Requisition Management dashboards and reports

There are several supply chain reports that are available in the dashboards for Requisition Management. The report descriptions are also available in the content on the dashboards.

Requisition Activity

Requisition Activity is a dashboard that shows the count of fulfilled requisitions for different requesting locations. Ranking is set to Top 10 locations but can be changed with the Rank filter. Click a bar in the chart to drill across to the Requisition Fulfillment dashboard, filtered by the selected requesting location.

This list shows the filters you can use to slice data:

  • Company
  • Date Range
  • Rank
  • Vendor
  • Requesting Location
  • Item
  • Manufacturer Code
  • Spend Category

The dashboard has these reports:

  • Stock Outs shows items that are out of stock and are ranked by the demand for the items. The chart can be sliced by all of the filters in the dashboard such as Date, Requesting Location, Vendor, Item, Company, and Manufacturer.

    The charts on the dashboard default to the top 10 items in each query.

  • The Requisitions by Vendor is a bar chart that shows the count of Requisition lines per Vendor. Ranking is set to Top 10 vendors but can be changed using the Rank filter.

    This list shows other filters you can use to slice data:

    • Company
    • Date Range
    • Rank
    • Vendor
    • Requesting Location
    • Item
    • Manufacturer Code
    • Spend Category
  • The Requisition Lines by Requesting Location is a bar chart that shows the volume of Requisition lines per Requesting Location. Ranking is set to Top 10 locations but can be changed with the Rank filter.

    This list shows other filters you can use to slice data:

    • Company
    • Date Range
    • Rank
    • Vendor
    • Requesting Location
    • Item
    • Manufacturer Code
    • Spend Category
  • The Off Contract Req Lines is a bar chart that shows requisitions lines grouped by Vendor, where contract cost was not used. By default the top 10 Vendors are shown. Ranking can be adjusted with a filter. Click a vendor/bar in the chart to drill across to the Requisition Lines dashboard filtered by the vendor selected.

    This list shows other filters you can use to slice data:

    • Company
    • Date Range
    • Rank
    • Vendor
    • Requesting Location
    • Item
    • Manufacturer Code
    • Spend Category
  • The Requisition Lines shows all the lines processed in the date range of the query made in the dashboard. The data in the report can be sliced by all of the filters in the dashboard such as Date, Requesting Location, Vendor, Item, Manufacturer, and Company. This report is not ranked, instead it shows the lines for the date range that was queried.

Requisition Fulfillment

The Requisition Fulfillment dashboard compares requested and fulfilled order lines. It also includes other information such as Company, Requesting Location, Requisition Number, Requisition Line Number, Item, Requisition Quantity, Killed Quantity, Fulfillment Quantity, Fulfillment Rate and Kill Rate.

This list shows the filters you can use to slice data:

  • Company
  • Date Range
  • Item
  • Req Number
  • Requesting Location

Requisition Lines

  • The Requisition Lines dashboard is organized by Creation Date, Requester, Requesting Location and Requisition. Details about the lines include things like the Item, Quantity, UOM, Cost, MFR and Vendor. Processing details can also be found, like the Spend Category, Stock Out Qty and processing time.

    This list shows the filters you can use to slice data:

    • Company
    • Create PO
    • Date Range
    • Item
    • Item Type
    • MFR Code
    • MFR Division
    • MFR Number
    • Requester
    • Requesting Location
    • Requisition Number
    • Spend Category
    • Vendor

Requisition Lines by Manufacturer

The Requisition Lines by Manufacturers dashboard shows requisition lines by manufacturer ranked high to low. Ranking is set to Top 10 by default but can be changed through the RankFilter dashboard filter. Click the chart to redirect you to the Requisition Line dashboard filtered by selected Manufacturer Code.

This list shows the filters you can use to slice data:

  • Company
  • Create PO
  • Date Range
  • Item
  • Manufacturer Code
  • RankFilter
  • Requester
  • Requesting Location
  • Spend Category
  • Vendor

The dashboard has these reports:

  • The Requisition Lines by Manufacturer <needs text>
  • The Manufacturers on Requisition Lines lists Requisition Line details by Manufacturer, including Items, Item Type, Spend Categories, Requesting Locations, Cost Code, Vendors, Contracts, and so forth.

    This list shows the filters you can use to slice data:

    • Company
    • Create PO
    • Date Range
    • Item
    • Manufacturer Code
    • Requesting Location
    • Spend Category
    • Vendor
    • Cost Code
    • Contract

Requisition Lines by Requester

The Requisition Lines by Requester dashboard lists requisition lines by requester. It includes line detail information such as Creation Date, Requester, Requesting Location, Requisition Number, Requisition Line Number, Item, Requested Quantity, Item Type, Create PO, PO Number, PO Line Number, Days from Requisition Creation to Approval, Days from Requisition Approval to PO Creation and the total Requisition Line Value.

This list shows the filters you can use to slice data:

  • Company
  • Create PO
  • Critical Item
  • Date Range
  • Item
  • Item Type
  • Personal Protective Equipment
  • PO Number
  • Requester
  • Requesting Location
  • Requisition Number
  • Vendor

Requisitioned Item Usage

The Requisitioned Item Usage dashboard is a summary review of item quantities that have been consumed. Items in the report are listed in Purchasing Major/Minor class order. Item use is summarized for the current date, over the past 3 days and over the past 30 days.

Click the hyperlink in the item to drill across to the Requisitioned Item Usage Detail report for further detail about the lines that makes up the usage quantities.

This list shows the filters you can use to slice data:

  • Date
  • Item
  • Item Type
  • Requesting Location
  • Company
  • PPE
  • Purchasing Major Class
  • Purchasing Minor Class
  • Critical Item flags

Requisitioned Item Usage Detail

The Requisitioned Item Usage Detail dashboard is the destination report from Requisitioned Item Usage. It contains further detail about transactions making up the Usage quantities in the reports. It includes detail such as the requisition, requesting location, and item type.

Click the hyperlink in the detail on the Requisition Number field to drill across to the Requisition Lines report .

This list shows the filters you can use to slice data:

  • Requesting Location
  • Company
  • Item
  • Item Type
  • Purchasing Major Class
  • Purchasing Minor Class
  • Req Number
  • PPE
  • Critical Item
  • Create PO flags