How to Use the Compliance Dashboard in Vendor Score Card in Xvantage for Associates

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Overview:

The Compliance dashboard in the Vendor Score Card section of Xvantage for Associates (X4A) provides a comprehensive view of vendor-related compliance metrics. It includes datasets such as total charges, number of violations, chargeback amounts by type, and top vendors by chargebacks. The dashboard also features 19 different filters to help tailor data views specific to a vendor’s performance and compliance records.

Process:

  1. Go to My Apps and open Okta.

  2. In Okta, search for Xvantage for Associates (X4A) and open it.

  3. Within X4A, hover over the left navigation menu and click Vendors then select Vendor Score Card.

  4. At the top left of the screen, you will see three tabs:

    • Compliance

    • Performance

    • Appendix

  5. Click the Compliance tab.

  6. The dashboard will display the following datasets:

    • Total Charges (Year-to-Date)

    • Number of Violations (Year-to-Date)

    • Top 5 Vendors by Charges

    • Chargeback Amount and Number of Violations

    • Chargeback Amount by Type

    • Summary of Chargeback Value by Chargeback Type

    • Total Charges by Top 20 Vendors

    • PO Summary

    • PO Line Detail

  7. To ensure the data is up to date, click the Reload icon next to the filters.

  8. Click the Filter icon to access and apply any of the 19 available filters to refine the data based on specific vendors or conditions.

  9. Click the Ellipsis (⋮) icon to access additional actions such as:

    • Clear Cache and Refresh

    • Download

    • Reset Filters