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Requisition Analysis

A comprehensive guide to analyzing procurement requisitions, tracking savings opportunities, and managing approval workflows.

Overview

The Requisition Analysis feature provides tools to track and analyze procurement activities across your organization. This dashboard enables procurement teams to monitor requisitions and identify cost savings.

Accessing Requisition Analysis

  • From the main menu, select the "Requisitions" heading to access the analysis dashboard
  • The landing page displays a comprehensive list of all requisition numbers
Requisition analysis dashboard showing the main navigation

Filtering and Search Options

  • Basic Filters: Narrow down requisitions using creation date, country, and supplier criteria
  • Advanced Search: Combine multiple parameters to create precise search criteria
Requisition filtering options showing available filters

Data Export Options

Export requisition data for further analysis:

  • Requisition Type
  • Supplier Selection
  • Date Range
TIP

Use date range filters to analyze trends over specific periods and identify seasonal patterns in procurement activities.

Overview of Procurement Analytics Dashboard

Click on any individual requisition to view details and track individual procurement contributions

Overview of Procurement Analytics Dashboard

In the requisition details page, you can see detailed savings opportunities and identify cost saving opportunities. See any price reductions applied to the item.

Overview of Procurement Analytics Dashboard
Overview of Procurement Analytics Dashboard

Savings Analysis Options

  • Swap Savings: Identify opportunities to switch to more cost-effective alternatives while maintaining quality standards
  • Store Savings: Track and compare pricing across different stores to maximize procurement value
  • Price Drop Savings: Monitor and capitalize on price reductions and special offers from suppliers
Overview of Procurement Analytics Dashboard

You can add a PO number/code, allowing you to search for any requisition using the chosen input. Once complete, hit save to apply.

Overview of Procurement Analytics Dashboard
Overview of Procurement Analytics Dashboard

Your PO number can be seen under the item name. This number can be searched for in the main requisition landing page to find the order easily.

Overview of Procurement Analytics Dashboard

To see requisitions that require approval, navigate to the requisitions approval tab

Overview of Procurement Analytics Dashboard

Requisition Status Management

  • Pending: View all requisitions awaiting review or approval
  • Approved: Access a list of successfully approved requisitions
  • Rejected: Review declined requisitions to understand rejection patterns
Overview of Procurement Analytics Dashboard

You can interact with the product you're interested in to view the requisition details

Overview of Procurement Analytics Dashboard

Find the product you're interested in and click on it to view the product details.

Overview of Procurement Analytics Dashboard

Once your check is complete, you can either approve or reject the requisition.

Overview of Procurement Analytics Dashboard

Interactive Tutorials

How to View, Analyze and Export Requisition Data

A walkthrough of the requisition analysis tools, including filtering, exporting, and analyzing procurement data.

How to View Requisitions by Supplier

A step-by-step guide showing how to filter and analyze requisitions for specific suppliers.