Navigating the Product Sourcing Dashboard

Objective

After completing this lesson, you will be able to explain the integrations required to use in the product sourcing functionality.

Product Sourcing Dashboard Overview

The SAP Ariba Strategic Sourcing Suite solutions package includes the Product Sourcing dashboard, which is one of the main features for direct material sourcing. The Product Sourcing dashboard displays BOM and material related information and links you can use to perform tasks.

Your Product Sourcing dashboard:

  • becomes visible to users with Product Sourcing permissions once the dashboard features has been turned on by SAP Ariba Customer Support.
  • can be based on the default dashboard template, or on a template created by someone in your organization.
  • displays BOM and material related information and links you can use to perform tasks.
The Product Sourcing tab displaying the Top BOMs.

How to access the Product Sourcing dashboard

Access to the Product Sourcing Dashboard is given to the user based on their site permissions. If the user has one of the product sourcing specific permissions and the Product Sourcing dashboard is turned on (via a feature that SAP Ariba Customer support needs to enable) the user sees the dashboard at the top of the SAP Ariba page.

Dashboard Navigation

The Product Sourcing dashboard is displayed.
  1. Dashboard tabs.
  2. Search bar where you can search for BOMs, materials, owner, supplier, part type, and category. You can filter search results in the BOM or materials list.
  3. Your name, with logout, preferences, visual design theme settings, search, print, notifications, and help icons.
  4. Recent, Manage, and Create drop-downs.
  5. The notification bell icon. Click the notification bell icon to see the reports you downloaded. Reports still being processed in the background show a status of Created. After the download completes, you see a Success message.
  6. Click the edit icon to rearrange or hide the action tiles.
  7. Action tiles. If you select an action tile, the filter information (8) is updated and the data table (9) shows the items that meet the criteria defined by the action tile, such as Materials without owners.
  8. Filter information (only present if you select an action tile). Describes the filter used to select items shown in the data table. Remove the filter to see all BOMs or materials by clicking the X.
  9. Data table. Contains BOMs or materials. If you select an action tile, the items are filtered according to the criteria defined by the action tile.
  10. Identifiers for the BOMs or materials in the data table. Clicking an identifier opens a drop-down menu with selections to view more information about the item or set options for the item. To see a hierarchical view of a BOM with numbered hierarchy levels and arrow icons to expand or collapse levels, click the BOM ID or name and choose View BOM Details.
  11. Show All Rows link and table menu. The Show All Rows link is shown only if there are additional items that meet the criteria for the data table. This link loads up to 2000 items for viewing (if more than 2000 items meet the criteria, only the first 2000 are shown; you can refine your filter criteria to decrease the number of items).Use the table menu to show or hide table columns in the data table.

Dashboard Tiles

The action tiles displayed on your dashboard depend on your group membership but Materials Viewer users can only see materials they own.

Members of the Materials Managers group can see the following action tiles:

  • Top BOM
  • Active BOM
  • New BOMs
  • BOMs missing contract MFRs
  • All BOM item groups
  • BOMs without 100% split
  • Materials with owners
  • Materials without owners
  • Materials with missing prices
  • Materials with missing AML splits
The Product Sourcing Dashboard Tiles are displayed.

Members of the Materials Viewer group can see the following action tiles:

  • My pinned materials
  • All BOM item group
  • BOMs without 100% split
  • Materials with missing prices
  • Materials with missing AML splits
  • Materials with missing lead time
  • All materials
  • New materials
  • Assemblies
The My Pinned materials tab dashboard tile is selected.

Data Table

The data table contains BOMs or materials. As you type in the column filter search box, SAP Ariba automatically filters items in the data table. For example, when you type AAA in the Item Id column filter search box, SAP Ariba automatically filters the data table to only display items that contain AAA in the ID.

You can apply multiple columns filters at the same time.

Column filter icons indicate when items in the data table are filtered by a search term. SAP Ariba displays a column filter icon when filtering is on.

The following material data table columns instantly filter items as you type in the corresponding column filter search box:

  • Item Id
  • Item Name
  • Category
  • Programs
  • Contract MFR
  • Owner
  • Supplier
  • Part Type

The following BOM data table columns instantly filter items as as you type in the corresponding column filter search box:

  • BOM Id
  • BOM Name
  • Programs
  • Contract MFR
  • Owner

Data table instant filtering is not available on the following:

  • Advanced Search page
  • View BOM table in the context of a BOM quote
  • Compare BOM popup

Searching for Materials and BOMs

It is possible to search for materials or BOMs using text matches in the ID or name field. Alternatively, you can use the Advanced Search to search using other data fields with choosers. The Advanced Search can also be used to search using a list of multiple material IDs.

Text Match Search

  1. In the search bar on the Product Sourcing tab, select Search for materials or Search for BOMs in the dropdown.
  2. Enter search text in the text box.

    Text searches are not case sensitive and match items that contain the specified text anywhere in the ID or name field. For example, if you enter AA, the search can match AAB, 2AA, 4aa or any other ID or name that contains AA or aa.

    You can search for exact matches by enclosing the name or ID in double quotes. For example:"Z10000-001"

  3. If you wish to save your search, choose Save. Saved searches are available under the My Saved Searches pull-down arrow. It is possible to reload or edit saved searches.

Advanced Search

When a buyer initiates a search for a material or BOM in the Advanced Search page of SAP Ariba Strategic Sourcing Suite, the items are retrieved from the material master data in SAP Ariba Strategic Sourcing Suite.

The Advanced Search user interface contains:

  • Radio buttons to search for materials or BOMs
  • Search box to search for one or more material IDs or names
  • Save Search option to save your search criteria
  • Various search filters to the left in the user interface, such as Material (Exact), Material description, Part type, and others
  • A table to display the search results
The Product Sourcing tab of the dashboard is displayed.

Note

If multi ERP configuration is enabled on the realm searching for materials and BOMs can be done across multiple ERPs.

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