Requisition Management dashboards and reports

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

Requisition Activity

Requisition Activity is a bar chart 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.

The filters used for slicing data are:

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

Requisitions by Vendor

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.

Other filters for slicing data are:

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

Requisition Lines by Requesting Location

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.

Other filters used for slicing data are:

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

Off Contract Req Lines

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. Clicking a vendor/bar in the chart will drill across to the Requisition Lines dashboard, filtered by the vendor selected.

Other filters used for slicing data are:

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

Requisition Fulfillment

Requisition Fulfillment 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.

The filters used for slicing data are:

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

Requisition Line

Requisition Lines 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.

The data can be sliced by:

  • 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

Requisition Lines by Manufacturers a bar chart showing 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. Clicking the chart redirects you to the Requisition Line dashboard, filtered by selected Manufacturer Code.

The filters used for slicing data are:

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

Manufacturers on Requisition Lines

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.

Attributes that can be used as filters are:

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

Requisition Lines by Requester

Requisition Lines by Requester report 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.

The filters used for slicing data are:

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

Requisitioned Item Usage

Requisitioned Item Usage 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.

There is a hyperlink in the item that drills across to the Requisitioned Item Usage Detail report for further detail about the lines making up the usage quantities.

For further analysis, there are attribute filters in the dashboard:
  • Date
  • Item
  • Item Type
  • Requesting Location
  • Company
  • PPE
  • Purchasing Major Class
  • Purchasing Minor Class
  • Critical Item flags

Requisitioned Item Usage Detail

Requisitioned Item Usage Detail 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, Item Type and so on.

There is a hyperlink in the detail on the Requisition Number field that will drill across to Requisition Lines report when clicked.

Filters in the dashboard have been added to allow further analysis:
  • Requesting Location
  • Company
  • Item
  • Item Type
  • Purchasing Major Class
  • Purchasing Minor Class
  • Req Number
  • PPE
  • Critical Item
  • Create PO flags