Universal Media Player Terrill Thompson [email protected] @terrillthompson (UMP)
Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email [email protected].
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Transcript of Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email [email protected].
![Page 2: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/2.jpg)
Agenda Welcome and Introductions Report uses About the reports, what you need
to know Demonstration• Creating, Running & Interpreting Reports• Setting Subscriptions
Wrap-up and Q&A
![Page 3: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/3.jpg)
Report Uses Replaces RIP/Non-RIP invoice
notifications (by 12/31/2011) Track payments and resolve issues Aid in budget reconciliation Assure appropriate use of resources Manage compliance issues• High risk transactions
![Page 4: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/4.jpg)
About the Reports Draws data from the PAS Data
Warehouse & JP Morgan Chase
PAS: updated daily, as current as prior day PaymentNet: updated monthly, after ProCard
payment is made
![Page 5: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/5.jpg)
About the Reports Relies on ‘Open Access Policy’• Anyone with an individual NetID can gain
access• Shared NetIDs will not work
Conforms to Records Retention Guidelines
• No need to print duplicate copies of invoices Exception: Manual invoices
• ProCard reports do not replace required documentation
![Page 6: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/6.jpg)
About the Reports Organization codes are needed to
run reports Drill through capabilities exist to
see granular details Printing & extracting are possible Subscriptions manage report
delivery
![Page 7: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/7.jpg)
Reports AvailableDetails View
List View
![Page 8: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/8.jpg)
Folder contentsReport Name: Click hyperlink to build a report
Description: Explains what the report will provide
Subscriptions: Manage report delivery
![Page 9: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/9.jpg)
Prepare & View a Report• All reports are run by Organization Code • All fields must be filled in• Major area, Department and Date Range define
the amount of data provided
Click “View Report” to see details
![Page 10: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/10.jpg)
Report characteristicsNavigate to reports homepage, or folder using the “Breadcrumbs”
Export or Print
(Optional)Navigate to other pages
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Report characteristics
Links provide additional details, or open email
program
A “+” sign indicates the
section is expandable
Executive summary
explains what report
provides
![Page 12: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/12.jpg)
Report characteristics
Displays the date the data was last
updated in the Data Warehouse
The report will always show which Sub-Organizations,
or other details, were included
![Page 13: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/13.jpg)
Subscriptions (using IE)
Drop down box appears when
working in Internet Explorer only
![Page 14: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/14.jpg)
Subscriptions (using IE)Subscription
for this report
Remove the
checkmark
![Page 15: Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu.](https://reader035.fdocuments.us/reader035/viewer/2022062519/5697bf8b1a28abf838c8b45f/html5/thumbnails/15.jpg)
Browser compatibility Use the following browsers• Internet Explorer (IE)• Mozilla Firefox
• IMPORTANT! Google Chrome will not work!
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Demonstration of PD Reports