How to Manage Unspecified Spend

  • Updated

Unspecified spend occurs when orders are placed without a UNSPSC (Category) code. This data appears on the Procurement Dashboard and should be addressed to ensure all spend is correctly allocated for accurate reporting.

 

Prerequisites

  • Roles: Community Administrator, View Transactions, or Create Invoices.

  • Access: Ensure you have access to the Insights and Administration modules.

 

Sample: Spend By Category (Unspecified)

 

Step 1: Identify Unspecified Spend

To address the issue, you must first identify which orders are missing codes by running an order report.

  1. Navigate to Insights > Reports and select Run Report.

  2. Enter your email address in the Email Address field to receive a notification when the report is ready.

  3. Select Unimarket Order Report in the Report Type field.

  4. Choose your desired date range in the From Date and To Date fields (defaults to one month) and click Create.

 

  1. Once the report State is Complete, select Actions > Download.

 

Reviewing the Report

  • Open the file and filter Category Code (Column W) to show only blank cells.

  • Filter Product Type to exclude "Shipping" to view only Unidentified Spend items.

 

Step 2: Prevent Future Unspecified Spend

You can enforce data quality by requiring categories for non-catalog orders.

  1. Navigate to Administration > Modules > Procurement.

 

  1. Locate the Non-Catalog Category Required field and check the box.

 

  1. Scroll to the bottom and click Save.

 

Step 3: Set Supplier Default Categories (Optional)

Setting a default category for a supplier ensures a code is automatically populated for non-catalog orders.

  1. Navigate to Administration > Suppliers and select the supplier name.

  2. Select the Profile tab > select Edit and scroll to the About header.

  3. In the Default Category field, select the desired UNSPSC code.

 

  1. Scroll to the bottom and click Save.

NOTE: When a default category is set, it will automatically populate for buyers, but they still retain the option to manually change it if necessary.

 

Troubleshooting

  • Report Not Arriving: Check that the email address entered during the "Run Report" step is correct.

  • Category Still Missing: Ensure the "Non-Catalog Category Required" checkbox was saved successfully in the Procurement module.

 

What's Next/Related