Procurement Reports

Procurement Process List Report

Overview

This report shows the List of Procurement Processes with information about each Procurement Process such as ID, Short Description, Type of Business, Status, etc.

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Definition Of Report Fields

Field	Description
Procurement Document	If checked, this indicates that Procurement Documents will be the filter criteria in the report
Institution	If selected, the report will include the selected Institution unit and all Institutions below the selected unit
Region	If selected, the report will include the selected Region unit and all Regions below the selected unit.
Type	The Type of Processes used to filter the report can be selected from the drop down box available for this field
Vendor Business Type	Vendor Business Type used to filter the report can be selected from the drop down box available for this field.
Status	Status of Processes to be displayed in the report can be selected from the available drop down box for this field
Fiscal Year	Fiscal Year the report is based on can be selected from the drop down box available for this field
Fiscal Period	Fiscal Period the report is based on can be used as a filter criterion from the available options in the drop down box for this field
Created Date From	Procurement Processes created after this date will be included in the report
Created Date To	Procurement Processes created up to this date will be included in the report
Sort By	Criteria determining how the report information will be sorted are selected from the field

Vendor List Report

Overview

This report shows the List of Vendors currently registered in the System and therefore in the Procurement Module. It contains information of each Vendor such as ID, Name, Telephones, E.mail, etc.

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Procurement ► Procurement Reports ► Vendor List Report

Definition Of Reports Fields

Field	Description
Vendor Proposals In Any Bid Process	Option to use Vendors with a Proposal in any Procurement Bid Process in the report results.
Vendor With PO In Any Bid Process	Option to use Vendors with a Purchase Order in any Procurement Bid Process in the report results
Type of Business	Filter criteria to view report by a specific Type of Business
Country	Filter criteria to view report by a specific country
Document	Filter criteria to view report by a specific Procurement Document
Sort By	Criteria determining how the report information will be sorted

Awarded Procurement Process List Report

Overview

This report shows the List of Awarded Procurement Processes. It contains information of each Procurement Process such as ID, Short Description, Type of Business, Status, etc. and information about the Award such as Total Amount and Date of Award.

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Procurement ► Procurement Reports ► Awarded Procurement Process List Report

Awarded Procurement Process List Report Filter screen Fields

Field	Description
Awarded From Date	Award starting date.
Awarded To Date	Award end date
Awarded Amount From	Award amount starting from value.
Awarded Amount To	Award amount upto from end value.
Type	Signifies the Type of the report.
Institution	The Institutionrelated to the award.
Region	Region associated with Awardee.

Procurement Purchase Order List Report

Overview

This report shows the List of Procurement Purchase Orders. It contains information of each Procurement Purchase Order such as ID, Status, Creation Date, Vendor, Procurement Document, Total Amount, etc.

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Procurement ► Procurement Reports ► Procurement Purchase Order List Report

Procurement Purchase Order List Report Filter screen Fields

Field	Description
From Amount	Procurement Purchase Orders with an amount greater than this will be included in the report.
To Amount	Procurement Purchase Orders with an amount up to this will be included in the report.
Status	Filter criteria to view report with Procurement Purchase Orders that are in a specific workflow transition stage.
Creation from Date	Procurement Purchase Orders created after this date will be included in the report.
Creation to Date	Procurement Purchase Orders created up to this date will be included in the report.
Delivery from Date	Procurement Purchase Orders delivered after this date will be included in the report.
Delivery to Date	Procurement Purchase Orders delivered up to this date will be included in the report.
Institution	Filter criteria to view Procurement Purchase Orders linked to a specific Institution.
Document	Filter criteria to view Procurement Purchase Orders linked to a specific Procurement Document.
Process	Filter criteria to view Procurement Purchase Orders linked to a specific Procurement Process.
Vendor	Filter criteria to view Procurement Purchase Orders linked to a specific Vendor.
Sort By	Criteria determining how the report information will be sorted.

Procurement Document Response Detail Report

Overview

This report shows the detailed information about a Procurement Document Response such as Response ID, Vendor, Procurement Document ID, Response Received Date/Time, etc. List of Response Details contains information of each Response Detail such as ID, Response Type, Response Price, etc.

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Procurement Document Response Detail Report Screen Fields

Field	Description
Procurement Response	Filter criteria for the report to display information from a specific Procurement Response.
Start Date	Procurement Responses created after this date will be displayed in the report.
End Date	Procurement Responses created up to this date will be displayed in the report.

Procurement Process Detail Report

Overview

This report shows the List of Procurement Processes with information about each Procurement Process such as ID, Short Description, Type of Business, Status, etc.

Navigation

Procurement ► Procurement Reports ► Procurement Process Detail Report

Procurement Process Detail Report Screen Fields

Field	Description
Process	Signifies the criteria to be choosen for the process to generate the report.
Created Date From	Procurement Processes created after this date will be included in the report
Created Date To	Procurement Processes created up to this date will be included in the report
Document Id	gives the sort by criteria to genetare the report.

Procurement Document Response List Report

Overview

This report shows the List of Procurement Document Responses submitted by Vendors. The list contains general information of each Procurement Document Response such as Response ID, Vendor, Procurement Document ID, Response Date/Time, Status, Response Type, Price, etc.

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Procurement ► Procurement Reports ► Procurement Document Response List Report

Procurement Document Response List Report screen Fields

Field	Description
Vendor	Filter criteria to specify a Vendor.
Document	Filter criteria to specify a Procurement Document.
Type	Filter criteria for Type selected from a drop-down menu. Possible values are ‘Technical’, ‘Financial’ and ‘RFQ-Single’.
Status	Filter criteria option for report to display only results in a specific workflow transition. Possible values are ‘Active’, ‘Cancelled’ and ‘Replaced’.
Starting Reception Date	Responses received after this date will be included in the report.
Ending Reception Date	Responses received within this date will be included in the report.
Sort By	Filterin criteria for generating this report

Question and Answers of Procurement Document Report

Overview

This report shows a list of questions and their respective answers by Procurement Document. It is possible to include questions by one or much status’ (approved, published, posted, and rejected).

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Procurement ► Procurement Reports ► Questions and Answers of Procurement Document Report

Question and Answers of Procurement Document Report screen Fields

Field	Description
Document	Procurement Document used to filter the results of the report.
Status	Filter criteria to view results which are only in a specific workflow transition stage, or view all if none are selected.
Sort By	Criteria determining how the report information will be sorted.

Procurement Claim List Report

Overview

This report shows the List of Procurement Claims. It contains information of each Procurement Claim such as ID, Status, Date, Procurement Document ID, Vendor, Claim Reason Type, etc.

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Procurement ► Procurement Reports ► Procurement Claim List Report

Procurement Claim List Report screen Filter screen

Field	Description
Institution	Filter criteria for the report to generate from a specific Institution.
Document	Filter criteria for the report to generate by a specific Procurement Document.
Procurement Process	Filter criteria to generate report by a specific Procurement Process.
Vendor	Filter criteria to generate report by a specific Vendor.
Claim Reason Type	Filter criteria to generate report with Claim Reasons that are in a specific workflow transition.
Status	Filter criteria to generate report by a specific status.
From Date	Procurement Claims created after this date will be included in the report.
To Date	Procurement Claims created up to this date will be included in the report.
Sort By	Criteria determining how the report information will be sorted.

Procurement Claim and Resolution Report

Overview

This report shows the information about a specific Procurement Claim and its Resolution (if it exists) such as Claim ID, Claim Status, Claim Reasons, Dates, Resolution Status, Resolution Committee Members, Resolution Status, etc.

Navigation

Procurement ► Procurement Reports ► Procurement Claim and Resolution Report

Procurement Claim and Resolution Report Filter Screen Fields

Field	Description
Procurement Claim	Filter criteria to display results relating to a specific Procurement Claim.

Catalogue Item Report

Overview

This report shows the repository of goods and services commonly used in an organization. It contains information of each Catalogue Item such as ID, Description, Unit of Measure, etc. The report shows the complete hierarchy of Items such as Classification Levels, then Item Categories and finally Items. Due to the information include in this report, it is particularly oriented to Buyers and Public Servants.

Navigation

Procurement ► Procurement Reports ► Catalogue Item Report

Definition of Report Fields

Field	Description
Category	Filter criteria to display Catalogue items by a specific Category
Stock	Option for additional Stock information
Item Type	Filter Criteria to narrow results to a specific Item Type, selected from a drop-down menu
Sort By	Criteria determining how the report information will be sorted

Procurement Document Detail Report

Overview

This report shows the detailed information about a Procurement Document such as Item Lots Detail, Document Sections, File Attachments, etc. This report is oriented to Vendors, who could require the complete Procurement Document information in a single report.

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Procurement ► Procurement Reports ► Procurement Document Detail Report

Procurement Document Detail Report screen Fields

Field	Description
Detail / Summarize Item Lots	Option to view report as a Detail or Summary.
Include Document Sections	Report output will include sections of the Procurement Document selected.
Document	Procurement Document used in the report output.
Item Description	Criteria determining the decsription of the Item.

Bid Awarded Vendors of Procurement Document Report

Overview

This report shows a list of Awarded Vendors by a Bid Evaluation. It includes information of the Award such as ID, Awarded Date, Bid Evaluation, Procurement Document, Short Listed Vendors or List of Awarded Vendors (Lots or Items level), etc.

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Procurement ► Procurement Reports ► Bid Awarded Vendors of Procurement Document Report

Bid Awarded Vendors of Procurement Document Report Filter screen Fields

Field	Description
Process	Filter criteria to display results from a specific Procurement Process.
Document	Filter criteria to display results from a specific Procurement Document.
Sort By	Criteria determining how the report information will be sorted.

Vendor Catalogue Item Report

Overview

This report shows the Vendor’s products available for Procurement Transactions such as Direct Purchase. It contains information of the Vendor Catalogue Items such as Price, Picture, SKU, Bar Code, etc.

Navigation

Procurement ► Procurement Reports ► Vendor Catalogue Item Report

Definition of Report Fields

Field	Description
Category	Filter criteria to view Catalogue Items by a specific category in the report
Catalogue Item	Filter criteria to view report by a specific Catalogue Item
Vendor	Filter criteria to view Catalogue Items by a specific Vendor in the report
Active	Option to view only Catalogue Items which are Active in the report
Start Date	Catalogue Items which were created after this date will be included in the report.
End Date	Catalogue Items which were created up to this date will be included in the report.
Unit Of Measure	Signifies the unit of measures in several categories given in the dropdown.
Sort By	Criteria determining how the report information will be sorted

List Of Procurement Processes Report

Overview

This report shows the List of Awarded Procurement Processes with at least the following filters: Institution, Department, Process Type, Region, Type of Business and range of Dates 'From Date' and 'To Date'

It contains information of each Procurement Process such as ID, Short Description, Type of Business, Status, etc. and information about the Award such as Total Amount and Date of Award.

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Procurement ► Procurement Reports ► List Of Procurement Processes Report

List Of Procurement Processes Report screen fields

Field	Description
Procurement Document Status	Status of the Procurement Document.
Purchasing Vehicle	Selects the Purchasing Vehicle Category.
Institution	Filter criteria to view Procurement Purchase Orders linked to a specific Institution.
Created Date From	Procurement Purchase Orders created after this date will be included in the report.
Created Date To	Procurement Purchase Orders created up to this date will be included in the report.
Fiscal Year	The Fiscal Year associated in which the report will be generated.
Fiscal Period	The Fiscal Period associated in which the report will be generated.
Sort By	Criteria determining how the report information will be sorted.

Procurement Process Summary Report

Overview

This report shows the general status of the Procurement Processes of all the Institutions and Institution Departments of a Customer in a summary format. Due to the information included in this report, it is particularly oriented to Ministers, Directors and Managers.

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Procurement ► Procurement Reports ► Procurement Process Summary Report

Definition Of Report Fields

Field	Description
Includes Child Institutions	Report will include Institutions which are subsidiary to the Institution selected
Created Date From	Procurement Processes created after this date will be included in the report
Created Date To	Procurement Processes created up to this date will be included in the report
Institution Type	Institution Type to be used in the report
Institution	Specific institution to be used in the report
Comment	Additional comments for the report

Procurement Purchase Order Detail Report

Overview

This report shows the detailed information about a Procurement Purchase Order such as ID, Status, Creation Date, Procurement Document ID, Vendor, Total Amount, Item Details, etc. List of Item Details contains information of each Item such as ID, Catalogue ID, Item Quantity, Item Price, Item Unit of Measure, Item Amount, Item Description, etc.

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Procurement ► Procurement Reports ► Procurement Purchase Order Detail Report

Procurement Purchase Order Detail Report Screen Fields

Fields	Description
Purchase Order Id	Unique identification code for the Purchase Order.
From Date	Procurement Purchase Orders created after this date will be included in the report.
To Date	Procurement Purchase Order created up to this date will be included in the report.

Bid Evaluation Summary Report

Overview

This report shows information of a Bid Evaluation within a Procurement Document. It contains the Financial and Technical Scores per each Vendor within each Lot and Item (when applicable).
It is a comparative report that doesn’t show technical criteria scores, Vendors prices, nor financial score details.
Due to the information included in this report, it is particularly oriented to Directors and Managers.

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Procurement ► Procurement Reports ► Bid Evaluation Summary Report

Bid Evaluation Summary Report screen Fields

Field	Description
Include Item Detail	Option to include Item Details in the report or not.
Process	Filter criteria for the report to display Bid Evaluations from a specific Procurement Process.
Document	Filter criteria for the report to display Bid Evaluations from a specific Procurement Document.
Bid Evaluation	Filter criteria for the report to display Bid Evaluations from a specific Bid Evaluation.

Vendor Bid Evaluation Report

Overview

This report shows the Bid Evaluation information for one Vendor including detailed scores. It includes information such as Preliminary Evaluation, Technical Criteria Scores, Items Prices, Financial Scores per Item and Lot, etc. Due to the information include in this report, it is particularly oriented to Buyers and Public Servants.

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Procurement ► Procurement Reports ► Vendor Bid Evaluation Report

Vendor Bid Evaluation Report Filter screen Fields

Field	Description
Process	Filter criteria to generate report by a specific Procurement Process.
Document	Filter criteria to generate report by a specific Procurement Document.
Bid Evaluation	Filter criteria to generate the report by a specific Bid Evaluation.
Vendor	Filter criteria to generate report by a specific Vendor.

Procurement Process and Document Summary Report

Overview

This report shows the general status of all the Procurement Processes with all their Procurement Documents of one Institution or Institution Department in a summary format. The report shows the quantity of Procurement Documents per each Document Type, Purchasing Vehicle, Document Status, and Document Stage. Due to the information include in this report, it is particularly oriented to Ministers, Directors, and Managers.

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Procurement ► Procurement Reports ► Procurement Process and Document Summary Report

Procurement Process and Document Summary Report screen Fields

Field	Description
Created Date From	Procurement Process and Documents created after this date will be included in the report.
Created Date To	Procurement Process and Documents created up to this date will be included in the report.
Institution	Institution which will be used in the report.
Sort By	Criteria determining how the report will be sorted.