Navigating Sourcing and Contract Management Pages Version

Contents

Overview

Sourcing and Contract Management enables strategic, enterprise-wide study of spend patterns and contract savings based on spend goals.

• Spend and services spend analysis.
• Savings analysis, including savings opportunities.
• Strategic pricing projects that compare prices from different sources (bids, benchmarks, current contracts) and award new contracts.
• Shared services contract creation and management.
• Supply contract upload and management.
  - Alerts and notifications for contract life-cycle events.
  - Approver assignments and approval processing.
  - Documents for contracts.
• Powerful centralized search for contracts, vendors, manufacturers, item catalog items, notes, and more.
  - Individual list search on panels.
• Create incentive definitions, track earnings from incentives, and record payments.
• Data export to external systems.
• Report generation.
• Data and feature security settings per user.
• Normalized item prices via the Product Index Layer

The application utilizes a variety of tools to provide the user with easy navigability. These features can help you . . .

• search for data.
• filter the data.
• drill down into the data.
• perform a variety of actions upon the data.
• find help documentation when you need it.

Note: The only feature in the application that does not use the features discussed in this chapter is Reports, which uses the features of the Materials Management, AP and GL products. A discussion of these features is available in the online Help.

Calendar

Sourcing and Contract Management uses the normal calendar year, rather than a fiscal calendar year (if one exists for a site). For example, incentives are calculated and reported using a normal calendar.

Menu, Search, and Help

At the top of every page*, you will find links to the main Menu, Search, and online Help. (See Figure 1.) Use the links to access application features without returning to the Table of Contents page. (*Exception: Reports, as noted above.)

Figure 1 - Menu, Search, and Help

Tabs

The Table of Contents is tabbed, allowing you to access the specific Table of Contents for Supply or Shared Services pages, or go to the pages/panels you have designated as favorites.

Supply and Shared Services Tabs

The Supply and Shared Services tabs are similar. However, Sourcing and Contract Management handles supply contracts differently from services contracts. The differences are outlined in the table below.

Table 1 - Supply and Shared Services Tabs

Favorites Tab

The Favorites tab can give you quick access to panels you work with frequently. You select the contents of this tab by clicking on the star in the top right-hand corner of the page or panel you want to list as a favorite. For example, if you work with contracts, you may want to set Contracts for Review as a favorite. To select this panel as a favorite, simply click the star at the top right of the panel. (See Figure 2.) When you select it from the Favorites tab (See Figure 3), only the Contracts for Review panel will display, not the entire Supply Contracts Workbench.

Creating Favorites

To select a page as a favorite,

1. Click the star in the upper right-hand corner of the page or panel that you want to create a link for. (Figure 2).
   A box appears with the default name of the page/panel.
2. Click Save to accept the default name, or enter another name and click Save.
   The link appears on the Favorites list. Clicking the link opens the page/panel. (See Figure 3.)

Figure 2 - Designating a Page or a Panel as Favorites

Figure 3 - Favorites Tab

Features of the Pages

Panels

The title of the panel is displayed on the left side of the green bar at the top of the panel. For list panels, the number of pages of data is given in parentheses (if greater than 1), as well as the total number of lines of data. (See Figure 4, item 1.)

A security object may be required to view the data on a panel. Mouse over the tab title to see what security object setting is required (if any); the security object requirement is displayed at the bottom of the page. (See Figure 4, item 2.)

Detailed Help for each panel is available by clicking ? in the panel's upper right corner. The ? Help explains how to use each panel, and links to more information, and the documentation's full-text search.

Figure 4 - Panel Details

The "Work with Contract" and "Work with Project" pages feature at least three panels. (See Figure 5.) At the top of the page are the Summary panel (item 1) and the Actions panel (item 2). At the bottom of the page is a list panel that displays the detailed information for the selected tab (item 3).

Figure 5 - Work with Project Panels

When Add Items is selected from the Actions panel in Figure 5, two panels appear in the middle of the page: the Add More Items panel and a second Actions panel. (See Figure 6, items 4 and 5.) Items selected in the list panel (item 6) appear in the Add Items panel after you mouse over the Move mouse here to refresh link.

Figure 6 - Add Items Panel and Corresponding Actions Panel

Scroll Bars and Page Navigation

Panels with multi-page lists to display contain a page navigation menu at the top and bottom. Analysis Workbench panels (and other panels) that are wider than the viewing area (such as the Analysis Workbench Prior 12 Months Items View), a horizontal scroll bar appears at the top and the bottom of the panel. Figure 7 is an example.

Figure 7 - The Items View on an Analysis Workbench Panel with New Top Navigation

Filters

On panels that display lists of data, filters are provided to allow you to narrow the lists. On the Project and Contract lists, the filters are located on the left side of the panel. (See Figure 8.) On Savings Summary views, you may hover over the name of an Organization to select it as a filter. (See Figure 9.) To clear the filter, click the Clear link at the top of the Filters field on the left (Figure 10).

Figure 8 - Project Filters	Figure 9 - Savings Filters	Figure 10 - Clear a Filter

Icons

Several icons may appear on panels which provide various functions. This table contains a list of the icons and what they do. (The Example column contains a path to the panel that it mentions.)

Table 2 - Icons in Sourcing and Contract Management

Icon	Location	Name of Icon	Function	Example
	Top left; next to Search icon	Refresh	Refreshes the data on a panel with current data from the server.	Display the markup sets list containing a newly-created markup set for a vendor. On the Markup Sets panel, after you create a new markup set, clicking this icon displays the new markup set on the panel. Contents > Search > enter vendor name/number in search box > on results, click vendor b buy from location > on "Work with Vendor " page Actions panel, click Markup Sets.
	Top left; next to Refresh icon	Search	Open the Search box so that you can search for data.	On the application panels, clicking this icon opens a search box that you can use to locate an item in the list. - Enter characters that you wish to search for in the box. - Click Enter. - To clear the search box and close the search, click the X at the end of the search box.
	Top right	Favorites	Enables you to list the page on the Favorites tab	For example, if you frequently work with expired contracts, click this icon on the Contracts Expiring panel. Contents > Contracts Workbench > Contracts Expiring tab
	Top right	Import to Excel	Imports panel information into an Excel spreadsheet.	Import the list of vendors into an Excel spreadsheet. Search for vendors of interest. When the application displays the list, click this icon to send the list to an Excel spreadsheet. You can then save the spreadsheet to a local folder, or open it for viewing and save it later. Contents > Search > enter characters or All for all vendors > click Vendor
	Column header	Direction of sort	Clicking a sortable column in a list sorts the column in either descending or ascending order. When you sort a column, an icon appears indicating the direction of the sort.	The File Items spend column is sorted in descending order.
	Left of list item	Add user note	Opens the User Note Add panel so that you can enter and save a user note.	Add a note to a contract. On the Contract Info panel, click this icon to open the User Notes panel and add a note to the contract. This icon only appears if notes do not exist. If notes exist, the Note icon appears (). Click the Note icon to view existing user notes, and add more. Contents > Search > enter contract name/number in search box > click Contract > Open contract
	Left of list item	Note	Indicates that user notes exist. Opens the user notes for viewing. This icon only appears if notes exist. To add a note , hover to the left of the item and click the icon that appears.	Open a user note for a contract. When this icon appears on the Contract Info panel, click the icon to display the user notes. Contents > Search > enter contract name/number in search box > click Contract > Open contract
	Left of list item	Copy	Makes a copy of panel information. Some panels can be copied, and then, usually edited.	Set up a new user by copying an existing user profile. On a user profile, click this icon to make a copy. A panel appears for editing. Enter the new user's specifics: name, password, role, etc., in the edit panel. Anything that you do not change will be the same as the user profile that you copied. Contents > Administration > All Users > locate user that you wish to copy > open user
	Left of list item	Delete	Deletes data Note: For some types of data, this icon only appears when you hover the cursor over the data element.	Delete a document from a project. On the Documents tab for Projects, hovering the cursor over any document displays this icon. Click the to delete the document. Contents > Projects > click a project to open it
	Left of list item	Edit	Edits panel information	Edit a contract header. Click this icon on the Contract Info panel to open contract header information for editing. You can edit information in fields such as Contract Review Date, Price Change Tolerance, and others. Contents > Search > enter contract name/number in search box > click Contract > Open contract
	Left of list item	Detail	Opens Item Details popup panel.	Display detail for a contract item. On the Savings Details panel, click this icon next to an item to open the Item Details panel. Contents > Savings > Project Savings > Savings Detail link > Work with Contract Savings panel, Detail tab
	Manufacturer or Benchmark line on "Work with Project" page	Email	Opens an Email document. On the Projects Correspondence tab, clicking this icon opens an empty Email form for you to compose a new Email.	Compose an Email for a Project. On the Correspondence tab for Projects, click this icon next to a Email document to compose an Email message. Contents > Projects > click project to open it > click Correspondence tab
	Documents tab of "Work with Project" page	Email attachment	Opens an attachment to an Email	View Email document attachments in a Project. On the Correspondence tab for Projects, click this icon next to an Email message to display the message's attachment. Contents > Projects > click project to open it > click Correspondence tab
	Top of Contract Info panel	User fields	Indicates that user fields have been set up. Opens the user fields for editing.	On the on the Contract Info panel, click this icon (if it appears) to display and edit user fields. Contents > Search > enter contract name/number in search box > click Contract > Open contract
	Bottom left	Audit changes	Opens an audit so that you can see what changes were made to audited fields on a panel. Note: On panels with the audit function, not all fields may actually be audited. Usually, only a few critical fields are subject to audit.	Audit changes to a contact. Click this icon on the Contract Info panel to display changes to the contract such as: updates or a new end date extension. Contents > Search > enter contract name/number in search box > click Contract > Open contract
	Bottom left	Graph	Creates a data graph.	When working with an analysis group, click this icon at the bottom of the left-hand View panel next to Market Share or Trend. Contents > Analysis Workbench > Create analysis group > View panel
	Left of contract name	Documents icon	Opens a list of contract documents.	See Managing Contracts, Figure 2.

Hover Functions

You can drill down to details on elements within the "Contracts" and "Savings" pages. If hovering over an element causes a box to appear, then clicking that element will bring up details in a new page or popup.

For example, anywhere in the "Contracts" or "Savings" pages, you can hover and click over a contract identifier (Figure 11) to bring up the Work with Contract Page (Figure 12).

Figure 11 - Click Contract Identifier

Figure 12 - "Work with Contract" Page

The Savings Details panel (Savings > Contract Savings > Contracts > Saving Details link) has several fields where you can hover and click to drill down to details on an item. (See Figure 11.) Hover and click on the items in Figure 13 to view the following popup panels:

1. Item Details (Click the +.)
2. Item Catalog Info
3. Entity Family
4. Contract Savings Details
5. Pre-Contract Purchase Price

Figure 13 - Drill Down to Detail from the Savings Details Panel

Color Conventions

Throughout Sourcing and Contract Management , the following conventions are used for the color of various elements.

Table 3 - Color Conventions

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