The Oracle E-Business Suite (EBS) Purchasing module streamlines purchase order processing while strengthening policy compliance. It automates routine purchasing tasks to make buyers more productive, improves supply base management, and adapts to virtually any procurement process. The Incorta Direct Data Platform™ Blueprint for the Purchasing module provides prebuilt schemas, dashboards, and insights to provide you increased visibility into the complete Procurement and Spend process, including supplier performance analysis and payables analysis. Organizations can significantly reduce costs, enhance profitability, increase customer satisfaction, and gain competitive advantage through complete end-to-end insight into the factors that impact Procurement and Spend performance.
Here are some of the questions answered by the Oracle EBS Purchasing Blueprint:
What is the root cause of unfavorable purchase price variance (PPV)?
Is my inventory carrying cost consuming gains from favorable PPV?
Which suppliers have quality and delivery issues?
Are there outstanding payments for suppliers with quality and delivery issues?
What is the off-contract spend for this quarter?
What are the top 10 products by indirect spend amount?
You can further customize and add on to the insights in the Incorta Purchasing blueprint to support your specific business needs.
Note
The Oracle EBS Purchasing blueprint is available in the On-Premises and Cloud Versions of Incorta.
Purchasing Blueprint Components
Here are the Incorta prebuilt Purchasing Blueprint physical schemas, business schemas, dashboard folders, dashboards, and insights:
Physical Schemas
EBS_PO
EBS common schemas:
EBS_ITEM_COMMON
EBS_CAL_COMMON
EBS_FND_COMMON
EBS_HR_COMMON
EBS_FIN_COMMON
EBS_PARTY_COMMON
Business Schemas
PurchaseOrder: Provides an operational view of the purchase orders to help manage the overall procurement process and make sure purchase orders are processed in a timely manner
ReceivingTransactions: Analyzes receiving transactions by entities, such as supplier and location, for a given period
SpendOverview: Provides an accounting view of the purchase orders, where you can get visibility into all aspects of spend by supplier, buyer, item, business unit and accounting segments to help decrease procurement costs, improve efficiency, and monitor compliance
The Procure2Pay Overview Dashboard provides insight into requisitions, purchase orders (POs), and suppliers. This dashboard consists of the following tabs: Overview, and Invoice & Payments.
Overview Tab
Insight
Description
Requisition Count
This KPI insight shows the count of total purchase requisitions
Open POs
This KPI insight shows the count of open purchase orders
Receipt Count
This KPI insight shows the count of total transaction receipts
Top Requisition Items
This pie insight shows the top ten requisition product item by quantity as a percent of total requisition quantity for these items
Supplier Summary
This column insight shows the ordered amount, invoice amount, and payment amount as a column for each supplier
Requisition Details
This listing table insight shows the requisition details, including: operating unit (OU), PO number, supplier name, requisition header ID, requisition number, requisition line number, requisition approval status, purchase requestor, item, product description, request creation date, PO header ID, requisition quantity, and requisition amount
Purchase Order Details
This aggregated table insight shows the purchase order details, including: PO number, supplier name, line number, approved date, buyer, supplier site, item description, PO open flag, quantity, and amount ordered. Select a PO number to open the Go To Menu. From this menu, you are able to select the AP Drill dashboard. The AP Drill dashboard opens and inherits the runtime filters from the Purchase Order Details insight.
PO Receipts
This listing table insight shows the PO receipt details, including: PO number, supplier name, line number, transaction type, transaction date, transaction amount, amount billed, invoice status, receipt number, shipment number, line number, shipped date, item description, amount shipped, and amount received
Example: Overview Tab
Invoice & Payments Tab
Insight
Description
Invoice Count
This KPI insight shows a count of invoices
Invoice Amount (USD)
This KPI insight shows the total invoice amount in US dollars
Amount Remaining (USD)
This KPI insight shows the invoice due amount remaining in US dollars
Top 10 Suppliers by Outstanding Payment
This sunburst insight shows the top ten suppliers by outstanding payment amount in the outer ring, with the total supplier outstanding payment amount in the innermost element
Payment Due Aging
This column insight shows the remaining payment due amount by aging bucket
AP Invoice Details
This listing table insight shows the accounts payable (AP) invoice details, including: PO number, invoice number, line number, supplier name, invoice description, invoice date, invoice currency code, amount, and amount USD
Invoice Payment Details
This listing table insight shows the invoice payment details, including: PO number, invoice number, supplier name, invoice date, payment period, payment number, invoice currency, payment amount, discount offered, discount taken, discount lost, global (USD) rate, amount remaining, and amount remaining (global)
Example: Invoice & Payments Tab
Buyer Control Panel Dashboard
Insight
Description
Approved Amount
This KPI insight shows the PO approved amount
# of Buyers
This KPI insight shows the number of buyers associated with the POs
Open POs
This KPI insight shows the number of open POs
# of Suppliers
This KPI insight shows the number of suppliers associated with the POs
# 7 Days
This KPI insight shows the number of POs for which payment is at least seven days late
# POs
This KPI insight shows the total number of POs
# Lines
This KPI insight shows the total number of PO lines
Late PO Buckets
This stacked column insight shows the number of POs that are at least seven days late, and the number of POs that are not late
Late POs Supplier Summary
This packed bubble insight shows the number of late POs by supplier
MRB $
This KPI insight shows the Material Review Board (MRB) inventory dollar amount
# Items
This KPI insight shows the MRB number of inventory items
MRB$
This pie insight shows the MRB inventory dollar amount by buyer as a percent of total MRB amount
MRB Item Detail sorted by most recent date
This aggregated table insight shows the MRB item details sorted by most recent date, including: date, item organization, item description, MRB, MRB stage, and total
Invoices on Hold
This KPI insight shows the number of AP invoices on hold
Open Holds
This KPI insight shows the number of AP open invoices on hold
AP Holds Aging
This stacked column insight shows the number of AP holds by aging bucket and hold lookup code
AP Holds by Supplier
This line insight shows the number of AP holds by supplier
POs not approved @ Line Level
This aggregated table insight shows POs that are not approved with details at the line level, including: PO, header status, shipment status, buyer, organization,item, item description, supplier name, drop ship flag, days PO late, creation date, release date, promised date, match type, PO type, closed code, quantity ordered, quantity received, quantity billed, and dollar amount ordered
POs not approved @ Header
This aggregated table insight shows POs that are not approved with details at the header level, including: PO, header status, shipment status, buyer, organization,item, item description, supplier name, drop ship flag, days PO late, creation date, release date, promised date, match type, PO type, closed code, quantity ordered, quantity received, quantity billed, and dollar amount ordered
Example: Buyer Control Panel Dashboard
Procure2Pay Cycle Dashboard
The Procure2Pay Cycle Dashboard provides insight into requisition, purchase order, supplier and accounts payable details. This dashboard consists of the following tabs: Reqs and PO, and AP.
Reqs and PO Tab
Insight
Description
Approved Amount
This KPI insight shows the total purchase order approved amount
# of Buyers
This KPI insight shows the number of buyers associated with the POs
Open POs
This KPI insight shows the number of open POs
# of Suppliers
This KPI insight shows the number of suppliers associated with the POs
Receipts
This KPI insight shows the number of transaction receipts without invoices
Req #
This KPI insight shows the number of requisitions without an invoice
Fulfilled Amount
This KPI insight shows the fulfilled requisition amount
In Process Amount
This KPI insight shows the in process requisition amount
Incomplete Amount
This KPI insight shows the incomplete requisition amount
Top Supplier Outstanding Payments
This donut insight shows the top twenty suppliers by outstanding payment amount, as a percentage of total outstanding payment amount
Supplier Summary
This stacked column insight shows the ordered amount, invoice amount, and payment amount for each supplier
PO Req Details
This listing table insight shows the PO requisition details, including: supplier name, PO number, requisition number, requisition type, requisition status, authorization status, buyer, amount ordered, amount delivered, amount billed, and amount
Requisitions Without PO
This listing table insight shows the details for requisitions without a PO, including: item description, requisition number, requisition description, requisition type, line number, destination type code, requisition line quantity, requisition line amount, and distribution ID
PO Receipts Without Invoices
This listing table shows the details for PO receipts without invoices, including: supplier name, PO number, PO line number, transaction type, transaction date, invoice status, receipt number, shipment number, line number, and item description
PO Receipts
This listing table insight shows PO receipt details, including: supplier name, PO number, line number, transaction type, transaction date, transaction amount, amount billed, invoice status, receipt number, shipment number, receiving transaction line number, shipped date, item description, amount shipped, and amount received
Purchase Order Details
This aggregated table insight shows purchase order details, including: supplier name, PO number, line number, approved date, buyer, supplier site, item description, PO open flag, quantity, and amount ordered
Example: Reqs and PO Tab
AP Tab
Insight
Description
Outstanding Payments
This KPI insight shows the total amount of outstanding supplier payments
Early Payment Amount
This KPI insight shows the amount that suppliers paid early
% Overdue
This KPI insight shows the percent of payments that are overdue
% Due
This KPI insight shows the percent of payments that are due in the future
Invoices on Hold
This KPI insight shows the number of invoice that are on hold
Open Holds
This KPI insight shows the number of open holds
AP Holds by Supplier
This column insight shows the number of AP holds by supplier
AP Invoice Details
This listing table insight shows the AP invoice details, including: supplier name, invoice number, invoice line number, PO number, period name, supplier site, invoice amount, discount amount taken, and quantity invoiced
Invoice Payment Details
This listing table insight shows the invoice payment details, including: supplier name, invoice number, invoice date, payment period, payment number, invoice currency, payment amount, discount offered, discount taken, discount lost, global (USD) rate, amount remaining, and amount remaining (global)
Example: AP Tab
Buyer and Supplier Performance Dashboard
Insight
Description
Quantity Fill Rate
This KPI insight shows the PO fill rate (quantity received / quantity ordered) percent
Quantity Ordered
This KPI insight shows the item quantity ordered
Quantity Received
This KPI insight shows the item quantity received
Supplier Evaluation Metrics
This line insight shows the supplier fill rate by year
Supplier Evaluation (sorted by low fill rate)
This aggregated table insight shows the supplier evaluation details sorted by low fill rate, including: supplier name, fill rate, quantity ordered, quantity received, and quantity remaining
Buyers with Open/Late POs
This aggregated table insight shows buyers and the associated number of open and late POs
Top Vendors by Avg PO Amount
This aggregated table insight shows the top vendors sorted by highest average PO amount, and also includes number of purchase orders and order amount
Purchase Order Details
This aggregated table insight shows the purchase order details, including: supplier name, buyer, purchase order number, line number, approved date, supplier site, item description, PO open flag, amount ordered, quantity ordered, and quantity received. Select a PO number to open the Go To Menu. From this menu, you are able to select the AP Drill dashboard. The AP Drill dashboard opens and inherits any dashboard runtime filters from the Purchase Order Details insight.
Example: Buyer and Supplier Performance Dashboard
Blanket POs Dashboard
Insight
Description
Blanket Total Amount
This KPI insight shows the total amount for Blanket POs
Released Amount
This KPI insight shows the released amount for Blanket POs
Top Suppliers by % Blanket Released
This aggregated table insight shows the top suppliers sorted by highest percent of blanket POs released, and also includes the total blanket PO amount
Top Blanket POs by % Blanket Released
This aggregated table insight shows the top blanket POs sorted by highest percent of blanket POs released, and also includes the total blanket PO amount
Purchase Order Details
This aggregated table insight shows the purchase order details, including: PO number, PO type, line number, release number, buyer, supplier name, supplier site code, PO open flag, quantity, and amount ordered
Example: Blanket POs Dashboard
Late POs Dashboard
Insight
Description
Late POs
This KPI insight shows the number of late POs
Open POs Past Due Date
This stacked bar insight shows the number of late POs by days late bucket
By Supplier
This packed bubble insight shows the number of late POs by supplier
By Buyer => Match Type
This donut insight shows the number of late POs by buyer as a percent of total late POs. Select a buyer to view the number of late POs by match type a percent of total late POs for the buyer.
By Item Category
This aggregated table insight shows quantity ordered, quantity received, quantity billed, and dollar amount ordered by item category
Purchase Order Details
This aggregated table insight shows the purchase order details, including: PO number, release number, line number, PO type, match type, drop ship flag, status, days PO late, creation date, promised date, item, item description, buyer, supplier name, header closed code, closed code, commodity, quantity ordered, quantity received, quantity billed, and dollar amount ordered
Example: Late POs Dashboard
Spend Dashboard
Insight
Description
Total Spend (Millions)
This KPI insight shows the total spend in millions
Avg. Spend per Supplier (Millions)
This KPI insight shows the average spend per supplier in millions
Off Contract Spend %
This KPI insight shows the off contract spend percent
Spend Trend
This line insight shows a trend of amount spent by quarter
Total Spend by Categories
This dual axis insight shows the cumulative spend percent as a line, and the total spend amount as a bar by item category
Which Items make up Top 80% of the Spend?
This aggregated table insight shows the product items that make up the top eighty percent of the spend amount
Which Suppliers make up Top 80% of the Spend?
This aggregated table insight shows the suppliers that make up the top eighty percent of the spend amount
Spend by category and sub category
This listing table insight shows the details of the spend by category and subcategory, including: PO organization, department, supplier name, requestor, PO creation date, item, PO currency, unit price, purchase order number, quantity ordered, quantity cancelled, quantity billed, quantity delivered, PO transactional amount, and PO amount USD
Example: Spend Dashboard
PO Management Dashboard
Insight
Description
# of Buyers
This KPI insight shows the number of buyers
Open POs
This KPI insight shows the number of open POs
# of Suppliers
This KPI insight shows the number of suppliers
Top 10 Suppliers by Open POs
This packed bubble insight shows the top ten suppliers by the highest number of open POs
Top 10 Buyers by Open POs
This treemap insight shows the top ten buyers by the highest number of open POs
Late POs
This column in sight shows the number of POs by days late bucket
Suppliers contributing to top 80% for all POs
This aggregated table insight shows the suppliers that make up the top eighty percent of the PO amount
Top 10 Items with Open POs
This aggregated table insight shows the top ten items with the highest open PO amount
Suppliers with Late POs
This aggregated table insight shows suppliers with late POs sorted by the highest number of late POs
Purchase Order Details
This aggregated table insight shows the purchase order details, including: PO number, line number, item description, release number, buyer, supplier name, supplier site code, PO open flag, quantity, and amount ordered
Example: PO Management Dashboard
PO Requisitions Dashboard
Insight
Description
Requisition by BU
This pie insight shows the requisition amount by business unit as a percent of total requisition amount
Requisition by Supplier
This treemap insight shows the requisition amount by supplier
PO and Requisition Details
This listing table insight shows the PO and requisition details, including: PO requisition number, requisition line number, requisition approval status, PO number, PO revision number, PO status, PO requestor, PO buyer, PO business unit, supplier name, supplier site name, item, product description, requisition creation date, requisition approved date, PO creation date, PO line type, PO authorization status, PO unit price, requisition quantity, requisition amount, PO amount, and PO quantity
Example: PO Requisitions Dashboard
Open PO with Open Commitments Dashboard
Insight
Description
PO Details
This listing table insight shows the PO details, including: company, PO organization, buyer, PO creation date, PO approved date, PO number, PO line number, promised date, supplier number, supplier name, supplier site name, item, PO status, PO line type, PO unit of measure (UOM), unit price, PO currency, requestor, PO line closed status, department, PO requisition number, segment 1, segment 2, segment 3, segment 4, segment 5, segment 6, quantity ordered, quantity billed, quantity cancelled, quantity delivered, PO transactional amount, and PO amount USD
Example: Open PO with Open Commitments Dashboard
Buyer Dashboards
ASCP Exceptions Dashboard
Insight
Description
Critical Exceptions (<3 DOH)
This KPI insight shows the number of critical exceptions where the days on hand (DOH) is less than or equal to 3
# Exceptions
This KPI insight shows the number of exceptions
Exceptions with PO in RCV
This KPI insight shows the number of exceptions where the PO is in receiving
Exceptions by Type / Order Type / Supplier
This stacked column insight shows the number of exceptions by exception type and supplier
Order Type
This pie insight shows the number of exceptions by order type as a percentage of total exceptions
Exceptions by Supplier
This aggregated table shows the number of exceptions by supplier
Exception Details
This listing table insight shows exception details, including: item organization, exception type text, item, item description, order type, order number, compressed days, rescheduled days, days past, buyer name, supplier name, exception quantity, safety stock (SS) bucket day, firm type, old due date (need by), and from date
Example: ASCP Exceptions Dashboard
Item Org Deep Dive Dashboard
Insight
Description
Item Details
This listing table insight shows the item details, including: organization name, item, item description, lead time, list price, SS fixed days, SS bucket days, SS percent, minimum order quantity, material requirements planning (MRP) SS code
Inv vs. Safety Stock
This KPI insight shows the inventory versus safety stock percent
Safety Stock Target & Inventory Position
This column insight shows the quantity by safety stock, inventory, warehouse, supermarket, and MRB
ASCP Exceptions
This listing table insight shows Advanced Supply Chain Planning (ASCP) exception details, including: exception type text, order number, order type, fixed lot multiplier (FLM), exception quantity, date compressed, reschedule in days, days past, firm type, old due date (need by), from date, and to date
PO History
This listing table insight shows PO history details, including: organization, PO, PO type, PO create date, release date, promise date, supplier name, authorization status, closed code, closed for receiving date, quantity ordered, quantity received, percent received, and quantity billed
Daily Forecast
This aggregated table shows the forecast quantity and projected available balance by forecast date
Upcoming Weekly Forecast
This stacked column insight shows the current forecast quantity by forecast date
Transaction Trend Over Last X Days
This stacked column insight shows the usage quantity by transaction type by week start date
Transaction Detail (includes all transaction types)
This stacked column insight shows the MRB amount by organization code by month/year
MRB
This aggregated table insight shows the MRB details, including: item organization, organization, item, item description, transaction date, buyer, quantity, and MRB dollar amount
MRB Stage
This aggregated table insight shows the MRB stage details, including: item organization, organization, item, item description, buyer, transaction date, quantity, and MRB dollar amount
Example: MRB Deep Dive Dashboard
Item Attributes Dashboard
Insight
Description
Item Org Details (Active)
This listing table insight shows the item org details, including: item, item description, master organization, lead time, list price, SS fixed days, SS bucket days, SS percent, and minimum order quantity