New Cal Answers Procure to Pay release: consolidated spend reporting and more!

August 6, 2013

Procure to Pay introduces Consolidated Spend, Voucher Workflow, and Purchase Order Balance reporting

Consolidated Spend report
This new report allows you to view all types of spend including BluCard, Catalog, Non-Catalog, and Forms. You can analyze the results by either the number or amount of transactions. Key questions the report addresses include:
  • What percentage of my overall spend is BluCard?
  • How often is my area using Payment Request or After the Fact forms compared to overall spend and campus spend?
  • What was my area's total spend for Fiscal Year 2014?

Voucher Workflow report
This new report allows you to view how long an invoice spent in the workflow approval process - shown by by complete workflow process, by department, or by central category. Track the average number of days the complete process took down to the average days spent in each approval step, and drill down to the invoice detail. Key questions the report addresses include:

  • What is the average number of days an invoice spends in the approval process in my area?
  • Am I meeting my department targets?
  • Do certain types of purchases (Payment Request vs. Non-Catalog) take longer to approve than others?

Purchase Order (PO) Balance report
This report provides detail to the existing PO Summary report. By clicking on a specific PO number in the PO Summary report, you see various drill through options (shown below). Clicking on 'Link to PO Balance Details' displays total PO Monetary Amount, total Voucher Monetary Amount, and estimated PO Balance. Key questions the report addresses include:

  • What is the remaining balance on a specific PO?
  • Which POs in my area can be closed?
  • What are available balances on my Amount Only POs?
Report enhancements
This release also provides enhancements to existing reports:
  • Payment Report Filters allow you to include Non-BearBuy voucher activity in your report results.
  • BluCard Details allow you to analyze BluCard spend by supplier or org node/cardholder.
  • Org Node (Routing) Utility provides a list of campus org nodes that you may cut and paste into Cal Answers report filters to quickly and easily tailor your results. 

Learning more