Hello Oracle PeopleSoft users,
You may have heard of Simplified Analytics or seen a demo at one of the last PeopleSoft user conferences. Today specifically, I want to show you the beauty of Simplified Analytics for Procurement Operations and how they can streamline processes and ease workload for Procurement managers.
PeopleSoft Procurement Operations in Fluid UI allows managers to access the important procurement information they need, wherever they are at, from a desktop, tablet or mobile device. Important events such as Procurement Spend, supplier’s non-conformance to SLAs and any pending approvals can be monitored and acted upon while on the go.
You may have heard of Simplified Analytics or seen a demo at one of the last PeopleSoft user conferences. Today specifically, I want to show you the beauty of Simplified Analytics for Procurement Operations and how they can streamline processes and ease workload for Procurement managers.
PeopleSoft Procurement Operations in Fluid UI allows managers to access the important procurement information they need, wherever they are at, from a desktop, tablet or mobile device. Important events such as Procurement Spend, supplier’s non-conformance to SLAs and any pending approvals can be monitored and acted upon while on the go.
In addition to the mobility and flexibility that Procurement Operations in Fluid UI offers, managers can view interactive, Simplified Analytics for enhanced data analysis. From the Procurement Operations homepage, managers can set up different events as tiles for simplified and streamlined navigation, personalizing them with the exact information they would like to monitor. Managers can set up various thresholds for each event, receiving a notification when a threshold on a certain event is exceeded and needs to be reviewed, such as the number of contracts due to expire.
Procurement managers can set up a tile as a Supplier Watch List to monitor violations and assess whether suppliers should continue to hold the organization’s key supplier positions. From the Supplier Watch List page, suppliers are listed on the left-hand side with alerts underneath the suppliers that currently have violations. New suppliers will not have any activity under their names. Suppliers can be added to the Supplier Watch List using a simple search and add feature. On the right side of the details section, users can access My Analytics to combine data from within the page to make a report using the Create Analytics Wizard.
Users can enter a new report name and specify whether they would like the data from the PS Query to be shown in a chart, table or Pivot Grid. Users can specify and filter through which data and fields they would like to be included in the report.
After clicking Next, the chart automatically appears. Users can select or deselect the information they would like to include in the chart, using a click and drag to add additional fields. Users can also save the report for future reference by clicking Save in the top right corner.
The analytic can also be added to the homepage as a tile or shared with others through accessing the Publishing Options button if the user has administrative access.
1. Publish this report to ‘My Analytics’ of other users
This option publishes and places the Analytic report in all users’ My Analytics that use the component.
This option publishes and places the Analytic report in all users’ My Analytics that use the component.
2. Publish this report to the tile repository of other users
This option publishes and saves the Analytic report as a tile in the My Analytics folder for all users that use the component, providing them with the ability to add the tile to their homepage.
This option publishes and saves the Analytic report as a tile in the My Analytics folder for all users that use the component, providing them with the ability to add the tile to their homepage.
Other options for Simplified Analytics include the ability to go back in through the tile and alter filters, chart layout, grid transaction details, sort options and export into an Excel sheet. Users can also save the updated analytic report or publish another analytic to their homepage.
You could also look at the Supplier 360 view that allows users to access a single page of all the information on a supplier.
Interested in learning more about how you can access Oracle's Simplified Analytics on Procurement Operations? Visit peoplesoftinfo.com.
