20112012 Need Help Email pdreportuwedu Agenda Welcome and Introductions Report uses About the reports what you need to know Demonstration Creating Running amp Interpreting Reports Setting ID: 655128
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Slide1
Introduction to
Procurement Desktop Reports2011-2012
Need Help? Email pdreport@uw.eduSlide2
Agenda
Welcome and IntroductionsReport usesAbout the reports, what you need to know
Demonstration
Creating, Running & Interpreting Reports
Setting
Subscriptions
Wrap-up and Q&ASlide3
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 transactionsSlide4
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 madeSlide5
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 documentationSlide6
About the Reports
Organization codes are needed to run reportsDrill through capabilities exist to see granular details
Printing & extracting are possible
Subscriptions manage report deliverySlide7
Reports Available
Details View
List ViewSlide8
Folder contents
Report Name
: Click hyperlink to build a report
Description:
Explains what the report will provide
Subscriptions
:
Manage report deliverySlide9
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 detailsSlide10
Report characteristics
Navigate to reports homepage, or folder using the “Breadcrumbs”
Export or Print (Optional)
Navigate to other pagesSlide11
Report characteristics
Links provide additional details, or open email program
A “+” sign indicates the section is expandable
Executive summary explains what report
providesSlide12
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 includedSlide13
Subscriptions (using IE)
Drop down box appears when working in Internet Explorer onlySlide14
Subscriptions (using IE)
Subscription for this report
Remove the checkmarkSlide15
Browser compatibility
Use the following browsersInternet Explorer (IE)
Mozilla Firefox
IMPORTANT! Google Chrome will not work!Slide16
Demonstration of PD Reports