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Procure to Pay Panoramas

Find out about business scenarios, data selection, report view options, and data definitions for Procure to Pay Panoramas available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).

Procure to Pay Reports

The Procure to Pay Panorama provides insights to all campus reporting needs related to Requisitions, Purchase Orders, and Invoices. This panorama offers high-level dashboard views and detailed inquiry reports for campus use.

Procure to Pay Action Items

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR
  2. AP Reporting Inquiry JR

Business Scenarios

How you can use these reports & business questions these reports answer: 

  • What Requisitions that have been submitted are still pending?
  • What Purchase Orders that are not closed still have Commitment amount pending to be Invoiced?
  • How long have non-paid Invoices been aging?
  • What Invoices are currently on hold within OFC? 

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

procure-to-pay-action_p.png

Report Views

  • Results display in a default table with the ability to export the result set into a file
  • Additional columns are available for users to add to the report
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 procure-to-pay-action_rv1.pngprocure-to-pay-action_rv2.pngprocure-to-pay-action_rv3.pngprocure-to-pay-action_rv4.png

 

Procure to Pay Transaction Inquiry

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR
  2. AP Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 
  • I want to know all the transactions for the entire P2P process that are associated to a specific transaction

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

procure-to-pay-transaction-inquiries_p.png

Report Views

  • Results display in a default table with the ability to export the result set into a file
  • Additional columns are available for users to add to the report
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 procure-to-pay-transaction-inquiries_rv.png

 

Requisition Summary

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 

    • What Requisitions that have been submitted are still pending?
    • How many Requisitions are being submitted per month by each requestor? by preparer? 
    • What is the total number of Requisitions that have been placed for a given time period?
    • What is the average processing time for my Requisitions by Vendor? by Account Code?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

requisition-summary_p.png

Report Views

  • Results display in numerical form and as bar graphs, pie charts, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 requisition-summary_rv1.pngrequisition-summary_rv2.pngrequisition-summary_rv3.pngrequisition-summary_rv4.pngrequisition-summary_rv5.pngrequisition-summary_rv6.pngrequisition-summary_rv7.png

 

Requisition Inquiry

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 

    • What is the approval history of my Requisition?
    • What does this Requisition look like within Oracle UI?
    • What items were placed on a Requisition?
    • What CCOA used on a Requisition? 

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

requisition-inquiry_p.png

Report Views

  • Results display in a default table with the ability to export the result set into a file
  • Additional columns are available for users to add to the report
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 requisition-inquiry_rv.png

 

Purchase Order Summary

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 

    • What is my PO Commitment over time?
    • What is the volume of POs that have been placed over time?
    • What Suppliers are we using within my department?
    • What types of commodities are we utilizing for our POs?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

purchase-order-summary_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 purchase-order-summary_rv1.pngpurchase-order-summary_rv2.png

 

PO Inquiry

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 

    • What are the items placed on a PO?
    • What is the CCOA or POETAF string used on a PO?
    • What is the revision history on a PO?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

purchase-order-summary_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 PO-Inquiry_rv.png

 

Purchase Order Commitments

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

  • How you can use these reports & business questions these reports answer: 

    • What PO have open Commitment amounts that need to be Invoiced?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

purchase-order-commitments_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 purchase-order-commitments_rv.png

 

Invoice Summary

Required Oracle Roles

Roles needed to view data:
  1. AP Reporting Inquiry JR

Business Scenarios

How you can use these reports & business questions these reports answer: 

  • What are all of the Suppliers Invoices and payments during a period of time?
  • How much as been paid to each Supplier and with what payment methods?
  • What received Invoices are unpaid and how long have they been unpaid and why are they unpaid?
  • What is the number of Invoices that are being paid by Invoice source? (OFC, Transcepta, External, etc.)
  • What payment methods are Invoices being paid with?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

Invoice-Summar_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 Invoice-Summary_rv1.pngInvoice-Summary_rv2.pngInvoice-Summary_rv3.pngInvoice-Summary_rv4.png

 

Invoice Inquiry

Required Oracle Roles

Roles needed to view data:
  1. AP Reporting Inquiry JR

Business Scenarios

How you can use these reports & business questions these reports answer: 

  • What is the approval history of an Invoice?
  • What is the current status of an Invoice?
  • What items were placed on an Invoice?
  • What CCOA or POETAF were used on an Invoice?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

Invoice-Inquiry_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 Invoice-Inquiry_rv.png

 

Supplier Inquiry

Required Oracle Roles

Roles needed to view data:
  1. PO Reporting Inquiry JR

Business Scenarios

How you can use these reports & business questions these reports answer: 

  • What are Vendors can I use in OFC?
  • What Vendors are active within OFC?
  • What are all the business classifications for a Vendor?
  • What kind of payment option is set up for the Supplier?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

Supplier-Inquiry_p.png

Report Views

  • Results display in numerical form and as bar graphs, and tables
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 Supplier-Inquiry_rv.png

 

Demo

Watch the Procure to Pay Demo

 

Capital Equipment Management Report

The Capital Equipment Management Report lists all requisitions on items acquired where cost exceeds $5,000. The cost includes entire requistion and auxiliary cost associated such as shipping, delivery, installation, taxes, etc.

Capital Equipment Management Report

Business Scenarios

  • University has a requirement to track equipment acquired that exceeds the $5,000 amount, hence report is needed to assist with this business requirement
  • How can I find out what was acquired that cost over $5,000
  • Can I find out Requisitions made by my department?
  • Do items purchased also include products, other than Capital Equipment?

Data Selection and View Options

  • Use these parameters to filter for the data you want to see
  • These filters can be used in combination or individually to produce desired results

capital_equipment_p.png

Report Views

  • Results display in a default table with the ability to export the result set into a file
  • Additional columns are available for users to add to the report
  • Refer to the section below titled Understanding the Data for definitions, data includes usage rules and full description

 capital-equipment-management_rv.png

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