POSA DBI Procurement Manager (POSA) Reports

POSA DBI PROCUREMENT MANAGER (POSA)

REPORTS

PROCUREMENT INTELLIGENCE
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Unprocessed Requisitions Reports

Unfulfilled Requisitions
Processed Requisitions
Fulfilled Requisitions
Non-Contract Purchases
Contract Leakage Report
PO Purchases report
Payables Leakage report
Manual Invoices report

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POSA DBI Procurement Manager (POSA) Reports

1.

UNPROCESSED REQUISITIONS REPORTS

These reports answer the following questions:
What volume of requisitions, in amount and number of requisition lines, are not yet
processed into approved purchase orders, planned purchase orders, or blanket
releases?
Of the unprocessed requisitions, how much are pending placement on a purchase
order or release, pending purchase order or release submission for approval, and
pending purchase order or release approval?
How long on average have the requisitions been waiting to be processed?

The Unprocessed Requisitions reports show approved requisition lines in Oracle

iProcurement and Oracle Purchasing that are not on approved standard purchase orders,
planned purchase orders, or blanket purchase agreement releases. These reports allow
procurement managers to monitor requisition processing and whether buyers are processing
purchase orders in a timely manner. By viewing the stages of processing (for example, how
many requisitions are pending purchase order approval), managers can see which stages of
the process are bottlenecks.
All approved purchase requisitions are included in the reports, including requisitions imported
through Requisition Import, such as requisitions from Oracle Master Scheduling/MRP, Oracle
Advanced Supply Chain Planning, or an external system. Internal requisitions and canceled,
returned, or rejected requisitions are not included in the reports. Purchase orders or releases
that were not created from a requisition do not display in these reports.
Note:
Unprocessed requisitions are a subset of unfulfilled requisitions. Therefore, the number of
unprocessed requisitions and unfulfilled requisitions do not add up to the total number of such
requisitions. A requisition line that is not on an approved purchase order or release is both
unprocessed and unfulfilled. Once the purchase order or release is approved, the requisition
line becomes processed but unfulfilled. Processed and fulfilled requisition data is displayed in
the Procurement Performance Management reports. (There are a few exceptions to this
subsetting: Oracle Services Procurement line types and consigned purchase order lines are
included in the processed and unprocessed reports, but excluded from the fulfilled and
unfulfilled
reports.)

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UNFULFILLED REQUISITIONS

The Unfulfilled Requisitions reports answer the following questions:

What volume of requisitions, in amount and number of requisition lines, are not yet
fulfilled (received or invoiced)?
What portion of unfulfilled lines are also not processed (they are not on an approved
purchase order or release)? What portion are processed but still unfulfilled?
How long on average have the requisitions have been waiting to be fulfilled?
The Unfulfilled Requisitions reports show approved requisition lines in Oracle iProcurement
and Oracle Purchasing that have not yet been received or invoiced. (How the receipt or
invoice qualifies for fulfillment is discussed in detail later below.) These reports help
procurement managers track the requisition-to-fulfillment process in its entirety to ensure that
peoples requests are being completed in a timely manner or in the promised amount of time.
By viewing late fulfillments (fulfilled past the expected date as described later below),
managers can identify backlogged requests, exposing both internal processing and supplier
issues.
All approved purchase requisitions are included in the reports, including requisitions imported
through Requisition Import, such as requisitions from Oracle Master Scheduling/MRP, Oracle
Advanced Supply Chain Planning, or an external system. Internal requisitions and canceled,
returned, or rejected requisitions are not included in the reports. Purchase orders or releases
that were not created from a requisition do not display in these reports.

POSA DBI Procurement Manager (POSA) Reports

Note:
Unfulfilled requisitions include both processed and unprocessed requisitions. Since
unprocessed requisitions are a subset of unfulfilled requisitions, the number of unprocessed
requisitions and unfulfilled requisitions do not add up to the total number of such requisitions.
For
example, a requisition line that is not on an approved purchase order or release is both
unprocessed and unfulfilled. Once the purchase order or release is approved, then the
requisition line becomes processed, but still unfulfilled. Processed and fulfilled requisition data
is displayed in
the Procurement Performance Management reports. (There are a few exceptions to this
subsetting: Oracle Services Procurement line types and consigned purchase order lines are
included in the processed and unprocessed reports, but excluded from the fulfilled and
unfulfilled
reports.)

3.

PROCESSED REQUISITIONS

The Processed Requisitions reports answer the following questions:

What volume of requisitions, in amount and number of requisition lines, have been
processed into approved purchase orders, planned purchase orders, or blanket
releases?
How long on average did the requisitions take to be processed?
On average, did buyers process requisitions faster in the last 30 days than the
previous 30 days?
What percentage of the requisitions were processed manually? For example, was
AutoCreate in Oracle Purchasing used to create the purchase order from the
requisition line manually, rather than workflow creating the purchase order
automatically?
The Processed Requisitions reports show approved requisition lines in Oracle iProcurement
and Oracle Purchasing that are on approved standard purchase orders, planned purchase
orders, or blanket purchase agreement releases. These reports enable procurement
managers to view how much work their organization is doing in terms of volume and amount
of requisitions processed. By viewing the volume of requisitions processed manually,
managers can also determine whether increased automation might help processing time.
All approved purchase requisitions are included in the reports, including requisitions imported
through Requisition Import, such as requisitions from Oracle Master Scheduling/MRP, Oracle
Advanced Supply Chain Planning, or an external system. Internal requisitions and canceled,
returned, or rejected requisitions are not included in the reports. Purchase orders or releases
that were not created from a requisition do not display in these reports.
Note:
Processed requisitions are a subset of fulfilled requisitions. Therefore, the number of
processed requisitions and fulfilled requisitions do not add up to the total number of such
requisitions. For example, the number of fulfilled requisitions includes some processed
requisitions. (There are a few exceptions to this subsetting: Oracle Services Procurement line
types and consigned purchase order lines are included in the processed and unprocessed
reports, but excluded from the fulfilled and unfulfilled reports.)

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FULILLED REQUISITIONS
The Fulfilled Requisitions reports answer the following questions:
What volume of requisitions, in amount and number of requisition lines, have been
fulfilled (received or invoiced)?
How long on average did the requisitions take to be fulfilled?
Did the average fulfillment time occur faster in the last 30 days than in the previous 30
days?

POSA DBI Procurement Manager (POSA) Reports

What percentage of requisition lines were fulfilled late (past their need-by or promised
date)?
What percentage of the requisitions were processed manually? For example, was
AutoCreate in Oracle Purchasing used to create the purchase order from the
requisition line manually, rather than workflow creating the purchase order
automatically?

The Fulfilled Requisitions reports show approved requisition lines in Oracle iProcurement and
Oracle Purchasing that have been fulfilled by a receipt or invoice. (How the receipt or the
invoice qualifies for fulfillment is discussed in detail later below.) These reports enable
procurement managers to measure the productivity of their organization by seeing how long it
took on average to fulfill requisitions, from requisition approval to rendering of the goods or
services. If managers have a target fulfillment time, they can compare the actual average
fulfillment time with the target. By viewing the volume of requisitions processed manually, they
can also determine whether
increased automation might help fulfillment time.
All approved purchase requisitions are included in the reports, including requisitions imported
through Requisition Import, such as requisitions from Oracle Master Scheduling/MRP, Oracle
Advanced Supply Chain Planning, or an external system. Internal requisitions and canceled,
returned, or rejected requisitions are not included in the reports. Purchase orders or releases
that were not created from a requisition do not display in these reports.
Note:
Processed requisitions are a subset of fulfilled requisitions. Therefore, the number of
processed requisitions and fulfilled requisitions do not add up to the total number of such
requisitions. For example, the number of fulfilled requisitions includes processed requisitions.
(There are a few exceptions to this subsetting: Oracle Services Procurement line types and
consigned purchase order lines are included in the processed and unprocessed reports, but
excluded from the fulfilled and unfulfilled reports.)

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THE NON-CONTRACT PURCHASES

This report displays items for which no blanket purchase agreement (or non-master item with
negotiated pricing) existed when the purchase order was created. The Contract Leakage
report, by comparison, displays items that were ordered using a standard purchase order,
even though a blanket purchase agreement was in effect and could have been used.

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CONTRACT LEAKAGE REPORT

This report displays the amount for all standard, approved purchase orders where, for an item
purchased, there was a blanket purchase agreement in effect that could have been used to
purchase the same item, instead of the standard purchase order. The report also displays (as
leakage impact) the potential savings that could have been realized had contract leakage
been prevented. This report can be used to identify where contract leakage is occurring, and
where the greatest savings opportunities can be achieved if contract leakage is eliminated.

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PO PURCHASES REPORT

This report displays the amount for all approved standard purchase orders, blanket purchase
agreement releases, and planned purchase order releases. This report can be used to
determine with which suppliers and for which items money is being spent. It can be used to
determine the largest suppliers for a specific item or category, as a tool to prepare for
negotiations with suppliers, to identify purchasing trends, or to improve supplier performance
and relationships. (The report lists suppliers in descending order by purchase amount. In this
way, you can see the top suppliers to which you've issued the greatest purchase order
amount.)

POSA DBI Procurement Manager (POSA) Reports

Note: The PO Purchases Amount will not necessarily be equal to the invoice amounts in the
Payables Leakage report. Invoice and purchase order amounts do not necessarily equal in
any business practice.

8.

PAYABLES LEAKAGE REPORT

This report displays validated invoice amounts that have not been matched to a purchase
order or receipt. These amounts are displayed as leakage. This report can be used to identify
invoice amounts that are bypassing the purchasing organization, and to take action to
decrease such purchases. Using the Payables Leakage report, you can monitor invoices that
are bypassing the purchasing organization and not using suppliers that are preferred by the
purchasing organization.
Note: The PO Purchases Amount in the PO Purchases report will not necessarily be equal to
the invoice amounts in this report. Invoice and purchase order amounts do not necessarily
equal in any business practice.

9.

MANUAL INVOICES REPORT

This report can be used to answer the following questions:

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How efficient is my invoicing process?

With which suppliers can I automate my invoicing process?

Which invoice creators are creating the most manual invoices?

How is the percentage of manual invoice creation changing over time?

The Manual Invoices report displays the number and percentage of invoices that are created
manually, as compared to automatically created invoices. This report can be used to
determine which suppliers are still being invoiced manually, to help streamline the invoicing
process by increasing the level of automation.