Purpose
The following guide is intended for employees who are looking to view or complete any of the following actions:
· Answer business questions using the Supplier Profile dashboard in Orbit.
Prerequisite
· You must be logged into UChicago VPN or on UChicago Wi-Fi to access the Orbit Reports.
Business Questions
Analysis Questions
· What is the count of suppliers by payment method?
· What is the count of suppliers by supplier type?
· What is the count of suppliers by category?
· What are the business classifications and subclassifications for each of our suppliers?
· What is the location of my supplier?
· Does the supplier have a contract or are they a preferred supplier?
· What is the address of the supplier?
· Are these suppliers utilized by us – have we made recent payments to these suppliers?
· Who are all the available suppliers?
Navigating to the Report
1. Input your username and password. Select Login to access your Orbit account.
2. Navigate to Reports tab on the left side of the screen.
3. Navigate and select the Shared with me folder.
4. Select Payables Management Dashboard.
5. Select Supplier Profile. NOTE: The Dashboards with Orange Icons are for end users. Reports with blue icons will be hidden and used as a reference point to the dashboards.
6. Supplier Profile dashboard is opened.
Move to desired business question
What is the count of suppliers by payment method?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Navigate to the # of Suppliers by Default Payment Method table.
Business question answered.
What is the count of suppliers by supplier type?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Navigate to the # of Suppliers By Default Payment Method table.
Business question answered.
What is the count of suppliers by category?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Navigate to the # of Suppliers By Procurement Category Name.
Business question answered.
What are the business classifications and subclassifications for each of our suppliers?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Scroll down to the Supplier Details table.
3. Scroll to the Business Classification column.
4. Optional – Can click in the blue values to see all other suppliers with the same business classification.
5. Business classifications and subclassification details.
Business question answered
What is the location of my supplier?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Scroll down to the Supplier Details table.
3. Scroll to the Site Name, Supplier Site City, Supplier Site State, and Supplier Site Country to find where the supplier is located.
4. Utilize the filters to find a specific supplier and repeat steps 2-3.
Business question answered
Does the supplier have a contract or are they a preferred supplier?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Scroll down to the Supplier Details table.
3. Scroll to the Preferred? and Contract Supplier? columns to see if the supplier is contracted or preferred.
Steps 4 – 8 are optional.
4. Select the Preferred Supplier? or Contracted Supplier filters.
5. Select the magnifying glass.
6. Drag Yes or No to the selected items.
7. Select OK.
8. All suppliers are filtered to the chosen filters.
Business question answered.
What is the address of the supplier?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Scroll down to the Supplier Details table.
3. Scroll to the Site Name, Supplier Site City, Supplier Site State, and Supplier Site Country to find where the supplier address is located.
4. Utilize the filters to find a specific supplier and repeat steps 2-3.
Business question answered
Are these suppliers utilized by us – have we made recent payments to these suppliers?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Select the Active? filter.
3. Select the magnifying glass.
4. Drag or double-click Yes to the selected items.
5. Select OK.
6. Navigate to the Supplier Details table. All suppliers listed are active (at conversion to Oracle, active means used in the last 18 months). Utilize the filters to find a specific supplier and repeat steps 2-3.
Business question answered.
Who are all the available suppliers?
1. Open Supplier Profile dashboard and confirm it is in its original state (no filters applied).
2. Scroll down to the Supplier Details table. All suppliers listed in the table are available.
Business question answered.