How a Procurement Compliance Team Built Bill-Ready Spend Transparency in Oracle Fusion OTBI

Client Profile

UK procurement organisation (public-sector style governance), multi-BU operations Primary users: Procurement Compliance team

Challenge

The compliance team needed a repeatable way to identify suppliers crossing a spend threshold and provide drill-down evidence without relying on manual extracts and spreadsheets. Reporting requests were frequent, time-consuming, and hard to reproduce consistently.

What They Needed (Requirements)

• Paid spend based on payments (not commitments)
• Rolling 12-month anchored by an As-of Date prompt
• Threshold: net paid > £30,000, excluding VAT/tax
• UK supplier identification using primary supplier address country
• Exclude Voided/Stopped payments
• Drill-down from supplier summary to payment-level detail
• Reconcile to AP Payments Register by Payment Date

Solution

• A two-level OTBI dashboard in Oracle Fusion:
• 1. Supplier Summary for monitoring and threshold detection
• 2. Payment Detail drill for audit-ready evidence
• Prompts standardised usage across teams:
• As-of Date (default Today)
• Business Unit (default All)
• Threshold (default 30000)
• The solution aligned to public procurement reporting readiness in the context of emerging policy focus such as the Public Procurement (British Goods and Services) Bill.

Outcomes (Qualitative)

• Faster response to compliance and leadership questions
• More consistent reporting logic across teams
• Reduced manual reconciliation effort through a defined tie-out to the AP Payments Register
• Improved auditability with drill-down evidence from summary to payment transactions

What's Next

Phase 2 enhancements can incorporate more category/contract context depending on data capture and subject-area availability.