Contract Management dashboards and reports
Off Contract Spend
The Off Contract Spend dashboard analyzes the transactions where a contract should have defaulted to the transaction line, but failed to do so. The reports on the Off Contract Spend dashboard are based on the new subject area, called Invoice Distribution Detail.
These are the KPIs on the dashboard:
- - represents the total percentage of spend that is Off Contract
- - the dollar value of the Off Contract Spend
- - line count of Off Contract invoice lines
- - total spend amount during this time, for all spend types
These are the reports for the dashboard:
- - trend charts that show the trend of Off Contract spend amount by item type.
- - a tree map showing spend by Vendor Off Contract. The size of the blocks represents the amount of Off Contract spend.
- - a detail report, summarized by item sorted by the Off Contract value, high to low.
Clicking an item brings you to the next dashboard, Off Contract Lines.
Off Contract Lines
The Off Contract Lines dashboard is the destination when users select a summarized item line in Off Contract Spend on the Off Contract Spend dashboard.
There are two reports on the dashboard:
- - shows the
Contract Lines that should have been used.
The report displays the existing contract lines for an item with vendor, contract group, contract, contract line, line state, UOM, item long name, vendor item, base cost, preferred contract flag, priority, effective, and expiration dates.
- - shows the transaction
lines with the costs and variance.
The report displays the invoice lines for this item that did not use the contract cost with vendor long name, company, location, invoice date, invoice, buyer, PO date, PO, PO line, item long name, cost code, item type, quantity, entered unit cost, off contract value or cost * qty, base cost from contract that meets the dates and active status, contracted cost or base cost of that contract line * qty ordered, and overspend or the difference between off contract value and contracted cost.
Non Contract Spend
The Non Contract Spend dashboard and reports analyzes what was purchased without a contract or agreement for item pricing.
The Non Contract Spend dashboard contains summaries of level reports showing the items purchased without contracts. KPIs, and widgets support the analysis. The items in the summary report are linked to the Non Contract Lines dashboard.
These are the KPIs on the dashboard:
- - represents the total percentage of spend that is Non Contract or without any contract
- - the dollar value of Non Contracted Spend
- - the line count of Non Contract invoice lines
- - the total spend amount during this time, for all spend types
These are the reports for the dashboard:
- - trend charts that show the trend of non-contract spend amounts by item type.
- - shows spend by vendor without a contract. The size of the blocks represents the amount of non-contract spend in comparison to each other.
- - Shows a detail report, summarized by item, and sorted by the non-contract value, high to low.
Clicking an individual item brings you to the next dashboard, Non Contract Lines.
Non Contract Lines
The Non Contract Lines dashboard is the destination when you click a specific item summarized in non-contract spend on the Non Contract Spend dashboard. The dashboard is filtered by those applied in the originating dashboard. Non-contract lines is displayed for the item selected.
These are the KPIs on the dashboard:
- - represents the value of spend that is Non Contract or without any contract
- - the line count of Non Contract invoice lines.
- - the number of items purchased without a contract.
- - the average value of the items displayed based on the filters applied. For example you may see several of the same items purchased from different sources and would see the average cost for what’s returned in the query for this item.
The report for the dashboard is - shows the invoice lines for the selected item by item long name, non-contract quantity, non-contract value, vendor long name, invoice date, company, invoice, purchase order, requester, req number, cost code, item type
Performance
The Performance dashboard is a scorecard based on the SMI Perfect Order metrics that measure how a vendor performs.
These are the reports on the dashboard:
- - shows a period over period trend chart.
- - shows a detailed look at vendors performance in all of these areas per period.
- - shows a list of contracts ranked by total distribution amount spent.
The Perfect Order metrics create KPIs which are used to analyze ordering, receiving, invoicing, and payment processes for an individual vendor. These provide decision support for vendor negotiations.
- Percent POs Transmitted EDI
- Percent Received on Time
- Percent Delivered to Correct Location
- Percent Shipped Complete
- Percent Order Value on Contract
- Percent Invoiced Electronically
- Percent Paid on Time
- Percent Paid Electronically
- Percent Without Cost Messages
- Percent Paid in Full
- On Contract Value
- Off Contract Value
- Non Contract Value
- Total Distribution Amount
Compliance
The Compliance dashboard has detail information that supports the Performance dashboard.
Although based on the Perfect Order principles, these are the actuals or the value element of the measurement. A single vendor is selected to highlight their activity and performance across the system.
The Compliance report combines data from four subject areas:
- Reqs
- Purchasing
- Receiving
- Invoicing and Payments
The measurements in the report are:
- Invoice Amount this Period
- Off Contract Spend
- On Contract Spend
- Non Contract Spend
- On Contract Line Count
- Off Contract Line Count
- Non Contract Line Count
- Invoice Count
- Paid Amount
- Payment Count
- Paid on Item
- Paid Electronically
- Void Payments
- Rush Payments
- Open Invoices
- Open Invoice Amount
- Average Days to Pay
- PO Count
- PO Line Count
- Receipt Count
- PO Lines Received
- PO Lines Unreceived
- PO Lines Over Received
- Lines Shipped Complete
- Lines Not Shipped Complete
- Open PO Count
- Open PO Line Count
- Open Purchase Amount
- Return Count
- Vendor Return Value
- Return Credit Received
- Return Loss Cost
- Cost Messages
- Quantity Messages
- Buyer Messages
These are the reports on the dashboard:
- - shows the contracts for the selected vendor by expiration date first to last. It contains the contract, effective and expiration dates, contract status and contract type.
- - shows the total distribution amount for this vendor sliced by spend category detail. All spend categories such as on/off/non-contract invoice debits, credits, tax type debits and credits, expense debits and credits.
- - a line/ trend chart showing the number of invoice lines for that vendor by contracted spend type over the date range selected.
On Contract Spend
The On Contract Spend dashboard is an overview dashboard that shows these KPIs:
- Percent Spend - On Contract
- On Contract Value
- On Contract Lines
- Total Distribution Amount
These are the reports on the dashboard:
- On Contract Spend - Percent - shows the percent on contract over a period of time.
- On Contract Spend - Value - shows the on contract value over a period of time.
- Pct Total Spend - On Contract On Catalog - shows the percent on contract for on catalog types.
- Pct Total Spend - Off Contract Off Catalog - shows the percent on contract for non catalog types.
- High Spend On Contract Vendors - shows the on contract value per vendor.
- On Contract Spend - is a detailed report that shows the item on contract, item long name, on contract value, on contract line count and on contract quantity.
The filters used for slicing data are:
- Company
- Date Range
- Vendor Long Name