If communities are seeing a high amount of Unspecified Spend (or any amount) on the Procurement Dashboard and would like to address it. To ensure spend is being correctly allocated, please review the below.
| Note: Unidentified Spend occurs when there are orders, that were placed without a UNSPSC code. |
Run Report for Unspecified Spend
To view unspecified spend, we recommend running a Unimarket Order Report.
Users the Community Administrator , View Transactions or Create Invoices role can run the necessary report.
By going to the Insights module > click Reports > select Run Report, in the upper right corner.
A pop-up box will appear to insert the desired email address in the Email Address field. This is where a notification will be sent when the report is ready.
In the Report Type field, select Unimarket Order Report > in the From Date and To Date fields, choose the desired dates and times you are interested in reviewing. The date ranges default to one month.
Once completed, select Create.
The report will be added to the list > once the State is in Complete > select Actions > click Download.
Review the Report
We recommend filtering the file by Category Code > remove any lines with a Category Code (column W). This will leave the user with the items that did not have a UNSPSC/Category code.
Next, filter by the Product Type to exclude Shipping (as Shipping is excluded). This will provide items falling into the Unidentified Spend category.
Manage Unspecified Spend
To address the Unidentified Spend, take the following steps:
Step 1:
Ensure your community has the setting turned on to require a category for all non-catalog orders.
- By going to the Administration module > click Modules > select Procurement > in the Non-Catalog Category Required field, check the box > scroll to the bottom of the screen > click Save.
Step 2:
You can choose to set default categories for the supplier(s). If you set a default category, this will populate anytime a buyer places a non-catalog order with the supplier(s). Buyers will still have the option to change the category, if necessary.
- To set a default category within the supplier's profile, go to the Administration module > click Suppliers > locate the desired supplier > click the supplier's name > select the Profile tab > scroll down to header titled About > in the Default Category field, select the desired category > scroll to the bottom of the screen > click Save.