Use the following Help Guides to assist you in understanding selected Procurement reports and the data they contain.
How to Run Selected Procurement Reports
- Purchasing Document Lifecycle (PDL) – View the status of a purchasing transaction from shopping cart creation through PO assignment, invoice receipt and vendor payment.
- BU Spend (BUS) – View invoiced transaction activity by vendor, PO vs non-PO purchases, payment amounts, clearing numbers and dates, item description, shopper, etc.
As of August 2020, SAP Ariba replaced Supplier Relationship Management (SRM) as the system of record for procurement processes. As of that date, the following three reports no longer contain current purchasing information. The reports are useful only insofar as they contain historical data loaded prior to August. Note, however, that both the PDL and BUS reports described previously also provide historical data.
The Help Guide How to Run SRM Historical Reports contains information about the following reports:
- Limit Order Status (LOS) – View all active Limit Orders for your Funds Center. Information available includes original set-up amount (and adjustments, if applicable), total spent to date, amount remaining to spend, and Limit Order end-date. Report provides info on Shopping Carts and invoices related to limit orders.
- Shopping Cart Approval (SCA) – View the approvers and approval dates for all approved shopping carts as well as the status of any shopping carts awaiting approval. Report focus is on shopping carts rather than purchase orders and invoices. Report does not show who may still need to approve a cart.
- Purchase Order Status (POS) – View PO-related data including processing status, items requested, shopper, order quantity and value. Report focus is on purchase orders rather than shopping carts and invoices.