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Administrator Guide
Last Updated: 2025-09-19
Concept: Supplier Contract Analytics and Reporting

Concept: Supplier Contract Analytics and Reporting

Context

Analyze spend directly from supplier contracts. You can view multidimensional information, such as the current amounts of supplier invoices and purchase orders. Additionally, you can drill into rows to display line information for items and services, and review spend transactions including remaining balances.

Supplier Contract Reports

To review information for supplier contracts, access these reports:
Report
Description
Find Supplier Contracts
Identifies each supplier contract by:
  • Contract Number
     and
    Name
    .
  • Supplier Contract Type
    .
  • The
    Status
     of the contract.
  • The
    Company
     and
    Supplier
    .
  • The contract
    Start Date
     and
    End Date
    , when applicable.
  • Contract Amount
    .
You can drill into details, and you can use available related actions for each supplier contract.
Find Expiring Supplier Contracts
Identifies contracts that are about to expire. You can view the contract:
  • Start and end dates.
  • Notice periods.
  • Renewal terms.
  • Supplier contract status.
Find Purchase Order Schedules
Find Supplier Invoice Schedules
You can view:
  • Schedule
     name.
  • The
    Company
     and
    Supplier
    .
  • The schedule
    Status
    .
  • The schedule's
    From Date
     and
    To Date
    .
  • The
    Frequency
     for creating business documents.
  • The
    Method
     for distributing supplier contract amounts or quantities.
  • The total
    Amount
     for all installments in the schedule.

Business Views for Supplier Contract Activity

Supplier Contract Activity standard report, uses the Business View for Supplier Contract Activity data source. The report provides summarized contract-level information with the ability to drill into spend activity details.
When using the Business View for Supplier Contract Activity data source or its related reports, note that:
  • For multi-participant supplier contracts, the report data is filtered to show spend amounts only for the Company specified in the report prompt.
  • Workday doesn’t include Freight Amount and Other Charges in the spend calculations.
  • PO lines and Invoice lines with a status of Cancelled, Draft, In Progress, or Denied are excluded from the Supplier Contract Activity line amounts.
  • The Total Amount Received value doesn't consider returns.
  • Receipt Balance/Total Amount Received Against Header Only Contracts is not supported.

Embedded Business Intelligence for Supplier Contracts

You can enable reviewers and approvers to see embedded business intelligence analytics in supplier contracts. You can define custom reports and include them as worklets for these business process steps:
Business Process
Business Process Steps
Supplier Contract Event
  • Supplier Contract Event Approval
  • Supplier Contract Event Review
Supplier Contract Amendments Event
  • Supplier Contract Amendment Approval
  • Supplier Contract Amendment Review
Supplier Contract Invoice Schedule Event
Supplier Contract Invoice Schedule Approval
Supplier Contract Purchase Order Schedule Event
Supplier Contract Purchase Order Schedule Approval