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MIS User Manual Release 4.6

1. ProcServe MIS User Manual Release 4 6 ProcServe Holdings Limited 2012 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks This document has been prepared and remains the copyright of ProcServe The information contained in this document is proprietary and confidential to ProcServe and should only be made available to the recipients defined in the Distribution List or employees of the recipients business The recipient of this document agrees that it will not duplicate any information contained within this document except for internal use This documentis version controlled and any updates or amendments will be detailed in the Change Control section of this document The information defined in this documentis relevant to the date and time of its publication ProcServe accepts no responsibility for inaccuracy of the information contained within this document after its publication date The BuyerConnect product referred to in this manual is provided under license from ProcServe Shared Services Limited All rights in BuyerConne
2. 24100000 Material handling 1 11 90 machinery and equipment 24101504 Hand trucks or 2 105 98 accessories 24101505 Pallet trucks 2 83 28 24111507 Tool bags 4 124 73 26111700 2 51 04 cells and accessories 26111701 Rechargeable 3 94 88 batteries J T 2 ProcServe ProcServe Holdings Limited 2012 Summaries Report Tab 2 5 1 5 Documents by UNSPSC Code amp Buying Organisation This report provides details on document totals and values by UNSPSC Code grouped by Buying Organisation This particular report format supports row and column groups which displays as an aggregated summary with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word MIS Reports The report has a number of parameters which allows the user to tailor the output based on a number of variables ameter Description Document Type Allows the user to select a document type processed by Buying Organisation s Document types available to that Community or Buying Organisation Communities based on the access Community Allows the user to select an individual multiple or all communities rights of the user Buying Organisation Allows the user to select a Buying organisation from those available to them user Allows t
3. The browser will prompt you for your login credentials Welcome to Tabbed Browsing Windows Internet Explorer Du 7 le https mis procserveonline com v 14 x e Search File Edit View Favorites Tools Help e 2 88 aa Procserve 2 O Connecting x hy Bl de Gp Tools You ve opened a new tab With tabs you can Connect to mis procserveonline com e Use one Internet Explorer window to e Open links in a background tab while Save and open multiple webpages at To get started Connecting to mis procserveonline com e Press the CTRL key while clicking links e Click any tab with the middle mouse e Press ALT ENTER from the address bf Password User Remember my password Learn more about tabs 9 Show more tab shortcuts C Don t show this page again Internet 100 Type your user ID and password in the relevant fields in the log in panel and click the OK button to continue Note that validation of the Password is case sensitive If you have forgotten your password please contact the Helpdesk who can send it to you ProcServe ProcServe Holdings Limited 2012 The Homepage 7 Overview 2 4 The Homepage 2 4 1 Overview The Home Page displays a number of reports and graphs to provide a summary of key areas within the marketplace From the Home Page the user can quickly navigate to the other report
4. 14 41 ofi4 b bl Find Next 100 iw Line Item Search by SBO and Supplier Parameters SBO SBO Cannock Environmental Services Year Sania Supplier All Month Item Code UNSPSC Code Supplier Description Paper All 1 Cannock Environmental Services 232104216 2009 Clayton le Moors Office Supplies Ltd 503981425 Month 090 12009 18227 032 00000000 1 45 6215 4562 october Letter headed paper 5000 sheets 12 2009 18277 SPECIAL 00000000 1 12 1658 12 17 Item Code Search CPS Gwent Headed Paper Total for Clayton le Moors Office Supplies Ltd 20rders 2 Item Lines 57 79 UNSPSC Code Search Fawfieldhead Gardening Services 423432699 01 Oct2009 17859 521204 14111507 125 PA 2 1696 271 19 Evolve Business Recycled Paper A4 80gsm Description Search 01 2009 17865 562060 14111507 150 2 0682 310 23 Evolve Office Recycled Paper 4 0102009 17866 SPECIAL 00000000 2300 2 0682 4 756 80 562060 Evolve Office Recycled Paper A4 s 010ct2009 17859 980685 14111507 5 2 4940 12 47 Niceday Coloured Paper A4 80gsm Pink 010ct2009 17880 1454901 14111507 15 10 7667 161 50 yy ProcServe MIS Reports OLAP Reports 2 5 5 OLAP Reports 2 5 5 1 Top 10 Buyers This report lists by spend the Top 10 buying organisations against a date Available for export into Excel Allow s the user to select required dates or date ranges Specific dates
5. 2 MOX Accrington Plumbing and Drainage Services 1 1 1 101 38 a January iv 458177763 Nett or Gross Values Adlington Catering Services Ltd 385435417 1 5 5 1 828 20 Nett iv Alcester Building Supplies Ltd 218038396 3 20 6 67 189 99 Alford Catering Services Ltd 226318608 8 84 10 5 107 77 Amble Catering Services Ltd 238424621 46 75 1 63 123 43 Amersham Solicitors 423159987 41 226 5 51 132 42 Amesbury Building Supplies Ltd 506354505 2 3 1 5 223 04 Appledore Electrical Supplies Ltd 216119032 1 1 1 15 69 Arundel Office Supplies Ltd 216154349 1 2 2 182 542 62 91 Ashburton Computer Supplies Ltd 217487862 2 3 45 137 27 1 z x Apply Uh ProcServe Holdings Limited 2012 ProcServe MIS Reports List Reports Tab 2 5 4 3 Other Reports 2 5 4 3 1 Line Items by SBO and Supplier List A list of order items sequenced by Buying Organisation Supplier and date with order and item counts and value totals The details displayed on the report include the document reference item code UNSPSC code where it is supplied and then the quantity and price This report will group the results by buying organisation supplier and date It allows filtering by buyer supplier and date range The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation
6. 25 Jul 10 01 Aug 10 08 Aug 10 15 Aug 10 22 Aug 10 29 Aug 10 05 Sep 10 12 Sep 10 19 Sep 10 26 Sep 10 Oct 10 10 Oct 10 Order count lInvoice count Cr Note count Top 5 Buyers by Value last week Last week Past 12 months Government Department 1 23 596 693 Local Authority 1 18 858 324 Private Sector Body 1 6 748 182 High School 1 6 748 Local Authority 2 79 324 Purchase Order Averages in past 12 months 500 400 300 200 100 0 Qo 0 OX S FC 49 GS CK S SH y Average value Average lines Top 10 Level 3 Categories by Value in past 30 days 50 116 14111500 Printing and writing paper 214111800 Business use papers 944103100 Printer and facsimile and photocopier supplies 244120000 Office supplies 944121500 Mailing supplies 580111700 Personnel recruitment 955101500 Printed publications 946181500 Safety apparel 44122000 Folders and binders and indexes 544121700 Writing instruments Invoice Averages in past 12 months 700 600 500 400 300 200 100 0 T T o 8 8 S PIF KEK EES us Average nett value Average lines nemo VAD ProcServe Top 10 Spend Items by Value in past 30 days 23 10
7. Abingdon Library 416 92 25 Abridge County Council 1 156 28 102 56 08 Abridge Social Services 5 07 1 Accrington County Council 101 1 Accrington County Hospital 256 98 9 Accrington University 304 3 Bl Ania 08 CU MUS al ProcServe ProcServe Holdings Limited 2012 Drill Dow n Reports Tab MIS Reports 27 2 5 2 1 6 Purchase Orders by Supplier Matrix This report details on spend and volumes grouped by supplier This particular report format supports row and column groups which can display aggregated summary data in the cells which allow drill down from the supplier to the buying organisation The data can be exported into the following formats e XML CSV comma separated values TIFF Acrobat PDF Excel Parameter Description Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months orts y Site My Links Actions 14 41 ofS gt Find Next 10096 z Purchase Orders by Supplier Parameters Supplier Su
8. Report Modified 22 July 2009 16 26 08 Report Status Report Category Owner By Buyer PO Value Fitter Ej Supplier Name Grand Total ProcServe Holdings Limited 2012 ProcServe
9. SBO SBO Cannock Environmental Services Start Date Cannock Environmental Servinep w Supplier All End Date Period Week Supplier L All iv Start Date 400 000 El m 01 10 2009 300000 n End Date E El 07 02 2010 200000 e H Period Week 100 000 8 X Week 8 8 l 40 41 42 43 44 45 46 47 48 49 50 51 52 53 2 L 2009 JL ME Wolverhampton Solicitors Walton on Thames Computer Winchelsea Building Supplies Supplies Ltd Ltd Twickenham Computer Supplies Wilton Catering Services Todmorden Office Supplies gt Wickham Office Supplies Ltd Ltd West Mersea Catering Services Thomaby on Tees Gardening m z ri gt ProcServe ProcServe Holdings Limited 2012 MIS Reports List Reports Tab 2 5 4 List Reports Tab This report group contains a number of reports that are dynamic and allow you to drill down to then view the individual transactions that form the consolidated values The reports are grouped into different transaction folders within the PO Reports folder the following reports are available Line Item Search by SBO and Supplier List Purchase Orders by SBO List Purchase Orders by SBO and Supplier List Purchase Orders by Supplier List Supplier Evaluation Report List Minimum Value Purchase Orders by SBO List Purchase Order Details List Line Items by SBO and Supplier List Monthly A
10. by Supplier List sese nennen nennen nenne Minimum Value Purchase Orders by 5 Purchase Order Details List 5 3 i Eee tee eere a E C De ee aeu2i ee Invoices Supplier Evaluation Report Other REPONS ioi constet iieri Lope Lee e Line Items by SBO and Supplier Line Item Search by SBO and Supplier List senem ProcServe Holdings Limited 2012 User Guide Contents ll OLAP HQ 42 Top 1 O Buyers 5 ea can Ae atte Sets SE Sea 42 RIEZUd m i ain 43 ProcServe Holdings Limited 2012 About this Guide Introduction 1 About this Guide 1 14 Introduction The aim of this guide is to give you a comprehensive guide on how to use the MIS system effectively Who is ProcServe ProcServe is a Commerce Network It connects buyers and suppliers together via a fully hosted eCommerce infrastructure ProcServe particularly specialises in providing and managing eProcurement and elnvoicing solutions and services for customers What does ProcServe offer e ProcServe offers packaged Commerce Solutions to enable our customers of all sizes and technical capabilities to connect to the Commerce Network
11. e of our solutions are provided as software as a service with no requirement for capital investment in IT infrastructure What do our solutions consist of The ProcServe solutions are a blend of world class application Commerce Modules all hosted and managed by ProcServe combined with professional service packages that ensure a swift implementation and maximum return on investment The ProcServe Commerce Network ProcServe offers two types of services commerce solutions and commerce services Regardless of what back office infrastructure organisations have ProcServe implements only those trading solutions needed to complete their ability to conduct electronic transactions between buyer and supplier ProcServe also provides services in order to implement these commerce solutions and exploit their capability The level of services provided are entirely flexible ProcServe ProcServe Holdings Limited 2012 Management Information System MIS Introduction 2 Management Information System MIS 2 1 Introduction This documentation relating to the use of the MIS platform is intended for authorised users of the ProcServe Trading Network hosted software solution It explains the functions available within the Management Information System user interface and how to use them This documents contains the information required to access and use the MIS The document also refers to some of the reports available and the details you ma
12. has a number of parameters which allows the user to tailor the output based on a number of variables Parameter ption Document Type Allows the user to select a document type Document types available to that processed by Buying Organisation s Community or Buying Organisation Community Allow s the user to select an individual multiple Communities based on the access all communities rights of the user Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system Example Zanzibar MIS gt Summaries My Site My Links Actions 14 4 1 Jjof4 gt bl Find Next 100 Summary by UNSPSC and Supplier M F 01 Jan 2010 Document Types Supplier Direct Ltd n All Credit Note Invoice Order To 27 Jan 2011 E Community Order All m Supplier Direct Ltd v Totals 1 188 57 450 99 00000000 Unknown j 294 27 738 37 From Date UNSPSC 01 01 2010 2 12160000 Additives 1 5 10 gt 24101504 Hand trucks or 2 105 98 To Date 27 01 2011 ES 24101505 Pallet trucks 2 83 28 24111507 Tool bags 4 124 73 26111700 Batteries and 2 51 04 cells and accessori 26111701 Rechargeable 3 94 88 batteries 0 26111702 Alkaline 8 253 95 batteries 2
13. with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of variables Document Type Allows the user to select a document type Document types available to that processed by Buying Organisation s Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system Example Zanzibar MIS gt Summaries My Site Actions 14 4 ofi b bi Find Next 100 v Summary by Supplier and UNSPSC Parameters 4 Document Types Supplier Direct Ltd From 01 Jan 2010 All Credit Note Invoice Order M To 27 Jan 2011 Community Order All v Totals 1 188 57 450 99 Direct Ltd v 1188 4 57 450 99 From Date 00000000 Unknown 294 27 738 37 01 01 2010 22101900 Building 8 249 98 To Date ction machinery and O1 fs accessories 27 01 2011 in
14. 038396 3 20 6 67 189 99 Alford Catering Services Ltd 226318608 8 84 10 5 107 77 Amble Catering Services Ltd 238424621 2 75 1 63 123 43 Amersham Solicitors 423159987 41 226 5 51 132 42 Amesbury Building Supplies Ltd 506354505 2 3 1 5 223 04 Appledore Electrical Supplies Ltd 216119032 1 1 1 15 69 Arundel Office Supplies Ltd 216154349 1 2 2 182 542 62 91 Ashburton Computer Supplies Ltd 217487862 2 3 1 5 137 27 em rr E ProcServe ProcServe Holdings Limited 2012 List Reports Tab 2 5 4 1 6 Minimum Value Purchase Orders by SBO List MIS Reports This report will display all purchase order transactions that have a minimum order greater than that entered in the text box The details displayed on the report include the document reference supplier and value of order This report will group the results by buying organisation and date The data can be exported into the following formats XML TIFF Acrobat PDF Excel Subscribing Buying Organisation SBO Example CSV comma separated values Allow s the user to select the required Buyer Buyer available to that organisation s from those available to them user Allow s the user to enter a numerical minimum Free Text value Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Actions 2 14 4 1 Minimum Value Purchase Orders by SBO
15. 2 27 131 27 434 40 782 44 360 49 010 Visual Transcriptions May 2010 April 2 Visual Transcriptions Main hearing 003891165 4 RECYCLED 4 COPIER PA Fixed Fees SITE WASTE SEPTEMBER 2010 s Estimate of Courier Services for CPS 001246865 OPTRA T620 H Y CRT Evolve Office Recycled Paper A4 s Support Assistant 1 Hour ProcServe Holdings Limited 2012 The Homepage Navigating Around the Homepage 2 4 2 Navigating Around the Homepage The Home Page provides direct access to the various reports through the use of Tabs Each report is grouped into one of five types Summary Reports Drill Down Reports Chart Reports List Reports OLAP Reports To view the reports just select the tab and the associated reports will appear in the list Each report has a unique name and a short description to aid your selection of the correct report Further information includes the date the report was last modified and an option to the report history or assign a category to the report to help filtering To view the report history Click View History for a particular report The history details will appear as shown below each time a new version of the report is uploaded by the Service Provider then the previous version will be available in the history To change the report category Click on the actual report name for example Purchase Orders by S
16. 25 01 2011 MyLinks Summaries Report Tab MIS Reports 2 5 1 2 Documents by Buying Organisation amp UNSPSC Code This report provides details on document totals and values by Buying Organisation grouped by UNSPSC Code This particular report format supports row and column groups which displays as an aggregated summary with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of variables Document Type Allows the user to select a document type Document types available to that processed by Buying Organisation s Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Buying Organisation Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system Example Zanzib Summaries My Site Actions gt 14 4 ofi b bi Find Next 100 Summary by Buying Organisati
17. 5 double sided tape 1 4 73683 31201500 sellotape 1 5 763438 31201500 1 Ne GEN000844 11 Jan 2010 Ashton under Lyne No end user supplied Office Supplies Ltd iv Apply m B ProcServe ProcServe Holdings Limited 2012 List Reports Tab 2 5 4 2 Invoice Reports 2 5 4 2 1 Invoices Supplier Evaluation Report List MIS Reports This report provides details order statistics by Supplier including totals and averages of volumes and values of orders and order lines The data is grouped by supplier The data can be exported into the following formats e XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Organisation SBO Allow s the user to select the required Supplier organisation s from those available to them Allows the user to select a specific year Allows the user to select a specific month Allow s the user to select whether to report Nett or Gross Values Reports Actions 14 4 1 of7 b bl Find Next 100 m z 1 l P t Purchase Orders Supplier Evaluation Report ers 580 SBO All Year v Values Nett Month Supplier Supplier No of No of Avg Lines Average Value Average ERE Lines perOrder All Abingdon Solicitors Abridad v Abridge Plumbing and Drainage Services 1 13 13 148 11 Year 503651697 2010 Services 202020202 7 8 1 14 2 11 Accrington Gardening Services
18. 6111704 Batt arger 1 34 00 3 vj Apply ProcServe ProcServe Holdings Limited 2012 Summaries Report 2 5 1 7 Top Buying Organisations Column Chart MIS Reports This report provides details on the biggest spending buying organisations by value over a defined date period This is a column chart report and the data can be exported into the following formats MS Excel TIFF MS Word XML file with report data CSV comma separated values Acrobat PDF HTML web archive The report has a number of parameters which allows the user to tailor the output based on a number of variables Document Type Community Supplier From Date To Date X Axis Period Limit to Top Allows the user to select a document type processed by Buying Organisation s Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific display period Can select Week or Month A numeric value from 1 to 5 then 10 Allow s the user to select the number of organisations to limit to 15 amp 20 Document types available to that Community or Buying Organ
19. All 1001 Aaron Oliver Abdul E Total for Jan 2010 By Supplier Total for llo Contract Reference All Abingdon Solicitors M Total for 022 Contract All 0 2070001302 207000130 4 Total for Ponteland Gardening Services Total for Adam Gwyne Item Code Search Alan Triplow Fawfieldhead Gardening Services 423432699 SPECIAL Contract Reference ProcServe Holdings Limited 2012 ProcServe MIS Reports List Reports Tab 2 5 4 1 3 Purchase Orders by SBO List This report provides details on spend and volumes grouped by buying organisation and date The user can choose whether to display the document details The data can be exported into the following formats XML TIFF Acrobat PDF Excel CSV comma separated values Subscribing Buying Organisation SBO Year Allow s the user to select a specific year Allow s the user to select the required Buyer organisation s from those available to them user Buyer Organisations available to that Years available on the system Allow s the user to select a specific month Calendar Months Document Detail Allow s the user to choose betw een a detailed or True or False summary view Example Zanzibar M s gt PO Repo My Site MyLinks 1 14 41 0126 b bl Fir Purchase Orders by SBO 4n Parameters seo SBO All Year All x Month Year 2010 v SBO Date Document N
20. BO Matrix the report name will be highlighted The drop down menu will then appear Click Edit Properties and the report properties will be displayed ProcServe Holdings Limited 2012 ProcServe MIS Reports Summaries Report Tab 2 MIS Reports 2 5 1 Summaries Report Tab This report group contains a number of reports that are dynamic and allow you to drill down to the view the individual transactions that form the consolidated values The following reports are available Documents by Buying Organisation amp Supplier Documents by Buying Organisation amp UNSPSC Code Documents by Supplier amp Buying Organisation Documents by Supplier amp UNSPCS Code Documents by UNSPSC Code amp Buying Organisation Documents by UNSPSC Code amp Supplier Top Buying Organisations Column Chart Top Suppliers Column Chart Transaction Value Graph Transaction Volume Graph ProcServe ProcServe Holdings Limited 2012 Summaries Report Tab 2 5 1 1 Documents by Buying Organisation amp Supplier This report details on document totals and values by Buying Organisation grouped by supplier This particular report format supports row and column groups which displays as an aggregated summary with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML we
21. SBO All Min Value 0 Abridge County Council 215371209 04 Jan 2010 GEN000842 Total for 04 Jan 2010 11 Jan 2010 GEN000843 GEN000844 Total for 11 Jan 2010 Total for Jan 2010 Total for Abridge County Council ofi26 b bl Find Next 100 Year Month Ashton under Lyne Office Supplies Ltd 228033981 5 96 Eg 1 Order 5 96 Ashton under Lyne Office Supplies Ltd 228033981 27 92 Ashton under Lyne Office Supplies Ltd 228033981 22 20 20rders 50 12 3 Orders 56 08 3 Orders 56 08 Addlestone County Hospital 211705574 My Site My Links Parameters All Minimum Value 0 2010 iv Month January iv ProcServe Holdings Limited 2012 08 Jan 2010 0002 Ashton under Lyne Office Supplies Ltd 228033981 33 00 OPENO00001 Hartland Computer Supplies Ltd 296887490 1 01 Total for 08 Jan 2010 20rders 34 01 Total for Jan 2010 20rders 34 01 Total for Addlestone County Hospital 2 Orders 34 01 _ ProcServe MIS Reports List Reports Tab 2 5 4 1 7 Purchase Order Details List This report will display all purchase order transactions that meet the entered parameters This report will group the results by buying organisation and date The document reference search field is optional The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel r are or D r on Subscribing Buying All
22. SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Zanzibar MIS DEMO gt List Reports gt PO Reports E T 9 Actions 14 41 jofae8 b bl Find Next 100 Y Line Items by SBO and Supplier Parameters SBO Supplier Supplier all Abridge County Council 215371209 Year Ashton under Lyne Office Supplies Ltd 228033981 9 2010 iv 04 Jan 2010 GEN000842 827908 60141106 spotted dice 5 96 11 2010 00843 545228 60106200 corriflute 15 97 11Jan 2010 GEN000843 551007 60141001 assorted balloons 1 67 Jonuary m 11 2010 GEN000843 736740 31201505 double sided tape 2 99 11 2010 GENO000843 73683X 31201500 sellotape 4 76 11 2010 GEN000343 763438 31201500 Duck Tape 2 52 11 Jan 2010 GEN000844 110787 14111507 A4 PAPER 22 20 Total for Ashton under Lyne Office Supplies Ltd 3 Orders 7 Item Lines 56 08 Total for Abridge County Council 3 Orders 7 Item Lines 56 08 Addlestone County Hospital 211705574 Ashton under Lyne Office Supplies Ltd 228033981 08 Jan 2010 00002 710091 39121600 PLASTIC PENCIL SHARPENER 5 98 OF 100 08 Jan 2010 OPEN000002 714887 26121600 5 MOVE EAS
23. Y PEN BLUE R H 2 89 08 Jan 2010 00002 714941 40101800 STABILO LEGEND COLOURED 5 17 ERASERS PK 20 Apply lt ProcServe ProcServe Holdings Limited 2012 List Reports Tab 2 5 4 3 2 Line Search by SBO and Supplier List MIS Reports ProcServe Holdings Limited 2012 A list of order items where the Item Code Description or UNSPSC Code matches the search text entered The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Item Code Search Free Text field to allow user to search the Line Free Text Items by Code UNSPSC Code Search Free Text field to allow user to search the Line Free Text lt by UNSPSC Code Description Search Free Text field to allow user to search the Line Free Text Items by Item Description Example Zanzibar MIS DEMO gt List Reports gt PO Reports My Site My Links Actions gt
24. available on the system Allow s the user to select a specific month Calendar Months Document Detail Allow s the user to choose betw een a detailed True or False or summary view Zanzibar MIS DEMO gt List Reports gt PO Reports My Site My Links Actions 14 41 0167 b Find Next 100 m Tall p Purchase Orders by SBO and Supplier MM Parameters SBO SBO All Year All v Supplier Month J Supplier all Abridge County Council 215371209 2010 Ashton under Lyne Office Supplies Ltd 228033981 E 04 Jan 2010 Month GEN000842 5 96 January Iv Total for 04 Jan 2010 1 Order 5 96 11 Jan 2010 Document Detail GEN000843 2732 True O False 000844 22 20 i Total for 11 Jan 2010 2 Orders 50 12 t Total for Jan 2010 3 Orders 56 08 1 Total for Ashton under Lyne Office Supplies Ltd 3 Orders 56 08 f Total for Abridge County Council 3 Orders 56 08 5 Addlestone County Hospital 211705574 Ashton under Lyne Office Supplies Ltd 228033981 08 Jan 2010 00002 33 00 Total for 08 Jan 2010 1 Order 33 00 v Appl 7 ProcServe Holdings Limited 2012 ProcServe MIS Reports List Reports Tab 2 5 4 1 5 Purchase Orders by Supplier List This report provides details on spend and volumes grouped by supplier and date The user can choose whether to display the document details The data can be exported into the f
25. b archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of Document types available to that Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Buying Organisation Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system variables Document Type Allow s the user to select a document type processed by Buying Organisation s Example Zanzibar MIS gt Summaries Actions 14 4 ofi b bi Find Next 100 v Summary by Buying Organisation and Supplier Buying Org Infant School From 01 Jan 2010 Supplier All To 25 Jan 2011 Invoice Order Total 1 00 4 300 44 a Infant School 1 1 00 4 300 44 2 27445 PS Solutions 1 1 00 1 1 00 Direct Ltd 1 24 99 gt ProcServe Holdings Limited 2012 ProcServe Parameters Document Types All Credit Note Invoice Community All Buying Organisation Infant School Supplier All From Date 01 01 2010 To Date
26. can be exported into the following formats XML file with report data Acrobat PDF HTML web archive MS Excel TIFF MS Word CSV comma separated values The report has a number of parameters which allows the user to tailor the output based on a number of variables Parameter Description Values Document Type Allow s the user to select a document type processed by Buying Organisation s Document types available to that Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Buying Organisation Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system X Axis Period Allow s the user to select a specific display period Can select Week or Month Transaction Value Graph Doc Type Order BuyngOrg Supplier All 500 000 400 000 300 000 i gt 200 000 100 000 Jan 11 23 Jan 11 30 Jan 11 06 F eb 11 13 Feb 11 ProcServe Holdings Limited 2012 Actions 14 4 ofi b bi m 20Feb 11 5 27 Fob 11 F
27. ct are owned by ProcServe Holdings Limited Printed July 2012 Software Version 4 6 0 User Guide Contents Table of Contents Part 1 About this Guide 2 1 1 nier eiTe ER 2 Part 2 Management Information System MIS 4 2 1 lntroduction ei eet cni Iis 4 PRIMI ME E 5 2 3 ACCess een guess 6 2 4 The Homepage iere ect ree cer ee ce ccr eu ecce Iona 7 OVOrVIOW sce ete perci Navigating Around the Homepage 25 MIS Reports NEAN ENE EEANN AA E AENEAN ANNEE REANA AMANTA S mmaries Report Tab ere er tee e a ene Ete A E E 10 Documents by Buying Organisation 11 Documents by Buying Organisation amp UNSPSC 12 Documents by Supplier amp Buying 13 Documents by Supplier amp UNSPSC 14 Documents by UNSPSC Code amp Buying 15 Documents by UNSPSC Code Supplier essere tnn Top Buying Organisations Column Top Suppliers Colum Chart nirea oen te Ca pre a ie Rer ht ner e eed etn T
28. d Days Filters allow restriction of the Buyer Supplier and UNSPSC Structure Report Created SATS john carter Report Created 06 December 2007 22 31 25 Report Modified 22 October 2009 12 34 16 ReportStatus Final Report Category Owner i A M i Default By Buyer All 4 By Supplier All Structure All Filter E 2006 2007 2008 2009 UNSPSC Code Item Code Value Gross Vat Vat Value Gross Vat Value Gross 00000000 20 569 26 24 169 42 3 600 06 1 854 925 15 2 145 577 74 290 613 55 2 746 000 91 3 150 007 89 403 991 90 8 613 810 57 9 855 444 t 10121601 7 60 8 94 1 33 2 67 3 10121603 1 622 10 4 905 96 283 87 47 380 87 55 620 26 8 239 45 13 845 56 16 268 57 2 423 05 3 882 86 4 465 ProcServe Holdings Limited 2012 ProcServe MIS Reports Drill Dow n Reports Tab 2 5 2 1 5 Purchase Order Analysis EWS This report shows the value of the orders and a count of the number of orders with drill down within Buyer or Supplier Multi view to Document Reference and then Item Code Available for export into Excel Subscribing Buying Organisation SBO Department Allow s the user to select the required Buyer organisation s from those available to them Allow s the user to select specific departments if populated in the Purchase Orders Buyer Organisations available to that user Departments that are available to the user if the department has been po
29. date ranges Zanzibar MIS DEMO Welcome toni norton MySite Links Help Go Back to OLAP Reports Top 10 Buyers This report lists by spend the 10 buying organisations against a date Filters allow the restrictions of a date range This report is suited as a amp quot web part amp quot on the home page Report Created By SATS john carter Report Created 06 December 2007 18 20 27 Report Modified 22 July 2009 16 26 04 Report Status Report Category Owner PO Value Filter amp Row Labels ProcServe ProcServe Holdings Limited 2012 OLAP Reports MIS Reports 2 5 5 2 Top 10 Suppliers This reports displays the Top 10 Suppliers based on Purchase Order value with drill down including Item Code and Item Description Available for export into Excel Subscribing Buying Organisation Allow s the user to select the Buyer Organisations available to that SBO required Buyer organisation s user Date Allow s the user to select required Specific dates date ranges dates or date ranges Example Zanzibar MIS DEMO Welcome toni norton My Site My Links Help Go Back to OLAP Reports Top 10 Suppliers A This reports displays the Top 10 Suppliers based on Purchase Order value with drill down induding Item Code and Item Description Parameters allow for the restriction of date and buyer Report Created SATS john carter Report Created 06 December 2007 18 21 20
30. e Actions 14 41 05 Find Next 100 Purchase Orders UNSPSC by Supplier Parameters Supplier Supplier All Year All Month Year 2010 v Month Abridge Plumbing and 10000000 Drainage Services 503651697 42000000 42130000 42290000 44000000 50000000 Alford Catering Services Ltd 226318608 Apply ProcServe ProcServe Holdings Limited 2012 MIS Reports Drill Dow n Reports Tab 2 5 2 1 4 Purchase Orders by UNSPSC EWS This report groups the value of orders by UNSPSC Code drill down to Item Code and Year drill down to Months and Days Available for export into Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Date Allow s the user to select specific dates or date Specific dates date ranges ranges Structure Allow s the user to select specific or groups of UNSPSC codes available to that user UNSPSC codes Example Zanzibar MIS DEMO Welcome toni norton My Site Links Help Go Back to Drill Down Reports Purchase Orders by UNSPSC Code EWS A dynamic report which groups the Value of orders by UNSPSC Code drill down to Item Code and Year drill down to Months an
31. e available Invoice Analysis Matrix Invoices by SBO Matrix Invoices by Supplier Matrix Invoices UNSPSC by SBO Matrix Invoice UNSPSC by Supplier Matrix ProcServe Holdings Limited 2012 ProcServe MIS Reports Drill Dow n Reports Tab 2 5 21 Purchase Order Reports 2 5 2 1 1 Purchase Orders by SBO Matrix This report details on spend and volumes grouped by buying organisation This particular report format supports row and column groups which can display aggregated summary data in the cells which allow drill down from the buying organisation to the supplier The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Example Zanzibar MIS DEMO List PO Reports My Site My Links Actions 14 4 1 ofi26 b bi Find Next 100 t Purchase Orders by SBO mee SBO SBO All Year em Month 4 1 2010 40 Date Docu
32. ect a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system X Axis Period Allow s the user to select a specific display period Can select Week or Month Pre Production gt Summaries My Site My Links Actions 14 4 ofi b bi Find Next Whole Page v Transaction Volume Graph Parameters Doc Type Order From 01Jan2011 Document Types BuyngOrg All To 30 Apr 2011 Order v Supplier All 2 500 Community All Buying Organisation 000 All v Supplier 2 3 1500 All F i gt From Date m 01 01 2011 ES 6 To Date 30 04 2011 al 500 X Axis Period Week 0 1 4 3 4 dP P P d P boi amp 8 8 5 Rg 8 ProcServe ProcServe Holdings Limited 2012 MIS Reports Drill Dow n Reports Tab 2 5 2 Drill Down Reports Tab This report group contains a number of reports that are dynamic and allow you to drill down to the view the individual transactions that form the consolidated values The reports are grouped into different transaction folders within the PO Reports folder the following reports are available Purchase Orders by SBO Matrix Purchase Orders UNSPSC by SBO Matrix Purchase Orders UNSPSC by Supplier Matrix Purchase Order Analysis Matrix Purchase Orders by UNSPSC EWS Purchase Order Analysis EWS Purchase Orders by Supplier Matrix Within the Invoice Reports the following reports ar
33. ege of Great Torrington Social S Further Education Gl v ProcServe Holdings Limited 2012 ProcServe Chart Reports MIS Reports 2 5 3 2 Invoice Reports 2 5 3 2 1 Invoices by SBO and Supplier Column This report will show the time across the bottom axis and the value of invoices on the side each colour represents a different buyer Filters will allow the restriction of the Buyer Supplier and Date with an option to select the reporting time period A bar chart reporting value of orders with one column bar per time period colour coded to show each Supplier s value of Orders The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Start date Allow s the user to select a start date Any date End date Allow s the user to select an end date Any date Period Allow s the user to modify the reporting period Quarter Month Week Day w ithin date range Example My Site My Links Actions 14 4 ofi b bi Find Next 100 Purchase Orders by SBO and Supplier 4 Parameters
34. es based on the access all communities rights of the user variables Document Type Allow s the user to select a document type processed by Buying Organisation s Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Buying Organisation Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Allow s the user to select a specific date Dates available on the system Allow s the user to select a specific date Dates available on the system Example Zanzibar MIS gt Summaries My Site Actions 14 4 ofi b bi Find Next 100 Parameters Summary by Supplier and Buying Organisation Document Types Supplier Direct Ltd From 01 Jan 2010 All Credit Note Invoice Order m Buying Org Infant School To 27 Jan 2011 a All v Total 1 24 99 Direct Ltd m Direct Ltd 1 24 99 isati Infant School 1 24 99 Buying Infant School gt From Date 01 01 2010 ES To Date 27 01 2011 ES v Apply sev ProcServe Holdings Limited 2012 ProcServe Summaries Report Tab MIS Reports 2 5 1 4 Documents by Supplier UNSPSC Code This report provides details on document totals and values by Supplier grouped by UNSPSC Code This particular report format supports row and column groups which displays as an aggregated summary
35. he user to select a specific date Allows the user to select a specific date Buying Organisations available to that Dates available on the system Dates available on the system Example Zanzibar MIS gt Summaries My Site Actions 14 4 ofi b bi Find Next 100 v i i P t Summary by UNSPSC and Buying Organisation Document Types Buying Org Infant School From 01 Jan 2010 All Credit Note Invoice Order v To 27 Jan 2011 Community we All m Nett Value Nett Value Buying Organisation Totals 3 8 558 60 6 885804 Infant School v 00000000 UNSPSC From Date 43000000 Information 0270172010 8 Technology Broadcasting and Telecommunications To Date 46160000 Public safety 27 01 2011 and control 60141405 Pretend play kits or supplies Apply gi m ProcServe Holdings Limited 2012 ProcServe Summaries Report Tab MIS Reports 2 5 1 6 Documents by UNSPSC Code amp Supplier This report provides details on document totals and values by UNSPSC Code grouped by Supplier This particular report format supports row and column groups which displays as an aggregated summary with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report
36. ing types and easily add their commonly used reports and links to page Every user can modify their Home Page and add or remove various reporting components as required A typical Home Page is shown below ProcServe Holdings Limited 2012 ProcServe Overview Zanzibar Welcome jesper petersen MySite MyLinks gt Zanzibar Zanzibar MIS ie Sa Mis sj Summaries Drill Down Reports ChartReports ListReports OLAP Reports View All Site Content Quick Links a Archive History Drill Down Reports Chart Reports a List Reports OLAP Reports Summary Statistics Number of Buying Organisations Number of Buying Organisations transacting Number of Buying Organisation Users Number of Suppliers Number of Suppliers transacting Ratio between Order and Invoice lines in past 12 months 5 Suppliers by Value last week Last week Past 12 months Supplier A 14 499 114 Supplier B 720 907 Supplier C 27 936 Supplier D 3 050 564 Supplier E 6 057 Transaction Values in past 13 weeks 3 000 000 2 500 000 2 000 000 1 500 000 1 000 000 500 000 0 Se ae eee ee 5 3 c a Qa e e e 122332323888288533 Order value nett value Cr Note nett value Transaction Volumes in past 13 weeks 7 000 5 000 4 000 3 000 2 000 1000 0 18 Jul 10
37. isation Example Zanzibar MIS Pre Production gt Summaries My Site My Links Actions 14 ofi b bi Find Next Whole Page v Top Buying Organisations Column Chart Parameters Doc Type Order From 27Mar2011 Document Types Supplier all To 04 Apr 2014 Order Community All m Supplier All 40 000 From Date 27 03 2011 Eg To Date 04 04 2011 Es 20 000 X Axis Period Week iv Limit to Top e i s 10 Apr 11 Week Ending Schoo Park High School High School Primary School NM Court Schoo Apply ProcServe Holdings Limited 2012 ProcServe MIS Reports Summaries Report Tab 2 5 1 8 Top Suppliers Column Chart This report provides details on the most spent with suppliers by value over a defined date period This is a column chart report and the data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of variables Parameter Description Values Document Type Allows the user to select a document type Document types available to that processed by Buying Organisation s Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Buying Organisa
38. lect a specific month Calendar Months Example DEMO DIM Reports s FO Reborn My Site My Links Actions 14 4 ofi b bi Find Next 100 iv Purchase Orders UNSPSC by SBO 42 Parameters SBO 168 Cannock Environmental Services v Month Year 2010 m Month ener v 00000000 10000000 10160000 10161700 10161704 528601 Cut tulips 2 11000000 14000000 24000000 26000000 27000000 31000000 32000000 39000000 40000000 41000000 42000000 ProcServe Holdings Limited 2012 ProcServe MIS Reports Drill Dow n Reports Tab 2 5 2 1 3 Purchase Orders UNSPSC by Supplier Matrix This report details on spend and volumes grouped by supplier with drill down through the UNSPSC structure with the lowest level displaying the individual item code This particular report format supports row and column groups which can display aggregated summary data in the cells The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Drill D My Sit
39. ment No Nett Month Abridge County Council 215371209 January 04 Jan 2010 GEN000842 5 96 104 Document Detail Total for 04 Jan 2010 1 Order 5 96 1 04 9 True False 11 Jan 2010 GEN000843 27 92 4 89 GEN000844 22 20 3 88 Total for 11 Jan 2010 20rders 50 12 8 77 Total for Jan 2010 3 Orders 56 08 9 81 Total for Abridge County Council 3 Orders 56 08 9 81 Addlestone County Hospital 211705574 08 Jan 2010 OPEN000002 33 00 5 77 00001 1 01 0 00 Total for 08 Jan 2010 2 Orders 34 01 5 77 Total for Jan 2010 2 Orders 34 01 5 77 Total for Addlestone County Hospital 2 Orders 34 01 5 77 M lt ProcServe ProcServe Holdings Limited 2012 MIS Reports Drill Dow n Reports Tab 2 5 2 1 2 Purchase Orders UNSPSC by SBO Matrix This report provides details on spend and volumes grouped by buying organisation with drill down through the UNSPSC structure with the lowest level displaying the individual item code This particular report format supports row and column groups which can display aggregated summary data in the cells The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Allow s the user to select a specific year Years available on the system Allow s the user to se
40. nalysis List Within the Invoice Reports folder the following reports are available Invoice Details List Invoices by SBO List Invoices by SBO and Supplier List Invoices by Supplier List Invoice Line Item Search by SBO and Supplier List Invoice Line Items by SBO and Supplier List Invoice Minimum Value Invoices by SBO List Invoices Monthly Analysis List Invoices Supplier Evaluation Report List ProcServe Holdings Limited 2012 ProcServe MIS Reports List Reports Tab 2 5 4 1 Purchase Order Reports 2 5 4 1 1 Purchase Orders Monthly Analysis List This report provides details on spend volumes orders and lines and includes averages for orders and lines The data is grouped by buying organisation end user i e the user that created the order if recorded and then supplier The data can be exported into the following formats e XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Allow s the user to select the required Supplier organisation s from those available to them that user Nett or Gross Values Allow s the user to select w hether to report on Nett or Gross Nett or Gross Values Example eports gt PO Reports My Site My Links Zanzibar MIS DEMO Actions 2 14 41 of10 gt bl Find Ne
41. o Nett Abridge County Council 215371209 Monti 04 Jan 2010 aay GEN000842 5 96 1 065 Bi Document Detail Total for 04 Jan 2010 1 Order 5 96 104 True False 11 Jan 2010 GEN000843 27 92 489 00844 22 20 3 88 4 Total for 11 Jan 2010 2 Orders 50 12 8 77 Total for Jan 2010 3 Orders 56 08 9 81 Total for Abridge County Council 3 Orders 56 08 9 81 Addlestone County Hospital 211705574 08 Jan 2010 OPEN000002 33 00 5 77 OPEN000001 1 01 0 00 Total for 08 Jan 2010 20rders 34 01 5 77 Total for Jan 2010 2 Orders 34 01 5 77 for Addlestone County Hospital 2 Orders 34 01 zan Apply lt m ProcServe ProcServe Holdings Limited 2012 MIS Reports List Reports Tab 2 5 4 1 4 Purchase Orders by SBO and Supplier List This report provides details on spend and volumes including the document reference The report is grouped by buying organisation supplier and date The user can choose whether to display the document details The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Param Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years
42. ollowing formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that user Organisation SBO organisation s from those available to them Supplier Organisations available to Supplier Allow s the user to select the required Supplier organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Month Allow s the user to select a specific month Calendar Months Nett or Gross Values Allow s the user to select w hether to report on Nett or Gross Nett or Gross Values Example Zanzibar MIS DEMO gt List Repor PO My Site My Links Actions 2 14 4 1 07 Find Next 100 lv la P t Purchase Orders Supplier Evaluation Report M Parameters SBO SBO All Year All v Values Nett Month Supplier Supplier No of No of Avg Lines Average Value Lines per Order per Order N _ All Abingdon Solicitors Abridged Plumbing and Drainage Services 1 13 13 149 11 Year 503651697 Boo Accrington Gardening Services 202020202 a 8 1 14 211 Accringt irdening Servi Month Accrington Plumbing and Drainage Services 1 1 1 101 38 January 458177763 Nett or Gross Values Adlington Catering Services Ltd 385435417 1 5 5 1 828 20 Alcester Building Supplies Ltd 218
43. on and UNSPSC Parameters Document Types Buying Org Infant School From 01 Jan 2010 All Credit Note Invoice Order m Supplier All To 25 Jan 2011 Invoice Order All v Total 3 8 558 60 6 8 858 04 Infant School iv Infant School 3 8 558 60 5 8 858 04 From Date 00000000 Unknown 2 8 557 60 3 8 657 30 01 01 2010 ES UNSPSC 43000000 Information 1 1 00 1 100 lt To Date Technology Broadcasting 25 01 2011 29 Telecommunications 46160000 Public safety 1 24 99 control 60141405 Pretend play kits 1 174 75 or supplies Y ProcServe ProcServe Holdings Limited 2012 MIS Reports Summaries Report Tab 2 5 1 3 Documents by Supplier amp Buying Organisation This report details on document totals and values by Supplier grouped by Buying Organisation This particular report format supports row and column groups which displays as an aggregated summary with the option of drilling down into greater detail based on the header and column data The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of Document types available to that Community or Buying Organisation Community Allow s the user to select an individual multiple Communiti
44. ow s the user to select the required Buyer Buyer Organisations available to that Organisation SBO organisation s from those available to them user Allow s the user to select specific users Users available to that user Supplier Allow s the user to select the required Supplier Supplier Organisations available to organisation s from those available to them that user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Order No Search Free Text field to allow user to search the Free Text Orders by Order No Example eports gt PO Reports My Links Actions 14 41 0779 bl Find Next 100 v I Purchase Orders Details Za Parameters SBO SBO All Year All User All Month Order No User All v Order No Date Supplier Requisitioner Buy For User Ship To Us By Suppl GEN000842 04Jan2010 Ashton under Lyne No end user supplied Office Supplies Ltd All 1 228033981 Line Item Code UNSPSC Mnfctr Code Description Qty UOM L Year 1 827908 60141106 spotted dice 6 EA 2010 r Ne Month january m GEN000843 11 Jan 2010 Ashton under Lyne No end user supplied Office Supplies Ltd 228033981 Order No Search Line Code UNSPSC Mnfctr Code Description UOM L 1 545228 60106200 corriflute 1 2 551007 60141001 assorted balloons 1 3 736740 3120150
45. pplier All Year All SBO All Month SBO amp January 2010 Year 2010 Y Abridge Plumbing and 1 149 11 26 11 Drainage Services Month 503651697 January Accrington Gardening T 1475 2 60 Services 202020202 Accrington Plumbing 1 101 38 17 75 and Drainage Services 458177763 Adlington Catering 1 1 828 20 319 93 Services Ltd 385435417 Alcester Building 3 569 97 99 76 Supplies Ltd 218038396 ae Catering 8 862 14 151 01 rvices Ltd 226318608 46 5 677 75 993 88 41 5 429 19 950 00 aan 70 n amp bd gt ProcServe Holdings Limited 2012 ProcServe MIS Reports Chart Reports Tab 2 5 3 Chart Reports Tab This report group contains a number of reports that display as column charts The reports are grouped into different transaction folders Within the PO Reports folder the following reports are available Purchase Orders by SBO and Supplier Column Purchase Orders by Supplier and SBO Column Within the Invoice Reports folder the following reports are available Invoices by SBO and Supplier Column Invoices by Supplier and SBO Column ProcServe ProcServe Holdings Limited 2012 MIS Reports Chart Reports Tab 2 5 3 1 Purchase Order Reports 2 5 3 1 1 Purchase Orders by SBO and Supplier Column This report will show the time across the bottom axis and the value of orders on the side each colour represents a different buyer Filters will allow the restriction of
46. pulated in the Purchase Order Allow s the user to select specific users Users available to that user Supplier Example Zanzibar MIS Go Back to Drill Down Reports Purchase Order Analysis EWS Allow s the user to select the required Supplier organisation s from those available to them Allow s the user to select required the item code s Item codes available to that user Allow s the user to select required Contract Contract Reference numbers Reference number s available to that user Allow s the user to select required UNSPSC code s UNSPSC codes available to that user Allows the user to select specific dates or date ranges Supplier Organisations available to that user Specific dates date ranges Welcome toni norton My Site My Links Help g A dynamic report which groups the Value of orders and Count of item quantities by Buying Organisation drill down to Departments Users Suppliers UNSCPC and Contract and Year drill down to Months and Days Filters allow restriction of content Report Created By SATS john carter Report Created 06 December 2007 22 27 42 Report Modified 22 October 2009 12 34 07 Report Status Report Category Owner Open Update A Find v View PivotTable1 Supplier DUNS E Contract Structure 2007 2008 2009 2010 Row Labels Count Value Item Count Value
47. ransaction Graph ener ete etenim neo ed dirt et eet rne ge Transaction Volume Graphi titer eco aeo tco ne he Beeren De gue RNV seda Dil Down Reports Tab 3 ete teret re e Mp deci ccs e E rt PED Purchase Order FIeports teer dere de rbi nave Meats Purchase Orders by SBO Matrix kiaissa oide nnne nnne nnne Purchase Orders UNSPSC by SBO Matrix sess nnne ens Purchase Orders UNSPSC by Supplier Matrix esee Purchase Orders by UNSPSC EWS esses tnnt nnne trennen nennen Purchase Order Analysis EWS essen enne nennen nennen Purchase Orders by Supplier Matrix sees Chart s reet Purchase Order dee se bio ied Purchase Orders by SBO and Supplier Column Invoice Heports nrc Invoices by SBO and Supplier Column List Reports Tabet cett Purchase Order Purchase Orders Monthly Analysis List Purchase Order Purchase Orders SBO Elst dre died Purchase Orders by SBO and Supplier List Purchase Orders
48. rom To 08 Mar 11 13 Mar 11 Whole Parameters 01 Jan2011 Document Types Mar 2011 Order Community All Buying Organisation All Supplier All gt From Date 01 01 2011 To Date 31 03 2011 X Axis Period Week 20 Mar 11 03 Apr 11 ProcServe My Site My Links v Summaries Report MIS Reports om 2 5 1 10 Transaction Volume Graph This report is a line chart showing the total transaction volumes based on a user defined time period covering both buyers and suppliers The data can be exported into the following formats XML file with report data CSV comma separated values Acrobat PDF HTML web archive MS Excel TIFF MS Word The report has a number of parameters which allows the user to tailor the output based on a number of variables Parameter Description Values Document Allows the user to select a document type Document types available to that processed by Buying Organisation s Community or Buying Organisation Community Allow s the user to select an individual multiple or Communities based on the access all communities rights of the user Buying Organisation Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Supplier Allow s the user to select a Supplier from those Suppliers available to that user available to their Buying Organisations Allow s the user to sel
49. sation SBO organisation s from those available to them user Allow s the user to select a specific year Years available on the system Allow s the user to select a specific month Calendar Months Department Allow s the user to select specific departments if Departments that are available to the populated in the Purchase Orders user if the department has been populated in the Purchase Order Allow s the user to select specific users Users available to that user Supplier Allow s the user to select the required Supplier Supplier Organisations available to that organisation s from those available to them user Contract Allow s the user to select specific Contract Contract Reference numbers available Reference numbers to that user Item Code Search Free Text field to allow user to search the Line Items Free Text by Code Example 2 DEMO gt List Reports gt PO Reports My Site My Links e Actions A 14 4 1 ofii0 bi Find Nex 100 aj Purchase Order Analysis sBo 580 Cannock Environmental Services Year Cahnodc Environmental Servicas iv Item Search All Items Month E Year 2010 SBO Dept User Supplier Item Contract Date Month Cannock Environmental Services 232104216 Dewey v No Department Supplied Adam Gayak Department Ponteland Gardening Services 732726158 022 All No Department Supplied M Contract Reference User 11 Jan 2010
50. the Buyer Supplier and Date with an option to select the reporting time period A bar chart reporting value of orders with one column bar per time period colour coded to show each Buying Organisation s value of orders The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Parameter Description Values Subscribing Buying Allows the user to select the required Buyer organisation s Buyer Organisations available to Organisation SBO fromthose available to them that user Supplier Allow s the user to select the required Supplier organisation s Supplier Organisations available from those available to them to that user Start date Allow s the user to select a start date Any date End date Allow s the user to select an end date Any date Allow s the user to modify the reporting period within date range Quarter Month Week Day Example Zanzibar MIS DEMO gt Chart Reports gt PO Reports ESL Ceu Actions 14 4 ofi b pbi Find Next 100 Purchase Orders by Supplier and SBO 4 Parameters Supplier Supplier Stocksbridge Recruitment Ltd Start Date Stocksbridge Recruitment Ltd SBO All End Date Period Week SBO All Start Date 01 10 2009 ial 400 000 End Date 08 02 2010 E Period 300 000 Week 200 000 100 000 1111 0 52 Value s 2009 Wickford Library Rickmansworth Coll
51. tion Allow s the user to select a Buying organisation Buying Organisations available to that from those available to them user Allows the user to select a specific date Dates available on the system Allows the user to select a specific date Dates available on the system X Axis Period Allow s the user to select a specific display period Can select Week or Month Limit to Top Allow s the user to select the number of A numeric value from 1 to 5 then 10 organisations to limit to 15 amp 20 Example Zanzibar MIS Pre Production gt Summaries My Site My Links Actions gt 14 4 ofi b bi Find Next Whole Page Top Suppliers Column Chart Parameters Doc Type Order From 01Mar2011 Document Types BuyingOrg To 10 Apr 2011 Order v 1 000 000 COMMIT All 800 000 Buying Organisation All v 600 000 From Date 01 03 2011 400 000 To Date 10 04 2011 dsl X Axis Period 200 000 n Week iv Limit to Top Aum MEM mm 06 Mar 11 13 Mar 11 20 Mar 11 27 Mar 11 03 Apr 11 10 Apr 11 2 Week Ending WI Services to Schools Educational Supplies Purchasing Orpeniseson NEN Eastern Purchasing NN TheConsortum Apply ProcServe ProcServe Holdings Limited 2012 Summaries Report 2 5 1 9 Transaction Value Graph MIS Reports This report is a line chart showing the total transaction values based on a user defined time period covering both buyers and suppliers The data
52. xt 100 iv 1 Parameters Purchase Orders Monthly Analysis SBO Cannock Environmental Services iv SBO Cannock Environmental Services Year Values Nett Month User All 1001 Aaron Oliver Abdul 8 of Orders No ofLines Average Value Average V per Order Supplier Cannock Environmental Services 232104216 All Abingdon Solicitors Abridged Adam Gwyne Ponteland Gardening Services 732726158 1 1 1 216 57 1 2 Year Total for Adam Gwyne 1 1 1 216 57 121 2010 Alan Triplow Month Fawfieldhead Gardening Services 4 1 65 37 January iv 423432599 Total for Alan Triplow 1 1 65 37 Nett or Gross Values Nett iv Amanda Barrick Oldbury Plumbing and Drainage Services 46 98 164 39 294826292 Total for Amanda Barrick 46 98 164 39 7 Amy Merrett Faw fieldhead Gardening Services 1 1 464 73 4 423432699 Total for Amy Merrett 46 Tows x s m 3 apply ProcServe ProcServe Holdings Limited 2012 MIS Reports List Reports Tab 2 5 4 1 2 Purchase Order Analysis This report provides details on transactions and groups the data by buying organisation department end user supplier item code contract and date The data can be exported into the following formats XML CSV comma separated values TIFF Acrobat PDF Excel Subscribing Buying Allow s the user to select the required Buyer Buyer Organisations available to that Organi
53. y find in them Included within the document are reports that may not be available to your subscribing organisation ProcServe ProcServe Holdings Limited 2012 2 2 Overview The ProcServe Management Information System MIS solution is based on a consolidated data warehouse which derives data from various sources including third party data sources where necessary Data imported from these sources is stored in a relational database which provides fact tables from which OLAP Online Analytical Processing cubes are built The OLAP cubes are designed to contain a number of measures values and counters and dimensions which enable analysis from different perspectives By providing data in OLAP cubes rather than a flat database structure interactive multi dimensional analysis and reporting is possible Users can perform trend comparative and time based analyses and still obtain traditional static reports when needed Additionally users can view data at a summary level and then drill down through a hierarchy to examine the data at more detailed levels The MIS uses internet browser technologies to enable a rich interactive interface with a combination of custom business intelligence dashboards dynamic data analysis and access to traditional static reports ProcServe Holdings Limited 2012 ProcServe Gaining Access 2 3 Gaining Access To access the MIS system browse to https mis procserveonline com Entering Login Details

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