Purchasing Dashboard Overview

This article contains an overview of the Purchasing dashboard including: available reports and report defaults.

This user guide assumes basic knowledge of Data Warehouse. View the Data Warehouse Basics guides for more information.

Available Reports

The following reports are currently available for the Purchasing dashboard:

  • Requisitions: The Requisition report allows you to view and search purchase requisition information from July 2010 to present.
  • Purchase Orders: The Purchase Orders report allows you to view and search purchase order information from July 2010 to present.
  • Vouchers: The Voucher report allows you to view and search voucher and payment information. This report includes all vouchers/payments, not just the ones related to purchase orders.
  • Req/PO/Voucher: The Req/PO/Voucher report combines the requisition, purchase order, and voucher information into a single table and allows you to view and search requisition, purchase order, voucher, invoice, and payment information.
  • PO Balance: The PO Balance report allows you to view all of the activity on your purchase orders in order to see the current remaining balance on your purchase orders.

Report Defaults

Each report on the Purchasing dashboard has default settings that are applied if you do not set up your own personal preferences for the page using Page Options (see the user guide on Saving Your Customizations & Filters for more on this).

  • Requisitions: By default, this report will show you all purchase requisitions for the department(s) you have access to from July 2010 to present.
  • Purchase Orders: By default, this report will show you all purchase orders for the department(s) you have access to from July 2010 to present.
  • Vouchers: By default, this report will show you all vouchers for the department(s) you have access to from July 2010 to present.
  • Req/PO/Voucher: By default, this report will show you all purchase requisitions, purchase orders, and vouchers that are tied to purchase orders for the department(s) you have access to from July 2010 to present.
  • PO Balance: By default, this report will show you all purchase order activity for the current accounting period in the current fiscal year for the department(s) you have access to.

Need More Help?

For technical assistance with the Data Warehouse, please contact the IT Help Desk at helpdesk@fullerton.edu or 657-278-7777.

For questions about getting access to the Data Warehouse or how to use the reports, please contact IT Training at ittraining@fullerton.edu or 657-278-5647.

For questions about purchase requisitions or purchase orders, contact Contracts & Procurement at procurement@fullerton.edu or 657-278-5230.