Spend Summary Tab Overview

This tab displays a detailed view of 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
  • The total number of approved requisition lines that are awaiting purchase orders
  • The purchase contracts expiring in the next 60 days
  • The amount spent in the selected years
Note:

By default, this tab represents the current up-to-date view of your data. To view historical data, use the tab filter selectors available in the filter panel for this tab. For more information, see Managing Filters.

Managing Filters

Your filter selections determine the data displayed for each of your KPIs within your dashboards. To hide the filters click . Click to show the filters. To set or change your filters, use the following drop-down options:

  • Product Group: Select the product group of the items in the purchase contracts, purchase orders, and requisitions 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 contracts, purchase orders, and requisitions.
  • Supplier Site: Select the supplier site you want to see data for. You can also select All to see data for all supplier sites in your purchase contracts, purchase orders, and requisitions .
  • Buyer: Select the buyer you want to see data for. You can also select All to see data for all buyers in your purchase contracts, purchase orders, and requisitions.
  • Currency: Select the currency you want to see data for. This displays only data for purchase contracts, purchase orders, and requisitions created in the selected currency.
  • Year: Select the year you want to see data for. You can also select All to see data for all years in your purchase contracts, purchase orders, and .
  • Purchase Order Status: Select the purchase order status you want to see data for. You can also select All to see data for all statuses.
  • Purchase Order Line Status: Select the purchase order line status you want to see data for. You can also select All to see data for all statuses.

Using the Committed Spend Chart

This chart 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.

Using the Approved Requisition Lines Awaiting Purchase Orders Alert

This alert displays the total number of approved requisition lines that are awaiting purchase orders. To access the details tab for this KPI, click View Details. The details tab contains the Approved Requisition Lines Awaiting Purchase Orders table displays the following fields:

  • Item Master
  • Quantity
  • Condition
  • Requisition
  • Requested Delivery Date
  • Buyer

Using the Purchase Contracts Expiring in the Next 60 Days Alert

This alert displays the total number of purchase contracts expiring in the next 60 days. To access the details tab for this KPI, click View Details. The details tab contains the Purchase Contracts Expiring in Next 60 Days table, which displays the following fields:

  • Purchase Contract Number
  • Supplier Site
  • Start Date
  • Days Until Expiration
  • Status

Using the Amount Spent In Chart

This chart 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).