View and Print the Procurement Budgetary Activity Report to Excel

In this topic you will learn how to view and print the Procurement Budgetary Activity Report in Excel.

NOTE: This report will retrieve information on Purchase Orders for your Department, for a specified period of time. You will be able to view any remaining encumbrance amounts for the PO Lines in this report.

Navigation to the Req and PO Budgetary Activity Page

From the Main Menu, click the following:

Purchasing > Purchase Orders > Reports > Req and PO Budgetary Activity

The Req and PO Budgetary Activity page displays. The user will enter or select the report request parameters.

NOTE: If you had selected an existing Run Control ID, the above page would contain the parameters from the last time you ran the report.

To eliminate retrieving all Purchase Orders for all 11 Business Units, the minimum entries required are the following:

• Business Unit

• The DeptID or Project/Grant, if applicable. If Project/Grant is entered, there is no need to enter any other parts of the ChartString since a Project/Grant number is tied to only one ChartString.

NOTE: The values entered in the Req and PO Budgetary Activity page will retrieve only those Purchase Orders for the department specified that have a remaining amount not equal to zero.

Click the Refresh button until the process is complete (i.e. Run Status = Success and the Distribution Status = Posted).

Click the zzpo0032_11000079.csv link.

This action opens a new window.

Users can modify existing run control parameters, or can continue to use the current settings.

The Excel Budgetary Activity Report lists additional fields that are not listed on the report run to HTML (i.e. Buyer, PO Type, and PO Status)

As specified in the Procurement Budgetary Activity Parameter page, only the PO line(s) with a Remaining Amount are retrieved. This will make it easier for the user to analyze the report when determining the encumbrances that need to be closed or adjusted.

View the Procurement Budgetary Activity Report.

View and Print the Procurement Budgetary Activity Report to Excel

This completes View & Print the Procurement Budgetary Activity Report in Excel.

Click the Search button.

Click the PO_ACT_REPORT link.

Click the Save button.

Click the Run button.

Click the Select PO Activity, Excel for POS8001 option.

Click the OK button.

Click the Process Monitor link.

Click the Refresh button.

Click the Go back to Req and PO Budgetary Activity link.

Click the Report Manager link.

Click the PO Activity, Excel for POS8001 link.

Click the zzpo0032_9169975.csv link.

Click the OK button.

Click the Close button.

Click the Administration tab.