Introducing Procurement Overview Page and Real-Time Reporting and Monitoring for Procurement

This lesson gives a brief overview of the capabilities of SAP S/4HANA Cloud Procurement Analytics. Real-time reporting and monitoring in procurement enable business users to perform their daily tasks quickly and effectively, without requiring them to open multiple reports and transactions.

SAP S/4HANA Cloud enables users to gain deep real-time insights through advanced analytics capabilities. Embedded analytics capabilities, such as spend analytics, contract analytics, and supplier evaluation, can run data from SAP S/4HANA Cloud in real time without the need to extract the data.

The following are the features of SAP S/4HANA Cloud:

• Monitoring of business-critical situations in the Procurement Overview page using analytical cards or worklists
• Fast and highly configurable Key Performance Indicators (KPIs) and cards
• Dynamic supplier evaluation scoring based on procurement documents in real time

The capabilities are as follows:

• SAP S/4HANA Analytics Overview

• Monitor Supplier Confirmations

• Monitor Purchase Order Items

• Monitor Purchase Contract Items

• Monitor Request for Quotation Items

• Monitor Purchase Scheduling Agreement Items

• Monitor Purchase Requisition Items

• Material Price Variance

The Procurement Overview page enables business users to perform their daily tasks quickly and effectively without the need to open many different reports and transactions.

All the relevant information is shown on a single page, visualized on actionable cards for multiple types of content in an attractive and efficient way.

The cards show the most important information, ranked according to relevance.

The user-friendly experience makes viewing data, filtering data, and acting on it simple, faster, and smarter, even on mobile devices.

Analytical list pages are also provided to monitor purchase contract items, supplier confirmation, and purchase order items.

The purchaser views a high-level overview of important information, such as expiring contracts, overdue purchase orders, or urgent purchase requisitions, as well as an overview of different procurement KPIs. With these KPIs, the purchaser can easily determine the performance of suppliers, monitor non-managed spend or purchasing spend, and quickly discover trends and potential areas of improvement.

You can add cards to Insights Cards by choosing on ... (More) on the card header, the added cards can then be accessed from your My Home Settings screen. For more information see My Home in SAP S/4HANA Cloud

• Provides a dashboard for the purchaser to perform daily activities smoothly, without opening different reports and transactions

• Provides high-level insights for a purchaser to understand the key numbers and drill down to actions

• Enables filtering by supplier, purchasing group, or material group, for example to show urgent contracts, purchase requisition items, spend, or supplier performance information

• Display urgent contracts, overdue purchase order items, urgent purchase requisition items, or open RFQs with impending submission deadlines.

• Navigate quickly to an object page or list app to perform a required action.

• Analyze purchasing spend, non-managed spend, and off-contract spend by supplier or material group.

• Analyze supplier performance based on their operational score in correlation with the corresponding spend.

• Display purchasing spend or supplier performance in line charts for the last 12 months.

• Analyze purchase requisition item types and purchase requisition touch rate for the last 12 months.

• Navigate from the KPI insights to the corresponding smart apps for detailed analysis.

• Filter cards by different business attributes, such as Supplier, Material, Material Group, Purchasing Group, Purchasing Organization, or Plant.

Charts and visual filters enable the purchaser to analyze specific business situations (for example, status overdue) or next scheduled items.

• An SAP Fiori app that provides an analytical list page for purchase order items using chart elements and visual filters
• Navigation from a table to object pages or a download to Microsoft Excel option
• Summation of PO value, value to be delivered, and value to be invoiced

• An immediate and intuitive view of the release order history
• Increased transparency in other available sources of supply for the specific material

• Enhanced information in the purchase contract item object page
• Release order history review, with the number and value of releases per month
• Pie charts for contract consumption and contract leakage
• List of alternative available sources of supply for the material

• Improve operational efficiency through proactive situation management for contract prediction
• Purchaser ability to start negotiation at the right time by knowing when a contract is almost consumed
• Minimized risk that the purchaser will miss full consumption, through proactive information

• Supplier and buyer negotiation of target quantities for contracts, which are consumed by posting purchase orders against them
• Use of predictive analytics through which algorithms calculate the date on which the contract is likely to be fully consumed
• System notification to the responsible purchaser when the predicted date is near (configurable, default is 30 days)

Charts and visual filters enable the purchaser to analyze specific business situations (for example, status) or critical issues, such as no received quotations for a soon-to-be-closed RFQ, using easy drill-down and a combination of analytical elements.

• An SAP Fiori app that provides an analytical list page for RFQ items
• The enabling of users to monitor and analyze RFQ item data using chart elements and visual filters
• Navigation from a table to object pages or a download to Microsoft Excel option
• Summation of awarded and submitted values

Charts and visual filters enable the purchaser to analyze specific business situations for self-service and professional purchase requisition (for example, statuses in approval that are overdue) using easy drill-down and a combination of analytical elements.

• An SAP Fiori app that provides an analytical list page for purchase requisition items
• The enabling of users to monitor and analyze purchase requisition item data using chart elements and visual filters
• Navigation from a table to object pages or a download to Microsoft Excel option
• Summation of the total value of purchase requisition items

• Increased real-time visibility into the approval time for purchase requisitions using a flexible workflow
• Improved transparency
• Increased visibility into the efficiency of the approval process

• Analyze the efficiency of the workflow process, using a KPI to monitor approval time.
• View the average approval time for purchase requisitions that use the flexible workflow.
• Sort by various dimensions, such as purchasing group.
• Different measures by value of purchase requisitions.

Charts and visual filters enable the purchaser to analyze specific business situations (for example, status overdue) or next scheduled items.

• An SAP Fiori app that provides an analytical list page for purchase order items using chart elements and visual filters
• Navigation from a table to object pages or a download to Microsoft Excel option
• Summation of PO value, value to be delivered, and value to be invoiced

Real-time analytics for monitoring supplier confirmations.

• A new analytical list page for monitoring supplier confirmations with visual filters and a chart section
• Display of the difference between net value and value of committed quantity
• A visual filter for purchase order items by delivery scheduled date, by order status, and net value by supplier

Real-time analytics for monitoring purchase scheduling agreements and releases.

• An analytical list page for monitoring purchase scheduling agreements with visual filters and a chart section
• Display of the difference between scheduled quantity and committed quantity

Transparency in the price volatility of a particular material in contracts and purchase info records.

• For a particular material, price changes in contracts and purchase info records are analyzed using a trend line in the chart section of the app.
• In addition to visualizing sources, the average purchase order price and invoice price for this material is visualized.
• Visual filters provide filter options by the number of changes and the released amount or invoice amount.

• Monitor the material price variance over a certain period of time and evaluate the price deviations of different documents.

  • Access additional information showing the moving average price for material.
  • Gain insights on the material moving average price over a certain period of time and evaluate the price deviations of different documents, such as purchase orders, contracts, and invoices.
  • This helps purchasers and buyers to determine the reason for the price variance and improve the efficiency of your supply chain management.

Providing real-time insights into invoice automation to monitor the automation rate for incoming supplier invoices.

• Analyze the supplier invoice generation rate for a given set of filters and range of dimensions.
• Entry types: manual, automated, or self-billed invoices
• More efficient invoice process through increased transparency and insight.

Monitor Purchasing Analytics Operations enables configuration experts to monitor and quickly diagnose the issues that result in errors in the purchasing analytics apps. The information is presented in form of cards. From these cards, you can navigate to the detailed applications to view the issues and their causes. The app currently displays the cards: Monitor Missing Exchange Rates, Supplier Evaluation Score History, and Extraction of PO for Central Procurement Analytics.

With this app, as a configuration user you can:

• Maintain exchange rates for the target currencies so that mandatory fields are populated with respect to the entries selected. View missing exchange rates for the currencies used in purchase orders: Each entry in this card shows a collection of purchase orders. The number of purchase orders with missing exchange rates is displayed in the card along with the oldest and the newest purchase order date. Choose the individual entries to view the complete list of purchase orders with missing exchange rates.
  Note

  The Document Currency is the currency in which the document is posted. The default Target Currency is the first currency that is maintained in the configuration step Setup Analytical Reporting Currencies. If the default target currency is not maintained, the second maintained currency in the same configuration step gets considered as the target currency. If both the currencies are not maintained in the above-mentioned configuration step, the client currency gets set as the target currency.
• Apply filters and view a list of purchasing documents with missing exchange rates using the app Analyze Missing Exchange Rates. You can navigate to Analyze Missing Exchange Rates by choosing the card Monitor Missing Exchange Rates.

• View the number of scheduled jobs that have failed during the persistence of the supplier evaluation scores.

• Click on the Supplier Evaluation Score History card to navigate to the app. Here you can view the details of the failed jobs.

• View the number of failed extraction jobs of central purchasing data from the hub system to an optimized analytical table.

• Click on the Extraction of PO for Central Procurement Analytics card to navigate to the app. Here you can view the details of the failed extraction jobs.

• Ability to extract detailed data on purchasing documents and data to:
  • Feed business intelligence systems in support of detailed analysis
  • Identify trends over time

• Provision of new extraction-enabled core data services (CDS) views to extract data out of SAP S/4HANA Cloud to external system:
  • Purchase Order Account Assignments
  • Purchase Requisition Items
  • Purchase Info Records
  • Source List
  • Scheduling Agreement Header and Item
  • Scheduling Agreement Schedule Lines

You can analyze the delivery dates of the purchase orders sent to the supplier. The KPI compares the actual date with the delivery date on item level. All purchase order items for which delivery date has passed and which have not yet been delivered are calculated. You can also use this app to analyze the delivery dates of purchase order items sent to the supplier.

The Supplier Confirmation Status indicates if a supplier confirmation exists for a purchase order item, the status text can be either of the following: Supplier Confirmation not expected, Supplier Confirmation expected but not received, or Supplier Confirmation received.

You can track metrics that are vital to achieving your organization's sustainability goals. You can track the carbon footprint of the products being requested in purchase requisitions. Provides real-time insights into carbon footprint values for requested products and related purchase requisition amounts across various dimensions, such as by product, product category, plant and as list view.

The metrics are calculated in SAP Product Footprint Management on SAP Business Technology Platform.

• Increased transparency into carbon footprint for products for which purchase requisitions were created (default: previous 90 days)

• Compare carbon footprint across products
• Insight into relevance and significance of the product by seeing the related purchase requisition amount of this product
• Export data to a Microsoft Excel sheet

You can analyze the carbon footprint across a time line in general and by product group.

Value Proposition

• Increased transparency into the historical data for carbon footprint of requested products

Capabilities 

• Compare carbon footprint across products and timeline
• Insight into relevance and significance of the product by seeing the related purchase requisition amount of this product across the time line

The following table contains the apps that are deprecated with SAP S/4HANA Cloud 2108, and their respective successor apps.

The following table lists the SAP Fiori apps that are used in the process steps.

In Sourcing and Procurement, several Self-Service Configuration UIs (SSCUIs), also referred to as configuration steps, are available in the Manage Your Solution app. The following SSCUIs affect the area of real-time reporting and monitoring for procurement: