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Transcript of Spend Viz. 2 Today’s Agenda Download Tool / Updates Change Password Overview of Spend Viz...
Spend Viz
2
Today’s Agenda
Download Tool / Updates
Change Password
Overview of Spend Viz
Reporting• Create favorites• Save favorites• Export to Excel
Questions & Answers
3
• Open a browser window
• Log onto http://spendviz.dfa.cornell.edu
• Spend Viz Executable link
• Save to desktop
To: Desktop
Download Tools / Updates
http://spendviz.dfa.cornell.edu/
4
• Open a browser window
• Log onto http://spendviz.dfa.cornell.edu
• Templates link
• Save to C:\
To: C:\
Download Tools / Updates
http://spendviz.dfa.cornell.edu/
• Spend Management– Having a complete view of all of your unit’s spend– Provides insight and information to make cost saving business decisions
• Visibility
• Classification of spend
• Explanation of UNSPC codes
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Spend Viz Overview
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What is Visibility?
IdentifyOpportunity
DevelopStrategy
Source &Negotiate
Implement Contract & Execute
Monitor &Manage
Invoice& Pay
Spend Data Visibility1 Spend Management Process Visibility
2 Spend Management Performance Visibility
3
WHAT is our spend? By supplier By commodity By organization
HOW do we spend? Procurement processes Sourcing processes Operational efficiency
WHO is performing? Which suppliers Which buyers What are the goals
Where should we consolidate?
How much is non-compliance costing us?
Where are my bottlenecks?
What are they costing us?
Who should be eliminated? Who should receive more
volume? What are the non-
performers costing us?
UNSPC• The United Nations Standard Products and Services Code® (UNSPSC®) provides an open, global multi-
sector standard for efficient, accurate classification of products and services
NAICS• The North American Industry Classification System (NAICS) is the standard used by Federal statistical
agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy
SIC• The Standard Industrial Classification Codes that appear in a company's disseminated EDGAR filings
indicate the company's type of business. These codes are also used in the Division of Corporation Finance as a basis for assigning review responsibility for the company's filings. For example, a company whose business was Metal Mining (SIC 1000) would have its filings reviewed by staffers in A/D Office 4.
APPS• Automated Procurement and Payment System
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Classification of Spend
UNSPSC classifications are 8-digit numeric codes that describe individual products and services. Similar commodity classifications are grouped together into the hierarchical categories to identify the relationships between commodities. The levels in the hierarchy are:
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UNSPC
Level Description
Segment The logical aggregation of families for analytical purposes
Family A commonly recognized group of inter-related commodity categories
Class A group of commodities sharing a common use or function
Commodity A group of substitutable products or services
44000000 Office Equipment and Accessories and Supplies44120000 Office Supplies44121700 Writing Instruments44121706 Wooden Pencils
Preferred Supplier Report• Aggregates spend across UNSPC classification and presents the information across standard and
preferred vendor spend
E-Procurement Report• Aggregates e-SHOP vendor spend across UNSPC classification
Spend Analysis Report• Aggregates transaction and spend data based on selected criteria
Spend Table Report• Aggregates spend across selected value and presents it in an x and y table
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Reporting
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Reporting – Create & Save Favorites
Reporting – Export to Excel
11Note: Macros must be enable in excel for chart exports
KEY DESCRIPTION KEY DESCRIPTION
ESC Exit current screen or active pop-up screen
Home First cell in grid line
F1 Online Help End Last cell in grid line
F2<Shift>
Zoom out on current fieldShow Multivalue grid items
Move left within a cell
F3<Shift>
Last lookup key.Activates Super Find
Move right within a cell
F4<Shift>
Insert a value or new lineDelete a value or line
Move up one line in grid
F5<Shift>
Move left one fieldSection left
Move down one line in grid
F6<Shift>
Move right one fieldSection right
Insert Activate insert edit mode in cell
F7<Shift>
Move up a sectionPage up
Delete Delete character in cell
F8<Shift>
Move down a sectionPage down
Page Up Move up a page at a time in grid
F9<Shift>
Look (double click)Reference list
Page Down Move down a page at a time in grid
F10 Save current record , (comma) Copy cell above in a grid
<alt> or {key} Accelerator Keys . (period) Copy the data from the previous record
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Screen Navigation
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Questions and Answers