Dashboard

Asset Reconciliations

Asset Cost

Asset Aging

Asset Location

Asset Mass Transactions

Asset Pipeline

Outstanding Receivables

Billing Process

Payment Process

Payment History

Period Close
Supplier Balance Dashboard

Holds

Discounts

Period Close

Orders Dashboard
Requisitions dashboard

Orders Dashboard

Agreements Dashboard

Strategic Sourcing Dashboard

Indirect Procurement Dashboard

Supplier Analysis Dashboard

Item Analysis Dashboard

Employee Shopping Tracker Dashboard

Period Health Check (Discrete)
Dashboard

WIP Valuation (Process) Dashboard

Product Search using ECC

Workforce Explorer

Landed Cost Dashboard

Space utilization and spotting

Receiving Dashboard
Aging Inventory Dashboard

Cycle Counting Dashboard

Reservations Dashboard

Shipping Dashboard

Activity Dashboard

Items Dashboard
 Purpose
Investigate and correct discrepancies between asset cost accounts in Oracle General Ledger (GL) and in Oracle
Subledger Accounting (SLA)
Analyze asset costs for major and minor categories. The dashboard displays an overview of asset costs and
accumulated depreciation by category.
Search for assets and to view asset aging. The dashboard provides useful asset life information for all assets
depreciated by the base-life method

Track fixed assets across all locations and employee assignments, and to detect discrepancies in cost center
assignments. The actionable links in this dashboard help you execute asset transfers and assignments in Oracle Assets
to resolve missing assignments or mis-allocated resources

Gain insight into pending transactions, such as mass additions, mass reclassifications, mass revaluations, and mass
transfers. It provides actionable links to Oracle Assets for the fixed assets accountant to ensure that all pending
transactions are processed on time to close asset books
Check all additions pipeline that exist in Oracle Payables and Oracle Projects that affect asset costs
Use this dashboard to get insight into outstanding receivables, specific transactions, and potentially challenging
customers that require attention.
Use this dashboard to review outstanding issues such as incomplete transactions, adjustments pending approval, and
auto-invoice import processing errors.
Use this dashboard to identify payment related transactions such as unapplied and on account receipts, receipt and
remittance batches requiring attention, and lockbox errors.
Use this dashboard to review recent historical information about both paid transactions and applied receipts across
customers.
Use this dashboard to get insight into all transactions that affect the closing process for accounting periods and speed
up the period close and reconciliation process.
Use this dashboard to access payables information and manage open supplier transaction
Use this dashboard to review the payables invoices that are currently on hold and initiate the process to resolve the
holds
Use this dashboard to review the discounts that are available on unpaid invoices and analyze the benefits that you can
gain by processing the supplier payments
Use this dashboard to get insight into all transactions that affect the closing process for accounting periods and speed
up the period close and reconciliation process

Use this dashboard to:

Review assigned orders.

Review and book orders to meet customer requirements.
Act on potential delays or issues.
Validate that draft orders are correct prior to booking and book the orders.
Monitor order alerts such as order holds, and take the necessary follow-up action.
Monitor exceptions related to order fulfillment and take the necessary follow-up action.
Quickly and efficiently search orders based on various attributes across the entire record.
Prioritize shipments to meet revenue goals.
Use the Requisitions dashboard to:
Manage requisitions proactively.
Identify and resolve issues before they affect your business
Increase productivity.

Use the Orders dashboard to:

Speed up the procurement process by monitoring the progress of orders.
Review the time taken by each order in a procurement cycle phase.
Manage work queue by prioritizing orders based on the status and pending change requests.
Assess orders and their statuses to follow up and complete them.
Review time spent on different lifecycle of orders and take action to reduce it.
Gain insight into the performance of suppliers including on-time delivery, quality, and price-compliance trends of the
supplier.

Use the Agreements dashboard to:

Track agreements and their statuses.
Identify agreements that must be completed.
Take action to extend expiring agreements.
Compare the amount agreed to for an agreement with the amount released.
Review agreements with low utilization in an effort to reduce off-contract spend.
Negotiate agreements which are over utilized.
Act on extending expiring agreements with potential negotiation of prices.

Use the dashboard to:

Search across negotiations and drill down to the associated document, or navigate to other dashboards of the
Procurement Command Center in the context of a purchasing document.
Track negotiation cycle-times and savings achieved on each negotiation.
Identify work load of buyers and sourcing team.

Use the dashboard to:

Review catalogs, item categories, and unused items.

Get insight into catalog usage and refine catalog content.
Review item ratings and supplier ratings given by requesters for a particular category, operating unit, or cost center and
analyze the requester item and supplier ratings with the actual purchase order by quality, on-time delivery, or price
compliance.
Act on specific feedback coming in from requesters.
Review off-contract spend behavior including spend from Oracle iExpenses and identify cost-saving opportunities.
Review consumption details for agreements.
Perform review and feedback related tasks.
Renegotiate terms of agreements and create request for quotation.
Use the Supplier Analysis dashboard to:

Investigate each supplier's history.

Review the current status of a supplier, including orders or any existing agreements with a supplier.
Review how much has been spent or is committed to be spent with the supplier and how well the supplier has
performed with regards to supplying the ordered items or services.
Gain insight into the performance of suppliers including on-time delivery, quality, and price-compliance trends of the
supplier.
Compare suppliers by current relationship and historical performance.
Use performance criteria and extended supplier profile to zero in on the best set of suppliers.
Find the right suppliers to meet organizational objectives and business needs.

Use the Item Analysis dashboard to:

Explore the history of items used in the organization including on-time delivery, quality, and item suitability.
Compare items based on the supply source, approved supplier lists, and existing agreements.
Align item selection to business needs using insights from procurement history.
Make an informed item choice by comparing procurement history and performance attributes for each item.

Use the dashboard to:

Review the keywords that are used in searches.

Take action to reduce the noncatalog shopping content in the iProcurement catalog.
Gather insight into the searches and search patterns.
Find out whether employees' searches were successful and resulted in items or services being added to the cart.
Analyze searches that had no matching items or services in the catalog.
Use this dashboard to to search for and view inventory, receiving, manufacturing, and enterprise asset management
transactions that are preventing period close.

Use this dashboard to:

• Get insight into Batch costs such as Incurred costs, Relieved costs, value in WIP, Closing
balance etc at multiple levels of detail in both Cumulative-To-Date(CTD) & Period-To-Date
mode(PTD) Mode.
• Batch level Value Summary.
• Reconcile WIP Accounting.
• Analyse Variances at granular level and take correction action
Use this dashboard to:

Product Catalog Hierarchy Search

– Customer Item Search
– Cross Reference Item Search
– Price Range Filtering
– Searching and Sorting Based on Price
– Enhanced Product Comparison

Use this dashboard to:

• Identify resources by tags --

Organization,
Position, Job,
Competency,
Qualifications
and more
• View details in card layout and drilldown to talent profile to perform personnel actions
• Compare 2 or more people using various assignment attributes
• View workforce distribution across entities like Country, Organization, and Location
• View average work tenure and associated depth for selected entity

Use this dashboard to:

• Review and act on On-Hold and Unbilled Shipments.

• Review and analyze landed costs trends.
• Compare landed costs when procuring from different suppliers.
• Identify unplanned charges and include them in future shipment estimated costs

Use this dashboard to:

Select best type of storage for Items - Floor/ Racks and shelves
Consolidate smaller quantities for an item
Slot hugh velocity items for fast picking

Use this dashboard to:

Receive and track material on the receiving dock.

Manage inbound workload, prioritizing high value or high demand items.
Focus on backordered items that are shipping today.
Monitor expected receipts by supply source and need-by date.
Use this dashboard to:

Minimize carrying costs - Optimize space utilization, Maximize labor efficiency.

Control inventory turnover - Maintain FIFO and FEFO allocations, Dispose expired or obsolete items.
Manage aging lots - Identify and manage lots nearing expiration,Plan activities dependent on retest dates

Use this dashboard to:

Track open counts - Track by schedule date, Track by due date.

Monitor pending approvals - Track value change, Audit rejected counts.
Identify unscheduled items - Ensure all items are counted.
Streamline inventory activities - Ensure on-hand material quantities and valuations are accurate.

Use this dashboard to:

Gain insight into gaps in demand and supply.

Analyze demands match supply, and expected supply.
Prioritize backorders.
Identify expected receipts and completions.
Allocate supply to ensure future demand is satisfied.

Use this Dashboard to:

Optimize order release - Prioritize late orders and backorders, Coordinate releases with carrier appointments.
Expedite high priority orders - Schedule dock doors based on availability, Complete fulfillment activities on time.
Integrate transportation activities - Calculate weight and volume for tendering, Modify shipments if the wrong truck
arrives

Use the dashboard to:

Track activity completed throughout the day.

View time spent and the number of transactions completed.
Compare today's activity with previous days.
Determine the average duration for each activity.
Compare worker productivity for each activity.

Use this dashboard to:

Manage direct procurement spend - Find parts, suppliers and alternates for effective sourcing decisions, Instantly detect
duplicate items to optimize inventory across organizations.
Control product design costs - Compare specifications and costs for better parts reuse, Efficiently manage new product
introductions.
Reduce item administration cost - Expedite item setups to resolve transaction issues, Instantly discover and rectify item
catalog discrepancies.
Module

FA

FA

FA

FA

FA
FA

AR

AR

AR

AR

AR
AP

AP

AP

AP

OM
Procurement

Procurement

Procurement

Procurement

Procurement
Procurement

Procurement

iProcurement

Cost Management

Cost Management
iStore

HRMS

Landed Cost Management

Inventory

Inventory
Inventory

Inventory

Inventory

Inventory

Inventory

Inventory
 Asset Reconciliations
Component

Book Controls (summary bar)

Account Balance Reconciliation (tab)

Account Balance Reconciliation (tab)

Account Balance Reconciliation (tab)

Untransferred Balance (tab)
Subledger Balance Details (results table)
Options (table-level actions)
Asset Cost
Component

Book Controls (summary bar)

Asset Cost (summary bar)

Asset (Count Distinct) by Category (chart)
Asset (Count Distinct) by Year Placed in Service (chart)

Assets (results table)
Options (table-level actions)
 Asset Aging Dashboard
Component

Asset Period (summary bar)

Top 10 Categories by Remaining Life (tag cloud)

Asset Cost (Sum) by Year Aging Bucket (chart)
Twelve Month Remaining Life (chart)

Asset Details (results table)

Options (table-level actions)
Asset Location Dashboard
Component

Employee Assignments (summary bar)

Unassigned Assets by Category (tag cloud)

Units Assigned (Sum) by Location (chart)
Units Assigned (Sum) by Category, Cost Center Description (chart)

Assignment Details (results table)

Options (table-level actions)
Asset Mass Transactions Dashboard
Pending Additions (tab)
Component

Additions (summary bar)

Transaction (Count Distinct) by Addition Source (tag cloud)

Addition Cost (Sum) by Transaction Status (chart)
Addition Cost (Sum) by Addition Batch Date (chart)
Pending Addition Lines (results table)
Pending Transactions (tab)
Component

Pending Mass Transactions (summary bar)

Transaction (Count Distinct) by Transaction Type (chart)
Transaction (Count Distinct) by Transaction Status, Transaction Type (chart)

Pending Transaction Details (results table)

Options (table-level actions)
Asset Pipeline Dashboard
Summary Bar
Component

Ledger Details (summary bar)

Additions Pipeline - Payables (tab)
Component
Invoice Accounted Amount (Sum) by GL Account Description (chart)
Pending Invoice Lines (results table)
Additions Pipeline - Project (tab)
Component
Project Current Asset Cost (Sum) by Project Name, Project Task Name (chart)
Project Current Asset Cost (Sum) by GL Account Description (chart)
Pending Project Details (results table)

Pending Invoice Lines, Pending Project Details (results

tables)
Options (table-level actions)
 Asset Reconciliations
Description

This summary bar displays the following metrics. Metric items are configured to display the top value by record count.
•Books
•Ledger
•Asset Book
•Currency
•Current Period
This comparative bar chart shows the totals of account balances in the subledger and the General Ledger along with the
account description.
This aggregate table list all the subledger accounts and description with corresponding balance in the subledger with the option
to break down the balance by the cost center.
This aggregate table list all the General Ledger accounts and description with corresponding balance in the GL with the option
to break down the balance by the cost center.
The chart in this tab displays the total untransferred balance to the General Ledger by account description and assets major
category, with the availability to drill down from major to minor category.
This table provides account balance details in journal form.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Asset Cost
Description

This summary bar provides asset book information using the following metrics. Metric items are configured to display the top
value by record count.
•Books
•Asset Book
•Ledger
•Currency
•Last Depreciation Run
•Fiscal year
•Current Period

This summary bar displays the total asset cost by asset type for the following metrics:
•Capitalized
•Group
•CIP
•Expensed
This chart displays asset cost across categories.
This line chart displays the number of assets placed in service by year, month, and day.

This table provides asset financial information. Select the following options to view specific asset details:
•Asset
•Financial
•Source
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
 Asset Aging Dashboard
Description

This summary bar displays the following metrics. Metric items are configured to display the top value by record count.
•Books
•Fiscal Year
•Current Open period
•Last Depreciation Run
This tag cloud component displays the top ten asset categories by remaining life. The categories are displayed in relative sizes
by frequency of occurrence.
This chart displays the aging buckets for assets (in years) and drills down to month aging.
This chart displays the count and the cost of assets that will complete their life within a year (asset life due in a year).
This table displays financial information for an asset's useful life. To update asset details, click the link icon in the Retire
Asset column to navigate to the Assets window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Asset Location Dashboard
Description

This summary bar displays the number of assigned assets and unassigned assets to employees, and contains the following
metrics
•Books
•Assigned Assets
•Unassigned Assets
This tag cloud component displays the top unassigned assets by major category. You can drill down from the major category
to the minor category by selecting a value within the tag cloud.
This chart displays assets count by location segments.
This chart displays the asset count by major category and by cost center.

This table displays details related to assigned and unassigned assets. You can perform the following row-level actions:
To update asset details, click the link icon in the Asset Transfer column to navigate to the Assets window.
To filter data related to unassigned employee related asset records, click the Unassigned link in the Employee Name column.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Asset Mass Transactions Dashboard
Pending Additions (tab)
Description

This summary bar displays the following metrics:

•Books
•Pending Additions Count
•Pending Additions Total Cost: The total sum of the asset costs of the Mass Addition Interface lines
This tag cloud component displays the top pending mass additions status by category. The categories are displayed in relative
sizes by frequency of occurrence.
This chart displays the total sum of the asset cost for each status type.
This chart displays both the number and the total cost of the pending additions per mass additions batch date.
This table displays pending addition details. You can perform the following row-level actions:
To review, merge, split, post, and purge mass additions, click the link icon in the Prepare column to navigate to the Find Mass
Additions window.
To submit the Post Mass Additions concurrent request, click the link icon in the Post column.
To submit the Delete Mass Additions concurrent request, click the link icon in the Delete column.
Pending Transactions (tab)
Description

This summary bar displays the following metrics:

•Transfers: This metric shows the number of pending mass transfers.
•Revaluations: This metric shows the number of pending mass revaluations.
•Changes: This metric shows the number of pending mass changes.
•Reclassifications: This metric shows the number of pending mass reclassifications.
•Retirements: This metric shows the number of pending mass retirements.
This chart displays the number of pending transactions for each transaction type.
This chart displays the number of pending transactions for each transaction type and transaction status.

This table displays pending mass transaction details.

You can perform the following row-level actions:
•To transfer a group of assets between general ledger expense accounts, employees, and locations, click the link icon in
the Transfer column to navigate to the Mass Transfers Window.
•To reclassify assets to update information, correct data entry errors, or when consolidating categories, click the link icon in
the Reclass column to navigate to the Mass Reclassifications window.
•To correct an error or update financial and depreciation information for a single asset or for multiple assets, click the link icon
in the Change column to navigate to the Run Mass Changes window.
•To retire a group of assets, click the link icon in the Retirement column to navigate to the Mass Retirements window. You can
also use this window to reinstate a mass retirement transaction.
•To revalue assets to adjust the value of your capitalized assets, click the link icon in the Revaluation column to navigate to
the Mass Revaluations window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Asset Pipeline Dashboard
Summary Bar
Description

This summary bar displays the following metrics. Metric items are configured to display the top value by record count.
•Ledgers
•Ledger
•Operating Unit
•Currency
•Payables Invoices
•Projects
Additions Pipeline - Payables (tab)
Description
This chart displays the sum invoice accounted amount per GL account.
This table displays payable invoice details.
Additions Pipeline - Project (tab)
Description
This chart displays the total asset cost for each project by Project Name and Project Task Name.
This chart displays the total asset cost for each project in a GL account.
This results table displays project asset lines details.

Export: Use this action to export the search results in a comma-separated values (CSV) file format.
 Outstanding Receivables Dashboard
Component

Open Receivables (summary bar)

Open Receivables (charts)

Transaction List (results table)

Options (table-level actions)
Billing Process Dashboard
Component

Billing Process Exceptions (summary bar)

Billing Process (charts)

Pending Billing Details (results tables)

Options (table-level actions)
Payment Process Dashboard
Component

Payment Process (summary bar)

Top 10 Customers with Unapplied Receipts (tag cloud)

Receipt Batch Number (Count District) By Operating
Unit (chart)
Credit Balance (chart)
Unapplied Receipts (results table)

Receipts Batches Requiring Attention (results table)

Remittances Batch Requiring Attention (results table)
Lockbox Errors (results table)
Options (table-level actions)
Payment History Dashboard
Component
Historical Receivables Metrics (summary bar)
Weighted Average Days Paid by Customer (chart)
Weighted Average Days Delinquent by Customer (chart)

Paid Transactions (results table)

Payments (results table)
Options (table-level actions)
Period Close Dashboard
Component

Closing Controls (summary bar)

Unaccounted Events (tab)

Accounted Events (tab)

Untransferred Journals (tab)

Results Table
Options (table-level actions)
 Outstanding Receivables Dashboard
Description

The summary bar displays key metrics to summarize open receivable transactions for the selected ledger in the following fields
•Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value greater tha
1, click the value to select a single ledger.
•Currency: This metric shows the currency of the current ledger.
•Outstanding Balance: This metric shows the sum of all open transactions in functional currency.
•Past Due Balance: This metric shows the sum of all transactions with a due date greater than the system date.
•Current Balance: This metric shows the sum of all transactions current open balance for all transaction types except credit mem
type.
•On Account Credit Memo Balance: This metric shows the sum of all on account credit memo.
Click a metric to refine the dashboard data.

This component contains the following charts:

•Transactions Aging for Outstanding Receivables: This chart shows the aging periods and the amount due for open transactions
operating unit. The transactions are grouped by age according to the setting of the Aging Buckets profile option. The amount du
is represented in the functional currency.
•Top Past-Due Customers: This chart displays the top customers with past-due transactions amounts or number by operating un
Transaction amounts are represented in the functional currency.

This table contains detailed information about open receivables transactions.

You can perform the following row-level actions:
•To preview the customer invoice and view details, click the link icon in the Preview column for the associated record.
•To open and investigate a transaction, click the link icon in the Transaction Number column to navigate to the Transactions
window in Oracle Receivables.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Billing Process Dashboard
Description

The summary bar displays the following key metrics about the billing process for open receivables transactions for the selected
ledger.
•Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value greater tha
1, click the value to select a single ledger.
•Currency: This metric shows the currency of the current ledger.
•Incomplete Transactions: This metric shows the sum of all incomplete transactions.
•Pending Adjustment Amount: This metric shows the sum of all adjustments that are waiting for approval.
•Pending Adjustments: This metric shows the number of adjustments that are waiting for approval.
•Pending Adjustment Type: This metric shows the number of adjustment types that are waiting for approval.
•Import Errors: This metric shows the number of import errors.
Click a metric to refine the dashboard data
This component contains the following charts:
•Incomplete Transactions
•This chart shows the sum of incomplete transaction amounts for bill-to-customers or an operating unit.
•Pending Adjustments
This chart shows the sum of pending adjustment transaction amounts for bill-to-customers or an operating unit.

This component contains three tables, each of which presents detailed information about portions of the billing process.
You can perform the following row-level actions:
•Incomplete Transactions table:
>To complete a transaction, click the link icon in the Incomplete Transaction Number column to open the transaction in
the Transactions window.
•Pending Adjustments table:
•To act on a pending adjustment for a transaction, click the link icon in the Adjustment Number column to open the adjustment
transaction in the Transactions window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Payment Process Dashboard
Description

The summary bar shows metrics that indicate payment related transaction problems.
•Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value greater tha
1, click the value to select a single ledger.
•Currency: This metric shows the currency of the current ledger.
•Unapplied Receipts: This metrics shows the number of receipts that have not been applied to transactions or placed on account
•Unapplied Receipt Balance: This metric shows the sum of all receipts that are not applied to transactions.
•Receipt Batches: This metric shows the number of receipt batches that require attention.
•Remittance Batches: This metric shows the number of remittance batches that require attention.
•Lockbox Errors: This metric shows the number of transmission process errors that the AutoLockbox process displays when yo
run it to import your invoice-related receipts.
Click a metric to refine the dashboard data.
This tag cloud displays the ten customers with the highest number of receipts that have not been applied to transactions or place
on account.

This chart shows the receipts batch count by operating unit. You can view the batch count by receipt batch process status.
This chart shows the sum of unapplied amounts by operating unit and customer.
This table shows details for unapplied receipts including receipt number, unapplied amount, and receipt amount.
To apply a receipt to the corresponding invoice, click the link icon in the Receipt Number column to open the Receipts window
To act on a receipt batch, click the link icon in the Receipt Batch Number column to open the Receipt Batches window.
To act on a remittance batch, click the link icon in the Remittance Batch Number column to open the Remittances window.
To edit transmission data, click the link icon in the Transmission Name column to open the Lockbox Transmission Data windo
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Payment History Dashboard
Description
The summary bar displays key metrics about receivable transactions for the selected ledger.
•Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value greater tha
1, click the value to select a single ledger.
•Weighted Average Days Paid: This metric shows the average number of days between the sale and the receipt of final paymen
weighted by receivables amount for receivables transactions that are paid off completely in the historical period.
•Weighted Average Days Delinquent: This metric shows the average number of days between the invoice due date and the fina
paid or the applied date.
•Paid Receivables Transactions: This metric shows the number of receivables transactions that are paid fully during the specific
historical period.
•Applied Receipts: The metric shows the number of receipts that are applied (based on the final or full application during the
specific historical period.
The dashboard uses the value that is specified in the AR: History Range for ECC profile option to calculate Weighted Average
Days Paid, Paid Receivables Transactions, and Applied Receipts metrics.
This chart shows customers and their payment time in weighted average days.
This chart shows customers and their late payment time in weighted average days.

You can perform the following row-level actions:

•To preview a customer invoice, click the link icon in the Preview column.
•To act on a transaction, click the link icon in the Transaction Number column to open the Transactions window.
To view the payment history for a receipt and to act on it, click the link icon in the Receipt Number column to open
the Receipts window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Period Close Dashboard
Description

The summary bar shows the following key metrics to investigate the period close process for the selected ledger.
Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value greater than
click the value to select a single ledger.
Open Periods: This metric shows the number of accounting periods that are open. If there are open accounting periods, then the
is a risk of entering transactions in the wrong accounting period.
Unaccounted Events: This metric shows the number of transaction events that are not processed, which include customer invoic
bills receivables, adjustments, and receipts. These unaccounted events prevent financial managers from closing an accounting
period.
Draft Accounting: This metric shows the number of subledger journal entries that are in the Draft mode. Because you cannot
transfer draft accounting entries to Oracle General Ledger, review this metric to process these entries using the Create Accounti
program.
Accounting Errors: This metric shows the number of accounting errors reported by the Create Accounting program when the
request is run in Oracle Subledger Accounting.
Untransferred Journals: This metric shows the number of journals that are not yet transferred to and posted in Oracle General
Ledger.
Click a metric to refine the dashboard data.
This tab contains the following chart:
Event (Count Distinct) by Event Type, Operating Unit: This chart shows the number of unaccounted events for each Oracle
Subledger Accounting event type in the operating unit.

This tab contains the following chart:

Accounting Draft: This chart shows the number of accounted events for each event type by process status.
The chart considers the following process statuses:
•Draft
•Error
•Invalid
•Processed
•Related event in error
The accounted events are invoices and payments that are processed or partially processed and are included in the chart based on
their process status and the Not Transferred status.

This tab contains the following chart:

Event (Count Distinct) by Event Type, Journal Category: This chart shows the number of events that are not yet posted to Orac
General Ledger by event type and journal category.

This table displays details for unaccounted transactions, accounting errors, draft accounting errors, and untransferred final
accounts events.
You can perform the following row-level action:
•To investigate an accounting event and its status, click the link icon in the Event column to navigate to the
Accounting Events page. You can then fix the journal error and run the Creating Accounting request.
•To review a transaction, click the link icon in the Invoice column to navigate to the Transactions window.
•To act on a receipt, click the link icon in the Receipt column to navigate to the Receipts window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
 Supplier Balance Dashboard
Component
Open Payables (summary bar)

Note: Amounts are displayed in the ledger currency, and the conversion of foreign currency invoices uses the invoice exchange

Invoice (Count) by Validation Status (tag cloud)

Charts and Graphs

Note: Amounts are displayed in the ledger
currency, and the conversion of foreign currency
invoices uses the invoice exchange rate.
Detailed Insight (tabbed component)

Open Invoices (results table)

Invoices Paid in Last 7 Days (results table)
Options (table-level actions)
Holds Dashboard
Component

Hold Metrics (summary bar)

Note: The invoice date is displayed at the
schedule level.
Note: Amounts are displayed in the ledger
currency, and the conversion of foreign currency
invoices uses the invoice exchange rate.
Top 10 Holds by Invoices (tag cloud)
Charts and Graphs
Note: Amounts are displayed in the ledger
currency, and the conversion of foreign currency
invoices uses the invoice exchange rate.

Hold Details (results tables)

Options (table-level actions)
Discounts Dashboard
Component

Discount Metrics (summary bar)

Note: Amounts are displayed in the ledger
currency, and the conversion of foreign currency
invoices uses the invoice exchange rate.

Top 10 Suppliers by Discount Amount (tag

cloud) Charts and Graphs
Note: Amounts are displayed in the ledger
currency, and the conversion of foreign currency
invoices uses the invoice exchange rate.

Payment Schedules with Discount (results table)

Options (table-level actions)
Period Close Dashboard
Component
Closing Controls (summary bar)

Unaccounted Events (tab)

Accounted Events (tab)

Untransferred Journals (tab)

Results Table
Options (table-level actions)
 Supplier Balance Dashboard
Description
Use the metrics in this summary bar to monitor the health of open payables transactions.

Supplier Balance: This metric shows the sum of all invoices in the ledger that are unpaid or partially paid, except for
expense reports and prepayments.
•Employee Balance: This metric shows the sum of unpaid expense reports.
• Unapplied Prepayment: The sum of all prepayment invoices that are available and are not fully applied.
• Past Due Invoices: This metric shows the sum of all invoices with a due date great than the system date.
Invoices Due in 7 Days: This metric shows the sum of all invoices due within the next seven days.
This tag cloud displays the top ten validation statuses with the number of invoices at each status and drill-down to the
invoice type.

• Aging of Past-Due Invoices: This bar chart shows invoice amounts by age and operating unit. You can drill down by
either dimension.
• Supplier Open Balance: This chart shows suppliers with open balances by invoice amount and operating unit. You
can drill down by supplier.
This table displays schedules for all unpaid or partially paid invoices that are accessible to you.

You can perform the following row-level actions:

• To act on an invoice, click the link icon in the Invoice Number column to navigate to the Invoice Workbench
(Payables Manager) window.
• To pay an invoice in full, click the link icon in the Scheduled Amount column to navigate to the Payments (Payables
Manager) – Pay Scheduled Payment window.
Use this table to view and work with invoices that have been fully or partially paid in the last week.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Holds Dashboard
Description

This summary bar displays the following metrics:

• Past-Due Invoices on Hold: This metric shows the sum of invoices that are on hold and have due dates in the past.
• Held Invoices Due Within 7 Days: This metric shows the sum of invoices that are on hold and due in the next seven
days.
• Discount Lost Due to Holds: This metric shows the total discount amount available on invoices that are on hold and
have missed at least one discount date.
• Invoice Amount on Hold: This metric shows the sum of all invoices that are on hold (not payment hold). The hold
invoice count is displayed as hover text.
• Invoices on Hold: This metric shows the number of invoices on hold.
This tag cloud shows the ten holds most frequently applied, sized by frequency.
Scheduled Amount (Functional Currency) (Sum) by Supplier Name, Hold Name: This chart displays the total invoice
amount on hold for individual suppliers, stacked by hold names.
Invoice Amount (Functional Currency) (Sum) by Hold Bucket, Operating Unit: This chart displays the sum of invoice
amounts in functional currency for each operating unit using predefined hold buckets.
Discount Available on Held Invoices: This chart represents potential discount losses and slipping payments due to
holds. The chart displays the total available first discount amount that is at risk by discount amount and supplier name.

The results tables display details for invoices on hold and for discounts on held invoices. To perform invoice actions,
click the link icon in the Invoice Number column to navigate to the Invoice Workbench (Payables Manager) window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Discounts Dashboard
Description

These metrics help you to review the discount opportunities available on unpaid invoices.

•Discounts Available in the Next 7 Days: This metric shows the sum of all available discounts (first, second, or third)
expiring in the next seven days.
•Discounts on Held Invoices: This metric shows the discount amount available but at risk due to holds.

This tag cloud displays the ten suppliers with the highest number of discountable schedules available on outstanding
balances.

•First Discount Available (Functional Currency) (Sum) by Discount Available, Supplier Name: This chart displays the
sum of first available discounts by discount amount and supplier name.
•First Discount Available (Functional Currency) (Sum) by Discount Percentage by Supplier Name: This chart displays
the sum of first available discounts by supplier name and discount percentage.

This table displays invoices with discount terms.

You can perform the following row-level actions:
• To act on an invoice, click the link icon in the Invoice Number column to navigate to the Invoice Workbench
(Payables Manager) window.
• To pay an invoice in full, click the link icon in the Scheduled Amount column to navigate to the Payments (Payables
Manager) – Pay Scheduled Payment window.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Period Close Dashboard
Description
The summary bar shows the following key metrics to investigate the period close process for the selected ledger.
Ledgers: This metric shows how many ledgers are currently represented in the dashboard. If this metric has a value
greater than 1, click the value to select a single ledger.
• Open Periods: This metric shows the number of accounting periods that are open. If there are open accounting
periods, then there is a risk of entering transactions in the wrong accounting period.
• Unaccounted Events: This metric shows the number of transaction events that are not processed or unaccounted,
which include invoices and payments. These unaccounted events prevent financial managers from closing an
accounting period.
• Draft Accounting: This metric shows the number of subledger journal entries that are in the Draft mode. Because you
cannot transfer draft accounting entries to Oracle General Ledger, review this metric to process these entries using the
Create Accounting program.
• Accounting Errors: This metric shows the number of accounting errors reported by the Create Accounting program
when the request is run in Oracle Subledger Accounting.
• Untransferred Journals: This metric shows the number of journals that are not yet transferred to and posted in Oracle
General Ledger.

This tab contains the following chart:

Event (Count Distinct) by Event Type, Operating Unit: This chart shows the number of unaccounted events for each
Oracle Subledger Accounting event type in the operating unit.

This tab contains the following chart:

Accounting Draft: This chart shows the number of accounted events for each event type by process status.
The process statuses are:
• Draft
• Error
• Invalid
• Processed
• Related event in error
The accounted events are invoices and payments that are processed or partially processed and are included in the chart
based on their process status and the Not Transferred status.

This tab contains the following chart:

Event (Count Distinct) by Event Type, Journal Category: This chart shows the number of events that are not yet posted
to Oracle General Ledger by event type and journal category.

This table displays details for unaccounted transactions, accounting errors, draft accounting errors, and untransferred
final accounts events.
You can perform the following row-level action:
•To review an unaccounted invoice, click the link icon in the Invoice column to open it in Invoice Workbench and use
the Invoice Actions window to create accounting.
Export: Use this action to export the search results in a comma-separated values (CSV) file format.
 Orders Dashboard
Component

Orders (summary bar)

Orders (tab)

Alerts (tab)

Customers (tab)

Orders (results table)

Order Lines (results table)

 Orders Dashboard
Description

This summary bar displays key metrics. You can further refine the data by clicking a metric. When you do this, a refinement is
to the Selected Refinements list and the application refines data across orders and order lines.

• Draft: This metric shows the number of orders in the Entered status.
• With Alerts: This metric shows the number of orders that require attention due to exceptions. These orders have been entered
booked but are on hold or have an expected delay. These orders are not yet late.
• Late: This metric shows the number of booked orders that have missed the schedule ship date.
• Open: This metric shows the number of booked orders that are in progress.

This tab displays the following charts:

• Orders by Order Date: This chart displays information about all orders (both with and without alerts) based on their order date
• Orders by Request Date: This chart displays information about the total number of orders (both with and without alerts) based
their request date.

This tab displays the following charts:

• Orders by Alert Type: This chart displays information about the number of orders that have alerts, such as orders that are on h
that have an expected delay.
• Alerts: This tag cloud shows how alert types are distributed across order lines, with the most frequent alerts appearing in the l
font.
This tab displays the Orders by Customer chart. This chart displays information about all orders (both with and without alerts) f
customer.

This table displays details for all orders based on the selected refinement. For example, if you click the With Alerts metric, then
table displays only those orders that have an alert.
You can perform the following row-level actions:
• To filter orders based on a customer service representative, click the customer service rep name in the results table.
• To act based on an order status, click the link icon in the Update column to navigate to the Order Management HTML User
Interface page.
• To edit details for an order, click the link icon in the Edit column to navigate to the Sales Orders window in Order Manageme

This table displays the details for order lines based on the selected filter.
You can perform the following row-level actions:
•To act based on a line status, click Update to navigate to the Order Management HTML User Interface page.
•To edit the details for an order line, click the link icon in the Edit column to navigate to the Order Organizer window in Oracle
Management.
 Requisitions Dashboard
Component

Attention Required (summary bar)

Requisition Line (Count Distinct) by Need-By-Date Range, Category (chart)

Requisition Line (Count Distinct) by Ship-To Location (chart)

Requisitions, Lines, and Distributions (results tables)

Orders Dashboard
Component

Attention Required (summary bar)

Performance (summary bar)

Order Amount (Sum) by Group Status, Substatus (chart)

Total Time in Days (Average) by Procurement Cycle Buckets, Buyer (chart)

Orders, Lines, Schedules, Deliverables, and Distributions (results tables)

Agreements Dashboard
Component

Attention Required (summary bar)

Agreement (Count Distinct) by Group Status, Substatus (chart)

Agreement Utilization (chart)

Agreements, Lines, and Deliverables (results tables)

 Strategic Sourcing Dashboard
Component

Summary (summary bar)

Performance (summary bar)

Negotiations (tab)

Performance (tab)
Negotiations, Negotiation Lines, and Offers (results tables)

Options (table-level actions)
Indirect Procurement Dashboard
Component

Summary (summary bar)

Performance (summary bar)

Spend (tab)
Reviews (tab)

Spend (tab)

Reviews and Ratings (tab)

Feedback (tab)

Catalog Items (results table)

Item Consumption (results table)

iExpenses (results table)

Purchase Order Spend (results table)

Reviews (results table)

Feedback (results table)

Component

Summary (summary bar)

Related Documents (summary bar)

Performance (summary bar)

Performance (tab)

Relationship (tab)

Procurement History (tab)
Supplier Information (tabbed component)
Supplier (results table)

Supplier Information (tabbed component) - Performance (results table)

Supplier Information (tabbed component) - Relationships (results table)

Supplier Information (tabbed component) - Addresses (results table)
Supplier Information (tabbed component) - Projects (results table)

Supplier Information (tabbed component) - Approved Supplier List (results table)

Supplier Information (tabbed component) - Evaluations (results table)

Detail Table (tabbed component) - Purchase Orders (results table)
Detail Table (tabbed component) - Purchase Order Lines (results table)

Detail Table (tabbed component) - Agreements (results table)

Detail Table (tabbed component) - Agreement Lines (results table)

Detail Table (tabbed component) - Negotiations (results table)

Detail Table (tabbed component) - Negotiation Lines (results table)

Item Analysis Dashboard
Component
Totals (summary bar)

Analysis (tabbed component) - Item Analysis (tab)

Analysis (tabbed component) - Supplier Relationship (tab)

Analysis (tabbed component) - Spend Analysis (tab)

Items Summary (tabbed component) - Item
Details, Procurement Documents, Project, Approved
Supplier List (results tables)

Procurement Documents (tabbed component)

includes: Negotiations, Agreements, Requisitions,
and Purchase Orders (results tables)
Employee Shopping Tracker Dashboard
Component

Search Index (summary bar)

Search Activity (chart)
Frequently Searched Keywords (chart)

User Search Results (chart)

Keywords Searched (tag cloud)

Search Audit Results (tabbed component) - Searches

with Items Added to Cart, Searches with Results,
and Searches with No Results (results tables)
Options (table-level actions)
 Requisitions Dashboard
Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•In Pool: This metric shows the number of approved requisition lines that are in the queue.
•Unassigned Requisitions: This metric shows the number of requisition lines that are not assigned to a buyer.
•Urgent Requisitions: This metric shows the number of requisitions with a status of In Pool and marked urgent.
•Requisitions to Process: This metric shows the number of requisitions that are not urgent and that have order-by
dates in the next 30 days.

By default, this chart shows the count of requisition lines by need-by date and category. This count includes all lines
that have future need-by dates and all approved requisition lines that have need-by dates up to three months in the
past. The available metrics are requisition line count and line amount. Select a group dimension to view the
requisition line count or amount by buyer name, approved date, project, category, ship-to location, or line status.
Select a dimension to view the requisition line count or amount by ship-to location, line status, reservation status, or
project. You can sort the data by need-by date, range, line amount, or sum.

By default, this pie chart shows the percentage of requisition lines by ship-to location. The hover text for each pie
chart segment displays the number of requisition lines to that ship-to location. Select a dimension to view the
percentage of requisition lines by project, category, or buyer name. This chart does not include requisitions that are
canceled and finally closed.

These tables display requisition summaries and details for requisition lines and distributions. Use attribute groups to
see more information about requisitions.
You can perform the following row-level actions:
•Requisitions table - To view more details about a requisition, click the link icon in the View column for that
requisition in the Requisitions results table to navigate to the Requisition page in Oracle iProcurement.
•Lines Table - To analyze an item for a requisition line, click the link icon in the Analyze Item column to open
the Item Analysis dashboard. The application carries the context of the requisition line to the dashboard and shows
the line details. See Item Analysis Dashboard for more information.
Orders Dashboard
Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•Orders to Watch: This metric shows the number of purchase orders that have a status of Pending Change Request or
Requires Reapproval.
•Shipments Due: This metric shows the number of open shipments that have a need-by date in the next 15 days.
•Overdue Shipments: This metric shows the number of open shipments that have a need-by date in the past.
•Overdue Deliverables: This metric shows the number of open deliverables that have a due date in the past.
•Invoices on Hold: This metric shows the number of accounts payable (AP) invoices for purchase orders on which
payments have been held.
This summary bar shows the following metrics:
•Procurement Cycle Time: This metric shows the average time taken from requisition approval to purchase order
approval.
•On-Time Delivery: This metric shows the percentage of shipments that were received on or before the need-by date
plus the tolerance.
•Quality: This metric shows the percentage of shipments that had no quality issues.
•Price Compliance: This metric shows the ratio of the invoiced price to the price agreed upon on the agreement or
order, expressed as a percentage.

This stacked bar chart shows the sum of order amounts or the order count for orders by group status and substatus.
Select a group dimension to view the order amounts or count by buyer or project name. Select a dimension to view
the order amounts or count by reservation status.
This chart shows the average time it takes to process orders through the procurement cycle buckets for each buyer or
an order.

These tables display order summaries and details for order lines, schedules, deliverables, and distributions. Use
attribute groups to see more information about orders.
You can perform the following row-level actions:
•Orders table - To act based on an order status, click the icon in the View column for an order to open the Purchase
Order page.
•Deliverables table - To update a procurement deliverable, click link icon in the Manage column to open the
document's page.
Agreements Dashboard
Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•Agreements to Watch: This metric shows the number of blanket or contract purchase agreements that are
approaching or have reached the amount limit.
•Expiring Agreements: This metric shows the number of blanket or contract purchase agreements that are
approaching or have reached their end date.
By default, this stacked bar chart shows the number of agreements by group status and substatus. Select a group
dimension to view the agreement count by buyer, creation year, or creation month.
This dual metric bar chart shows the sum of the amount agreed to and the sum of the amount released, that is, the
amount utilized for an agreement.

These tables display agreement summaries and details for agreement lines and deliverables. Use attribute groups to
see more information about agreements.

You can perform the following actions from the results tables:
•Agreements table - To act based on an agreement status, click the link icon in the View column for an agreement to
navigate to the Agreement page.
•Deliverables table - To update a procurement deliverable, click the link icon in the Manage column to open the
document's page.
 Strategic Sourcing Dashboard
Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•Live Negotiations: This metric shows the number of open negotiations

•About to Close, No Responses: This metric shows the number of negotiations that are about to close in the next
seven days with no responses received.
•Pending Award: This metric shows the number of negotiations that are not awarded. In the Negotiations results
table, click View for the specific negotiation to investigate and act.
•Offers per Negotiation: This metric shows the average number of offers received on all negotiations.

This bar displays the following metrics:

•Cycle Time: This metric shows the average sourcing cycle, the time from negotiation creation to award
confirmation.
•Targeted Savings: This metric shows the sum of savings target established on all completed negotiations
The calculation of targeted savings is as follows:
•Difference between start price and target price, multiplied by quantities and summed up.
•Negotiated Savings: This metric shows the sum of savings negotiated on all completed negotiations.

The calculation of negotiated savings is as follows:

Difference between average winning bid price and start price, multiplied by quantities and summed up.

This tab contains the following charts. These charts display data only if the data set has one functional currency.

•Negotiation (Count Distinct) by Buyer, Status: This stacked bar chart shows the number of negotiations for a buyer
or a type by status. Each stack represents a negotiation status. The available metrics are negotiation count and
negotiation amount.
•Total Time (Average) by Negotiation Phases, Negotiation Amount Range: By default, this chart shows the average
time it takes to process negotiations through phases and by amount ranges. Select a dimension to view the average
time by number of negotiations.

This tab contains the following charts. These charts display data only if the data set has one functional currency.

•Projected Savings (Sum), Negotiation Savings (Sum), Target Quantity (Sum) by Category: By default, this bubble
chart shows the projected savings and the negotiated savings for a category. Group dimensions include number, type,
operating unit, and event name.

•Awarded Quotes (Sum), Awarded Bids (Sum) by Supplier: This bar chart shows the total amount awarded for
quotes and bids for a supplier.
These tables display negotiation summaries and details for negotiation lines and offers.

You can perform the following row-level action from the Negotiations table:

To view more details about a negotiation and act on it, click the link icon in the View column to navigate to the
document's page. You can perform further tasks based on the status of the negotiation type. See Creating RFIs,
RFQs, and Buyer's Auctions, Oracle Sourcing User Guide for more information.

The following are the common actions that are available from the Options icon in the results tables.

Compare: Select multiple rows to compare information.

Export: Use this action to export the search results in a comma-separated values (CSV) file format.
Indirect Procurement Dashboard
Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•Catalog Items: This metric shows the number of unique active items in the current view of the catalog.
•Categories: This metric shows the number of unique categories in the current view of the catalog.
•Reviews: This metric shows the number of open review items.
•Feedback: This metric shows the number of open feedback items.

This bar displays the following metrics:

•Item Rating: The average review rating for items that are in the current view
•Supplier Rating: This metric shows the average review rating for suppliers that are in the current view.
•Unused Items: This metric shows the number of catalog items that have not been ordered in the last six months.
•Off-Contract Spend Ratio: This metric shows the total purchase order spend not linked to an agreement, expressed
as a ratio of total procurement spend.
•iExpense Spend Ratio: This metric shows the ratio of iExpense spend to the total procurement spend in the current
view, expressed as a percentage.

This tab displays the following tag clouds:

•Off-Contact Spend: This tag cloud displays the top ten tags for the item description of purchase order lines (not
linked to an agreement) with the largest purchase order line amount.
•iExpense Spend: This tag cloud displays the top ten tags for either the invoice description or the justification with
the largest iExpense spend.
This tab displays the following tag clouds. These clouds are not dependent on the functional currency.

•Item Reviews: By default, this tag cloud displays the top ten tags for item reviews based on review keywords. The
available dimensions are review keywords and review title. This tag cloud displays data only if reviews are available.

•Supplier Reviews: By default, this tag cloud displays the top ten tags for supplier reviews based on review
keywords. The available dimensions are review keywords, review title, and supplier. This tag cloud displays data
only if reviews are available.

This tab displays the following charts. These charts display data only if the data set has one functional currency.

•Off-Contract Spend and iExpense Spend: By default, this bar chart shows the off-contract spend and the iExpense
spend for a cost center. Select a group dimension to view the spend type by operating unit, buyer, purchasing
category, supplier, or spend year.

•Off-Contract Spend Percentage vs. iExpense Spend Percentage: This bubble chart shows off-contract spend
percentage versus iExpense spend percentage for each cost center or spend year.

By default, the Rating Analysis bubble chart shows the average item rating and the average supplier rating for a
purchasing category. The bubble size shows the purchase order line amount for the items that have reviews. Group
dimensions include purchasing category, supplier, and item. Select an X-axis or a Y-axis metric to view the rating by
price compliance percentage, quality percentage, or on-time delivery percentage. The size metrics include rating by
review count and purchase order line count.

Note: This chart displays data only when a single functional currency has been selected, and the chart reflects data
only for items that have at least one purchase order.
The Open Feedback stacked bar chart shows open feedback items by type. The status of the item's feedback must be
Open. You can review whether a requester's feedback has open actions or responses.

This results table provides information about catalog items. Use attribute groups such as catalog source, shopping
category, catalog buyer, and line type to view more information about catalog items.

You can perform the following row-level actions:

• update an agreement, click the link icon in the Update column for a catalog item to open the Agreement page.
•To renegotiate an agreement and create a request for quotation (RFQ) to send to a supplier, click the link icon in
the Renegotiate Agreement column. The Create RFQ page appears where you can request pricing and other
information for an item or items.
This table displays an item consumption summary.
This table displays details for iExpense lines that are extracted from invoice information. Use the expense type and
invoice date attribute groups to view more information.
This results table displays item and spend details for purchase orders. Use attribute groups such as line type, off
contract, buyer, and ship-to location to view more information.
This table displays additional information for reviews.

You can perform the following row-level actions:

•To perform review related tasks for a supplier or an item, click the link icon in the Manage column to open
the Reviews page.
•To review an agreement, click the link icon in the View Agreement column to open the document page.
•To renegotiate the terms of an agreement, click the link icon in the Renegotiate Agreement column to navigate to
the Create RFQ page. From this page you can create a request for quotation (RFQ) to send to a supplier to request
pricing and other information for an item or items.

Feedback is similar to reviews. The primary difference is that the correspondence on a feedback is visible only to the
requester who submitted the feedback and all buyers linked to the operating unit in which the feedback is made.

•To edit or delete a feedback record, click the link icon in the Manage column to navigate to the Oracle
iProcurement Feedback page.

Description

This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

Suppliers: This metric shows the number of unique suppliers that are in the current view based on filters applied.
Approved Suppliers: This metric shows the number of suppliers who appear in the approved supplier list for at least
one item or a category.
Suppliers on Hold: This metric shows the number of suppliers who have at least one active hold status, such as Hold
All Payments or Hold All Purchase Orders. These suppliers have holds at the supplier level or the supplier-site level.

This bar displays the following metrics:

•Active Agreements: This metric shows the number of contract purchase agreements in the current view that are
active as of today. Active agreements are those agreements that are either approved or for which reapproval is
required and have not expired.
•Orders: This metric shows the number of purchase orders in the current view.
•Ordered Items: This metric shows the number of unique items, including description-based items, ordered from the
suppliers in the current view.
•Draft Negotiations: This metric shows the number of draft negotiations in which suppliers that are in the current
view are invited to participate.
This bar displays the following metrics:
•On-Time Delivery: This metric shows the percentage of shipments that were received on or before the need-by date
plus the tolerance.
•Quality: This metric shows the percentage of shipments that had no quality issues.
Price Compliance: This metric shows the ratio of the invoiced price to the price agreed upon on the agreement or
order, expressed as a percentage.
•Item Rating: This metric shows the average review rating for catalog items, entered by requesters in iProcurement.
•Supplier Rating: This metric shows the average review rating for suppliers, entered by requesters in iProcurement.
•Performance Score: This metric shows the average supplier performance evaluation score for suppliers that are in
the current view.

This tab displays the following charts:

•Overall Supplier Performance: By default, this bubble chart shows performance for a supplier by quality rating and
on-time delivery rating. Select an X-axis or a Y-axis metric to view the supplier performance by quality rating, price
compliance, item review rating, supplier review rating, or score. The bubble size represents the total spend. The chart
does not display data when there are multiple functional currencies.

•Supplier Performance Over Time: By default, this bar chart displays performance over time for a supplier by quality
rating. Select a metric to view the supplier performance by price compliance, on-time delivery rating, or performance
rating. The performance evaluation score is calculated by averaging the scores for all purchase orders and
agreements in the visible data set. The chart does not display data when there are multiple functional currencies.

This tab displays the following charts:

•Holds by Supplier: This stacked bar chart shows the number of holds for a supplier by hold type.
•Supplier's Geographic Distribution: This bar chart shows the number of suppliers by each country or supplier state.

This tab displays the following charts:

•Spend by Supplier: This stacked bar chart shows contract versus off-contract spend for each supplier. The chart does
not display data when there are multiple functional currencies.
•Spend Trend: This bar chart shows the total spend for each supplier by supplier performance years or item category.
This table shows details for suppliers.
You can perform the following row-level actions:

To update a supplier's information, click the link icon in the View column for the supplier to navigate to
the Supplier page.

Add as Sources of Supply: This action is applicable to buyers using Project Procurement Command Center. The first
step of this action is to click the link icon in the Analyze Supplier column for a plan line in the Project
Procurement dashboard. Use this action to analyze suppliers for a plan line and then add them as sources of supply.
See Project Procurement Dashboard for more information.

To add as sources of supply:

1. Navigate to the Project Procurement dashboard.

2. Scroll to the Planning Documents tabbed component.
3. In the Plan Lines tab, click the link icon in the Analyze Supplier column for a plan line. The Supplier
Analysis dashboard with the plan line in context appears.
4. Review suppliers and add them to the plan line as sources of supply.
This table shows the performance of suppliers including information such as the on-time delivery rating and quality
rating.

This table shows the active purchase orders, blanket purchase agreements, and negotiations. Additionally, it displays
holds applied on active documents, total count of orders, total spend, number of negotiations in which a selected
supplier participated, negotiations in which the selected supplier was awarded, average spend per year, receipt and
use details.
This table shows the details of suppliers.
This table shows the projects for which the supplier is associated to a purchasing document.
This table shows the ASL approval status, the item, supplier category, and manufacturer details of approved
suppliers.
To review a supplier's performance, click the link icon in the View column to open the Assessment page for that
supplier.
You can perform the following row-level actions:

To view details for a purchase order, click View to open the purchasing document in Oracle Purchasing.

Add to PO: This action is applicable to buyers using the Procurement Command Center. The first step of this action
is to click the link icon in the Analyze Supplier column for a requisition line in the Requisitions dashboard. Use this
action to add suppliers to purchase orders. See Requisitions Dashboard for more information.

To add a supplier to a purchase order:

1. Navigate to Procurement Operations > Requisitions dashboard.

2. Scroll to the Lines tab.
3. Click the link icon in the Analyze Supplier column for a requisition line. The Supplier Analysis dashboard with
the requisition line in context appears.
4. Review suppliers for the requisition line and then add them to the purchase order.
If you try this action without having a requisition line in context, then the dashboard displays an error. If the
requisition line is valid, then you can add the requisition line to the purchase order.
This table summarizes purchase order lines information and enables you to track the quantity details for orders.
To view details for an agreement, click the link icon in the View column to open the agreement document in Oracle
Purchasing.

The Add as Sources of Supply action is applicable to project buyers using the Project Procurement Command Center.
When you click the link icon in the Add as Sources of Supply column for an agreement line, the Create Sources of
Supply page appears. See Creating Sources of Supply for more information.
You can perform the following row-level actions:
To view details for a negotiation to which the suppliers have been invited, click the link icon in the View column to
open the negotiation document.
If a negotiation is at the Closed status, view the negotiation, proceed to compare, and award the suppliers. See
Awarding in Different Ways, Oracle Sourcing User Guide for information about the awarding process.
Add to Negotiation: This action is applicable to buyers using the Procurement Command Center. The first step of
this action is to click the link icon in the Analyze Supplier column for a requisition line in
the Requisitions dashboard. Use this action to add suppliers to a negotiation. See Requisitions Dashboard for more
information.

To add a supplier to a purchase order:

1. Navigate to Procurement Operations > Requisitions dashboard.

2. Scroll to the Lines tab.
3. If you try this action without having a requisition line in context, then the dashboard displays an error. If the
requisition line is valid, then you can add the requisition line to the negotiation along with the supplier.
4. Review suppliers for the requisition line and then add them to the purchase order.

If you try this action without having a requisition line in context, then the dashboard displays an error. If the
requisition line is valid, then you can add the requisition line to the negotiation along with the supplier.

To add a supplier to a purchase order:

1. Navigate to Procurement Operations > Requisitions dashboard.

2. Scroll to the Lines tab.
3. If you try this action without having a requisition line in context, then the dashboard displays an error. If the
requisition line is valid, then you can add the requisition line to the negotiation along with the supplier.
4. Review suppliers for the requisition line and then add them to the purchase order.

If you try this action without having a requisition line in context, then the dashboard displays an error. If the
requisition line is valid, then you can add the requisition line to the negotiation along with the supplier.
This table summarizes details for negotiation lines and the price information.
Item Analysis Dashboard
Description
This summary bar displays currency information and several metrics. To refine dashboard data, including the
metrics, by currency, click Currencies and then select a value.

•Items: This metric shows the number of items represented in the current view.
•Suppliers: This metric shows the number of suppliers who supplied items in the past.
•Projects: This metric shows the number of projects for which items have been procured, or are being planned.
•Requisitions: This metric shows the number of requisitions in which items are referenced.
•Purchase Orders: This metric shows the number of purchase orders in which items are referenced.
•Agreements: This metric shows the number of agreements in which items are referenced.
•Negotiations: This metric shows the number of negotiations in which items are referenced.

This tab contains the following charts:

•Trend Analysis: This is a chart to analyze the total spend by item description. This chart displays data only when a
single functional currency has been selected. You can sort the chart using the following values:

•Contract spend, which is the purchase orders spend amounts that are linked to agreements.
•Off-Contract spend, which is the purchase order spend amounts that are not linked to agreements.
•Lead Time by Categories: This chart shows the average lead time for agreement lines by categories for item
category and item.

This tab contains the following charts:

•Overall Supplier Performance: This is a bubble chart to analyze the overall supplier performance. Select an X-axis
or a Y-axis metric to view the supplier performance by quality rating or price compliance. The bubble size shows the
total spend sum. This chart displays data only when a single functional currency has been selected.

•Supplier Performance Over Time: By default, this chart shows the performance over time for a supplier by total
spend. Select a metric to view the supplier performance by price compliance or quality rating. This chart displays
data only when a single functional currency has been selected.

This tab contains the following charts:

•Spend Spread: By default, this pie chart shows the spend spread for an item category. Select a dimension to view the
spend spread by deliver to location or supplier name. This chart displays data only when a single functional currency
has been selected.

•Off Contract Spend: This bar chart analyzes the contract spend and the off-contract spend for an item category.
Contract spend is the purchase orders spend amounts. Off-Contract spend is the purchase order spend amounts that
are not linked to agreements. This chart displays data only when a single functional currency has been selected.
These tables summarize the details for items and information related to items in procurement documents, projects,
and approved supplier lists.

These tables show details for purchasing documents associated with items. You can review information for
negotiations, agreements, requisitions, and purchase orders.

From the Negotiations, Agreements, Requisitions, and Purchase Orders tables, to view details for a document or

perform any action, click the link icon in the View column to navigate to the document's page.
Employee Shopping Tracker Dashboard
Description

This summary bar shows the following metrics:

•Shopping Sessions: This metric shows the number of times that employees have logged in to the iProcurement Shop
page.
•Searches with Items Added to Cart: This metric shows searches with matches that were added to the cart.
•Searches with Results: This metric shows searches that had matches but for which nothing was added to the cart.
•Searches with No Results: This metric shows searches that had no matches in the catalog.

For the date range selected in the Action Date refinement, this chart shows the total number of searches performed
each day. The stacks represent the following:

•Searches that had matches but for which nothing was added to the cart
•Searches with no matches in the catalog
This bar chart shows the keywords that were used in searches and the number of results for each keyword search.

This stacked bar chart shows searches performed by each user. The stacks represent the following:

•Searches that had matches but for which nothing was added to the cart
•Searches with no matches in the catalog
This tag cloud displays the top 50 keywords that were used in searches. To export these keywords in a comma-
separated values (CSV) file format, click the Options icon in the table and then click the Export icon.

This tab shows details for searches and search results.

Select the Export option to export the search results in a comma-separated values (CSV) file format.
 Period Health Check (Discrete) Dashboard
Overview Tab
Component

Period Close Backlog (summary bar)

Organizations with Period Close Issues (tag cloud)

Recurring Period Close Issues (chart)

Backlog by Organization (chart)

Backlog by Month (chart)
Inventory Tab
Component
Period Close Backlog (summary bar)

Material Transactions (tab layout)

Landed Cost Adjustments (tab layout)

Delivery Lines (Shipping) (tab layout)
Receiving Tab
Component

Period Close Backlog (summary bar)

Top 10 Errors (tag cloud)

Receiving Transaction Backlog by Organization (chart)

Receiving Transaction Backlog by Month (chart)

Receiving Transactions (results table)

Manufacturing Tab
Component
Period Close Backlog (summary bar)

Top 10 Errors (tag cloud)

Manufacturing Transaction Backlog by Organization (chart)

Manufacturing Transaction Backlog by Month (chart)

Manufacturing Transactions (results table)

Enterprise Asset Management
Component

Period Close Backlog (summary bar)

Open Maintenance Work Orders by Organization (chart)

Open Maintenance Work Orders by Month (chart)

Open Maintenance Work Orders (results table)

 Period Health Check (Discrete) Dashboard
Overview Tab
Description

This summary bar displays the following metrics and displays certain metrics in green (good),
orange (warning), or red (critical) indicating the importance:

•Organizations - This metric displays the number of organizations with backlog.

•Periods - This metric displays the number of periods with backlog.
•Required Resolutions - This metric displays total backlog that is required to be cleared for a
successful period close. Green = 0, Red > 0
•Recommended Resolutions - This metric displays total backlog that is recommended, but not
required to be cleared before period close. Green = 0, Orange > 0
•Errors - This metric displays the number of transactions with errors. Green = 0, Red > 0

The Organizations with Period Close Issues tag cloud displays the organizations that have period
close issues. This tag cloud component displays the organizations in relative sizes based on the
number of period close issues.

The Recurring Period Close Issues chart displays the number of organizations and number of
periods with recurring period close issues. This chart also displays the backlog types in relative
sizes by frequency of occurrence.

The Backlog by Organization chart displays the number of backlog transactions by organization

and backlog type. You can select dimensions to view and sort this chart by source or backlog type.

The Backlog by Month chart displays the number of backlog transactions by transaction month

and backlog type. You can select dimensions to view and sort this chart by source or backlog type.
Inventory Tab
Description
This summary bar displays the following metrics and displays certain metrics in green (good),
orange (warning), or red (critical) indicating the importance:
•Material Transactions - This metric displays the number of transactions that are pending,
uncosted, unprocessed, and unaccounted. Green = 0, Orange > 0
•LCM Adjustments - This metric displays the number of landed cost adjustments pending
processing. Green = 0, Red > 0
•Delivery Lines (Shipping) - This metric displays the number of shipping delivery line
transactions pending transfer to inventory. Green = 0, Orange > 0
•Missing Costs - This metric displays the number of items without costs. Green = 0, Orange > 0
•Adjustments - This metric displays the number of IPV, ERV, Costs, and LCM adjustments
pending accounting and LCM adjustments. This metric also displays the number of pending
processing adjustments. Green = 0, Orange > 0
•Errors - This metric displays the number of transactions in error in the inventory source. Green =
0, Red > 0
•Resolution Type - This metric specifies whether resolution is required or recommended for
displayed backlog. Unresolved required backlog prevents period close.

The Top 10 Errors tag cloud displays the top ten inventory transaction errors with explanations by
frequency of occurrence and the number of occurrences for each error. Click an error to refine and
filter all data on the page for the selected error.
•The Material Transaction Backlog by Organization chart displays the number of material
transactions by organization code. You can select dimensions to view and sort this chart.
•The Material Transaction Backlog by Month chart displays the number of material transactions
by month. You can select dimensions to view and sort this chart.
•The Material Transactions results table displays all attributes pertaining to material transactions.

The Top 10 Errors tag cloud displays the top ten landed cost transaction errors with explanations
by frequency of occurrence and the number of occurrences for each error. Click an error to refine
and filter all data on the page for the selected error.
•The Landed Cost Adjustment Backlog by Organization chart displays the number of landed cost
transactions by organization code. You can select dimensions to view and sort this chart.
•The Landed Cost Adjustment Backlog by Month chart displays the number of landed cost
transactions by transaction month. You can select dimensions to view and sort this chart.
•The Pending Landed Cost Adjustments results table displays all attributes pertaining to the
pending landed cost transactions.
•The Delivery Backlog by Organization chart displays the number of shipping orders by
organization code. You can select dimensions to view and sort this chart by resolution type,
backlog type, transaction status, or order type.
•The Delivery Backlog by Month chart displays the number of shipping orders by transaction
month. You can select dimensions to view and sort this chart.
•The Delivery Lines results table displays all attributes pertaining to the delivery transactions.
Click the options link to Compare selected records, or Export data sets.
Receiving Tab
Description

This summary bar displays the following metrics and displays certain metrics in green (good),
orange (warning), or red (critical) indicating the importance:
•Purchase Orders - This metric displays the number of purchase orders with receiving transactions
backlog.
•Transactions - This metric displays the number of receiving transactions in open interface status,
or the number of receiving transactions in unaccounted status for Process Manufacturing only.
Green = 0, Orange > 0
•Errors - This metric displays the number of receiving transactions in error. Green = 0, Red > 0
Resolution Type - This metric specifies whether resolution is required or recommended for
displayed backlog. Unresolved required backlog prevents period close.

The Top 10 Errors tag cloud displays the top ten receiving transaction errors with explanations by
frequency of occurrence and the number of occurrences for each error. Click an error to refine and
filter all data on the page for the selected error.

The Receiving Transaction Backlog by Organization chart displays the number of transactions by

organization code. This chart also displays the number of transaction types. You can select
dimensions to view and sort this chart.

The Receiving Transaction Backlog by Month chart displays the number of transactions by

transaction month. This chart also displays the number of transaction types. You can select
dimensions to view and sort this chart.
The Receiving Transactions results table displays all attributes pertaining to receiving
transactions. Click the options link to Compare selected records, or Export data sets.
Manufacturing Tab
Description
This summary bar displays the following metrics and displays certain metrics in green (good),
orange (warning), or red (critical) indicating the importance:
•Jobs - This metric displays the number of jobs with un-costed WIP transactions. Green = 0, Red >
0
•Transactions - This metric displays the number of un-costed WIP transactions for Discrete
•Manufacturing only. It also displays the number of unaccounted resource transactions for Process
•Manufacturing only. Green = 0, Red > 0
•Errors - This metric displays the number of manufacturing transactions in error. Green = 0, Red >
0
•Resolution Type - This metric specifies whether resolution is required or recommended for
displayed backlog. Unresolved required backlog prevents period close.

The Top 10 Errors tag cloud displays the top ten manufacturing transaction errors with
explanations by frequency of occurrence and the number of occurrences for each error. Click an
error to refine and filter all data on the page for the selected error.

The Manufacturing Transaction Backlog by Organization chart displays the number of

transactions by organization code. This chart also displays the number of transaction types. You
can select dimensions to view and sort this chart.

The Manufacturing Transaction Backlog by Month chart displays the number of transactions by

transaction month. This chart also displays the number of transaction types. You can select
dimensions to view and sort this chart.
The Manufacturing Transactions results table displays all attributes pertaining to manufacturing
transactions. Click the options link to Compare selected records, or Export data sets.
Enterprise Asset Management
Description

This summary bar displays the following metrics:

•Open Work Orders - This metric displays the number of maintenance orders scheduled to be
completed in the period but are still open. This metric displays Green = 0, Orange > 0.
•Asset Groups - This metric displays the number of asset groups associated with the open work
order backlog.
•Assets - This metric displays the number of assets associated with the open work order backlog.
•Preventive Maintenance Orders - This metric displays the number of preventive maintenance
work orders in the open work order backlog.
•Resolution Type - This metric specifies whether resolution is required or recommended for
displayed backlog. Unresolved required backlog prevents period close.

The Open Maintenance Work Orders by Organization chart displays the number of maintenance

work orders by organization code. This chart also displays the number of jobs and asset group IDs.
The Open Maintenance Work Orders by Month chart displays the number of maintenance work
orders by scheduled start month. This chart also displays the number of jobs and asset group IDs.

The Open Maintenance Work Orders results table displays all attributes pertaining to open
maintenance work orders. Click the options link to Compare selected records, or Export data sets.