Revision as of 13:23, 26 March 2020

Sourcing Reports

RFx Summary Report

While the ICM Sourcing application provides businesses a comprehensive platform to manage bids from suppliers, previously it only provided buyers the ability to manage supplier details, requests for quotation, and similar tasks.

This release introduces dedicated reports for Sourcing which give visibility to top management and concerned departments on sourcing activities. It provides them with a consolidated view of data available for any RFx, with various categorizations, enabling them to take more informed decisions.

They will be able to generate reports using the following filters –Sourcing Event, Category, RFx Status, and RFx Created Date From/To.

The report will display details about the RFx/RFI. The results will be displayed in the descending order of the creation date of the RFx. The RFx ID will have a hyperlink to the supplier related information for the selected RFx. If no data is found, then a validation message will be displayed.

Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports, however, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular RFx in ICM, for example, they would not see those in the Report even though they have the view privileges for Reports.

Extracting the RFx Summary Report

1. Click the Reports tile on the Dashboard. The Reports page opens.
2. Select the Sourcing option from the Default Reports drop-down. The Sourcing Reports Dashboard page opens.
3. Click on the RFx Summary Report Dashboard tile. The RFx Summary Reports page opens.
4. Filter reports using the following fields –Sourcing Event, Category, RFx Status, andRFx Created Date From/To. The RFx Summary Report will be displayed with the following columns: RFx ID, RFx Name, Sourcing Event, Category, Primary Owner, RFx Created Date, RFx Status, Suppliers invited, Suppliers accepted invite, Suppliers declined invite, Suppliers without action, Suppliers Awarded
5. Click the RFx ID to view the report for the RFx. The Supplier Information Report will be displayed with the following columns: Supplier ID, Supplier Name, Supplier Contact Name, Invitation Action, Awarding Status, Awarding Date, Contract(s) – Agreement Code, Agreement Status, Round(s) - Submitted Status, Submission Date, Selection Status. The report can be downloaded as an Excel Workbook (CSV/XLS) or PDF format.

Note: The Contract and Round data is dynamic and is displayed for the respective number of contracts and number of rounds present in an RFx/RFI.

RFx Details Report

The RFx Details Report helps procurement, buyer teams and the business to view its sourcing requests and the responses to it. With this, they will be able to derive insights for future reference.

Based on user authorization, a report can be viewed for each RFx. It provides a detailed view of all activities taken up with suppliers, such as supplier actions, bidding details, awarding action, etc.

The RFx Details Report contains sections with the following data:

• RFx/RFI Information – This section gives details on the RFI such as RFI ID, Category and so on
• RFx/Round/Awarding Approval Pending Details – This section gives details on the number of bidding rounds, information on awarding and so on
• RFx Supplier Information – This section gives details on each supplier with contact details and statuses of bids awarded
• RFx Bidding details –This report opens in a new window and provides supplier-based, round-based and line-item based views.
• RFx Awarding details – This section gives the Awarding details for an RFx

Note: Bidding and Awarding details are only available for RFI.

Access to these reports can be provided via Security Groups (similar to other reports). Only authorized users with access to Sourcing can view the Sourcing Reports. Even if the users are authorized to view/access a specific report, the privileges of the Reports further follow the authorization that the user has in ICM. If the user does not have the privileges to view a particular RFx in ICM, they would not see those in the Report even though they have the view privileges for Reports.

1. Click the RFx option on the Sourcing tile on the Home page. The RFx page opens, which displays a table with the list of RFxs in the system.
2. Click the View icon. The Details page for that respective RFx opens.
3. Click on the Reports tab at the bottom in the list of tabs. The RFx Details Report option is displayed.
4. Click the RFx Details Report option. The report is downloaded as an Excel Workbook.

The Bidding details report further offers views from three perspectives:

• Supplier-based: Select this view to see a consolidated snapshot of bid responses in each round segregated by supplier
• Round-based: Select this view to see a consolidated snapshot of bid responses of suppliers segregated by round
• Line-item based: Select this view to see a consolidated snapshot of supplier responses for respective line items