you to view:

  • 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 total number of approved requisition lines that are awaiting purchase orders.
  • The total number of purchase contracts expiring in the next 60 days.
  • 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.
Spend Summary Tab Overview
Category Management

This tab displays a detailed view of the status of your purchase orders by category. It consists of different KPI charts that enable you to view:

  • The total value of all purchase order lines per category for the years you select.
  • The total value of all purchase orders per supplier site for the years you select, as well as a comparison of the amount spent for each product group.
  • The total number of supplier sites for the years and categories you select.
Category Management Tab Overview
Purchase Orders

This tab displays a detailed view of the status of your purchase orders. It consists of different KPI charts, alerts, and tables that enable you to view:

  • The total number and value of your purchase orders awaiting invoices, both received and unreceived.
  • 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.
  • The total number of purchase orders with a status of "Created" that are awaiting approval.
  • A list of all purchase orders, including those that are pending actions from you, someone in your company, or suppliers.
 Purchase Orders Tab Overview
Requisitions

This tab displays a detailed view of the status of your requisition lines. It consists of a KPI table that enables you to view all open requisition line items and their details.

Requisitions Tab Overview
Purchase Contracts

This tab displays a detailed view of the status of your purchase contracts and includes a KPI table that enables you to view all purchase contracts that are pending actions from you, someone in your company, or suppliers.

Purchase Contracts Tab Overview

Datasets

This dashboard displays data from the Order and Inventory Management dataset, which includes data from several key objects in Order and Inventory Management. For more details of the objects and fields used in the Order and Inventory Management dataset, see Order and Inventory Management Fields.