How to Generate a Report of eProcurement Purchases by DeptID or Requester

Question

How do I create a list of all requisition purchases for a specific ePro Requester or DeptID?

 

Answer

In the PeopleSoft Financials Production instance, there are several public queries available to generate requisition/PO reports.

You must be a valid eProcurement Requester or Approver in PeopleSoft to run these queries.

Navigation Path: Reporting Tools > Query > Query Viewer

 

  • Enter Query Name (listed below).
    • AA_REQS_FOR_DEPTID
      (includes only requisition information for specific DeptID)
    • AA_REQS_POS_FOR_DEPTID
      (includes reqs that were issued a PO for specific DeptID)
    • AA_REQS_POS_FOR_REQUESTOR
      (includes reqs that were issued a PO for specific RequesterID)
  • Click Search.
  • For the desired report use one of the following options to run the report: 

To Generate a Report Directly in Excel

  • Click the Excel hyperlink for that report under the "Run to Excel" column
  • A new window/tab opens with prompts for the report.  
  • Enter the criteria based on the query selected (Business Unit, DeptID, Requester ID, Dates)
  • Click View Results. 
  • Once the query runs, use the browser's download option to launch the report in Excel.

To View the Report In Browser

  • Click the HTML hyperlink for that report under the "Run to HTML" column
  • A new window/tab opens with prompts for the report.  
  • Enter the criteria based on the query selected (Business Unit, DeptID, Requester ID, Dates)
  • Click View Results. 
  • The query results will display in the browser's window. 
    • Optional: The report results may be still be downloaded to Excel by choosing "Excel SpreadSheet" next to Download results in.  

 

 

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