Following the SplashBI upgrade to version 5.4, changes have been
made to the report columns. Please see the full details below.
Why run this report?
- To show all requisitions including those that have not been converted into purchase orders. This particularly applies to those charged to projects as the commitment remains open on the project until the requisition is cancelled or closed.
- To review the authorisation status of requisitions raised within your department.
- To report on purchasing by Category (column AF).
How to run this report
Select the following parameters:
Always enter a range of dates and your department name in the Buyer field.
Which outputs does this report have?
- Excel - a simple list of data that can be filtered but has no totals.
Which roles have access to this report?
Hints and tips
Use the “Authorization Status” column (E) to find Requisitions that have not been approved in conjunction with the Project Number column (AI) where this is causing issues with open commitments.
There are no mandatory parameters so always ensure that you enter a range of dates and an appropriate Buyer in the relevant fields. The Buyer will, generally, be your department name if the Purchase Order was created automatically – it will only be your name if you create the Purchase Order manually through the UO Buyer Work Centre.
SplashBI v5.4 upgrade - column changes
'Req Num' renamed to 'Requisition Number'
'Line Num' renamed to 'Line Number'
'Distribution Num' renamed to 'Distribution Number'
'Type Lookup Code' renamed to 'Requisition Type Code'
'Po Number' renamed to 'PO Number'
'Note To Agent' renamed to 'Note to Buyer'
'Unit Meas Lookup Code' renamed to 'Unit Of Measure'
'Rfq Required Flag' renamed to 'RFQ Required Flag'
'Req Line Quantity' renamed to 'Requisition Line Quantity'
'Expenditure Org' renamed to 'Expenditure Organization'
'PO Distribution ID' added
Column order changed.