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Oracle ProcurementCloud

Subject Areas for TransactionalBusiness Intelligence inProcurement20C

Oracle Procurement CloudSubject Areas for Transactional Business Intelligence in Procurement

20C

F31546-01

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Oracle Procurement CloudSubject Areas for Transactional Business Intelligence inProcurement

Contents

Preface .................................................................................................................................. i

1 Introduction 1About This Guide ............................................................................................................................................................................ 1

2 Subject Areas 3Overview ........................................................................................................................................................................................... 3

Enterprise Contracts - Contracts Real Time ............................................................................................................................. 3

Procurement - Implemented Change Orders Real Time ....................................................................................................... 4

Procurement - Pending Change Orders Real Time ................................................................................................................ 6

Procurement - Procure To Pay Real Time ................................................................................................................................ 7

Procurement - Purchasing Agreements Real Time ................................................................................................................ 8

Procurement - Purchasing Real Time ........................................................................................................................................ 9

Procurement - Requisitions Real Time ..................................................................................................................................... 11

Procurement - Spend Real Time ............................................................................................................................................... 12

Sourcing - Program Real Time .................................................................................................................................................. 13

Sourcing - Supplier Awards Real Time .................................................................................................................................... 14

Sourcing - Supplier Negotiations Real Time .......................................................................................................................... 15

Sourcing - Supplier Responses Real Time .............................................................................................................................. 16

Supplier - Profile Change Request Real Time ........................................................................................................................ 18

Supplier - Supplier Real Time .................................................................................................................................................... 19

Supplier Import - Supplier Real Time ...................................................................................................................................... 20

Supplier Portal - Invoice Real Time .......................................................................................................................................... 21

Supplier Portal - Purchasing Real Time .................................................................................................................................. 22

Supplier Qualification - Qualifications and Assessments Real Time ................................................................................ 23

Supplier Qualification - Question Responses Real Time .................................................................................................... 24

Supplier Qualification - Supplier Eligibility History Real Time ........................................................................................... 25

Supplier Qualification - Supplier Eligibility Real Time ......................................................................................................... 26

Supplier Registration - Supplier Registration Real Time ..................................................................................................... 27

3 Business Questions 29Overview ......................................................................................................................................................................................... 29


What are the active contracts by contract type? .................................................................................................................. 29

What are the contracts with named policy deviations? ...................................................................................................... 30

What are the contracts with pending invoices? .................................................................................................................... 30

What is the count of contracts and of contract amounts for a given supplier? .............................................................. 31

What contracts are expiring in the next 30 days? ................................................................................................................ 32

What is the count of blanket and contract agreements with implemented change orders? ....................................... 33

What is the count of pending change order headers for blanket agreements? ............................................................. 33

What is the count of pending change order lines for purchase orders by procurement business unit and change

reason? ........................................................................................................................................................................................... 34

What are the delivered quantities and amounts? ................................................................................................................. 35

What are the invoice withholding amounts? ......................................................................................................................... 35

What are the invoice amounts? ................................................................................................................................................ 36

What are the nonrecoverable exclusive taxes? ...................................................................................................................... 37

What are the open ordered amounts per purchase order? ................................................................................................ 37

What are the order quantity, amount, purchasing price, and open ordered quantity per purchase order? ............. 38

What are the prorated freight amounts? ................................................................................................................................ 39

What are the recoverable and nonrecoverable exclusive taxes? ....................................................................................... 39

What are the recoverable exclusive taxes per purchase order? ........................................................................................ 40

What are the requested amount and price deviations? ...................................................................................................... 41

What are the requested quantity, amount, and price per requisition? ............................................................................. 41

How long has an agreement been inactive? ......................................................................................................................... 42

How many blanket agreements will expire in the next six months? ................................................................................ 43

What is the agreed amount for a contract? ........................................................................................................................... 43

What is the released amount for a contract? ........................................................................................................................ 44

What are the open purchase orders with delayed delivery? .............................................................................................. 45

What are the top purchase orders by the number of days for which they are unprocessed? ..................................... 45

What are the top 10 open purchase orders for a given supplier? ..................................................................................... 46

What is the expected delivery schedule for open purchase orders for a given item? .................................................. 47

What are the ordered amount and invoiced amount by purchase order distribution? ................................................ 47

What is the split in the total purchased amount by purchase order charge account? ................................................. 48

Which purchase orders have a nonstandard clause? .......................................................................................................... 49

What is the count of days for which a buyer has not processed the requisition lines? ................................................ 49

What are the requisition lines in process for a given buyer by requisition line status? ............................................... 50

What are the unprocessed and processed requisition lines by buyer? ............................................................................ 51

What is the count of requisition lines across buyers by requisition line status? ............................................................ 51

Who are the top 10 buyers in the requisition pool by count of requisition lines? .......................................................... 52

What is the spend by item? ....................................................................................................................................................... 53


What is the spend distribution by buyer? .............................................................................................................................. 53

What are the top 10 spends by category? .............................................................................................................................. 54

What are the top 10 spends by supplier? ............................................................................................................................... 55

When were the sourcing programs created? ......................................................................................................................... 55

How many alternate lines were awarded? .............................................................................................................................. 56

What are the savings from negotiations in the last quarter or year? .............................................................................. 57

What is the distribution of award amounts across categories? ......................................................................................... 57

Which suppliers received the highest award amounts? ...................................................................................................... 58

How many negotiations are in process across various business units? .......................................................................... 59

What is the count of negotiations across different negotiation owners? ........................................................................ 59

Which are the top categories being negotiated? ................................................................................................................. 60

How many supplier responses have alternate lines proposed? ......................................................................................... 61

How many supplier responses were received for various negotiations in the last year? .............................................. 61

What is the count of suppliers by business classification? ................................................................................................. 62

What is the count of suppliers by supplier geography? ...................................................................................................... 63

What is the count of suppliers by supplier relationship? .................................................................................................... 63

What are all the supplier sites in a specific business unit requiring bulk updates? ...................................................... 64

What is the total invoice price variance amount for a supplier? ....................................................................................... 65

What is the total unpaid invoice amount for a supplier? .................................................................................................... 65

What is the total open purchase order amount for a supplier? ........................................................................................ 66

What are the qualification details for suppliers by top purchase order amount? .......................................................... 66

What are the qualifications for suppliers for a specific business classification? ............................................................ 67

What is the count of question responses captured through qualification questionnaires? ........................................ 68

What is the count of question responses captured through sourcing events? .............................................................. 68

What is the count of question responses captured through supplier profiles or registrations? ................................. 69

What is the count of question responses? ............................................................................................................................ 70

What is the response validity time? ........................................................................................................................................ 70

What is the average duration of supplier registration approval? ....................................................................................... 71

What is the count of supplier registration requests in the first quarter? ......................................................................... 71

How many change requests were approved in the last N days? ....................................................................................... 72

How many change requests were rejected in the last N days? ......................................................................................... 73

What is the average request approval time in days? ........................................................................................................... 73

What is the suppliers' eligibility for transactions? ................................................................................................................ 74

What is the history of the suppliers' eligibility for transactions ? ..................................................................................... 75

4 Job Roles 77Overview ......................................................................................................................................................................................... 77


Accounts Payable Manager ........................................................................................................................................................ 77

Accounts Payable Specialist ...................................................................................................................................................... 78

Accounts Payable Supervisor .................................................................................................................................................... 79

Buyer ............................................................................................................................................................................................... 80

Category Manager ....................................................................................................................................................................... 82

Customer Contract Administrator ............................................................................................................................................ 84

Customer Contract Manager ..................................................................................................................................................... 84

Customer Contract Team Member ........................................................................................................................................... 85

Enterprise Contract Administrator ........................................................................................................................................... 86

Enterprise Contract Manager .................................................................................................................................................... 87

Enterprise Contract Team Member .......................................................................................................................................... 87

Procurement Contract Administrator ...................................................................................................................................... 88

Procurement Manager ................................................................................................................................................................ 90

Purchase Analysis ........................................................................................................................................................................ 92

Supplier Accounts Receivable Specialist ................................................................................................................................. 93

Supplier Administrator ................................................................................................................................................................ 94

Supplier Contract Administrator ............................................................................................................................................... 95

Supplier Contract Manager ........................................................................................................................................................ 96

Supplier Contract Team Member ............................................................................................................................................. 96

Supplier Customer Service Representative ............................................................................................................................ 97

Supplier Manager ......................................................................................................................................................................... 98

Supplier Qualification .................................................................................................................................................................. 99

Supplier Sales Representative ................................................................................................................................................. 100

5 Duty Roles 101Overview ........................................................................................................................................................................................ 101

Agreement Transaction Analysis Duty ................................................................................................................................... 101

Enterprise Contracts Transaction Analysis Duty Role ........................................................................................................ 102

Implemented Change Order Transaction Analysis Duty ................................................................................................... 103

Pending Change Order Transaction Analysis Duty ............................................................................................................. 103

Purchase Order Transaction Analysis Duty .......................................................................................................................... 104

Purchase Requisitions Transaction Analysis Duty .............................................................................................................. 105

Sourcing Program Transaction Analysis Duty ..................................................................................................................... 106

Sourcing Transaction Analysis Duty ...................................................................................................................................... 106

Spend Transaction Analysis Duty Role .................................................................................................................................. 107

Supplier Eligibility History Transaction Analysis Duty ....................................................................................................... 108

Supplier Eligibility Transaction Analysis Duty ..................................................................................................................... 109


Supplier Facing Invoice Transaction Analysis Duty ............................................................................................................. 110

Supplier Facing Purchase Order Transaction Analysis Duty ............................................................................................. 110

Supplier Master Data Transaction Analysis Duty .................................................................................................................. 111

Supplier Qualification Analysis Duty ....................................................................................................................................... 112

Supplier Question and Responses Analysis Duty ................................................................................................................ 113


Preface

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Chapter 1Introduction

1 Introduction

About This Guide This guide contains information about Transactional Business Intelligence subject areas, their associated job and dutyroles, and the business questions that they provide answers to. For your reference:

• Subject areas are the building blocks of your analytics and reports based upon them. Analytics are built bychoosing an appropriate subject area that has information that answers the business question you’re analyzing.Technically, subject areas are a grouping of information pieces called data objects that relate to each other in aparticular context.

• Job roles are associated with duty roles, and together control access to subject areas.

1


Chapter 1Introduction

2


Chapter 2Subject Areas

2 Subject Areas

Overview This chapter provides information on the subject areas with data you maintain in Oracle Procurement Cloud. Thesesubject areas, with their corresponding data, are available for you to use when creating and editing analyses andreports. The information for each subject area includes:

• Description of the subject area.

• Business questions that can be answered by data in the subject area, with a link to more detailed informationabout each business question.

• Job roles and duty roles that can be used to secure access to the subject area, with a link to more detailedinformation about each job role and duty role.

• Primary navigation to the work area that is represented by the subject area.

• Time reporting considerations in using the subject area, such as whether the subject area reports historicaldata or only the current data. Historical reporting refers to reporting on historical transactional data in a subjectarea. With a few exceptions, all dimensional data are current as of the primary transaction dates or system date.

• The lowest grain of transactional data in a subject area. The lowest transactional data grain determines howdata are joined in a report.

• Special considerations, tips, and things to look out for in using the subject area to create analyses and reports.

Enterprise Contracts - Contracts Real Time

DescriptionThis subject area provides real-time information on sell side and buy side contracts. It includes details on contractheaders, contract lines, and fulfillment lines.

Business QuestionsThis subject area can answer the following business questions:

• What are the contracts with pending invoices?

• What is the count of contracts and of contract amounts for a given supplier?

• What are the active contracts by contract type?

• What contracts are expiring in the next 30 days?

• What are the contracts with named policy deviations?

3



Job RolesThe following job roles secure access to this subject area:

• Customer Contract Administrator

• Customer Contract Manager

• Customer Contract Team Member

• Enterprise Contract Administrator

• Enterprise Contract Manager

• Enterprise Contract Team Member

• Supplier Contract Administrator

• Supplier Contract Manager

• Supplier Contract Team Member

Duty RolesThe following duty roles secure access to this subject area:

• Enterprise Contracts Transaction Analysis Duty Role

Primary NavigationNavigator > Contract Management

Time ReportingThis subject area supports historical reporting.

Time dimension is linked to Contract Header Start Date.

Transactional GrainNot available

Special ConsiderationsNone.

Procurement - Implemented Change Orders Real Time

Description

4



This subject area provides real-time information on change orders that have been implemented for purchase orders,blanket agreements, and contract agreements.


• What is the count of blanket and contract agreements with implemented change orders?


• Buyer

• Category Manager

• Procurement Contract Administrator

• Procurement Manager


• Implemented Change Order Transaction Analysis Duty

Primary NavigationNavigator > Procurement


Time dimension is linked to Document Version Document Date.



5



Procurement - Pending Change Orders Real Time

DescriptionThis subject area provides real-time information on change orders that are pending, including pending change ordersfor purchase orders, blanket agreements, and contract agreements. It includes details on the pending change orderheaders, line details, change schedules, price break details, and change order distribution details.


• What is the count of pending change order headers for blanket agreements?

• What is the count of pending change order lines for purchase orders by procurement business unit and changereason?


• Buyer





• Pending Change Order Transaction Analysis Duty



Time dimension is linked to Document Version Document Date.

6





Procurement - Procure To Pay Real Time

DescriptionThis subject area provides real-time spend information on requisitions, purchase orders, invoices, and receipts.


• What are the invoice withholding amounts?

• What are the nonrecoverable exclusive taxes?

• What are the delivered quantities and amounts?

• What are the prorated freight amounts?

• What are the requested quantity, amount, and price per requisition?

• What are the recoverable and nonrecoverable exclusive taxes?

• What are the invoice amounts?

• What are the open ordered amounts per purchase order?

• What are the order quantity, amount, purchasing price, and open ordered quantity per purchase order?

• What are the requested amount and price deviations?

• What are the recoverable exclusive taxes per purchase order?


• Accounts Payable Manager

• Accounts Payable Specialist

• Accounts Payable Supervisor

• Buyer


7




• Spend Transaction Analysis Duty Role



Time dimension is linked to Purchase Order Header Creation Date, Invoice Header Invoice Date, Receive HeaderCreation Date, and Requisition Header Creation Date.



Procurement - Purchasing Agreements Real Time

DescriptionThis subject area provides real-time information on purchasing blanket agreements and contract agreements. Theanalysis includes header and line level details, order creation options, notification controls, price breaks, and retroactivepricing for blanket agreements.


• What is the agreed amount for a contract?

• How many blanket agreements will expire in the next six months?

• How long has an agreement been inactive?

• What is the released amount for a contract?

8




• Buyer





• Agreement Transaction Analysis Duty



Time dimension is linked to Purchase Agreement Version Document Date.



Procurement - Purchasing Real Time

DescriptionThis subject area provides real-time information on purchase orders. It includes details on the items or services beingprocured, estimated costs, quantities, delivery schedules, and accounting distributions. The data is measured atdifferent levels of granularity, such as purchase order quantity at the purchase order line level, scheduled quantity andreceived quantity at the schedule line level, and distribution ordered amount and billed amount by distribution.

9




• What are the open purchase orders with delayed delivery?

• What are the top purchase orders by the number of days for which they are unprocessed?

• Which purchase orders have a nonstandard clause?

• What are the ordered amount and invoiced amount by purchase order distribution?

• What is the expected delivery schedule for open purchase orders for a given item?

• What is the split in the total purchased amount by purchase order charge account?

• What are the top 10 open purchase orders for a given supplier?


• Buyer




• Purchase Analysis


• Purchase Order Transaction Analysis Duty



Time dimension is linked to Purchase Order Version Document Date.


Special Considerations

10



None.

Procurement - Requisitions Real Time

DescriptionThis subject area provides real-time information on purchase requisitions. It includes details on purchase requisitionline quantities, requisition line amounts, approval times, and requisition accounting distributions. The data is measuredat the requisition header, requisition line, and requisition distribution levels.


• What is the count of requisition lines across buyers by requisition line status?

• Who are the top 10 buyers in the requisition pool by count of requisition lines?

• What is the count of days for which a buyer has not processed the requisition lines?

• What are the requisition lines in process for a given buyer by requisition line status?

• What are the unprocessed and processed requisition lines by buyer?


• Buyer





• Purchase Requisitions Transaction Analysis Duty


11




Time dimension is linked to Requisition Header Creation Date.



Procurement - Spend Real Time

DescriptionThis subject area provides real-time information on spending patterns for procurement organizations with both directand indirect spend. Topics analyzed include spend by supplier, business unit, item, buyer, category, commodity, etc. Itprovides calculated metrics to track payables performance, spend-related metrics, invoice price, invoice price variance,and invoice distribution.


• What is the spend distribution by buyer?

• What is the spend by item?

• What are the top 10 spends by supplier?

• What are the top 10 spends by category?





• Buyer


12







Time dimension is linked to Invoice Header Invoice Date.



Sourcing - Program Real Time

DescriptionThis subject area provides real-time information on specific measurable savings and spend goals. It discusses how togroup various sourcing initiatives together under a single program to achieve the set goals, track progress, and recordresults across negotiations. Data is measured at a higher program level as well as at a granular negotiation level.


• When were the sourcing programs created?



13





• Sourcing Program Transaction Analysis Duty

Primary NavigationNavigator > Procurement > Suppliers

Time ReportingThis subject area doesn't support historical reporting.

This subject area has no anchoring date.



Sourcing - Supplier Awards Real Time

DescriptionThis subject area provides real-time information on sourcing negotiation awards. You can analyze negotiation awardsby time, procurement business unit, and negotiation type. Use this data to analyze aspects of negotiation awards, suchas the awarded suppliers, awarded line items, requirement scores, award quantities, and award amounts.


• What are the savings from negotiations in the last quarter or year?

• How many alternate lines were awarded?

• Which suppliers received the highest award amounts?

• What is the distribution of award amounts across categories?

14








• Sourcing Transaction Analysis Duty



Time dimension is linked to Negotiation Open Bid Date.



Sourcing - Supplier Negotiations Real Time

DescriptionThis subject area provides real-time information on sourcing negotiations. You can analyze negotiation data by time,procurement business unit, and negotiation type. Use this data to analyze aspects of negotiation awards, such as lines,requirements, invited suppliers, and the negotiation life cycle.

Business Questions

15



This subject area can answer the following business questions:

• How many negotiations are in process across various business units?

• Which are the top categories being negotiated?

• What is the count of negotiations across different negotiation owners?












Sourcing - Supplier Responses Real Time

Description

16



This subject area provides real-time information on supplier negotiation responses. You can analyze the responses tounderstand negotiation line attributes, such as pricing and quantities, submitted by suppliers.


• How many supplier responses have alternate lines proposed?

• How many supplier responses were received for various negotiations in the last year?












17



Supplier - Profile Change Request Real Time

DescriptionThis subject area provides real-time information on change requests for supplier profiles.


• How many change requests were approved in the last N days?

• How many change requests were rejected in the last N days?

• What is the average request approval time in days?



• Supplier Administrator

• Supplier Manager


• Supplier Master Data Transaction Analysis Duty



Time dimension is linked to Request Date.


18




Supplier - Supplier Real Time

DescriptionThis subject area provides real-time information on supplier details, such as supplier profiles, supplier sites, supplierbusiness classifications, spend authorization details, and spend authorization approval history.


• What is the count of suppliers by supplier geography?

• What is the count of suppliers by business classification?

• What is the count of suppliers by supplier relationship?







Primary NavigationNavigator > Supplier Portal



19





Supplier Import - Supplier Real Time

DescriptionThis subject area provides real-time information on how you can export and use supplier data to populate supplierimport templates. This helps in preparing supplier data for a bulk update.


• What are all the supplier sites in a specific business unit requiring bulk updates?








20







Supplier Portal - Invoice Real Time

DescriptionThis subject area provides real-time information on supplier invoices and their details at the header, line, anddistribution levels.


• What is the total unpaid invoice amount for a supplier?

• What is the total invoice price variance amount for a supplier?


• Supplier Accounts Receivable Specialist


• Supplier Facing Invoice Transaction Analysis Duty

21





Time dimension is linked to Invoice Header Invoice Date.



Supplier Portal - Purchasing Real Time

DescriptionThis subject area provides real-time information on supplier purchase order amounts.


• What is the total open purchase order amount for a supplier?


• Supplier Customer Service Representative

• Supplier Sales Representative


• Supplier Facing Purchase Order Transaction Analysis Duty

22





Time dimension is linked to Purchase Order Open Date.



Supplier Qualification - Qualifications and AssessmentsReal Time

DescriptionThis subject area provides real-time information on supplier qualifications, assessments, and initiatives.


• What are the qualification details for suppliers by top purchase order amount?

• What are the qualifications for suppliers for a specific business classification?


• Supplier Qualification

Duty Roles

23



The following duty roles secure access to this subject area:

• Supplier Qualification Analysis Duty

Primary NavigationNavigator > Procurement > Supplier Qualification


Time dimension is linked to No Anchoring Date. Use the list of specific dates to perform analyses.



Supplier Qualification - Question Responses Real Time

DescriptionThis subject area provides real-time information on question responses in the supplier qualification process. It helpsyou analyze the qualification area questions and the question responses from the suppliers.


• What is the count of question responses captured through supplier profiles or registrations?

• What is the count of question responses captured through qualification questionnaires?

• What is the response validity time?

• What is the count of question responses captured through sourcing events?

• What is the count of question responses?

Job Roles

24



The following job roles secure access to this subject area:




• Supplier Question and Responses Analysis Duty






Supplier Qualification - Supplier Eligibility History RealTime

DescriptionThis subject area provides real-time information on the history of suppliers' eligibility for transactions.


• What is the history of the suppliers' eligibility for transactions ?

25






• Supplier Eligibility History Transaction Analysis Duty



Time dimension is linked to Sourcing Eligibility History Action Date.



Supplier Qualification - Supplier Eligibility Real Time

DescriptionThis subject area provides real-time information on suppliers' eligibility for transactions.


• What is the suppliers' eligibility for transactions?

26







• Supplier Eligibility Transaction Analysis Duty



Time dimension is linked to Sourcing Eligibility Updated Date.



Supplier Registration - Supplier Registration Real Time

DescriptionThis subject area provides real-time information on supplier registration requests.


• What is the average duration of supplier registration approval?

27



• What is the count of supplier registration requests in the first quarter?












28


Chapter 3Business Questions

3 Business Questions

Overview For each business question in this chapter, links are provided for more detailed information about the subject areas, jobroles, and duty roles associated with the business question.

What are the active contracts by contract type?

Subject AreasThe following subject areas contain the folders and attributes needed to answer this business question:

• Enterprise Contracts - Contracts Real Time

Job RolesThe following job roles secure access to the data related to this business question:










Duty RolesThe following duty roles secure access to the data related to this business question:


29



What are the contracts with named policy deviations?















What are the contracts with pending invoices?



30















What is the count of contracts and of contract amountsfor a given supplier?









31









What contracts are expiring in the next 30 days?















32



What is the count of blanket and contract agreementswith implemented change orders?


• Procurement - Implemented Change Orders Real Time


• Buyer






What is the count of pending change order headers forblanket agreements?


• Procurement - Pending Change Orders Real Time

Job Roles

33



The following job roles secure access to the data related to this business question:

• Buyer






What is the count of pending change order lines forpurchase orders by procurement business unit andchange reason?




• Buyer






34



What are the delivered quantities and amounts?


• Procurement - Procure To Pay Real Time





• Buyer




What are the invoice withholding amounts?



Job Roles

35







• Buyer




What are the invoice amounts?







• Buyer




36



What are the nonrecoverable exclusive taxes?







• Buyer




What are the open ordered amounts per purchase order?



Job Roles

37







• Buyer




What are the order quantity, amount, purchasing price,and open ordered quantity per purchase order?







• Buyer




38



What are the prorated freight amounts?







• Buyer




What are the recoverable and nonrecoverable exclusivetaxes?



Job Roles

39







• Buyer




What are the recoverable exclusive taxes per purchaseorder?







• Buyer




40



What are the requested amount and price deviations?







• Buyer




What are the requested quantity, amount, and price perrequisition?



Job Roles

41







• Buyer




How long has an agreement been inactive?


• Procurement - Purchasing Agreements Real Time


• Buyer






42



How many blanket agreements will expire in the next sixmonths?




• Buyer






What is the agreed amount for a contract?



Job Roles

43




• Buyer






What is the released amount for a contract?




• Buyer






44



What are the open purchase orders with delayeddelivery?


• Procurement - Purchasing Real Time


• Buyer







What are the top purchase orders by the number of daysfor which they are unprocessed?



45




• Buyer







What are the top 10 open purchase orders for a givensupplier?




• Buyer





Duty Roles

46



The following duty roles secure access to the data related to this business question:


What is the expected delivery schedule for openpurchase orders for a given item?




• Buyer







What are the ordered amount and invoiced amount bypurchase order distribution?

Subject Areas

47



The following subject areas contain the folders and attributes needed to answer this business question:



• Buyer







What is the split in the total purchased amount bypurchase order charge account?




• Buyer





48





Which purchase orders have a nonstandard clause?




• Buyer







What is the count of days for which a buyer has notprocessed the requisition lines?

Subject Areas

49




• Procurement - Requisitions Real Time


• Buyer






What are the requisition lines in process for a givenbuyer by requisition line status?




• Buyer




50





What are the unprocessed and processed requisitionlines by buyer?




• Buyer






What is the count of requisition lines across buyers byrequisition line status?

Subject Areas

51






• Buyer






Who are the top 10 buyers in the requisition pool bycount of requisition lines?




• Buyer




52





What is the spend by item?


• Procurement - Spend Real Time





• Buyer




What is the spend distribution by buyer?

Subject Areas

53









• Buyer




What are the top 10 spends by category?







• Buyer


54





What are the top 10 spends by supplier?







• Buyer




When were the sourcing programs created?

Subject Areas

55




• Sourcing - Program Real Time






How many alternate lines were awarded?


• Sourcing - Supplier Awards Real Time







56



What are the savings from negotiations in the lastquarter or year?









What is the distribution of award amounts acrosscategories?



Job Roles

57









Which suppliers received the highest award amounts?









58



How many negotiations are in process across variousbusiness units?


• Sourcing - Supplier Negotiations Real Time







What is the count of negotiations across differentnegotiation owners?



Job Roles

59









Which are the top categories being negotiated?









60



How many supplier responses have alternate linesproposed?


• Sourcing - Supplier Responses Real Time







How many supplier responses were received for variousnegotiations in the last year?



Job Roles

61









What is the count of suppliers by business classification?


• Supplier - Supplier Real Time







62



What is the count of suppliers by supplier geography?









What is the count of suppliers by supplier relationship?






63






What are all the supplier sites in a specific business unitrequiring bulk updates?


• Supplier Import - Supplier Real Time







64



What is the total invoice price variance amount for asupplier?


• Supplier Portal - Invoice Real Time





What is the total unpaid invoice amount for a supplier?





65





What is the total open purchase order amount for asupplier?


• Supplier Portal - Purchasing Real Time






What are the qualification details for suppliers by toppurchase order amount?

Subject Areas

66




• Supplier Qualification - Qualifications and Assessments Real Time





What are the qualifications for suppliers for a specificbusiness classification?







67



What is the count of question responses capturedthrough qualification questionnaires?


• Supplier Qualification - Question Responses Real Time






What is the count of question responses capturedthrough sourcing events?



Job Roles

68








What is the count of question responses capturedthrough supplier profiles or registrations?








69



What is the count of question responses?








What is the response validity time?






70





What is the average duration of supplier registrationapproval?


• Supplier Registration - Supplier Registration Real Time







What is the count of supplier registration requests in thefirst quarter?

Subject Areas

71











How many change requests were approved in the last Ndays?


• Supplier - Profile Change Request Real Time





Duty Roles

72



The following duty roles secure access to the data related to this business question:


How many change requests were rejected in the last Ndays?









What is the average request approval time in days?



73









What is the suppliers' eligibility for transactions?


• Supplier Qualification - Supplier Eligibility Real Time






74



What is the history of the suppliers' eligibility fortransactions ?


• Supplier Qualification - Supplier Eligibility History Real Time





75



76


Chapter 4Job Roles

4 Job Roles

Overview For each job role in this chapter, links are provided for more detailed information about the duty roles, subject areas,and business questions associated with the job role.

Accounts Payable Manager

Code NameORA_AP_ACCOUNTS_PAYABLE_MANAGER_JOB

Duty RolesThis job role is related to the following duty roles:


Subject AreasThis job role secures access to the following subject areas:



Business QuestionsThis job role secures access to data that can answer the following business questions:







77


Chapter 4Job Roles










Accounts Payable Specialist

Code NameORA_AP_ACCOUNTS_PAYABLE_SPECIALIST_JOB












78


Chapter 4Job Roles











Accounts Payable Supervisor

Code NameORA_AP_ACCOUNTS_PAYABLE_SUPERVISOR_JOB











79


Chapter 4Job Roles












Buyer

Code NameORA_PO_BUYER_JOB













80


Chapter 4Job Roles


































81


Chapter 4Job Roles






Category Manager

Code NameORA_PON_CATEGORY_MANAGER_JOB



















82


Chapter 4Job Roles

































83


Chapter 4Job Roles


Customer Contract Administrator

Code NameORA_OKC_CUSTOMER_CONTRACT_ADMINISTRATOR_JOB











Customer Contract Manager

Code NameORA_OKC_CUSTOMER_CONTRACT_MANAGER_JOB

Duty Roles

84


Chapter 4Job Roles

This job role is related to the following duty roles:










Customer Contract Team Member

Code NameORA_OKC_CUSTOMER_CONTRACT_TEAM_MEMBER_ABSTRACT





Business Questions

85


Chapter 4Job Roles

This job role secures access to data that can answer the following business questions:






Enterprise Contract Administrator

Code NameORA_OKC_ENTERPRISE_CONTRACT_ADMINISTRATOR_JOB











86


Chapter 4Job Roles

Enterprise Contract Manager

Code NameORA_OKC_ENTERPRISE_CONTRACT_MANAGER_JOB











Enterprise Contract Team Member

Code NameORA_OKC_ENTERPRISE_CONTRACT_TEAM_MEMBER_ABSTRACT

Duty Roles

87


Chapter 4Job Roles

This job role is related to the following duty roles:










Procurement Contract Administrator

Code NameORA_PO_PROCUREMENT_CONTRACT_ADMIN_JOB








Subject Areas

88


Chapter 4Job Roles

This job role secures access to the following subject areas:
































89


Chapter 4Job Roles







Procurement Manager

Code NameORA_PO_PROCUREMENT_MANAGER_JOB


















90


Chapter 4Job Roles


































91


Chapter 4Job Roles

















Purchase Analysis

Code NameORA_PO_PURCHASE_ANALYSIS_ABSTRACT








92


Chapter 4Job Roles



























Supplier Accounts Receivable Specialist

Code NameORA_POS_SUPPLIER_ACCOUNTS_RECEIVABLE_SPECIALIST_JOB

93


Chapter 4Job Roles








Supplier Administrator

Code NameORA_POZ_SUPPLIER_ADMINISTRATOR_ABSTRACT








94


Chapter 4Job Roles











Supplier Contract Administrator

Code NameORA_OKC_SUPPLIER_CONTRACT_ADMINISTRATOR_JOB









95


Chapter 4Job Roles



Supplier Contract Manager

Code NameORA_OKC_SUPPLIER_CONTRACT_MANAGER_JOB











Supplier Contract Team Member

Code NameORA_OKC_SUPPLIER_CONTRACT_TEAM_MEMBER_ABSTRACT

96


Chapter 4Job Roles











Supplier Customer Service Representative

Code NameORA_POS_SUPPLIER_CUSTOMER_SERVICE_REPRESENTATIVE_JOB





97


Chapter 4Job Roles



Supplier Manager

Code NameORA_POZ_SUPPLIER_MANAGER_ABSTRACT
















98


Chapter 4Job Roles



Supplier Qualification

Code NameORA_POQ_SUPPLIER_QUALIFICATION_DISCRETIONARY



















99


Chapter 4Job Roles



Supplier Sales Representative

Code NameORA_POS_SUPPLIER_SALES_REPRESENTATIVE_JOB







100


Chapter 5Duty Roles

5 Duty Roles

Overview For each duty role in this chapter, links are provided for more detailed information about the job roles, subject areas,and business questions associated with the duty role.

Agreement Transaction Analysis Duty

Code NameFBI_AGREEMENT_TRANSACTION_ANALYSIS_DUTY

Job RolesThis duty role is related to the following job roles:

• Buyer




Subject AreasThis duty role secures access to the following subject areas:


Business QuestionsThis duty role secures access to data that can answer the following business questions:





101


Chapter 5Duty Roles

Enterprise Contracts Transaction Analysis Duty Role

Code NameFBI_ENTERPRISE_CONTRACTS_TRANSACTION_ANALYSIS_DUTY



















102


Chapter 5Duty Roles

Implemented Change Order Transaction Analysis Duty

Code NameFBI_IMPLEMENTED_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer








Pending Change Order Transaction Analysis Duty

Code NameFBI_PENDING_CHANGE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer

103


Chapter 5Duty Roles









Purchase Order Transaction Analysis Duty

Code NameFBI_PURCHASE_ORDER_TRANSACTION_ANALYSIS_DUTY


• Buyer







104


Chapter 5Duty Roles









Purchase Requisitions Transaction Analysis Duty

Code NameFBI_PURCHASE_REQUISITIONS_TRANSACTION_ANALYSIS_DUTY


• Buyer









105


Chapter 5Duty Roles




Sourcing Program Transaction Analysis Duty

Code NameFBI_SOURCING_PROGRAM_TRANSACTION_ANALYSIS_DUTY








Sourcing Transaction Analysis Duty

Code NameFBI_SOURCING_TRANSACTION_ANALYSIS_DUTY

Job Roles

106


Chapter 5Duty Roles

This duty role is related to the following job roles:


















Spend Transaction Analysis Duty Role

Code NameFBI_SPEND_TRANSACTION_ANALYSIS_DUTY



107


Chapter 5Duty Roles



• Buyer





















Supplier Eligibility History Transaction Analysis Duty

Code NameFBI_SUPPLIER_ELIGIBILITY_HIST_TRANSACTION_ANALYSIS_DUTY

108


Chapter 5Duty Roles







Supplier Eligibility Transaction Analysis Duty

Code NameFBI_SUPPLIER_ELIGIBILITY_TRANSACTION_ANALYSIS_DUTY






Business Questions

109


Chapter 5Duty Roles

This duty role secures access to data that can answer the following business questions:


Supplier Facing Invoice Transaction Analysis Duty

Code NameFBI_SUPPLIER_FACING_INVOICE_TRANSACTION_ANALYSIS_DUTY








Supplier Facing Purchase Order Transaction AnalysisDuty

Code NameFBI_SUPPLIER_FACING_PO_TRANSACTION_ANALYSIS_DUTY

Job Roles

110


Chapter 5Duty Roles

This duty role is related to the following job roles:







Supplier Master Data Transaction Analysis Duty

Code NameFBI_SUPPLIER_MASTER_DATA_TRANSACTION_ANALYSIS_DUTY










111


Chapter 5Duty Roles











Supplier Qualification Analysis Duty

Code NameFBI_SUPPLIER_QUALIFICATION_ANALYSIS_DUTY








112


Chapter 5Duty Roles

Supplier Question and Responses Analysis Duty

Code NameFBI_SUPPLIER_QUESTION_RESPONSES_ANALYSIS_DUTY












113


Chapter 5Duty Roles

114

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