Landing page for Sourcing and Procurement Operations in Source-to-Pay Workspace
Summarize
Summary of Landing Page for Procurement Service Management in Procurement Workspace
The Procurement Service Management landing page offers a centralized interface for fulfillers within the procurement team, providing a streamlined way to manage daily tasks and activities. As a Procurement Specialist or PCM Agent, you can easily access all open requests, overdue items, and tasks that require your attention, enhancing your operational efficiency.
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Key Features
- Work Visibility: View and filter open requests by priority, work type (e.g., purchase requisitions, sourcing requests), and due dates to facilitate effective planning.
- Data Visualization: Utilize stacked bar charts to assess workload distribution by priority and work type, allowing for quick prioritization.
- Record Details: Access widgets displaying recently updated records with essential information, including record number, description, state, and business owner.
- Quick Actions: Launch procurement dashboards, supplier directories, and knowledge articles from the landing page for enhanced navigation.
- Configuration Options: Customize the landing page using UI Builder to tailor content for specific audiences, with recommendations to duplicate the page before making changes.
Key Outcomes
By utilizing the Procurement Service Management landing page, users can expect improved visibility into their tasks, enhanced prioritization of workload, and more efficient collaboration with stakeholders. This centralized approach simplifies procurement processes, ultimately leading to better decision-making and productivity in Source-to-Pay operations.
As a fulfiller within the procurement team, you can visually launch into your day with a one-stop-shop experience where you can view work that needs your attention, and use quick actions to navigate to internal and external websites.
As a Procurement Specialist or Procurement Case Management (PCM) Agent, you can use the Source-to-Pay Workspace landing page to view all your open requests, which include purchasing to-dos that need your attention, along with their overdue status. You can also view requests that need your review, and filter them by priority and work type, such as purchase requisitions, sourcing requests, negotiation events, and cases. You can also filter your tasks by due date for better planning. The distribution of your work by work type and priority is displayed in a stacked bar chart format. This quick glance of your work enables you to better plan and prioritize your work. You can also view the recently updated records, which enables you to keep up with the progress when collaborating with other stakeholders.
Reports
For a detailed analysis on each component, select the respective widget or chart.
| Title | Type | Description |
|---|---|---|
| Work to review | ||
| Needs final action | Widget | View the total number of records assigned to the logged-in user that needs a final action. Select a widget to view the complete list of records. Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records. Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results. |
| New this week | Widget | View the total number of new records assigned to the logged-in user during the current week. Select a widget to view the complete list of records. Up to five records are displayed upfront in this section, with their record number, short description, priority, business owner, last updated date, and opened date. Use the carousel to view more records. Filter by priority and work type such as purchase requisitions, sourcing requests, negotiation events, and cases, for focused results. |
| Tasks | ||
| Tasks | Widget | View the total number of open purchasing tasks assigned to the logged-in user. Select a widget to view the details of that record. Select View all to view the complete list of tasks. You can also view up to four records in this section, with their task number, state, short description, and opened date. Filter by due dates for focused results. |
| Summary | ||
| Distribution of your work | Stacked bar chart | View the total number of requests assigned to the logged-in user that's not in a closed state, sorted by priority, and color coded by work type. Point to a bar area to view the number of work types that fall
within that priority time frame. Select a bar area to view the complete list of records within that time frame. Select View all to view the complete list of records. Note: The logged-in user
can view only the work that is specific to their role. |
| Recently updated | Widget | View the list of records assigned to the logged-in user that was last updated by someone. The list displays the record number, short description, updated by, and state. Select a number to view the details of that record. Select View all to view the complete list of records. |
| Quick actions | ||
| Procurement dashboard | Widget | Open a new tab with the procurement dashboards, where dashboards are filtered by the Sourcing and Procurement Operations group. |
| Supplier directory | Widget | Open the list of suppliers in the workspace. |
| Knowledge articles | Widget | Open a new tab with the Purchase and Expense category knowledge base page. |
| Open Employee Center | Widget | Open a new tab with the Purchase and Expense category in Employee Center. |
| Open ShoppingHub | Widget | Open a new tab with the ShoppingHub home page. |
Configure your workspace landing page
You can configure the landing page using UI Builder, define different audiences for the landing page, and even add, remove, or modify the different content, if you want. However, it’s recommended that you create a duplicate of the landing page before modifying it. For detailed information on how to configure using UI Builder, see Creating custom landing pages for workspaces.