Define Spend Analysis Settings

Explanation

Use this activity to create the settings for a spend analysis id, which will then be used when you generate and categorize your spend.

For a specific spend analysis id you should define:

Which procurement category assortment that should be used as a basis for the categorization of the spend.
The analysis currency, which will be used as a common denominator if you are doing a multi company analysis where companies have different accounting currencies.
The start date that represents the first date we will collect the spend from.
Which sources you want to include in the spend analysis and the source details for the expenses.
The companies to collect spend from and possibly the currency rate type to use to convert from accounting currency to analysis currency if the analysis currency is not used as neither accounting nor parallel currency for the company.

Note that to be able to change these settings, all previously generated spend transactions for the analysis id must be removed.

The procurement category assortment that will be used as a basis for the analysis must have been defined.
The companies that should be included in the analysis must have been set up and if the analysis currency is not used as the company's accounting currency or parallel currency, you need to have a valid currency rate type.

As a result of this activity you can generate the spend analysis data and perform the analysis.