Using the Supplier Relationship Management (SRM) Dashboard

This chapter provides an overview of the PeopleSoft Purchasing and eProcurement SRM Dashboard and discusses how to:

Set up the SRM Dashboard.
View SRM Dashboard pagelets.

Understanding the PeopleSoft Purchasing and eProcurement SRM Dashboard

The SRM Dashboard is a centralized portal page with multiple pagelets that provide buyers with essential information to assist them with their daily jobs in one location. These buyer-facing pagelets are delivered with the SRM dashboard and can be accessed if PeopleSoft Purchasing or PeopleSoft eProcurement are installed.

You may add any of these pagelets to your SRM Dashboard page:

Activity Monitor.
Buyer Spend Total.
Buyer Spend Percentage.
Overdue Purchase Orders.
Requisitions to be Sourced.
Review ASNs (advanced shipping notices).
PO Acknowledgement Status.
Dispatched Purchase Orders.

The information displayed on each pagelet is by buyer. When a buyer logs into the system, the first page displayed to them will be their home page with their selected pagelets. The information displayed on each pagelet will be only those purchase orders or requisitions on which they are specified as the buyer. If a buyer is responsible for multiple purchasing business units, the purchase orders and requisitions for all purchasing business units will display.

Personalizing SRM Dashboard Pagelets

To personalize your SRM dashboard page, you’ll need to do some initial set up:

Select which pages you’d like to appear on your home page. This is accomplished by clicking the Personalize Content link at the top of the menu.

Once you have accessed the Content page, you can select from the list of SRM Dashboard pagelets listed under Cross-Supply Chain.
After you’ve selected the pagelets you want to appear on your home page, select the Personalize Layout link.

This enables you to specify where on the home page you’d like each pagelet to appear.
Click Save to retain these settings.
The first page you’ll see when logging in will be the layout you previously defined.

Note. You can change the information you wish to view or rearrange your layout at any time.

Prerequisites

If you are including the Buyer Spend Total and/or Buyer Spend Percentages as part of your dashboard, you will need to define:

Calendar periods by using the Calendar Periods page (Set Up Financials/Supply Chain, Common Definitions, Calendar/Schedules, Detail Calendar, Calendar Periods).

These calendar period are used to bucket the purchase order expenditures to display spend information.

See Entering Detail Calendar Periods.
A reporting entity for the spend analysis.

The reporting entity defines which PeopleSoft Purchasing business units to be included when the system updates the spend history tables. In addition, the reporting entity defines in which period to bucket the purchase order schedules when creating the purchase order graphs for the buyer. You should set up a reporting entity for all possible combinations of business units for which buyers are responsible. For example, if Buyer A and Buyer B both can purchase only for Purchasing Business Unit 1, you would need only one reporting entity. However, if Buyer A can purchase for Purchasing Business Unit 1 and 2 and Buyer B can purchase for Purchasing Business Unit 2 and 3, you would need two separate reporting entities.
The buyers preferences for the SRM Dashboard.

This is used to further refine the information that is displayed on the Spend Total and Spend Percentage graphs.

If you are including the Activity Monitor pagelets as part of your dashboard, you will also need to define which workflow notifications should appear on the buyer's Activity Monitor. You can select from any number of existing workflow notifications.

Setting Up the SRM Dashboard

In addition to selecting which pages will appear on your dashboard, there are a few set up steps that will define the data to be presented, as well as how the data will appear on your pagelets.

This section discusses how to:

Define a reporting entity.
Add and maintain buyers to use the SRM Dashboard.
Register worklists for the Activity Monitor.

Pages Used to Set Up the SRM Dashboard

Page Name	Object Name	Navigation	Usage
Define Procurement Controls	PRCR_ENTITY_TBL	Purchasing, Analyze Procurement, Setup Profiles	Define a reporting entity.
Dashboard	PO_SPEND_BUYER	Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Buyer Setup	Use this page to further refine information to be displayed on the Spend Total and Spend Percentage graphs. Define and maintain buyers and purchase order defaults for buyers.
Register Worklists for Activity Monitor	PV_WL_REGISTRY	Setup Financials/Supply Chain, Common Definitions, Activity Monitor, Activity Monitor Registry, Register Worklists for Activity Monitor	Select which worklist entries can appear on the buyer's Activity Monitor.

Defining a Reporting Entity

Access the Define Procurement Controls page.

Reporting Entity ID	Enter a unique identifier for spend history.
Reporting Type	Select Spend Analysis.
Description	Enter a short description for the reporting entity.
Calendar SetID	Select the setID for the calendar you wish to use to bucket expenditures.
Calendar ID	Select a predefined calendar in which to bucket purchase order expenditures. This calendar will determine how purchase order commitments will be displayed by period. For example, if you selected a calendar where Period 1 was defined from 01/02/2005 to 01/29/2005 and Period 2 was from 01/30/2005 to 02/26/2005 and you created the following purchase orders: You have 2 purchase order schedules, one for 100.00 due 01/15/2005 and another for 200.00 due 1/30/2005. When the graph for the Buyer Spend Total is generated, you would see 100.00 in Period 1 and 200.00 in Period 2. See Entering Detail Calendar Periods.
Currency Code	Select a currency to which all purchase order spend information will be converted. This will be the currency in which all buyers assigned this reporting entity will see their Spend Total and Spend Percentage.
Rate Type	Select the rate type used to convert the currency for purchase orders.
Unit Type	Default value is PO.
Business Unit	Select all the PeopleSoft Purchasing business units for which this reporting entity is responsible. When updating the spend history tables, the process selects all purchase orders assigned to the PeopleSoft Purchasing business units specified here.

Adding and Maintaining Buyers to Use the SRM Dashboard

Access the Dashboard page.

Note. The Dashboard page is part of the Buyer Setup component. Use the page to further define the information that will appear on the Spend Analysis graphs for the buyer.

Reporting Entity ID	Select the reporting entity to which the buyer is associated. This will control which Purchasing Business Unit information is displayed to the Buyer on the graphs and the currency in which it is displayed. The system will look at the purchase orders for the purchasing business units defined on the reporting entity definition and summarize the purchase order amounts by buyer. When this buyer logs onto their home page, the purchase order amounts for which they are the designated buyer will be displayed. The amounts are displayed in the currency specified on the reporting entity definition.
Prior Periods	Enter the number of prior periods to be displayed on the graphs. For example, if the buyer wants to view one prior period and 5 future periods worth of spend information, they would enter 1 in this field.
Future Periods	Enter the number of future periods to be displayed on the graphs.

Registering Worklists for the Activity Monitor

Access the Register Worklists for Activity Monitor page.

Use this page to specify which workflow notifications will appear in the Activity Monitor pagelet. The activity monitor is used system wide and can contain all possible workflow notifications. However, only those notifications sent to the user will appear in his or her Activity Monitor pagelet.

Worklist Name

Select the worklist name that you would like to have appear on the Activity Monitor pagelet.

Viewing SRM Dashboard Pagelets

This table provides a summary of pagelets that can be viewed using the SRM Dashboard:

Pagelet Name	Usage
Activity Monitor	Displays worklist entries assigned to the buyer.
Buyer Spend Total	Displays the spend for purchase orders assigned to the specific buyer. Amounts are bucketed by period, using the scheduled due date on the purchase order.
Buyer Spend Percentage	Displays the percentage of purchase order amounts that originated from a contract.
Overdue Purchase Orders	Displays all purchase order lines where the purchase order line’s scheduled due date is prior to today’s date and the quantity still to be received is greater than 0.
Requisitions to be Sourced	Displays approved requisitions that have not yet been sourced to a purchase order.
Review ASN	Displays ASN information for those purchase orders assigned to the specific buyer.
PO Acknowledgement Status	Displays purchase orders that do not yet have a corresponding acknowledgement from the supplier, or those purchase orders that have acknowledgements and are awaiting review.
Dispatched Purchase Orders	Displays a list of recently dispatched purchase orders.

Common Elements Used in this Section

Vendor ID	Enter a valid vendor or search on an existing vendor. The list of vendor’s displayed are for those purchase orders to which the buyer is assigned.
Business Unit	Select a business unit. Only those business units associated with the purchase orders where the user is the to buyer will display.
From Date and To Date	Enter values for these fields. These dates are associated with the approval dates for the requisitions or purchase orders.
Show All/Enhanced	Click this link to enter additional selection criteria. Once you’ve entered the criteria in which to search, click the Search button. The results will be displayed on the Filter Results tab.

Activity Monitor Pagelet

Access the Activity Monitor pagelet.

This pagelet displays the types of workflow notifications sent, along with the number of notifications. The assigned priority is indicated by the color of the bar graph. To assign a priority to the worklist entry, click the type of notification you wish to update. From there, you will be transferred to a page which displays the individual entries where you can update the priority of an entry.

Buyer Spend Total Pagelet

Access the Buyer Spend Total pagelet.

This pagelet displays the total spend in a graphical format for a specific buyer. The periods displayed are based on the calendar specified on the reporting entity tied to the buyer. Purchase order schedule lines are bucketed into the calendar periods according to their scheduled due date. The number of periods displayed is based on the options selected in the Buyer definition for the dashboard. To view the numeric value spend for the period, use the cursor to hover over the selected bar graph.

Buyer Spend Percentage Pagelet

Access the Buyer Spend Percentage pagelet.

This pagelet displays the percentage of spend that originated from a contract. The periods displayed are based on the calendar specified on the reporting entity tied to the buyer. Purchase Order schedule lines that were converted from a contract are bucketed into the calendar periods according to their scheduled due date. The value of this periodic contract spend is then calculated as a percentage of the total of all purchase orders. The number of periods displayed is based on the options selected in the Buyer definition for the dashboard. To view the numeric value percentage for the period, use the cursor to hover over the selected bar graph.

Overdue Purchase Orders Pagelet

Access the Overdue Purchase Orders pagelet.

This pagelet displays a list of purchase orders where a schedule line’s due date is prior to today’s date and the quantity to be received is greater than zero. If multiple schedule lines for a purchase order are overdue, the PO ID will appear multiple times on the pagelet. The due date and the item overdue will be displayed. To view more information about the schedule, click the PO ID link. To view a list of purchase orders using a different selection criteria, click the Show All/Enhanced link.

Requisitions to be Sourced Pagelet

Access the Requisitions to be Sourced pagelet.

This pagelet displays recently approved requisitions for the buyer that have not yet been sourced to a vendor. To view a list of requisitions using a different selection criteria, click the Show All/Enhanced link.

Req ID (requisition ID)

Click this link to access the requisition. If the requisition originated in PeopleSoft eProcurement, you will be transferred to the Requisition Details page. From there, you can transfer to the eProcurement Edit Requisitions component. If the requisition originated in PeopleSoft Purchasing and PeopleSoft eProcurement is not installed, you will be transferred to the Maintain Requisitions - Requisition page. From there, you can transfer to the Add/Update Requisitions component. If both PeopleSoft Purchasing and eProcurement are installed you will always be transferred to the eProcurement Edit Requisitions component.

Review ASN Pagelet

Access the Review ASN pagelet.

This pagelet displays only those shipment numbers that are associated to purchase orders related to the specific buyer. Only those ASNs that are new or ready to be processed will display. The vendor name and the date of transmission will also display. If multiple purchase orders are associated with the ASN, Multiple will appear under the PO column instead of the Purchase Order ID. You can transfer to the ASN information or the PO information by selecting the respective links. To view a list of purchase orders or ASNs using different selection criteria, click the Show All/Enhanced link.

PO Acknowledgement Status Pagelet

Access the PO Acknowledgement Status pagelet.

This pagelet displays purchase orders that do not have a corresponding acknowledgement from the supplier, or those purchase order’s that have acknowledgements and are awaiting review. The purchase order’s displayed here have been dispatched to the vendor and are set up for acknowledgements. The dispatch date along with the Vendor to which the purchase order was dispatched is displayed along with it’s current POA status. To view a list of purchase orders using different selection criteria, click the Show All/Enhanced link.

Dispatched Purchase Orders Pagelet

This pagelet displays a list of recently dispatched purchase orders. Buyers can view purchase orders that have been created, approved, and sent to a vendor. The date and time that the purchase order was dispatched and the vendor to whom it was dispatched are also displayed. The most recently dispatched purchase orders will be displayed first. When you click a PO link, the system transfers you to the Maintain Purchase Order - Purchase Order page.

To view a list of purchase orders using different selection criteria, click the Show All/Enhanced link.