1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to:...
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Transcript of 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to:...
![Page 1: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/1.jpg)
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Displaying Displaying Open Purchase Orders Open Purchase Orders
(F/Y 11)(F/Y 11)
![Page 2: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/2.jpg)
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At the end of this course, you should be able to:
– Run a Location specific report of all Open Purchase Orders for Fiscal Year 11 (2010/2011)
Course ObjectivesCourse Objectives
![Page 3: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/3.jpg)
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Purchasing Documents per Purchasing Documents per Document Number Report - ME2NDocument Number Report - ME2N
![Page 4: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/4.jpg)
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Process TransactionProcess Transaction
Enter Transaction “ME2N”
Then Hit the “Enter” key
![Page 5: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/5.jpg)
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Beginning your report criteria selections.Beginning your report criteria selections.
When the Purchasing Number per Document Number screen displays, Click on the “Get Variant” icon.
![Page 6: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/6.jpg)
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Finding the VariantFinding the Variant
The “Find Variant” box will display with your Personnel Number in it.
![Page 7: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/7.jpg)
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Finding the VariantFinding the Variant
Remove your Personnel Number
Then Click the “Execute” icon.
![Page 8: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/8.jpg)
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Selecting the VariantSelecting the Variant
In the Variant Directory, scroll down until you find the “Open FY11 PO” Variant.
Double-click on this variant or highlight it and “Green Check”.
![Page 9: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/9.jpg)
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Running the reportRunning the report
When the screen displays you can see that it defaults to Plant 1000, Document Type “Not Equal to UB”, Document Date range 07/01/2010
– 06/30/2011 and it indicates one active item in Dynamic Selection.
![Page 10: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/10.jpg)
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Dynamic SelectionsDynamic Selections
Click on the “Dynamic Selection” (1 active) icon.
Selections for Deletion Indicator and Storage Location will display.
![Page 11: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/11.jpg)
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Dynamic SelectionsDynamic Selections
Leave the Deletion Indicator set as “Not Equal to L”. This will filter out any Purchase Orders marked for Deletion.
Next enter your facility’s “Storage Location” Number.
Then Click the “Execute” icon.
![Page 12: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/12.jpg)
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Report DisplayReport Display
When report has completed it’s initial run it will display as follows:
Next step will be to Click on the “More” icon.
![Page 13: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/13.jpg)
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Selecting Account AssignmentSelecting Account Assignment
When the selections display box comes up, you need to scroll down to the “Account Assignment” selection and Click on it.
![Page 14: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/14.jpg)
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Report DisplayReport Display
Screen will display as follows:
Click the “More” icon again.
![Page 15: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/15.jpg)
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Choosing the LayoutChoosing the Layout
When the selections display, scroll down and Click on “Choose Layout”.
![Page 16: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/16.jpg)
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Choosing the LayoutChoosing the Layout
In the Choose Layout box, scroll down until you find the “/Open FY11PO” Layout.
Double-click on this layout or highlight it and
“Green Check”.
![Page 17: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/17.jpg)
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Report DisplayReport Display
Screen will display as follows:
As you can see, the display now shows the “To be del. (delivered)” and “To be inv. (invoiced)” values to the right.
![Page 18: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/18.jpg)
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Setting up FiltersSetting up Filters
There is an additional “Fund” filter set up in this layout. You can view this by Clicking on the “Set Filter” icon
which will take you into the actual Filter selection area where you can make additional selections if necessary.
![Page 19: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/19.jpg)
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Setting up FiltersSetting up Filters
This displays the current “Define Filter Criteria” selections – you can see “Fund” is in the left-hand column.
![Page 20: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/20.jpg)
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Setting up FiltersSetting up Filters
If you want to see details of the “Fund” filter selection you will need to Click on the “2nd Step: Determine Values for Filter Criteria” icon.
The Fund layout filter is currently set to view only Funds 1000 through 1999. This setting filters out any Capital or Grants funds so they do not display.
![Page 21: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/21.jpg)
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Setting up FiltersSetting up Filters
Just “Green Check” to return to the report layout.
NOTE: Be very careful when using this layout so that you do not change the settings for other people. Save a personal layout when making changes to Filter Selections.
![Page 22: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/22.jpg)
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Setting up FiltersSetting up Filters
To limit this report to open values only, you need to also filter the report by entering values for the “To be del.” and “To be inv.” “> 0.00” which will remove any Purchase Orders, with values equal to 0.00, from this report.
For 45 series Purchase Orders you should run the report filtering out any “To be del.” values > 0.00.
For 75 series Purchase Orders you should run the report filtering out any “To be inv.” values > 0.00.
For this next example we will filter out 45 series POs with To be del. values greater than 0.00.
![Page 23: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/23.jpg)
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Setting up FiltersSetting up Filters
Click on the “Set Filter” icon again.
Highlight the “Purchasing Document” field then Click the “Move Left” Arrow to select it.
![Page 24: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/24.jpg)
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Setting up FiltersSetting up Filters
Selection will move to the left.
Before setting the filter values for this item we will pull over our next filter selection.
![Page 25: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/25.jpg)
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Setting up FiltersSetting up Filters
Highlight the “Still to be delivered (value)” field then Click the “Move Left” Arrow to select it.
![Page 26: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/26.jpg)
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Setting up FiltersSetting up Filters
Selection will move to the left.
Now we will go back into the details of the filter selections by Clicking on the “2nd Step: Determine Values for Filter Criteria” icon again.
![Page 27: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/27.jpg)
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Setting up FiltersSetting up Filters
This time, you will see options for all three of our filter selections (Purchasing Document, Fund, and Still to be delivered (value)). The Currency selection appears automatically whenever a value filter is chosen. Leave that set as “USD”.
![Page 28: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/28.jpg)
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Setting up FiltersSetting up Filters
In the Purchasing Document section we will enter “45*” which will bring back any Purchase Orders beginning with “45”.
In the Still to be delivered (value) section we will click on the Yellow Multiple Selection icon (arrow).
Under the “Select Single Values” tab Click on the tan square to the left of the Single Value.
![Page 29: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/29.jpg)
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Setting up FiltersSetting up Filters
Highlight the “Greater Than” selection.
Next “Green Check”
![Page 30: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/30.jpg)
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Setting up FiltersSetting up Filters
Value 0.00 will default – leave as is.
Click the “Execute” icon.
![Page 31: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/31.jpg)
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Setting up FiltersSetting up Filters
Your screen should look like this:
“Green Check” again.
![Page 32: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/32.jpg)
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Final ReportFinal Report
When the report displays again, you can see that the filters have cleaned up your report so you only see the item(s) that needs review.
Report is now complete and can be exported to Excel or saved.
To pull your 75 series Purchase Orders just follow the same process replacing 45* value with “75*” and the To be del. values > 0.00 with the “To be inv. values” “> 0.00”.
![Page 33: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/33.jpg)
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Final ReportFinal Report
REMEMBER: You can change filter settings as needed but please do not save over the existing layout.
Be sure to run this report, at the very least, monthly and submit any changes to the Purchasing Department.
Consistent processing of changes will:o Eliminate the backlog of changes that need to be done
at the end of each fiscal year.o Release any unused dollars back to your budget for re-
use.o Prevent loss of funds back to General Fund because
PO was not cleaned up until after the end of the fiscal year.
![Page 34: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/34.jpg)
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Use Report Selection Criteria to:
– Limit the amount of information the report retrieves
– Make your report as specific as possible
Selection Criteria Examples:– Document Type
– Plant
– Document Date Range
– Funds
– To be del. Values
– To be inv. Values
Report Selection Criteria ReviewReport Selection Criteria Review
![Page 35: 1 Displaying Open Purchase Orders (F/Y 11). 2 At the end of this course, you should be able to: –Run a Location specific report of all Open Purchase.](https://reader035.fdocuments.us/reader035/viewer/2022081602/551b27cd550346cf5a8b5bd1/html5/thumbnails/35.jpg)
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Easy way to interrupt a report that may be
taking too long to run.
Note: Do NOT use Ctrl+Alt+Del on your keyboard to stop a process
Timing Out a ReportTiming Out a Report
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Drill-down, choose details
Sort in ascending order
Sort in descending order
Select all
Deselect all
Dynamic selections
Set filter
Expanded totals
Totals lines only
Current variants
Selection options
Multiple selections
Report ButtonsReport Buttons
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Jessica’sWeeklyReport
A variant is similar to a report template
It is a set of criteria that determines the content of a report
You can create variants by defining the fields and the data that you want to populate in the report
Using a variant, you can define which rows, text and columns appearon your report
Some reports have specially createdvariants that you can use
VariantsVariants
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Variants are alternative report displays set up by specifying selection criteria
Variants reduce data-entry time
Variants allow users to access only the information that is relevant to their area, department, plant, sales organization
A report may have any number of variants
Variants can be user-specific or they can be accessible to all users – i.e. Department wide
Benefits of VariantsBenefits of Variants
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You should now be able to:
Set up and run an Open Purchase Order report for
Fiscal Year 11.
Remember, this process also applies to the Open
Purchase Order reports for Fiscal Years 09 & 10.
Take some time to review ALL Open Purchase
Orders and take any steps necessary resolve
outstanding issues.
Course ReviewCourse Review