IFS Procurement Information Sources

An information source is a combination of facts and dimensions (base data) which are structured to hold information designed to be used to compile reports and analytics using the IFS Business Reporter, where you can read more about this tool via IFS Online Help and eLearning.

In the information sources an Accounting Period dimension has been introduced, which can be used to group on or combine with one or more information sources in IFS Financials using an accounting period as a common grouping. The accounting periods are defined per company in the Accounting Periods window found in IFS/Accounting Rules.

All information sources are available as both Online and Data Mart, where Zoom In is available for all measure items, but Write Back is never allowed.

Spend Analysis

General Description

The main purpose of this information source is to support high level summarizations and analysis of all spend within a company or group of companies. A transparent and flexible analysis of the historical spend will help you in setting the procurement strategies for the future. Important metrics is for instance the net amount spent in a common analysis currency, number of transactions and suppliers and the rate of agreement spend.

Reports/Analysis

• Spend (in Net Amounts) per Procurement Category, Supplier, Buyer or other dimensions.
• Rate of Agreement and Maverick Spend per Procurement Category, Supplier, Buyer or other dimensions.
• Number of Suppliers versus Net Amount, per Category.
• Number of Transactions per Procurement Category, Supplier, Buyer or other dimensions.

Main Features

Zoom In: Available for all the measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Spend Analysis Lines IFS Cloud Web form, showing details with respect to the order line.

Access Types

1. Online
2. DataMart

Specific Attributes

• Accounting Period
  Based on Invoiced Date.
• Net Amount/Analysis Currency
  The Net Amount for the lines based on the invoice postings expressed in the currency defined for the analysis.
• Net Amount/Accounting Currency
  The Net Amount for the lines based on the invoice postings expressed in the accounting currency for the company.
• Net Amount/Invoice Currency
  The Net Amount for the lines based on the invoice postings expressed in the currency of the invoice.
• Net Amount Agreement Spend/Analysis Currency
  The Net Amount for the purchase order spend lines that refers to a supplier agreement expressed in the currency defined for the analysis.
• Net Amount Agreement Spend/Accounting Currency
  The Net Amount for the purchase order spend lines that refers to a supplier agreement expressed in the accounting currency for the company.
• Net Amount Spend With Reference/Analysis Currency
  The Net Amount for the spend lines that refers to a source object like a purchase order or sub contract, expressed in the currency defined for the analysis. Note that this value also includes the Agreement Spend.
• Net Amount Spend With Reference/Accounting Currency
  The Net Amount for the spend lines that refers to a source object like a purchase order or sub contract, expressed in the accounting currency for the company. Note that this value also includes the Agreement Spend.
• Net Amount Spend Without Reference/Analysis Currency
  The Net Amount for the spend lines that has no reference more than an invoice, expressed in the currency defined for the analysis.
• Net Amount Spend Without Reference/Accounting Currency
  The Net Amount for the spend lines that has no reference more than an invoice, expressed in the currency defined for the analysis.
• Count Spend Transactions
  Identifying a line in the spend analysis.
• Count Agreement Spend
  Identifying a spend line where the source is a purchase order line that refers to a supplier agreement.
• Count Spend With Reference
  Identifying a spend line that refers to a source object like a purchase order or sub contract (not only a manually posted invoice).
• Count Spend Without Reference
  Identifying a spend line that only refers to a manually posted invoice.

Supplier Performance Evaluation

General Description

The main purpose of this information source is to support high level summarizations and analysis of all supplier performance evaluations. To be able to follow up the suppliers performance, compare different suppliers and follow the trends for different KPIs or KPI groups are essential to reduce risks and drive continuous improvements together with the suppliers. Important metrics is for instance the KPI Scores and their contribution the KPI Groups and to the total score of an evaluation.

Reports/Analysis

• KPI Score per Supplier and Evaluation Setup
• KPI Contribution to Group per Supplier and Evaluation Setup
• KPI Contribution to Total per Supplier and Evaluation Setup
• Total Evaluation Score per Supplier and Evaluation Setup

Main Features

Zoom In: Available for measure items.

Drill Down: Not available.

Writeback: Not available.

URL Navigation: To Supplier Performance Evaluation Lines IFS Cloud Web form, showing details with respect to the KPI.

Access Types

1. Online
2. DataMart

Specific Attributes

• KPI Score
  The calculated score of the KPI based on the KPI Value registered. Value between 0-100
• KPI Contribution Rate to Total
  The calculated rate of the KPIs contribution to the total score based on the weight of the KPI in the KPI Group and the weight of the KPI Group in the Evaluation Setup. The rate will be a value between 0-1.
• KPI Contribution Rate to Group
  The rate of the KPIs contribution to the score of the KPI Group. It is based on the weight of the KPI in the KPI Group. The rate will be a value between 0-1.
• KPI Contribution to Total
  The calculated contribution of the KPIs score to the total score of the evaluation. Calculated as the KPI Score * KPI Contribution Rate to Total.
• KPI Contribution to Group
  The calculated contribution of the KPIs score to the score of the KPI group in the evaluation. Calculated as the KPI Score * KPI Contribution Rate to Group.
• Performance Review Result
  The total score of the evaluation that the detailed evaluation line belongs to. This is added to facilitate the comparison on a total evaluation level. Note that you cannot summarize the values for this column if you aggregate lines.