FSM Analytics

Home page widgets

This list shows the new role-based widgets for home pages:

  • Create Customer Aging for Receivables Manager. JT-1629760
  • Payments by Status (AR) for Receivables Manager. JT-1629703
  • Percent On Off Contract for Contract Manager. JT-1630706
  • Vendor Performance for Contract Manager. JT-1630697

Invoice Distributions

Invoiced Cost Center with Purchase Order is recreated in designer and renamed Distributions by Cost Center and PO.

JT-1620869

The widgets in the Location Spend Analysis dashboard are updated to reflect the Vendor Long Name and Item Long Name attributes, and other formatting changes. This list shows the reports that are affected:

  • Top Spend by Vendors
  • Vendor Spend by Location
  • Purchasing History by Vendor

JT-1620866

Report formatting updates are applied for Distributions by Spend Category over time and Distributions by Account unit Over Time report. JT-1620864

The Distributions by Invoice and Distributions by Account Unit reports are updated. They are recreated in the designer tool to be pixel perfect reports. The Invoice Status filter is added to each dashboard. JT-1589831

Payables

The Payables Activity Analysis dashboard and report are updated to use Date Range as the date selection. JT-1666716

The Payables Processor Performance dashboard and reports are updated to use Date Range as the date selection. JT-1666715

Removed the Payables Analysis dashboard because it is redundant. The content on the dashboard exists on other dashboards. JT-1666713.

The Payments for Invoices dashboard and report are updated to use Date Range as the date selection. JT-1663675

The Invoice and Payment Performance dashboard and reports are updated to use Date Range as date selection. JT-1647502

The Vendor Payment Activity dashboard and reports are updated to use Date Range for the date attributes. JT-1599728

Purchasing

The Buyer Performance dashboard and reports updated to remove the ranking. JT-1610989

Receivables

Drill back functionality is added to the Receivables dashboard. JT-1660474

Billing line invoice detail

Drill back functionality is added to the Billing Line Invoice detail report.

JT-1660472

Purchasing reports

A new report, Purchase Orders by Delivery Date, is available. JT-1537163

A new report and dashboard, Purchasing Velocity, is available. It shows the number of times an item is ordered. JT-1664558

Contract Management

A new On Contract Spend report and dashboard are available. Use them to analyze purchases On Contract. Four new widgets are available on the dashboard:

  • High Spend On Contract Vendors
  • Pct Total Spend On Contract On Catalog
  • Pct Total Spend On Contract Off Catalog
  • On Contract Spend Pct
  • On Contract Spend Value

JT-1630259

The Invoice Date attribute is added to the Off Contract Lines report to support the date range from Off Contract Spend report on the Off Contract dashboard. JT-1667066

Security update

This list shows the space that groups have access to edit the Homepage Widgets report catalog folder:

  • CSFBIRST-Power-User
  • ReportWriter_ST

JT-1667448

Inventory

Updates are available for the Item Usage Expense report. Changed decimal precision to 2 decimal places for the report measures. New formatting of the columns. JT-1652980

A Quantity column is added in the designer report Expiring Items. JT-1652976

The Inventory On Hand report is based on the inventory on hand model, which is relative to the extract date. There is no calendar element in this model. Period, Year, and Year/Month were removed from the dashboard filters. JT-1652408

Replaced Year and Year/Month dashboard filter in Least Used Products dashboard, to use date range filter instead. JT-1643469

A Quantity column is added in the designer report Lot Tracking. JT-1643454

Removed the Account and Accounting Unit dashboard filters in the Benchmarking - All Items All Locations dashboard. JT-1643443