Date: January 2018 Category Managers Supplier Data Portal Reports This QuickGuide contains information on: Overview to Reporting Functionality Report Definitions Running Reports Search and Comparison Views Overview to Reporting Functionality This quickguide has been made available to NSW Government Agencies to assist with easily reviewing supplier data loaded in to the Supplier Data Portal. The quickguide should be used in conjunction with the Category Managers Supplier Data Portal quickguide. Category Managers are tasked with reviewing supplier catalogues to ensure they are in line with Agency contractual agreements. This includes (but not limited to), reviewing pricing and liaising with suppliers if there are any queries concerning the updates they are providing. There are multiple reports available to Category Managers to assist with reviewing supplier data, however depending on the contractual requirements for the items to be reviewed, you may need to combine reports to leverage the information needed to assist with decision making on approving or rejecting the supplier catalogue. When discussing with suppliers the requirements for uploading their data, please refer them to the supplier training information available on ProcurePoint Report Definitions The reports available to Category Managers are also able to be run by Suppliers through the catalogue explorer functionality. The first report run in the Supplier Data Portal is the Validation report. This is a system generated report that requires review by the Category Manager. The Validation report lists the validation steps automatically run and the results of whether the importation of the supplier catalogue was successful, noting the changes that have been made compared to the Suppliers last catalogue update. Please refer to the Category Managers Supplier Data Portal quickguide for additional information on the Validation report. Reports that are available within the system include:
Date: January 2018 Category Managers Supplier Data Portal Reports This QuickGuide contains information on: Overview to Reporting Functionality Report Definitions Running Reports Search and Comparison Views Overview to Reporting Functionality This quickguide has been made available to NSW Government Agencies to assist with easily reviewing supplier data loaded in to the Supplier Data Portal. The quickguide should be used in conjunction with the Category Managers Supplier Data Portal quickguide. Category Managers are tasked with reviewing supplier catalogues to ensure they are in line with Agency contractual agreements. This includes (but not limited to), reviewing pricing and liaising with suppliers if there are any queries concerning the updates they are providing. There are multiple reports available to Category Managers to assist with reviewing supplier data, however depending on the contractual requirements for the items to be reviewed, you may need to combine reports to leverage the information needed to assist with decision making on approving or rejecting the supplier catalogue. When discussing with suppliers the requirements for uploading their data, please refer them to the supplier training information available on ProcurePoint Report Definitions The reports available to Category Managers are also able to be run by Suppliers through the catalogue explorer functionality. The first report run in the Supplier Data Portal is the Validation report. This is a system generated report that requires review by the Category Manager. The Validation report lists the validation steps automatically run and the results of whether the importation of the supplier catalogue was successful, noting the changes that have been made compared to the Suppliers last catalogue update. Please refer to the Category Managers Supplier Data Portal quickguide for additional information on the Validation report. Reports that are available within the system include: