Office of State Procurement · Objective To make you aware of the procurement related reports...

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Office of State Procurement LaGov Data Warehouse and SRM Reports Agency Training September 17, 2018

Transcript of Office of State Procurement · Objective To make you aware of the procurement related reports...

Page 1: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Office of State Procurement

LaGov Data Warehouse

and SRM Reports

Agency TrainingSeptember 17, 2018

Page 2: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Objective To make you aware of the procurement related reports

available in Data Warehouse and LaGov SRM

This presentation will not focus on changing the reports, adding new filters and/or input controls.

To learn these functions, a link is provided in this presentation for instructions on how to register for a Data Warehouse training course.

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Page 3: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Path to Data Warehouse Reports Log-in to the LaGov Portal

Click the Data Warehouse tab

Click the Logistics tab

Click the black arrow next to eProcurement

Page 4: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Data Warehouse Reports Shopping Cart Overview

Shopping Carts with Open Pre-Encumbrances

Shopping Cart Items Awaiting Approval

PO Overview – All Statuses

Contract Overview

Contract Usage

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Page 5: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Data Warehouse Options Left Menu Options

Document Summary

Navigation Map

Navigate to tabs within the same report

Input Controls

Prompt Inputs

Changing these will require the report to rerun

Note: Going into Design mode will change the options available in the left menu.

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Page 6: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Data Warehouse Training provided by OTS

How to register or pre-book the LaGov Data Warehouse

courses

https://wwwprd.doa.louisiana.gov/lagov/dw/misc/Find_Regi

ster_for_DW_Classes_in_LEO.pdf

This is a hands-on training provided by the reporting

team of OTS.

Page 7: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Path to LaGov SRM Reports Log-in to the LaGov Portal

Click the eProcurement (SRM) tab

Click the Procurement tab

Click Purchasing in the left menu

Page 8: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

LaGov SRM Reports Approval Notes and Attachments

Approval Status Cockpit

Shopping Cart/Follow-On Document Report

Sole Source & Emergency Purchases Report

Vendor Number Inquiry Report

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Page 9: Office of State Procurement · Objective To make you aware of the procurement related reports available in Data Warehouse and LaGov SRM This presentation will not focus on changing

Office of State Procurement

LaGov Data Warehouse

and SRM Reports

Garret DeBate225-342-6677

[email protected]