If your Community has a high amount of Unspecified Spend (or any amount) on the Procurement Dashboard and desire to ensure spend is being correctly allocated. Please review the information below.
| Note: Unspecified spend occurs when orders were created, without a UNSPSC code assigned. |
Step 1:
The user can view the orders that were not categorized, by running the Unimarket Order report from the Insights Module.
By going to the Insights module > click Reports > select Run Reports > in the Report Type field, choose Unimarket Order Report > insert the desired date/time in the From Date and To Date fields > select Create.
Once the file is provided, we suggest filtering by the Category Code > remove any lines with a Category Code present (column W).
The results will be of items that did not have a UNSPSC/Category code.
Next, filter by the Product Type to exclude Shipping (as Shipping is excluded). This will give you the items falling into the Unidentified Spend category.
Step 2:
To address the Unidentified Spend take the following steps:
- Ensure your community has enabled Non Catalog Category Required. By going to the Administration module > select Modules > click Procurement > check Non Catalog Category Required box.
- You can choose to set default categories for your suppliers under the supplier's settings. If you set a default category, this will populate anytime a user is placing a non-catalog order with that supplier. (Users will still have the option to change the category, if necessary).