buyspeed business intelligence standard reports (74 total ......the po cycle time report summarizes...
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1211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
2211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
3211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorSpendbyClassItems..........................................................................................................76VendorContractUsage...................................................................................................................77
4211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
5211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
6211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
7211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
8211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
Department of Liberty
Department of Liberty
Department of Liberty
9211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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.
10211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
OpenPORemainingBalanceDescription
Thereportisdesignedtotallytheremainingencumberedamountsforpurchaseordersbyaccountcode.
DataElements
• ReportRunDate• Organization
ORG01 – Organization 01
02 GENC / GENC
11211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
12211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
13211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
14211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
NIGPSpendAnalysisSummaryDescription
ThisreportisdesignedtoshowthetotalamountofspendbyNIGPcode.ThesummaryreportsummarizesspendbyeachdepartmentanddoesnotshowindividualPOdocuments.
DataElements• POStartDate• POEndDate• OrganizationName• NIGPCode• On/OffContract
• DepartmentName• POTotalAmount• Subtotal(ByNIGP
Code,On/OffContract)
• TotalOnContractSpend
• TotalOffContractSpend
• OverallTotalSpend
Fred Kennedy
Chris Tilman
15211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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)
• TotalOnContractSpend
• TotalOffContractSpend
• OverallTotalSpend
Fred Kennedy
Fred Kennedy
Fred Kennedy
Greenfield
16211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
On&OffContractSpendAnalysisSummaryDescription
OnandOffContractSpendAnalysisreportisdesignedtoshowthetotalamountofspendoncontract(releases)andoffcontract.Thesummaryreportdisplaysthesumtotalbutdoesnotdisplaytheindividualdocumentsinthecalculation.
DataElements• POStartDate• POEndDate• OrganizationName• On/OffContract• DepartmentName
• SubtotalOnContract(PerDepartment)
• SubtotalOffContract(PerDepartmentBuyer)
• TotalOnContractSpend
• TotalOffContractSpend
• OverallTotalSpend
Department of Freedom
Department of Freedom
17211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
PurchasingStatisticsDescription
StatisticsonthenumberofrequisitionsandpurchaseordersbyOrganizationanddepartment.Capturesnumberofdocuments,numberoflineitems,averagelineitems,andtotaldollaramounts.
Notes
CancelledPOswillnotappearinthisreport.
DataElements
• POStartDate• POEndDate• OrganizationName• Department
Name/Location• TotalNumberof
RequisitionDocuments
• TotalNumberofRequisitionLineItems
• AverageLinesPerRequisitionDocument
• TotalNumberofPODocuments
• TotalNumberofPOLineItems
• AverageLinesPerPODocument
• TotalDollarAmount
Department of Freedom
18211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
SpendbyVendorCategoryDetailDescription
Thereportisdesignedtoshowthetotalamountofspendbytheagencydefinedvendorcategories.ItthendisplaysspendbycategorytypeandindividualvendorsincludingthePOdocumentnumbers.
Notes
CancelledPOswillnotappearinthisreport.
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.
19211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
SpendbyVendorCategorySummaryDescription
Thisreportisdesignedtoshowthetotalamountofspendbytheagencydefinedvendorcategories.Thereportsummarizesbythecategoryandcategorytypes.
Notes
CancelledPOswillnotappearinthisreport.
DataElements
• POStartDate• POEndDate• OrganizationName• Category
• CategoryType• SpendTotal(byCategory,CategoryType)• TotalbyCategory
Department of Freedom
20211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorSpendAnalysisbyPurchaseMethodDetailDescription
TheVendorSpendAnalysisbyPurchaseMethodreportliststhetotalamountofspendbyvendoraccordingtothepurchasemethodonthePO.Thedetailreportincludesthepurchaseorderdocumentnumbers.
DataElements
• POStartDate• POEndDate• OrganizationName• VendorName• VendorNumber
• PONumber/Release• ShortDescription• POTotal• SubtotalOn/OffContract• TotalSpendbyVendor,PurchaseMethod
Department of Agriculture
Vendor Inc.
Vendor Inc.
21211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorSpendAnalysisbyPurchaseMethodSummaryDescription
TheVendorSpendAnalysisbyPurchaseMethodreportliststhetotalamountofspendbyvendoraccordingtothepurchasemethodonthePO.
DataElements
• POStartDate• POEndDate• OrganizationName
• VendorName• VendorNumber• TotalSpendOn• TotalSpendOff• TotalSpend
Department of Agriculture
Vendor 123
Supplies Inc.
Kirk Industries
Farm Store Supplies
Feed Stores
Ag Supplies
Vendor XYZ
Tires Unlimited
Vendor ABC
Tractor Store
Supplies Unlimited
22211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorAwardbyCategoryDescription
TheVendorAwardbyCategoryreportliststheawardedvendorsonbidsandtheircategoriesandcategorytypes.
DataElements
• CategoryName• CategoryType• DateRange• ReportRunDate• OrganizationName
• Bid/ItemNumber• VendorNumber• VendorName• TotalLineItemsbyCategory,CategoryType
Department of Agriculture
Farm Supplies, Inc.
Feed Store
Tractor Supply
Farm Supplies, Inc.
Feed Store
Tractor Supply
23211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorBidNotificationbyCategoryDescription
Thereportisdesignedtolistthevendorsthatwereselectedtobenotifiedofaformalbidbyvendorcategoryandcategorytype.
DataElement
• BidNumber• Category• ReportRunDate• OrganizationName
• CategoryType• VendorNumber• VendorName• TotalVendorCountbyCategory,Category
Type
Department of Agriculture
Farm Supplies, Inc.
Feed Store
Tractor Supply
Farm Supplies, Inc.
Feed Store
Tractor Supply
Tractor Supply
Tractor Supply
24211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorBidNotificationbyCategoryTypeDescription
Thisreportisdesignedtolistthevendorsthatwereselectedtobenotificationofaformalbidbyvendorcategoryandcategorytype.Aselectioncriterionincludesuserenteredbeginningandendinginputparameters.
DataElement
• BidNumber• Category• CategoryType• DateRange
• ReportRunDate• OrganizationName• VendorCount
• TotalVendorCountbyCategory,CategoryType
Department of Agriculture
25211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorParticipationbyCategoryDescription
TheVendorParticipationbyBidandCategoryreportliststhevendorcategoryandcategorytypesforeachvendorwhorespondedwithaquoteonthebidsselected.
DataElement
• BidNumber• Category• CategoryType• ReportRunDate• OrganizationName
• BidNumber• VendorNumber• VendorName• TotalVendorCountbyCategory,Category
Type
Department of Agriculture
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
26211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorParticipationbyCategoryTypeDescription
TheVendorParticipationbyCategoryandCategoryTypereportsummarizesthenumberofvendorsofeachcategoryandcategorytypesthatrespondedwithaquoteforthebidselected.
DataElement
• BidNumber• Category• CategoryType• DateRange• ReportRunDate
• OrganizationName• BidNumber• VendorQuoteCount• TotalVendorCountbyCategory,Category
Type
Department of Agriculture
27211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorbyPOTypeDescription
TheVendorPObyCategoryreportliststhecategoryandcategorytypeoftheawardedvendorsonPOsandthesummaryofthenumberofPOstoeachcategorytype.
DataElement
• Category• CategoryType• DateRange• ReportRunDate
• OrganizationName• PONumber• TotalNumberofLineItemsAwardedby
Category,CategoryType
Department of Agriculture
28211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
BlanketandContractDollarThresholdsDescription
Contractreportthatshowsthecontroltabinformationforblankets/contractsincludingdollaramountsremainingincontractlimitandeachdepartment'sspendtodate.
DataElement
• ReportRunDate• OrganizationName• BuyerName• PONumber• ShortDescription
• Expiration• AmountRemaining• ControlOrgNumber• ControlDepartment• DollarLimit
Department of Agriculture
Gary Smith
29211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
WorkloadAnalysisbyBuyerDescription
Thetotalnumberofdaysaparticularrequisitionorpurchaseorderisinprocessupuntilthepurchaseorderisreadytosendtothevendor.
DataElement
• ReportRunDate• OrganizationName• BuyerName• DocumentStatus• DocumentDate• DocumentNumber
• ShortDescription• TotalDollarAmount• NumberofDaysinPendingStatus• TotalNumberofDocuments• AverageDaysinaPendingStatus
Department of Agriculture
Kyle Lee
Katie Allen
Julie Jacobson
30211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
ExpiringContractsDescription
Thereportisdesignedtodisplaycontractswhoseexpirationdatesarewithintherangeselectedbytheuser.Thiswillincludethedollarsspenttodate.Usermayselectfromrangeofdaystoexpiration.
DataElement
• ReportRunDate• OrganizationName• BuyerName• ContractNumber• Description
• VendorName• ContractBeginDate• ContractEndDate• Department• DollarsSpenttoDate
Department of Freedom
Kyle Lee
Kyle Lee
Kyle Lee
Kyle Lee
Kyle Lee
Kyle Lee
Kyle Lee
31211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
InventoryReports(17reports)Aisle/BinBarCodeDescription
Notcurrentlyusedanywhereintheapp,butcanbeusedtogenerateabarcodefromaaisle/binnumber.
Notes
Anaislebinmustbeenteredintheprompt.
32211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
33211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
AnalysisRecapFIFODescription
GroupsdatabyStockItemCategory.Calculatesperiodendingvalue,howmanytimesitemsinthe categorywentoutofstockandhowmanytimesstockturnedoverwithinayearofperiodendingdate.
DataElement
• Category• Items• PeriodEndingDollarValue• PercentTotal(ofPeriodEndingDollar
Value)• NumberofItemswithStockOuts
• • PercentTotal(ofNumberofItemswith
StockOuts)• NumberofTurns• TotalNumberofItem• TotalPeriodEndingDollarValue• TotalNumberofItemswithStockOuts• TotalNumberofTurns
City of Gonzales
34211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
AnalysisRecapLIFODescription
GroupsdatabyStockItemCategory.Calculatesperiodendingvalue,howmanytimesitemsinthe categorywentoutofstockandhowmanytimesstockturnedoverwithinayearofperiodendingdate.
DataElements• Category• Items• PeriodEndingDollarValue• PercentTotal(ofPeriodEndingDollar
Value)• NumberofItemswithStockOuts
• PercentTotal(ofNumberofItemswithStockOuts)
• NumberofTurns• TotalNumberofItem• TotalPeriodEndingDollarValue• TotalNumberofItemswithStockOuts• TotalNumberofTurns
City of Gonzales
35211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
36211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
37211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
Allen Community School District
Charge to Department Report
38211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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)
Allen Community School District
Inventory ABC Anlaysis
39211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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)
Allen Community School District
Inventory Forecast Analysis
40211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
InventoryItemCatalogDescription
Listsinventorycatalogstockitemnumbers,descriptionsandpricesperunit.SortedbySite.
DataElements
• SiteID• StockItemNumber• Description• PricePerUnit
Allen Community School District
Inventory Item Catalog
41211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
InventoryItemsonOrderDescription
Listsinventorystockitemsonorder,detailsabouteachstockitemincludingquantityonhand,quantityonorderandassociatedvendorandpurchaseorderdetails.
DataElements
• SiteID• StockItemNumber• ShortDescription• QuantityOnHand• QuantityOnOrder
• QuantityUnit• OrderMethod• VendorID• Blanket/ContractPO
Allen Community School District
Stock Items On Order
42211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
InventoryPerformanceAnalysisDescription
Calculatesfiscalyearstockoutsandturnratioforeachstockitem.Liststhelastdateastockitemwasissued,currentprice,quantityonhand.
DataElements
• SiteID• StockItemNumber• Description• Class• Item• CurrentPrice• ABC
• Status• LastIssueDate• QuantityonHand• QuantityonHandUnit• FYStockOuts• FYTurnRate
Allen Community School District
Inventory Performance Analysis
43211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
44211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
45211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
StockItemBarCodeDescription
ThisreportcreateaBarCodewithuseoftheStockItemnumber.
46211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
47211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
ValueAnalysisDescription
Calculatesonhandvalueofstockitems.Listscurrentprice,quantityonhand.
DataElements
Allen Community School District Inventory Value Analysis Grand Total
48211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
49211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
50211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
51211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
TotalPurchaseOrdersDescription
TotalPO
Notes
Totalnumber(e.g.count)andsumofallpurchaseorders.DataElements
• FiscalYear• AnnualNumberofPOs• DollarAmount
The State
52211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
PurchaseOrdersbyTypeCodeDescription
PurchaseOrdersbyTypeCode.Notes
Reportisfilteredonselectedorgs,butdataisnotsortedbyorg.DataElements
• FiscalYear• Type• NumberofPOs
• DollarAmount• TotalNumberofPOs(ForAllTypes)• TotalDollarAmount(ForAllTypes)
The State
53211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
54211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
TotalRequisitionsDescription
Totalnumber(e.g.count)andtotaldollaramountofrequisitionsNotes
Reportisfilteredonselectedorgs,butdataisnotsortedbyorg.DataElements
• FiscalYear• AnnualNumberofReqs• DollarAmount
The State
55211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
DepartmentbyUserDescription
Activeusersbydepartmentandlocation
DataElements
• Organization• Department• DepartmentSuffix
• Location• UserID• Name
gschroeder
gschroeder
gschroeder
Gary Schroeder
Gary Schroeder
Gary Schroeder
nsmith
nsmith
Neil Smith
Neil Smith
56211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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
57211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
DepartmentbyLocationDescription
DepartmentbyLocation
DataElements
• Organization• Department• DepartmentSuffix
• Location• TotalNumberofDepartmentsPerOrg
58211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
PurchaseOrdersisSentStatusDescription
PurchaseOrdersinthesentstatus
59211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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.
60211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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.
61211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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.
62211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
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.
63211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionsAccountingReportDescription
RequisitionAccountingReport
Notes
Arequisitionnumbermustbeenteredintheprompt.
DataElements
• ReqNumber• EnteredDate• EstimatedCost• RequiredDate
• ItemNumber• Description• EstimatedQuantity• UOM
• EstimatedCost• EstimatedAmount• AccountDollar
AmountsTotal
The State
64211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionsAccountingSummarybyAccountCodeDescription
RequisitionAccountingSummarybyAcctCode
Notes
Anaccountcodemustbeenteredintheprompt.DataElements
• ReqNumber• EstimatedCost• EnteredDate• RequiredDate• FiscalYear
• AccountNumbers• Dollars• TotalDollarAmount(byReqNumber)• OverallTotalDollarAmount
The University System
65211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionsAccountingDescription
RequisitionAccounting
Notes
Arequisitionnumbermustbeenteredintheprompt.
DataElements
• ReqNumber• EnteredDate• EstimatedCost• RequiredDate
The State
66211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionsbyApproverDescription
RequisitionApprovalReportbyApprover
Notes
AnapproverIDmustbeenteredintheprompt.
DataElements
• RequisitionNumber• RequisitionDescription• RoutingLevel• RoutingApprover
• ApproverType• RequestedApp.Date• ActualApp.Date
The State
67211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionApprovalReportDescription
RequisitionApprovalReport
Notes
Arequisitionnumbermustbeenteredintheprompt.DataElements
• RequisitionNumber• ReqDescription• RoutingLevel• RoutingApprover
• ApproverType• RequestedApp.Date• ActualApp.Date
The State
Fsmith Jcharles ewilllink
68211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionStatusDetailsDescription
RequisitionStatusDetails
Notes
Arequisitionnumbermustbeenteredintheprompt.DataElements
• ReqNumber• Purchaser• EnteredDate• FinalDate• ReqStatus• PrintSequence• Quantity• UOM
• ItemDescription• ItemStatus• PONumber• POItem• POPromisedDate• POItemStatus• QuantityReceived• DateReceived
The State
Chris Smith
Jane Doe
69211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionSummaryDescription
RequisitionSummary
Notes
Arequisitionnumbermustbeenteredintheprompt.DataElements
• 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
70211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
RequisitionsSummaryDetailsDescription
DetailedrequisitionsummaryinformationNotes
Arequisitionnumbermustbeenteredintheprompt.DataElements
• 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
71211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
SubcontractorPaymentbyVendorDescription
Paymentstosubcontractorslistedbyvendor.
DataElements
• SubcontractorVendorNumber• SubcontractorVendorName• PONumber
• ReportedPaymentAmount• PaymentAcknowledged(Y/N)• AcknowledgedPaymentAmount
Vendor Supply Co
72211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
PurchaseOrderswithSubcontractorsDescription
PurchaseOrderswithsubcontractors
DataElements
• PONumber• POSentDate• PrimeVendorNumber• PrimeVendorName
• ApprovedPaymentstoPrime(inDollars)• SubcontractorNumber• SubcontractorName
Vendor Supply
ABC Vendor
Truck Supplies
73211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
SubcontractorUnacknowledgedbyBuyerDescription
Buyersthathavenoacknowledgedsubcontractorpayments.
DataElements
• PurchaserName• PONumber• SubcontractorVendorNumber• SubcontractorVendorName
• ReportedPaymentAmount• ReportedPaymentDate• DateAcknowledgementRequested
Vendor Supply
ABC Vendor
74211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
ApprovedChangeOrdersDescription
ApprovedChangeOrder
DataElements
• PONumber• ChangeOrderNumber• TotalDollarAmountofPO• ChangeOrderDollarAmount• AccountCode(s)
• DollarAmountPerCode• ChangeOrderDate• TotalDollarAmountperChangeOrder• TotalDollarAmountperPO
The State
75211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorPurchaseHistoryDescription
VendorPurchaseHistory
Notes
Avendornumbermustbeenteredintheprompt.DataElements
• VendorNumber• VendorName• PONumber• Class• Department• PODate
• UOM• UnitCost• TotalExtendedAmount• NumberofLineItems• NumberofUniqueLineItems
The State
Vendor Supply
76211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorSpendbyClassItemsDescription
VendorSpendbyNIGPClassItemCodesDataElements
• FiscalYear• VendorID• VendorName• FedIDNumber• DateOn• DollarVolume
• VendorAddress• VendorPhoneNumber• VendorFaxNumber• VendorEmailAddress• TotalNumberofVendors• OverallTotalDollarVolume
The State
Vendor Supply
77211EAST7THSTREET,SUITE1100|AUSTIN,TX78701|(877)472-9062|WWW.PERISCOPEHOLDINGS.COM
VendorContractUsageDescription
Providesinformationaboutspendagainstcontracts
Notes
APOnumbermustbeenteredintheprompt.DataElements
• UsageDates• ContractNumber• ContractorName• ContactPerson• PhoneNumber• EmailAddress
• CustomerName• ReleaseNumber• TotalAmountBilledtoCustomer• OverallTotalAmountBilledtoCustomer
(perContract)
Organization 123
Organization XYZ
Organization ABC
Organization ABC