Spend Glossary - UC Reporting Objects

Related Article - CalUsource Categories

Order	Section	Dimensions & Measures (Report Objects)	UC Definition	Normalized or Enhanced
1	Measure	Spend in USD	Total (sum of) spend for your report based off the invoice amount. Spend is based on the invoice paid date.
2	Measure	Spend %	Percent of spend for your report based off reporting object selection (e.g. campus, supplier, category, etc.)
3	Measure	Quantity - Invoice	Quantity of items ordered for the invoice OR Quantity per the distribution on the invoice
4	Measure	Transaction Count	Total number of transactions - it is a record count. This is used as a count against something - for example, transaction count for a supplier or by department.
5	Campus	Campus	Campus acronym. Available options are: UCB, UCD, UCI, UCLA, UCM, UCOP, UCR, UCSB, UCSC, UCSD, and UCSF.
6	Classification	Category Level 1	Highest level of categorization in the CalUsource taxonomy. It is recommended to exclude the "non-procurable" category from your spend report to exclude nonaddressable spend. All CalUsource categories are available on the CalUsource website.
7	Classification	Category Level 2	Second level in the category hierarchy. All CalUsource categories are here.
8	Classification	Category Level 3	Sourcing-level category. All CalUsource categories are available on the CalUsource website for more information.
9	Classification	Category Level 4	Most granular category, typically at the purchasing level. This can sometimes be a duplication of category level 3 due to campus source data's inability to drill down further. All CalUsource categories are available  for more information.
10	Classification	UC Tier 1	Breakdown of addressable vs. nonaddressable spend. Also includes unclassified spend. There is a direct relationship between UC and the supplier.
11	Classification	UC Tier 2	Within addressable spend, breakdown of current vs. non-traditional spend. There is an indirect relationship between the UC and the supplier, generally facilitated through a third party such as a distributor.
12	Classification	UC Tier 3	High level categories of non-addressable and addressable spend.
13	Supplier	Supplier - Parent	This is the normalized parent supplier. It rolls up all subsidiaries and acquisitions into this field as the parent company. The 'supplier' is a child to the 'supplier - parent' field. For example, Fisher Scientific, Affymetrix, Microgenics, Life Tech, Thermo, etc. are all suppliers that roll up into the "Thermo Fisher Scientific, Inc" supplier parent.	Yes
14	Supplier	Supplier	This is the normalized supplier. Normalized means collapsing suppliers entered in campus ERP systems with various different name formats. For example, IBM can be entered as International Business Machine, IBM Corp, IBM Corporation. These three naming variations will be collapsed (normalized) under one standard name to show aggregate UC spend with all IBMs.	Yes
15	Supplier	Supplier - Invoice	This is the exact supplier name as it appears on the invoice. Unlike the "Supplier" field, the "Supplier - Invoice" field is not normalized. This field is helpful when you want to pull a report for a single campus to match to the ERP data, but is not recommended when looking at multi-campus spend.	No
16	Supplier	Supplier Number	This is the supplier number from the campus ERP system.
17	Supplier	Supplier Class	Supplier class information from the campus ERP system. Where commonalities exist  between ERPs, these are combined. However, each campus has its own supplier class list and these are not common between campuses.	As possible
18	Supplier	Supplier Country	Country of origin for the Supplier.
19	Supplier	Supplier State	State of origin for the Supplier.
20	Supplier	Supplier ID	This unique supplier ID is generated for CalUsource to handle multiple campus ERP systems.
21	Transactional	Invoice Number - Supplier	The actual invoice number as it appears on the invoice received from the supplier. This is typically the same as the 'Invoice Number' reporting object. However, it may be different in the campus's ERP, which can maintain a unique invoice number compared to what the supplier sends.
22	Supplier	Supplier DUNS Number	Dun & Bradstreet assigned unique nine-digit identifier for businesses. The DUNS number is currently available for Oracle campuses only.
23	Period	Fiscal Year	The fiscal year in which spend occurred. For example, a transaction that occurred in December 2021 would be displayed in fiscal year 2022. Please note that when this field is exported, it is formatted as text.
24	Period	Fiscal Quarter	Quarter in which spend occurred. For example, a transaction that occurred in December 2021 would be displayed in fiscal quarter Q2-2022.
25	Period	Date - Month	The date month combination in which spend occurred. For example, spend that occurred in January 2022 would be displayed as "Jan-22". Please note that when this field is exported, it is formatted as text.
26	Period	Invoice Paid Date	The date the invoice was paid. Information appears as MM/DD/YYYY. Please note that when this field is exported, it is formatted as a date.
27	Fund	Fund Number	The Fund ID associated to the spend.
28	Fund	Fund	The Fund name associated to the spend.
29	Fund	Fund Number (UCOP)	The UCOP designated Fund number associated to the spend.
30	Fund	Fund (UCOP)	The UCOP designated Fund name associated to the spend.
31	Fund	Fund Owner Number	The ID of the Fund Owner associated to the spend.
32	Fund	Fund Owner	The Fund Owner name associated to the spend.
33	Fund	Fund Number Filter	Quick filter to group Fund numbers by the sequence of initiating numbers.
34	Organization	Org Level 1 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 1 is used.
35	Organization	Org Level 1	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 1 is used.
36	Organization	Org Level 2 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 2 is used.
37	Organization	Org Level 2	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 2 is used.
38	Organization	Org Level 3 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 3 is used.
39	Organization	Org Level 3	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 3 is used.
40	Organization	Org Level 4 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 4 is used.
41	Organization	Org Level 4	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 4 is used.
42	Organization	Org Level 5 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 5 is used.
43	Organization	Org Level 5	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 5 is used.
44	Organization	Org Level 6 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 6 is used.
45	Organization	Org Level 6	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 6 is used.
46	Organization	Org Level 7 Number	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 7 is used.
47	Organization	Org Level 7	Campus chart of accounts related. Refer to your campus's accounting information for how Organization Level 7 is used.
48	Flag	Fair Wage/Fair Work	Yes/No flag pulled from the invoice which denotes whether Fair Wage/Fair Work applies to the invoiced spend. This information is currently available for Oracle campuses only.
49	Flag	Supplier Diversity Flag	Yes/No/Not available flag that indicates if a supplier is a diverse supplier or not. A status of 'Yes' means this is a diverse supplier.  'Not Available' means the insufficient supplier information available for diversity validation.	Enhanced by Supplier.io
50	Flag	Supplier Diversity	Supplier diversity acronyms (e.g. MBE, WBE, etc.). Full list of supplier diversity categories and definitions	Enhanced by Supplier.io
51	Flag	Fund Usage	Binary flag that indicates how much spend is through Fund vs. isn't for a particular supplier
52	Flag	Payment Channel	Denotes whether the invoice is tied to a purchase order or not. This is a flag with two options: OFF PO and ON PO. As the descriptions imply, ON PO means the spend occurred on a purchase order(s). OFF PO means the spend occurred without a purchase order(s).
53	Flag	Rolling 12 Months Flag	Flag for last twelve months of transactions. This is commonly used as a filter option.
54	Flag	Prevailing Wage Flag	Yes/No flag pulled from the invoice which denotes whether Prevailing Wage applies to the invoiced spend or not. This information is currently available for Oracle campuses only.
55	Transactional	Line Desc - PO	Line item description from the Purchase Order.
56	Transactional	Line Desc - Invoice	Line item description from the Invoice.
57	Transactional	Department	Name of the department that this item is for.	No
58	Transactional	Department ID	Number/ID of the department that this item is for.	No
59	Transactional	Line Desc - Card	Line item description from the Card data.
60	Organization	GL Account Number	Account Number from the General Ledger for this transaction.	No
61	Organization	GL Account	Account Description from the General Ledger for this transaction.	No
62	Organization	Object Code	Object Code from the General Ledger for this transaction.	No
63	Organization	Object	Object Description from the General Ledger for this transaction.	No
64	Transactional	Invoice Number	The invoice number from the campus ERP. This is typically the same as the 'Invoice Number' reporting object. However, it may be different as the campus's ERP maintains a unique invoice number compared to what the supplier sends.
65	Transactional	PO Number	The PO number associated to this payment from the campus ERP.
66	Transactional	Payment Method	How payment was made for the invoice. Examples include: wire, check, payment plus, P-Card, etc.	Yes
67	Transactional	Unit Price - Invoice	The unit price as it appears on the invoice.
68	Transactional	Payment Term	The payment term as it appears on the invoice.
69	Transactional	Invoice Freight Amount	The freight amount as it appears on the invoice.
70	Transactional	Invoice Sales Tax Amount	The sales tax as it appears on the invoice.
71	Transactional	Invoice Use Tax Amount	The use tax as it appears on the invoice.
72	Organization	Entity	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Entity is used.
73	Organization	Entity Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Entity is used.
74	Organization	Function	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Function is used.
75	Organization	Function Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Function is used.
76	Organization	Program	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Program is used.
77	Organization	Program Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Program is used.
78	Organization	Project	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Project is used.
79	Organization	Project Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Project is used.
80	Organization	Physical Location	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Physical Location is used.
81	Organization	Physical Location Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Physical Location is used.
82	Organization	Sub Activity	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Sub Activity is used.
83	Organization	Sub Activity Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Sub Activity is used.
84	Organization	Inter Entity	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Inter Entity is used.
85	Organization	Inter Entity Description	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Inter Entity is used.
86	Transactional	Invoice Item Number	Item Number associated to the invoice.
87	Transactional	Invoice Line Number	Line Number from the invoice for this item.
88	Transactional	Invoice UOM	Stands for Unit of Measure. This is the unit of measure for the invoice line item.
89	Transactional	Source	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Source is used.
90	Organization	Expenditure Type	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Expenditure Type is used.
91	Organization	Purchasing Category	Campus chart of accounts related - this is specific to Oracle campuses on the new chart of accounts structure. Refer to your campus's accounting information for how Purchasing Category is used.