Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu 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 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 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 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 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 Reports Available Details View List View Report Name: Click hyperlink to build a report Folder contents Description: Explains what the report will provide Subscriptions: Manage report delivery 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 Report characteristics Navigate to reports homepage, or folder using the “Breadcrumbs” Navigate to other pages Export or Print (Optional) Report characteristics Executive summary explains what report provides A “+” sign indicates the section is expandable Links provide additional details, or open email program 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 Subscriptions (using IE) Drop down box appears when working in Internet Explorer only Subscription for this report Remove the checkmark Subscriptions (using IE) Browser compatibility Use the following browsers • Internet Explorer (IE) • Mozilla Firefox • IMPORTANT! Google Chrome will not work! Demonstration of PD Reports