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
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