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Procurement Desktop Reports

Join us for a comprehensive training session on Procurement Desktop Reports, conducted by Julie Condit and Aris Gempesaw. The agenda includes introductions, report uses, a demonstration, and guidance on creating, running, and interpreting reports. Learn how to set up subscriptions and manage compliance issues effectively. These reports are essential for tracking payments, aiding in budget reconciliation, and ensuring appropriate resource use. Don’t miss the Q&A session at the end for any questions you may have. For more assistance, visit our website or reach out via email.

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Procurement Desktop Reports

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Presentation Transcript

  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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