The Spending Overview report displays the commitments and commitment % for the top ten suppliers, departments, material groups, or material types, depending on the selected scope option. You can generate the report at the enterprise level, at the division level, at the business group level, at the project level, and at the project office level.
The calculation of the spending amount and the spending percentage is based upon the agreement's total cost, including the other costs.
Select an option from the Scope group in the Selection box to define how the report analyzes the data. The available options are:
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Department - The spending amount is calculated per department.
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Material Group - The spending amount is calculated per material group.
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Material Group Type - The spending amount is calculated per material group type.
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Supplier - The spending amount is calculated per supplier.
Additionally, you can select one or multiple values from the following lists to filter and limit the displayed data accordingly:
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Supplier - Supplier assigned to the agreement
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Project - Project for which the agreement is issued
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Issued By - Office (origin) that issued the agreement
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Origin - Office (origin) on whose behalf the agreement is issued
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Section - Division or business group of the contractor
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Country - Supplier’s country
The selection is limited to a maximum number of 1,800 entries.
To select multiple values, press and hold CTRL while selecting values from the list.
After selecting the values, click Go to apply the filter.
To remove the filter and display all data, click Clear All.
Click to collapse the Selection box. To display the Selection box again, click .
The bar chart on the left shows the spending amount for the top ten suppliers, departments, material groups, or material group types (in the currency unit defined by the session currency setting).
The pie chart on the right shows the spending percentage for the top ten suppliers, departments, material groups, or material group types.
The list at the bottom shows the spending per supplier, department, material group, or material group type, ordered from the highest to lowest value.
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This is an interactive report.
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Click and select the column where you want to search, type the search criterion in the Search box, and click Go to apply the search.
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To change the number of displayed rows, select a value from the Rows list.
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Additionally, you can customize the report to meet your requirements, save the report, and download the result in csv or html format (see Use Actions menu).
Data Sources
The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.
Screen |
P.50.07 Maintain Agreements |
Table |
P150_IR_DATA (not synchronized by a job, prepared when page is loaded) |
CIP |
n/a (no CIP) |
Log File |
n/a |
The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.
Value |
Screen |
Field |
Database Column |
Other Source/Comment |
---|---|---|---|---|
Project |
P.50.01 |
Project |
m_po_headers.proj_id |
|
Supplier |
P.50.07 |
Supplier |
m_po_headers.sup_id (-> m_suppliers.sup_code) |
|
Issued By |
P.50.07 |
Issued by |
m_po_headers.issued_by |
|
Origin |
P.50.07 |
Origin |
m_po_headers.origin_id (-> m_origins.origin_code) |
|
Section |
P.50.07 |
Section |
m_po_headers.sec_id (-> m_sections.sec_code) |
|
Country |
P.50.07 |
Country Code |
m_po_headers.cy_id (-> m_countries.cy_code) |
|
Department |
A.20.05 |
Department |
m_users.department |
|
Material Group |
P.10.42 |
Matl/Work Group |
m_material_groups.mg_code |
|
Material Group Type |
P.10.42 |
Matl/ Work Group Type |
m_matl_grp_types.mgty_code |
|
Supplier |
P.50.07 |
Supplier |
m_po_headers.sup_id (-> m_suppliers.sup_code) |
|
Value |
P.50.07 |
Total Costs |
m_po_total_costs.total_price |
converted to the session currency using m_sys.m_api_bireport.conv_unit_proj |
Percent |
Total Amount Purchased(Supplier)/Total Amount Purchased(Project) |