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- Working with Apps and Discovery Accelerators
- AppOne menus and dashboards
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- TemplateOne 1.0.0 setup
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- TemplateOne 2021.4.0 setup
- Purchase to Pay Discovery Accelerator menus and dashboards
- Purchase to Pay Discovery Accelerator Setup
- Order to Cash Discovery Accelerator menus and dashboards
- Order to Cash Discovery Accelerator Setup
- Basic Connector for AppOne
- SAP Connectors
- Introduction to SAP Connector
- SAP input
- Checking the data in the SAP Connector
- Adding process specific tags to the SAP Connector for AppOne
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- Adding automation estimates to the SAP Connector for AppOne
- Adding attributes to the SAP Connector for AppOne
- Adding activities to the SAP Connector for AppOne
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- SAP Order to Cash Connector for AppOne
- SAP Purchase to Pay Connector for AppOne
- SAP Connector for Purchase to Pay Discovery Accelerator
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- Superadmin
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- How to ....
- Working with SQL connectors
- Introduction to SQL connectors
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- Structure of transformations
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- Useful resources
Menu Compliance
The Compliance menu contains the Maverick buying dashboard. Maverick buying is defined as the number of purchase order items that were processed outside the regular Purchase-to-Pay process without involvement of the Procurement department.
Compliance - Maverick buying is the dashboard where you can analyze your process regarding maverick buying. It enables you to analyze purchase order items labeled with one or more maverick buying tag.
See the illustration below.
Below is a description of the KPI's displayed at the top of the Compliance - Maverick buying dashboard.
If you click on a KPI, the corresponding metric is selected in the Where does maverick buying occur? dashboard item.
KPI |
Description |
---|---|
Maverick buying value |
Total value of the purchase order items involved in maverick buying. |
Percentage maverick buying |
The percentage of purchase order items that were processed outside the regular Purchase-to-Pay process. |
PO items with maverick buying |
The number of purchase order items that were processed outside the regular Purchase-to-Pay process. |
Total PO items |
The total number of purchase order items. |
Below is a description of the predefined tags for maverick buying.
Tag |
Indicates that the ... |
---|---|
Goods delivered before PO item creation |
goods were delivered before a purchase order item was created. |
Goods delivered before PO approval |
goods were delivered before a purchase order was approved. |
Goods delivered without PO approval |
goods were delivered for a purchase order that was not approved. |
Invoice received before PO item creation |
invoice was received before a purchase order item was created. |
Invoice received before PO approval |
invoice was received before a purchase order was approved. |
Invoice received without PO approval |
invoice was received for a purchase order that was not approved. |
Unreasonably quick goods delivery |
goods were delivered within 2 hours after the purchase order was approved. |
Unreasonably quick invoice received |
invoice was received within 2 hours after the purchase order was approved. |
The Analysis - Root cause analysis dashboard enables you to analyze the behavior of purchase order items that have particular tags in more detail. When you click on the Root cause analysis icon in the header of the Where does maverick buying occur? dashboard item the Analysis - Root cause analysis dashboard will be displayed with a predefined filter to analyze maverick buying.
See the illustration below.
When you click on the Back icon in the What influences the selection? dashboard item in the Root cause analysis dashboard, you will return to the Compliance - Maverick buying dashboard.
You can create various different contexts by selecting different groupings from the drop-down list. The metric selector enables you to select different metrics. Below is a description of the metrics that can be used to analyze the purchase items regarding the selected grouping.
Metric |
Description |
---|---|
Number of items |
The number of unique purchase order items, for purchase orders that were created within the selected period, that are processed outside the regular Purchase-to-Pay process, i.e. have a maverick buying tag. |
Percentage of items |
The percentage of purchase order items, for purchase orders that were created within the selected period, that are processed outside the regular Purchase-to-Pay process, i.e. have a maverick buying tag. |
Avg. value (ordered) |
The average value of the purchase order items, for purchase orders that were created within the selected period, that are processed outside the regular Purchase-to-Pay process, i.e. have a maverick buying tag. |
Total value (ordered) |
Sum of the value of the purchase order items, for purchase orders that were created within the selected period, that are processed outside the regular Purchase-to-Pay process, i.e. have a maverick buying tag. |
The process graph displays the process for purchase order items that are tagged as maverick buying.
By default the process graph displays the maverick buying process based on the number of case.Follow these steps to select a different metric for the process graph.
Step |
Action |
---|---|
1 |
Click on the Displayed metrics icon in the process graph. |
2 |
Select a different metric from the list of available metrics. |
See the illustration below.
See also Working with Process Graphs.
When you identify a step in the Purchase-to-Pay process that might reduce maverick buying when it would be automated, you can send a request to automate the activity to UiPath Automation Hub. You can do this directly from the process graph. See Sending Automation Ideas to UiPath Automation Hub for more information.