BuySpeed Business Intelligence Standard Reports (74 total ......The PO Cycle Time report summarizes the number of days for a purchase order to be processed by buyer. The report also

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BuySpeedBusinessIntelligenceStandardReports(74totalreports)

TableofContentsAnalyticReports(28reports)..................................................................................................4

ContractUtilization..........................................................................................................................4BidProcessingCycleTime.................................................................................................................5POCycleTimeDetail.........................................................................................................................6POCycleTimeSummary...................................................................................................................7RequisitionApprovalCycleDetail.....................................................................................................8RequisitionApprovalCycleSummary................................................................................................9OpenPORemainingBalance...........................................................................................................10POReceivedButNotInvoiced........................................................................................................11UnpaidReceipts..............................................................................................................................12NIGPSpendAnalysisDetail.............................................................................................................13NIGPSpendAnalysisSummary.......................................................................................................14On&OffContractSpendAnalysisDetail.........................................................................................15On&OffContractSpendAnalysisSummary...................................................................................16PurchasingStatistics.......................................................................................................................17SpendbyVendorCategoryDetail...................................................................................................18SpendbyVendorCategorySummary..............................................................................................19VendorSpendAnalysisbyPurchaseMethodDetail........................................................................20VendorSpendAnalysisbyPurchaseMethodSummary...................................................................21VendorAwardbyCategory.............................................................................................................22VendorBidNotificationbyCategory...............................................................................................23VendorBidNotificationbyCategoryType......................................................................................24VendorParticipationbyCategory...................................................................................................25VendorParticipationbyCategoryType...........................................................................................26VendorbyPOType.........................................................................................................................27BlanketandContractDollarThresholds..........................................................................................28WorkloadAnalysisbyBuyer...........................................................................................................29ExpiringContracts...........................................................................................................................30

InventoryReports(17reports)..............................................................................................31Aisle/BinBarCode..........................................................................................................................31AnalysisRecap................................................................................................................................32AnalysisRecapFIFO........................................................................................................................33AnalysisRecapLIFO........................................................................................................................34


ChargetoDepartment....................................................................................................................35ChargetoDepartmentAccountingDetail........................................................................................36ChargetoRecap..............................................................................................................................37InventoryABCAnalysis...................................................................................................................38InventoryForecastAnalysis............................................................................................................39InventoryItemCatalog...................................................................................................................40InventoryItemsonOrder...............................................................................................................41InventoryPerformanceAnalysis.....................................................................................................42InventoryTransactionLogDocIDSort............................................................................................43InventoryItemList.........................................................................................................................44StockItemBarCode.......................................................................................................................45TransactionLog..............................................................................................................................46ValueAnalysis................................................................................................................................47

PurchasingReports(29reports)............................................................................................48ApprovalPaths...............................................................................................................................48PurchaseOrdersbyBuyers.............................................................................................................49PurchaseOrdersbyDepartment.....................................................................................................50TotalPurchaseOrders....................................................................................................................51PurchaseOrdersbyTypeCode.......................................................................................................52RequisitionsbyDepartment...........................................................................................................53TotalRequisitions...........................................................................................................................54DepartmentbyUser.......................................................................................................................55DepartmentbyUserandRole.........................................................................................................56DepartmentbyLocation.................................................................................................................57PurchaseOrdersisSentStatus........................................................................................................58PurchaseOrderSummaryDetail.....................................................................................................59PurchaseOrderSummary...............................................................................................................60PurchaseOrderbyGroup...............................................................................................................61PurchaseOrderThresholdReport...................................................................................................62RequisitionsAccountingReport......................................................................................................63RequisitionsAccountingSummarybyAccountCode.......................................................................64RequisitionsAccounting.................................................................................................................65RequisitionsbyApprover................................................................................................................66RequisitionApprovalReport...........................................................................................................67RequisitionStatusDetails...............................................................................................................68RequisitionSummary......................................................................................................................69RequisitionsSummaryDetails........................................................................................................70SubcontractorPaymentbyVendor.................................................................................................71SubcontractorUnacknowledgedbyBuyer......................................................................................73ApprovedChangeOrders................................................................................................................74VendorPurchaseHistory................................................................................................................75


VendorSpendbyClassItems..........................................................................................................76VendorContractUsage...................................................................................................................77


AnalyticReports(28reports)ContractUtilizationDescription

Thereportisdesignedtodisplaythereleasesandspendforblanketsandcontracts.Informationincludesblanketstart/endandthereleaseamountswithorderingdepartmentandlocation.

Notes

ThisreportwillnotdisplayPO’sthathavebeencancelled.

DataElements

• ReportDate• OrganizationName• Contract/Blanket

Number• ShortDescription

• VendorName• VendorNumber• ContractStartDate• ContractEndDate• ReleaseNumber

• DateSent• Department/Location• DollarTotal• CurrentStatus

The State The State’s Industries


BidProcessingCycleTimeDescription

Bidreportthatcapturesindaystheamountoftimeaparticularbidstayedateachdocumentstatus.Displaysthecurrentstatusandtotalsthenumberofdaysforallstatuschanges.Acceptsawildcardparameteroraspecificbidnumberasinput.

DataElements

• NumberofDaysinDocumentStatus:o Requisitionreadyforpurchasing–

GonetoBido Bidinprogress–Bidreadyforapprovalo Bidreadyforapproval–Bidsento Bidsent–BidOpenedo BidOpened–BidEvaluatedo BidEvaluated–BidApproved

o BidApproved–BidGonetoPO• BidNumber• ShortDescription• BuyerName• CurrentStatus

Buyer


POCycleTimeDetailDescription

ThePOCycleTimereportsummarizesthenumberofdaysforapurchaseordertobeprocessed.ThedetailreportshowsthenumberofdaystakentoprocessfromeachPOstatusaswell.

Notes

PurchaseMethodwilleitherdisplayStandardReleaseorOpenMarket.

DataElements

• OrganizationName• PODate• PODollarValue• PurchaseMethod• BuyerName• PONumber• Description

• CycleTimePerPO• POCount(PerBuyer,

PurchaseMethod)• AverageCycleTimeinDays

(PerBuyer,PurchaseMethod)

• AverageCycleTimeforAllOpenMarketPOsinDays

• AverageCycleTimeforAllStandardReleasesinDays

• OverallAverageCycleTimeinDays

Dede Smith

Jacob Lee

Gary Harris

Fred Kennedy

Katie Sabogal


POCycleTimeSummaryDescription

ThePOCycleTimereportsummarizesthenumberofdaysforapurchaseordertobeprocessedbybuyer.Thereportalsocalculatestheaveragenumberofdaysoverallbyorganization.

Notes

PurchaseMethodwilleitherdisplayStandardReleaseorOpenMarket.

DataElements

• OrganizationName• PODate• PODollarValue• PurchaseMethod• BuyerName

• POCount(PerBuyer,

PurchaseMethod)• AverageCycleTimeinDays

(PerBuyer,PurchaseMethod)

• AverageCycleTimeforAllOpenMarketPOsinDays

• AverageCycleTimeforAllStandardReleasesinDays

• OverallAverageCycleTimeinDays

Dede Smith

Jacob Lee

Katie Sabogal


RequisitionApprovalCycleDetailDescription

TheRequisitionApprovalCyclereportcalculatesthenumberofdaysittakestherequisitiontogofromReadyforApprovaltoReadyforPurchasing.Thedetailreportshowstheindividualrequisitions.

Notes

• RequisitiontypesincludeOpenMarket,DirectOpenMarket,Inventory,RPA,andRelease.• Thereportwillnotdisplaycancelledrequisitions.

DataElements

• OrganizationName• RequisitionSubmittedDate• RequisitionType• CountofRequisitions(PerDepartment,

RequisitionType)• AverageCycleTimeinDays(Per

Department,RequisitionType)• DepartmentName• RequisitionNumber

• ApprovalPath(s)• NumberofDays(PerRequisition)• AverageCycleTimeforOpenMarket• AverageCycleTimeforStandardRelease• AverageCycleTimeforDirectOpenMarket• AverageCycleTimeforInventory• AverageCycleTimeforRPA• OverallAverageCycleTime

Department of Liberty





RequisitionApprovalCycleSummaryDescription

TheRequisitionApprovalCyclereportcalculatesthenumberofdaysittakestherequisitiontogofromReadyforApprovaltoReadyforPurchasing.Thesummaryreportshowstheaveragenumberofdaysneededperrequisitiontype.

Notes

Thereportwillnotdisplaycancelledrequisitions.DataElements

• OrganizationName• RequisitionSubmittedDate• RequisitionType• CountofRequisitions(PerDepartment,

RequisitionType)• AverageCycleTimeinDays(Per

Department,RequisitionType)

• DepartmentName• AverageCycleTimeforOpenMarket• AverageCycleTimeforStandardRelease• AverageCycleTimeforDirectOpenMarket• AverageCycleTimeforInventory• AverageCycleTimeforRPA• OverallAverageCycleTime

Dept. of Liberty

Dept. of Freedom

Department Zero

Agricultural Dept.


OpenPORemainingBalanceDescription

Thereportisdesignedtotallytheremainingencumberedamountsforpurchaseordersbyaccountcode.

DataElements

• ReportRunDate• Organization

ORG01 – Organization 01

02 GENC / GENC


POReceivedButNotInvoicedDescription

The report is designed to tally the PO receipts and then display the dollar amount that has not been invoiced.

DataElements

• FiscalYear• OutstandingBalance• ReportRunDate• Organization• VendorNumber

• VendorName• PONumber• PODate• ReceiptDate• ReceiptID

• DollarsReceived• TotalReceipts• POBalance

City of Gonzales

Supply Company


UnpaidReceiptsDescription

ThereportwilltallythePOreceiptsandtheamountthathasnotbeenpaid.Thecalculationsumsthereceipttotalsandinvoicetotalsandshowsthedifference.

Notes

CancelledPOswillnotappearinthereport.

DataElements

• ReportRunDate• DepartmentName• VendorNumber• VendorName

• PONumber• PODate• UnpaidReceiptBalance(PerPO)

Vendor Supply Incorporated

Supply Store Inc.

Vendor Supply Incorporated

DH Industries

Air Supply


NIGPSpendAnalysisDetailDescription

The report is designed to show the total amount of spend by NIGP code. The detail report includes listing the individual releases for each department.

DataElements• POStartDate• POEndDate• OrganizationName• NIGPCode• On/OffContract• DepartmentName• BuyerName

• PONumber/Release• ItemNumber• VendorName• TotalAmount• Subtotal(ByNIGP

Code,On/OffContract)

• TotalOnContractSpend

• TotalOffContractSpend

• OverallTotalSpend

ABC Hardware

Harris Plumbers

Greenfield

Greenfield

Fred Kennedy

Fred Kennedy


NIGPSpendAnalysisSummaryDescription

ThisreportisdesignedtoshowthetotalamountofspendbyNIGPcode.ThesummaryreportsummarizesspendbyeachdepartmentanddoesnotshowindividualPOdocuments.

DataElements• POStartDate• POEndDate• OrganizationName• NIGPCode• On/OffContract

• DepartmentName• POTotalAmount• Subtotal(ByNIGP

Code,On/OffContract)




Fred Kennedy

Chris Tilman


On&OffContractSpendAnalysisDetailDescription

OnandOffContractSpendAnalysisreportisdesignedtoshowthetotalamountofspendoncontract(releases)andoffcontract.Thedetailreportsdisplaystheindividualdocumentsincludedinthecalculation.

DataElements• POStartDate• POEndDate• OrganizationName• On/OffContract• DepartmentName• BuyerName• PONumber/Release• VendorName

• PODescription• POTotalAmount• SubtotalOnContract

(PerDepartment,Buyer)

• SubtotalOffContract(PerDepartment,Buyer)




Fred Kennedy

Fred Kennedy

Fred Kennedy

Greenfield


On&OffContractSpendAnalysisSummaryDescription

OnandOffContractSpendAnalysisreportisdesignedtoshowthetotalamountofspendoncontract(releases)andoffcontract.Thesummaryreportdisplaysthesumtotalbutdoesnotdisplaytheindividualdocumentsinthecalculation.

DataElements• POStartDate• POEndDate• OrganizationName• On/OffContract• DepartmentName

• SubtotalOnContract(PerDepartment)

• SubtotalOffContract(PerDepartmentBuyer)




Department of Freedom



PurchasingStatisticsDescription

StatisticsonthenumberofrequisitionsandpurchaseordersbyOrganizationanddepartment.Capturesnumberofdocuments,numberoflineitems,averagelineitems,andtotaldollaramounts.

Notes

CancelledPOswillnotappearinthisreport.

DataElements

• POStartDate• POEndDate• OrganizationName• Department

Name/Location• TotalNumberof

RequisitionDocuments

• TotalNumberofRequisitionLineItems

• AverageLinesPerRequisitionDocument

• TotalNumberofPODocuments

• TotalNumberofPOLineItems

• AverageLinesPerPODocument

• TotalDollarAmount



SpendbyVendorCategoryDetailDescription

Thereportisdesignedtoshowthetotalamountofspendbytheagencydefinedvendorcategories.ItthendisplaysspendbycategorytypeandindividualvendorsincludingthePOdocumentnumbers.

Notes


DataElements

• POStartDate• POEndDate• OrganizationName• Category• CategoryType• VendorName

• VendorNumber• PONumber• POTotal• SubtotalbyVendor• SubtotalbyCategoryType• TotalbyCategory

Vendor/12345

Vendor Inc./568945

Vendor Inc./56895

Sub Total for Vendor

Sub Total for Vendor Inc.


SpendbyVendorCategorySummaryDescription

Thisreportisdesignedtoshowthetotalamountofspendbytheagencydefinedvendorcategories.Thereportsummarizesbythecategoryandcategorytypes.

Notes


DataElements

• POStartDate• POEndDate• OrganizationName• Category

• CategoryType• SpendTotal(byCategory,CategoryType)• TotalbyCategory



VendorSpendAnalysisbyPurchaseMethodDetailDescription

TheVendorSpendAnalysisbyPurchaseMethodreportliststhetotalamountofspendbyvendoraccordingtothepurchasemethodonthePO.Thedetailreportincludesthepurchaseorderdocumentnumbers.

DataElements

• POStartDate• POEndDate• OrganizationName• VendorName• VendorNumber

• PONumber/Release• ShortDescription• POTotal• SubtotalOn/OffContract• TotalSpendbyVendor,PurchaseMethod

Department of Agriculture

Vendor Inc.

Vendor Inc.


VendorSpendAnalysisbyPurchaseMethodSummaryDescription

TheVendorSpendAnalysisbyPurchaseMethodreportliststhetotalamountofspendbyvendoraccordingtothepurchasemethodonthePO.

DataElements

• POStartDate• POEndDate• OrganizationName

• VendorName• VendorNumber• TotalSpendOn• TotalSpendOff• TotalSpend


Vendor 123

Supplies Inc.

Kirk Industries

Farm Store Supplies

Feed Stores

Ag Supplies

Vendor XYZ

Tires Unlimited

Vendor ABC

Tractor Store

Supplies Unlimited


VendorAwardbyCategoryDescription

TheVendorAwardbyCategoryreportliststheawardedvendorsonbidsandtheircategoriesandcategorytypes.

DataElements

• CategoryName• CategoryType• DateRange• ReportRunDate• OrganizationName

• Bid/ItemNumber• VendorNumber• VendorName• TotalLineItemsbyCategory,CategoryType


Farm Supplies, Inc.

Feed Store

Tractor Supply

Farm Supplies, Inc.

Feed Store

Tractor Supply


VendorBidNotificationbyCategoryDescription

Thereportisdesignedtolistthevendorsthatwereselectedtobenotifiedofaformalbidbyvendorcategoryandcategorytype.

DataElement

• BidNumber• Category• ReportRunDate• OrganizationName

• CategoryType• VendorNumber• VendorName• TotalVendorCountbyCategory,Category

Type


Farm Supplies, Inc.

Feed Store

Tractor Supply

Farm Supplies, Inc.

Feed Store

Tractor Supply

Tractor Supply

Tractor Supply


VendorBidNotificationbyCategoryTypeDescription

Thisreportisdesignedtolistthevendorsthatwereselectedtobenotificationofaformalbidbyvendorcategoryandcategorytype.Aselectioncriterionincludesuserenteredbeginningandendinginputparameters.

DataElement

• BidNumber• Category• CategoryType• DateRange

• ReportRunDate• OrganizationName• VendorCount

• TotalVendorCountbyCategory,CategoryType



VendorParticipationbyCategoryDescription

TheVendorParticipationbyBidandCategoryreportliststhevendorcategoryandcategorytypesforeachvendorwhorespondedwithaquoteonthebidsselected.

DataElement

• BidNumber• Category• CategoryType• ReportRunDate• OrganizationName

• BidNumber• VendorNumber• VendorName• TotalVendorCountbyCategory,Category

Type


Farm Supplies, Inc.

Feed Store

Tractor Supply

Farm Supplies, Inc.

Feed Store

Tractor Supply

Tractor Supply

Tractor Supply

Farm Supplies, Inc.

Feed Store

Tractor Supply

Farm Supplies, Inc.

Feed Store

Tractor Supply


VendorParticipationbyCategoryTypeDescription

TheVendorParticipationbyCategoryandCategoryTypereportsummarizesthenumberofvendorsofeachcategoryandcategorytypesthatrespondedwithaquoteforthebidselected.

DataElement

• BidNumber• Category• CategoryType• DateRange• ReportRunDate

• OrganizationName• BidNumber• VendorQuoteCount• TotalVendorCountbyCategory,Category

Type



VendorbyPOTypeDescription

TheVendorPObyCategoryreportliststhecategoryandcategorytypeoftheawardedvendorsonPOsandthesummaryofthenumberofPOstoeachcategorytype.

DataElement

• Category• CategoryType• DateRange• ReportRunDate

• OrganizationName• PONumber• TotalNumberofLineItemsAwardedby

Category,CategoryType



BlanketandContractDollarThresholdsDescription

Contractreportthatshowsthecontroltabinformationforblankets/contractsincludingdollaramountsremainingincontractlimitandeachdepartment'sspendtodate.

DataElement

• ReportRunDate• OrganizationName• BuyerName• PONumber• ShortDescription

• Expiration• AmountRemaining• ControlOrgNumber• ControlDepartment• DollarLimit


Gary Smith


WorkloadAnalysisbyBuyerDescription

Thetotalnumberofdaysaparticularrequisitionorpurchaseorderisinprocessupuntilthepurchaseorderisreadytosendtothevendor.

DataElement

• ReportRunDate• OrganizationName• BuyerName• DocumentStatus• DocumentDate• DocumentNumber

• ShortDescription• TotalDollarAmount• NumberofDaysinPendingStatus• TotalNumberofDocuments• AverageDaysinaPendingStatus


Kyle Lee

Katie Allen

Julie Jacobson


ExpiringContractsDescription

Thereportisdesignedtodisplaycontractswhoseexpirationdatesarewithintherangeselectedbytheuser.Thiswillincludethedollarsspenttodate.Usermayselectfromrangeofdaystoexpiration.

DataElement

• ReportRunDate• OrganizationName• BuyerName• ContractNumber• Description

• VendorName• ContractBeginDate• ContractEndDate• Department• DollarsSpenttoDate


Kyle Lee

Kyle Lee

Kyle Lee

Kyle Lee

Kyle Lee

Kyle Lee

Kyle Lee


InventoryReports(17reports)Aisle/BinBarCodeDescription

Notcurrentlyusedanywhereintheapp,butcanbeusedtogenerateabarcodefromaaisle/binnumber.

Notes

Anaislebinmustbeenteredintheprompt.


AnalysisRecapDescriptionGroups data by Stock Item Category. Calculates period ending value, how many times items in the category went out of stock and how many times stock turned over within a year of period ending date.

DataElements

• Category• Items• PeriodEndingDollarValue• PercentTotal(ofPeriodEndingDollar

Value)• NumberofItemswithStockOuts

• PercentTotal(ofNumberofItemswithStockOuts)

• NumberofTurns• TotalNumberofItem• TotalPeriodEndingDollarValue• TotalNumberofItemswithStockOuts• TotalNumberofTurns

City of Gonzales


AnalysisRecapFIFODescription

GroupsdatabyStockItemCategory.Calculatesperiodendingvalue,howmanytimesitemsinthe categorywentoutofstockandhowmanytimesstockturnedoverwithinayearofperiodendingdate.

DataElement

• Category• Items• PeriodEndingDollarValue• PercentTotal(ofPeriodEndingDollar


• • PercentTotal(ofNumberofItemswith

StockOuts)• NumberofTurns• TotalNumberofItem• TotalPeriodEndingDollarValue• TotalNumberofItemswithStockOuts• TotalNumberofTurns

City of Gonzales


AnalysisRecapLIFODescription

GroupsdatabyStockItemCategory.Calculatesperiodendingvalue,howmanytimesitemsinthe categorywentoutofstockandhowmanytimesstockturnedoverwithinayearofperiodendingdate.

DataElements• Category• Items• PeriodEndingDollarValue• PercentTotal(ofPeriodEndingDollar


• PercentTotal(ofNumberofItemswithStockOuts)

• NumberofTurns• TotalNumberofItem• TotalPeriodEndingDollarValue• TotalNumberofItemswithStockOuts• TotalNumberofTurns

City of Gonzales


ChargetoDepartmentDescription

InventoryTransactionSummarysortedbytransactiondate.ListschargetoDepartmentsandaccounts,extendedamount,totalcost,overheadamount,restockchargesforeachinventorydocumentnumber.

DataElements

• TransactionDate• DocID• WorkOrder• ChargeDepartment• DestinationDepartment• Distribution/InventoryAccount• ExtendedAmount• CostTotal

• OverheadAmount• RestockAmount• TotalDocumentCountbyDate• TotalExtendedAmountbyDate• OverallCostTotalbyDate• TotalOverheadAmountbyDate• TotalRestockAmountbyDate

Allen Community Schools


ChargetoDepartmentAccountingDetailDescription

InventoryTransactionSummarywithDetailedAccountinginformation.SortedbyDepartment,Site,StockItemNumber,DocumentNumberandItemNumber.ListschargetoDepartmentsandaccounts,DestinationandTransferSites,quantity,extendedamount,overheadamount,restockchargesforeachinventorydocumentanditemnumber.

DataElements

• ChargeToDepartmentName• SiteID• StockNumber• Description• DocID• ItemNumber• Type• TransactionDate• WorkOrder

• LastUser• DestinationDepartment• Quantity• UOM• UnitCost• ExtendedAmount• RestockCharge• OverheadCharge

Allen Community School District

Charge to Department Report


ChargetoRecapDescription

Groupstotaltransactionsbydateorsite.Issues,AdjustmentsIn,AdjustmentsOut,TransfersIn,TransfersOut,Receipts,Returns.Foreachtransactiontype,CostTotal,Overhead,Total,RestockandOverall(Total-Restock)Totaliscalculated

DataElements

• TransactionDate• CostTotal• OverheadAmount• Total(Cost+

Overhead)• RestockAmount• OverallAmount(Cost+

Overhead+Restock)• NumberofIssues• Numberof

AdjustmentsOut

• NumberofTransfersOut

• TotalOut• NumberofReceipts• NumberofReturns• Numberof

AdjustmentsIn• NumberofTransfersIn• TotalIn• TotalOut+InCost• TotalOut+In

Overhead

• TotalOut+InCost+Overhead

• TotalOut+InRestock• TotalOut+InCost

+Overhead+Restock• NumberofBackorders• NumberofAllocations• NumberofRelease

FromAlloc• TotalNumberof

TransactionsbyDate


Charge to Department Report


InventoryABCAnalysisDescription

GroupsdatabyA,B,CPriorityCodeandprovidesasummarytotalforeachgroup.Listssiteandstockiteminformation,issuequantity,quantityonhand,Class-Itemforeachitem.

DataElements

• SiteID• MasterStockItem• Description• Class• Item• QuantityonHand• QuantityonHandUnit

• ABC• Status• LastIssueDate• QuantityIssLast12Months• CurrentPrice• IssueDollarAmount• TotalAmount(ByPriority,Site)


Inventory ABC Anlaysis


InventoryForecastAnalysisDescription

Liststhelasttwelvemonthsofactivityandmakesaforecastforthenexttwelvemonths.Historical/forecastquantityanddollaramountforeachstockitemisreported.

DataElements

• SiteID• StockItemNumber• Description• Class• Item• CurrentPrice• ABC• Status• LastIssueDate

• QuantityonHand• QuantityonHandUnit• IssueQuantityLast12

Months• DollarAmountLast12

Months• IssueQuantityNext12

Months(Forecast)

• DollarAmountNext12Months(Forecast)

• TotalAmount(BySiteID)Last12Months

• TotalAmount(BySiteID)Next12Months(Forecast)


Inventory Forecast Analysis


InventoryItemCatalogDescription

Listsinventorycatalogstockitemnumbers,descriptionsandpricesperunit.SortedbySite.

DataElements

• SiteID• StockItemNumber• Description• PricePerUnit


Inventory Item Catalog


InventoryItemsonOrderDescription

Listsinventorystockitemsonorder,detailsabouteachstockitemincludingquantityonhand,quantityonorderandassociatedvendorandpurchaseorderdetails.

DataElements

• SiteID• StockItemNumber• ShortDescription• QuantityOnHand• QuantityOnOrder

• QuantityUnit• OrderMethod• VendorID• Blanket/ContractPO


Stock Items On Order


InventoryPerformanceAnalysisDescription

Calculatesfiscalyearstockoutsandturnratioforeachstockitem.Liststhelastdateastockitemwasissued,currentprice,quantityonhand.

DataElements

• SiteID• StockItemNumber• Description• Class• Item• CurrentPrice• ABC

• Status• LastIssueDate• QuantityonHand• QuantityonHandUnit• FYStockOuts• FYTurnRate


Inventory Performance Analysis


InventoryTransactionLogDocIDSortDescription

InventoryTransactionLogSortedbyDocumentID.

DataElements

• SiteID• StockNumber• Description• DocumentID• PONumber• Item• Type• ChargeDepartment

• DestinationDepartment

• InventoryAccount• Date• Initials• Account• AMT• WorkOrderNumber

• OverheadDollarAmount

• XfrSite• Quantity• QuantityUnit• UnitCost• RestockAmount• Total• Comment

Allen Community School District Inventory Transaction Log

Order by Inventory Document ID


InventoryItemListDescription

BasicItemList:ListsLocation,StockItem,AisleBin,Description,OrderMethod,ClassItemandTermItem.DetailsandHistory:ListsLocation,StockItem,AisleBin,IssueUOM,QuantityonHand,CurrentPrice,Overhead%,etc.

DataElements• LocationNumber• StockNumber• Bin• Description• OrderMethod• OnHandQuantity• IssueUOM• Min• Max

• OnOrderQuantity• OrderUOM• Alloc• CurrentPrice• EstimatedValue• OvhdPercent• Chg-OutPrice• ABC• Status

• AlternateID• TotalNumberofIssues

(byItem)• NumberofIssuesper

Month(byItem)• Totalnumberofitems• Grandtotal(byloc#)

Allen Community School District Inventory Item List


StockItemBarCodeDescription

ThisreportcreateaBarCodewithuseoftheStockItemnumber.


TransactionLogDescription

InventoryTransactionLogSortedbyDate.

DataElements

• SiteID• StockNumber• Description• Inv.Account• TransactionDate• ReqNumber• OverheadDollar

Amount

• DocumentID• Type• ChargeDepartment• Destination

Department• Initials• XfrSite• Quantity

• UOM• UnitCost• RestockAmount• Total• Comment

Allen Community School District Inventory Transaction Log


ValueAnalysisDescription

Calculatesonhandvalueofstockitems.Listscurrentprice,quantityonhand.

DataElements

Allen Community School District Inventory Value Analysis Grand Total


PurchasingReports(29reports)ApprovalPathsDescription

Providesdataonallapprovalpathsinthesystem.

DataElements

• ApprovalPathsName• ApprovalType• SendEmailY/N• DocType• DocSubTypes• DollarRange

• CustomizeEmailContentY/N

• Roles• Approvers• Level• ApprovalType

• DepartmentName

• DepartmentID• LocationID• LocationName

Fred Smith

Fred Smith

Fred Smith

Department Agriculture


PurchaseOrdersbyBuyersDescription

PurchaseOrdersgroupedbyDepartmentNotes

Reportisfilteredonselectedorgs,butdataisnotsortedbyorg.

DataElements

• FiscalYear• BuyerName• NumberofPOs

• DollarAmount• TotalNumberofPOs(ForAllBuyers)• TotalDollarAmount(ForAllBuyers)

Fred Smith

Fred Smith

Fred Smith

Fred Smith

Fred Smith

The State


PurchaseOrdersbyDepartmentDescription

PurchaseOrdersgroupedbyDepartmentDataElements

• FiscalYear• DepartmentName• NumberofPOs

• DollarAmount• TotalNumberofPOs(ForAllDepartments)• TotalDollarAmount(ForAllDepartments)

The State

Department ABC

Department 123

Department Freedom

Department Liberty

Dept. of Agriculture

Dept. of Correction

Department Now

Department 456

Jack Smith

1AM01

AMMC

Department of Peace

Procurement 101A


TotalPurchaseOrdersDescription

TotalPO

Notes

Totalnumber(e.g.count)andsumofallpurchaseorders.DataElements

• FiscalYear• AnnualNumberofPOs• DollarAmount

The State


PurchaseOrdersbyTypeCodeDescription

PurchaseOrdersbyTypeCode.Notes

Reportisfilteredonselectedorgs,butdataisnotsortedbyorg.DataElements

• FiscalYear• Type• NumberofPOs

• DollarAmount• TotalNumberofPOs(ForAllTypes)• TotalDollarAmount(ForAllTypes)

The State


RequisitionsbyDepartmentDescription

RequisitionsgroupedbyDepartment

DataElements

• FiscalYear• Department• NumberofReqs

• DollarAmount• TotalNumberofReqs(ForAllDepartments)• TotalDollarAmount(ForAllDepartments)

The State

Department ABC

Department 123

Department Freedom

Department Liberty

Dept. of Agriculture

Dept. of Correction

Department Now

Department 456

Jack Smith

1AM01

AMMC

Department of Peace

Procurement 101A


TotalRequisitionsDescription

Totalnumber(e.g.count)andtotaldollaramountofrequisitionsNotes

Reportisfilteredonselectedorgs,butdataisnotsortedbyorg.DataElements

• FiscalYear• AnnualNumberofReqs• DollarAmount

The State


DepartmentbyUserDescription

Activeusersbydepartmentandlocation

DataElements

• Organization• Department• DepartmentSuffix

• Location• UserID• Name

gschroeder

gschroeder

gschroeder

Gary Schroeder

Gary Schroeder

Gary Schroeder

nsmith

nsmith

Neil Smith

Neil Smith


DepartmentbyUserandRoleDescription

DepartmentbyUserandRole

DataElements

• Organization• Department• DepartmentSuffix• Location

• UserID• Name• Role

nsmith

nsmith

nsmith

nsmith

nsmith

nsmith

Neil Smith

Neil Smith

Neil Smith

Neil Smith

Neil Smith

Neil Smith


DepartmentbyLocationDescription

DepartmentbyLocation

DataElements

• Organization• Department• DepartmentSuffix

• Location• TotalNumberofDepartmentsPerOrg


PurchaseOrdersisSentStatusDescription

PurchaseOrdersinthesentstatus


PurchaseOrderSummaryDetailDescription

PurchaseOrderSummaryDetailReportNotes

APOnumberandreleasenumbermustbeenteredintheprompt.

DataElements

• FiscalYear• PONumber• PODate• Department• CurrentHeaderStatus• Vendor• TotalPOAmount• BuyerName• Location• PODescription

• PrintSequence• ItemNumber• ItemDescription• Quantity• UOM• UnitCost• FreightAmount• TaxAmount• DiscountAmount• ExtendedAmount

• Status• ReqNumber• TotalExtended

Amount• NumberofLineItems• TotalQuantity• POAmountTotal• TotalLineItemCost

The State

Farm Supplies, Inc.


PurchaseOrderSummaryDescription

POSummaryReport

Notes

APOnumberandreleasenumbermustbeenteredintheprompt.

DataElements

• FiscalYear• PONumber• PODate• CurrentHeaderStatus• Department• Vendor

• TotalPOAmount• Buyer• Location• PODescription• NumberofPurchase

Orders

• NumberofLineItems• TotalQuantity• POAmountTotal• TotalLineItemCost

The State

Fred Smith

Farm Supplies, Inc.


PurchaseOrderbyGroupDescription

PurchaseOrderbyGroupDataElements

• FiscalYear• PONumber• PODate• CurrentHeaderStatus• Department• Vendor• TotalPOAmount• Buyer

• Location• PODescription• NumberofLineItems

(PerPO)• TotalQuantity(PerPO)• POAmountTotal• TotalLineItemCost

(PerPO)

• TotalNumberofPOs• OverallTotalofLine

Items• OverallTotalQuantity• OverallAmountTotal• OverallTotalLineItem

Cost

The State

Gary Whiteside

Gary Whiteside

Farm Supplies, Inc.


PurchaseOrderThresholdReportDescription

PurchaseOrderDollarThresholdDataElements

• FiscalYear• PONumber• PODate• CurrentHeaderStatus• Department• CatalogID• Vendor• TotalPOAmount• Buyer• Location• PODescription• PrintSequence

• ItemNumber• Class• ItemDescription• QuantityUOM• UnitCost• FreightDollarAmount• TaxDollarAmount• DiscountDollar

Amount• ExtendedDollar

Amount• Status

• ReqNumber• TotalExtended

Amount• TotalNumberofPOs• OverallTotalofLine

Items• OverallTotalQuantity• OverallAmountTotal• OverallTotalLineItem

Cost

The State

Gary Whiteside

Location ABC

Farm Supplies, Inc.


RequisitionsAccountingReportDescription

RequisitionAccountingReport

Notes

Arequisitionnumbermustbeenteredintheprompt.

DataElements

• ReqNumber• EnteredDate• EstimatedCost• RequiredDate

• ItemNumber• Description• EstimatedQuantity• UOM

• EstimatedCost• EstimatedAmount• AccountDollar

AmountsTotal

The State


RequisitionsAccountingSummarybyAccountCodeDescription

RequisitionAccountingSummarybyAcctCode

Notes

Anaccountcodemustbeenteredintheprompt.DataElements

• ReqNumber• EstimatedCost• EnteredDate• RequiredDate• FiscalYear

• AccountNumbers• Dollars• TotalDollarAmount(byReqNumber)• OverallTotalDollarAmount

The University System


RequisitionsAccountingDescription

RequisitionAccounting

Notes

Arequisitionnumbermustbeenteredintheprompt.

DataElements

• ReqNumber• EnteredDate• EstimatedCost• RequiredDate

The State


RequisitionsbyApproverDescription

RequisitionApprovalReportbyApprover

Notes

AnapproverIDmustbeenteredintheprompt.

DataElements

• RequisitionNumber• RequisitionDescription• RoutingLevel• RoutingApprover

• ApproverType• RequestedApp.Date• ActualApp.Date

The State


RequisitionApprovalReportDescription

RequisitionApprovalReport

Notes

Arequisitionnumbermustbeenteredintheprompt.DataElements

• RequisitionNumber• ReqDescription• RoutingLevel• RoutingApprover

• ApproverType• RequestedApp.Date• ActualApp.Date

The State

Fsmith Jcharles ewilllink


RequisitionStatusDetailsDescription

RequisitionStatusDetails

Notes


• ReqNumber• Purchaser• EnteredDate• FinalDate• ReqStatus• PrintSequence• Quantity• UOM

• ItemDescription• ItemStatus• PONumber• POItem• POPromisedDate• POItemStatus• QuantityReceived• DateReceived

The State

Chris Smith

Jane Doe


RequisitionSummaryDescription

RequisitionSummary

Notes


• ReqID• Requestor• RequiredDate• Department• Type• Originator• EstimatedDollar

Amount

• EnteredDate• Purchaser• HowSolicited• CurrentHeaderStatus• Location• NumberofPurchase

Orders• NumberofLineItems

• TotalQuantity• ReqHeaderEstimated

Cost• TotalLineItem

EstimatedDollarAmount

The State

Jack Charles

Jocko Charles

Jack Charles Jack Charles


RequisitionsSummaryDetailsDescription

DetailedrequisitionsummaryinformationNotes


• ReqID• Requestor• RequiredDate• Department• Type• Originator• EstimatedDollar

Amount• EnteredDate• Purchaser• HowSolicited• CurrentHeaderStatus

• Location• PrintSequence• ItemNumber• CommodityNumber• ItemDescription• CatalogID• Quantity• UOM• UnitCost• Tax• Discount• ExtendedAmount

• Status• POID• NumberofPurchase

Orders• NumberofLineItems• TotalQuantity• ReqHeaderEstimated

Cost• TotalLineItem

EstimatedDollarAmount

The State

Jack Charles

Jack Charles

Jack Charles Jack Charles


SubcontractorPaymentbyVendorDescription

Paymentstosubcontractorslistedbyvendor.

DataElements

• SubcontractorVendorNumber• SubcontractorVendorName• PONumber

• ReportedPaymentAmount• PaymentAcknowledged(Y/N)• AcknowledgedPaymentAmount

Vendor Supply Co


PurchaseOrderswithSubcontractorsDescription

PurchaseOrderswithsubcontractors

DataElements

• PONumber• POSentDate• PrimeVendorNumber• PrimeVendorName

• ApprovedPaymentstoPrime(inDollars)• SubcontractorNumber• SubcontractorName

Vendor Supply

ABC Vendor

Truck Supplies


SubcontractorUnacknowledgedbyBuyerDescription

Buyersthathavenoacknowledgedsubcontractorpayments.

DataElements

• PurchaserName• PONumber• SubcontractorVendorNumber• SubcontractorVendorName

• ReportedPaymentAmount• ReportedPaymentDate• DateAcknowledgementRequested

Vendor Supply

ABC Vendor


ApprovedChangeOrdersDescription

ApprovedChangeOrder

DataElements

• PONumber• ChangeOrderNumber• TotalDollarAmountofPO• ChangeOrderDollarAmount• AccountCode(s)

• DollarAmountPerCode• ChangeOrderDate• TotalDollarAmountperChangeOrder• TotalDollarAmountperPO

The State


VendorPurchaseHistoryDescription

VendorPurchaseHistory

Notes

Avendornumbermustbeenteredintheprompt.DataElements

• VendorNumber• VendorName• PONumber• Class• Department• PODate

• UOM• UnitCost• TotalExtendedAmount• NumberofLineItems• NumberofUniqueLineItems

The State

Vendor Supply


VendorSpendbyClassItemsDescription

VendorSpendbyNIGPClassItemCodesDataElements

• FiscalYear• VendorID• VendorName• FedIDNumber• DateOn• DollarVolume

• VendorAddress• VendorPhoneNumber• VendorFaxNumber• VendorEmailAddress• TotalNumberofVendors• OverallTotalDollarVolume

The State

Vendor Supply


VendorContractUsageDescription

Providesinformationaboutspendagainstcontracts

Notes

APOnumbermustbeenteredintheprompt.DataElements

• UsageDates• ContractNumber• ContractorName• ContactPerson• PhoneNumber• EmailAddress

• CustomerName• ReleaseNumber• TotalAmountBilledtoCustomer• OverallTotalAmountBilledtoCustomer

(perContract)

Organization 123

[email protected]

Organization XYZ

Organization ABC

Organization ABC