Spend by Category
Committed and received spend rolled up the Categories tree by Department and period, drilling to Supplier and PO, with OffContract lines flagged per category.
Suppliers and catalog
Choose qualified suppliers and give purchasing teams a catalog with the information needed to order.
Activenext 90 days
| Supplier | Cert Type | Cert Number | Issuing Body | Issue Date | Expiration Date |
|---|---|---|---|---|---|
| VND-095 | ISO9001 | SC-45324 | IB-534 | 13 Sep | 17 Sep |
| VND-118 | AS9100 | SC-60740 | IB-602 | 14 Sep | 18 Sep |
| VND-164 | ISO13485 | SC-95650 | IB-139 | 12 Sep | 17 Sep |
| VND-087 | ISO14001 | SC-47545 | IB-556 | 16 Sep | 18 Sep |
| VND-124 | NIST800171 | SC-54724 | IB-390 | 08 Sep | 14 Sep |
| VND-138 | ITAR | SC-74760 | IB-661 | 07 Sep | 10 Sep |
Supplier master
A supplier record carries the facts the rest of the system reads at every step:
The EIN is masked from everyone except Admin and the Procurement Manager. The W-9 flag is read from accounts payable rather than kept twice. Vendor risk scoring, insurance certificates and financial-health monitoring belong to the vendor management layer above this system.
| Field group | What it holds |
|---|---|
| Identity | Supplier code, legal name, doing-business-as name, EIN, parent company for subsidiaries |
| Status | Onboarding, Active, Suspended or Blocked; only Active suppliers can be selected on a new requisition, RFQ or order |
| Terms | Default payment terms (Net 30, 2/10 Net 30 and so on), default FOB point and freight terms, remit-to and ship-from addresses |
| Compliance | W-9 on file, GSA contract number |
Status lifecycle
A supplier enters as Onboarding, usually because a Requester or Buyer asked for one. The Procurement Manager validates the EIN, confirms the W-9, and verifies qualification evidence and terms. Procurement Manager or Admin approves activation and records the reason. Suspended stops new business while open orders finish. Blocked stops issuance and fulfilment posting; arrivals are held as disputed with evidence. Reductions, cancellations and returns remain available to resolve existing obligations. Neither status permits new or increased commitments.
Contacts
Each supplier has the people the Buyer actually talks to: sales representative, customer service, expediter, accounts receivable, executive. One contact is marked primary and receives RFQ invitations and purchase orders.
Supplier qualifications
Keep supplier certificates, registrations, assessments and attestations with their issuer, reference, dates and supporting document. Record the activity and location each item covers. Quality certificates such as ISO 9001 and diversity qualifications can be tracked separately from evidence for security or regulatory requirements. These labels have different meanings; a reviewed document does not by itself establish legal compliance. Supplier-submitted material remains Pending until the Procurement Manager verifies its scope and validity.
Category requirements restrict sourcing and ordering to suppliers with current verified evidence. Supplier Certifications Expiring lists upcoming renewals so Buyer can request replacement documents before eligibility lapses.
Categories
The purchasing taxonomy follows UNSPSC. Categories nest, carry the two-digit segment, and drive which approval rows apply to a requisition line, which supplier evidence is required, and whether the category requires a contract. RequiresContract is a soft control. An order line in such a category with no contract rate or master agreement behind it is flagged off-contract and held for the Procurement Manager. They record the reason before the order can go out, and Maverick Spend reports those lines with their reasons.
Item catalog
The item is what a Requester picks from when raising a line:
Stocked items map to the inventory system’s SKU when connected. The catalog also describes non-stocked items, services, capital and subscriptions; connected asset, service and inventory systems retain their own operational records. A free-text line still needs a category, description and unit for approval routing and sourcing. Buyer can request a catalog addition when the same purchase is likely to recur.
| Field | Purpose |
|---|---|
| ItemCode, Description, UOM | Identity and unit (EA, BX, CS, LB, FT, HR, MO) |
| ItemType | Stocked, NonStocked, Service, Capital, Subscription; decides dock or desk receipt |
| Category | UNSPSC category for approval routing and spend reporting |
| ManufacturerPartNumber, SupplierPartNumber | Printed on the RFQ and PO so the supplier ships the right thing |
| PrimarySupplier | Default source for a direct PO |
| BasePrice | List price used for the requisition estimate |
| LeadTimeDays, MOQ | Feed the need-by check at requisition and the quantity check at order |
Departments, cost centres, locations and users
A department carries its head; a cost centre belongs to a department and carries its budget owner. The approval matrix resolves the DepartmentHead and BudgetOwner roles from those two records, so a row that says the head of Facilities approves routes to a named person. A location is where an order ships and where a receipt is taken: a dock the warehouse system manages, a dock the Receiving Clerk keys, an office where desk deliveries land, or a site.
The user directory carries each person’s department, cost centre and manager, which default onto a new requisition. A separately configured Buyer limit can authorise an eligible original hand-raised order without requisition, RFQ-award or release backing. The decision records the policy and approved version; it does not bypass mandatory competition, supplier qualification or pricing holds.
Modules
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Suppliers and catalog
Choose qualified suppliers and give purchasing teams a catalog with the information needed to order.
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Contracts and pricing
Apply negotiated prices, control agreement commitments and prepare renewals before approved capacity or contract terms run out.
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Requisitions and approvals
Route purchase requests to the right people and preserve the approved amount, scope and version through sourcing.
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Quote requests
Compare supplier quotes on a consistent scope, record the award decision and carry the selected offer into purchasing.
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Purchase orders
Keep purchasing authority, supplier terms, revisions and receipt progress together from draft order through close.
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Receipts and expediting
Confirm what was accepted, keep outstanding deliveries in view and give accounts payable the evidence needed to match.
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Supplier performance
Review delivery, quality and price evidence separately, then use published scorecards to inform sourcing decisions.
Reports
All reportsSpend by Supplier
Spend per Suppliers by Category and period with share of total, year-on-year change and the share tied to a ContractRates or MasterAgreements row.
Roles and permissions
Owns supplier decisions, signed agreements, rate activation, price exceptions, sourcing review and published performance.
Runs sourcing, draft orders, change requests, expediting and procurement-side exception resolution.
Department user who submits a need and confirms authorised non-stocked deliveries at their desk.
Named department head, budget owner, CFO, CEO or committee representative holding the application Approver role.
Inspects dock arrivals, records acceptance and raises controlled returns.
External seat restricted to its own purchasing relationship and published evidence.
Finance reviewer of commitment, migration control totals and supplier performance, and signer for assigned Controller rules.
Read-only executive view of scoped aggregate purchasing and published supplier performance.
Related processes
Competitive sourcing
Compare eligible suppliers on a frozen scope and carry the chosen offer into an independently authorised purchase order.
6 stages · 2 approvals
Supplier onboarding
Verify supplier identity, terms and qualifications before purchasing, then apply clear controls when status changes.
6 stages · 2 approvals