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Procurement Desktop Reports

Introduction to. Procurement Desktop Reports. Training Delivered By: Julie Condit and Aris Gempesaw. Agenda. Welcome and Introductions Report Uses About the Reports, what you need to know Demonstration Creating, Running and Interpreting Reports Setting Subscriptions Wrap-up Q&A.

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Procurement Desktop Reports

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  1. Introduction to Procurement Desktop Reports Training Delivered By: Julie Condit and Aris Gempesaw

  2. Agenda • Welcome and Introductions • Report Uses • About the Reports, what you need to know • Demonstration • Creating, Running and Interpreting Reports • Setting Subscriptions • Wrap-up • Q&A Need Help? Visit our website at: http://f2.washington.edu/fm/ps/tools-for-reconciling/financial-reports Questions? email : pdreport@uw.edu

  3. Report Uses • Replace 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 Need Help? Visit our website at: http://f2.washington.edu/fm/ps/tools-for-reconciling/financial-reports Questions? email : pdreport@uw.edu

  4. About the Reports • Draws data from the PAS Data Warehouse and JP Morgan Chase • PAS: updated daily, as current as prior day • PaymentNet: updated monthly, after ProCard payment is made Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  5. 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 • (except for manual invoices) • ProCard reports do not replace required documentation Need Help? Visit our website at: http://f2.washington.edu/fm/ps/tools-for-reconciling/financial-reports Questions? email : pdreport@uw.edu

  6. About the reports Organization Codes are needed to run reports Drill through capabilities exist to see granular details Printing and extracting are possible, though not necessary Reports contain a single column sort feature Subscriptions allow reports to be emailed automatically Need Help? Visit our website at: http://f2.washington.edu/fm/ps/tools-for-reconciling/financial-reports Questions? email : pdreport@uw.edu

  7. Reports available Details View List View Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  8. Folder contents Subscriptions: Manage report delivery Report Name: Click hyperlink to build a report Description: Explains what the report will provide Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  9. Prepare & view a report Click “View Report” to see report details • 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 Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  10. Report characteristics Navigate to reports homepage, or folder using the “Breadcrumbs” Export or Print (Optional) Navigate to other pages Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  11. Report characteristics Executive summary explains what report provides A “+” sign indicates the section is expandable Links provide additional details, or open email program Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  12. Report characteristics The report will always show which Sub-Organizations, or other details, were included Displays the date the data was last updated in the Data Warehouse Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  13. Browser compatibility • Use the following browsers • Internet Explorer • Mozilla Firefox • IMPORTANT! Google Chrome will not work! Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  14. Accounts Payable, ProCard, Corporate Travel Account Reports Demonstration & Activities

  15. Creating a Subscription using IE Drop down box appears when working in Internet Explorer only Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

  16. Creating a Subscription using IE Subscription for this report Remove the checkmark Need Help? Visit our website at: f2.washington.edu/xxxxxxxx OR email pdreport@uw.edu

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