PeopleSoft Enterprise Services Procurement 9.1 Reports



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PeopleSoft Enterprise Services Procurement 9.1 Reports November 2009

PeopleSoft Enterprise Services Procurement 9.1 Reports SKU fscm91sssp-r1109 Copyright 2009, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

Contents Chapter 1 PeopleSoft Services Procurement Reports...... 1 PeopleSoft Services Procurement Reports: General Description...... 1 Report Samples... 3 Copyright 2009, Oracle and/or its affiliates. All rights reserved. iii

Contents iv Copyright 2009, Oracle and/or its affiliates. All rights reserved.

CHAPTER 1 PeopleSoft Services Procurement Reports This appendix provides a summary table with a general description of the PeopleSoft Services Procurement standard reports. Note. For samples of these reports, see the PDF files published on CD-ROM with the documentation (for online users) or PeopleSoft Enterprise Services Procurement Reports (for hardcopy users). In addition to the standard reports, we also provide reporting tools that you can use to create new reports. See Also Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler PeopleSoft Services Procurement Reports: General Description This table lists the PeopleSoft Services Procurement reports. Report ID and Report Name POPO008 Close all qualified purchase Close Purchase Order Report orders and generate the Purchase Order Reconciliation report. PORQ009 Close Requisition SPINV001 Proforma Invoice SPINV002 spro Invoice Report Description Navigation Run Control Page Close all qualified requisitions using the Run Close Requisitions process, and generate the Requisition Reconciliation report. Lists detailed Proforma invoice information. View the generated voice information in a report form. Services Procurement, Reconciliations, Close Purchase Orders Services Procurement, Reconciliations, Close Requisitions Services Procurement, Services Settlement, Print Invoices Reporting Tools, Query, Query Manager Select the SPB_SRVC_BY_SHFT Query Name to run the Shift by Service report. RUN_PORECON RUN_REQRECON SPF_GEN_CINP QRY_QUERY Copyright 2009, Oracle and/or its affiliates. All rights reserved. 1

PeopleSoft Services Procurement Reports Chapter 1 Report ID and Report Name Shift by Service Shift by Service Assignment by Service Assignment by Service Service by Assignment Service by Assignment Service by Shift Service by Shift Description Navigation Run Control Page Generate a PSQUERY report that lists shifts by service at a setid level. Generate a PSQUERY report that lists assignments by service at a setid level. Generate a PSQUERY report that lists services by assignment at a setid level. Generate a PSQUERY report that lists services by shifts at a setid level. Reporting Tools, Query, Query Manager Select the SPB_ASSGNMT_ BY_SERVICE Query Name to run the Assignment by Service report. Reporting Tools, Query, Query Manager Select the SPB_SRVC_BY_ ASSIGNMENT Query Name to run the Service by Assignment report. Reporting Tools, Query, Query Manager Select the SPB_SRVC_BY_SHFT Query Name to run the Service by Shift report. Reporting Tools, Query, Query Manager QRY_QUERY QRY_QUERY QRY_QUERY QRY_QUERY 2 Copyright 2009, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Purchasing Report ID: POPO008 PURCHASE ORDER RECONCILIATION REPORT Page No.: 1 Run Date: 07/28/2006 Run Time: 15:40:43 Business Unit: GBR01 PO Id PO Date PO Status Budget Status Line Line Status Sched Sched Status Dist Dist Status Budget Ln Status ---------- ---------- ---------- ------------- ------- ---------- ----------------- ------- ---------- ---------------- 0000000010 04/05/2006 Compl Not Chk'd 1 Closed 1 Closed 1 Complete Not Chk'd 0000000010 04/05/2006 Compl Not Chk'd 1 Closed 2 Closed 1 Complete Not Chk'd 0000000010 04/05/2006 Compl Not Chk'd 1 Closed 3 Closed 1 Complete Not Chk'd 0000000010 04/05/2006 Compl Not Chk'd 1 Closed 4 Closed 1 Complete Not Chk'd 0000000010 04/05/2006 Compl Not Chk'd 2 Closed 1 Closed 1 Complete Not Chk'd 0000000010 04/05/2006 Compl Not Chk'd 3 Closed 1 Closed 1 Complete Not Chk'd END-BUSINESS UNIT

PeopleSoft Purchasing Report ID: POPO008 PURCHASE ORDER RECONCILIATION REPORT Page No.: 2 Run Date: 07/28/2006 Run Time: 15:40:44 Business Unit: US001 PO Id PO Date PO Status Budget Status Line Line Status Sched Sched Status Dist Dist Status Budget Ln Status ---------- ---------- ---------- ------------- ------- ---------- ----------------- ------- ---------- ---------------- 0000000209 08/01/2006 Compl Valid 1 Closed 1 Closed 1 Complete 0000000209 08/01/2006 Compl Valid 2 Closed 1 Closed 1 Complete 0000000210 07/28/2006 Compl Valid 1 Closed 1 Closed 1 Complete 0000000210 07/28/2006 Compl Valid 2 Closed 1 Closed 1 Complete Valid Valid Valid Valid END-BUSINESS UNIT

PeopleSoft Report ID: PORQ009 REQUISITION RECONCILIATION REPORT Page No. 1 Run Date 07/28/2006 Run Time 15:50:36 Business Unit:US001 Req Id Req Date Req Status Budget Status Line Line Status Sched Sched Status Dist Dist Status Budget Ln Status ---------- ---------- ---------- ------------- ------- ------------ ------- ------------- ----------------- ---------------- QA 07/28/2006 Approved Valid 1 Approved 1 Approved 1 Open Valid QA 07/28/2006 Approved Valid 1 Approved 2 Closed 1 Complete Valid QA 07/28/2006 Approved Valid 1 Approved 3 Approved 1 Open Valid QA 07/28/2006 Approved Valid 1 Approved 4 Closed 1 Complete Valid QA 07/28/2006 Approved Valid 1 Approved 5 Approved 1 Open Valid END-BUSINESS UNIT

144 North Street New York, NY 10168 USA INVOICE TO: Manpower 5976 W Las Positas, #120 Pleasanton CA 94588 USA PROFORMA INVOICE Invoice ID: Invoice Date: Payment Terms: Invoice Total: DMO00012 5/31/2005 Due at the end of this month 4,066.73 USD REMIT TO: Manpower 5976 W Las Positas, #120 Pleasanton CA 94588 USA Service Provider: Provider,Penny Work Order ID: DMO00000062000 Purchase Order: Line Transaction Date 0000000119 Quantity Rate* Assignment Extended Amount Estimated Sales Tax (MHR) 0.00 % Estimated VAT 0.00 % Estimated Total 1 5/28/2005 40.00 25.00 1,000.00 0.00 0.00 1,000.00USD 2 5/21/2005 40.00 25.00 1,000.00 0.00 0.00 1,000.00USD 3 5/14/2005 40.00 25.00 1,000.00 0.00 0.00 1,000.00USD 4 5/7/2005 40.00 25.00 1,000.00 0.00 0.00 1,000.00USD Work Order ID: DMO00000062000 Purchase Order: 0000000119 Line Transaction Date: Expense Type Expenses Extended Amount Estimated Sales Tax Estimated VAT Estimated Total 6 5/13/2005 Supplies 42.73 0.00 0.00 0.00 42.73USD Work Order ID: DMO00000062000 Purchase Order: 0000000119 Line Transaction Date: Expense Type Expenses Extended Amount Estimated Sales Tax Estimated VAT Estimated Total 5 5/27/2005 Breakfast 24.00 0.00 0.00 0.00 24.00USD Subtotal for Provider,Penny: 66.73 4,000.00 0.00 0.00 4,066.73USD Grand Total 66.73 4,000.00 0.00 0.00 4,066.73USD *Note: The rate shown is an aggregate rate using Extended Amount divided by the Quantity. The actual rate may vary as the rate may be comprised of various effective dated rates within the same timesheet period or it may be a composite rate based on different pay types. Page 1 of 1