Introduction to Procurement Desktop Reports 2011-2012 Need Help? Email pdreport@uw.edu

Introduction toProcurement 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 AvailableDetails View

List View

Folder contentsReport Name: Click hyperlink to build a report

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 characteristicsNavigate to reports homepage, or folder using the “Breadcrumbs”

Export or Print

(Optional)Navigate to other pages

Report characteristics

Links provide additional details, or open email

program

A “+” sign indicates the

section is expandable

Executive summary

explains what report

provides

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 included

Subscriptions (using IE)

Drop down box appears when

working in Internet Explorer only

Subscriptions (using IE)Subscription

for this report

Remove the

checkmark

Browser compatibility Use the following browsers• Internet Explorer (IE)• Mozilla Firefox

• IMPORTANT! Google Chrome will not work!

Demonstration of PD Reports