Procurement Trend

Quarterly - for the last 14 months

Audience:

Dean, Executive Officer, Department Manager, Department Group Administrator

Description:

This report shows expense data by purchasing category:

• Purchase Order (PO)
• Concur (all transactions processed via Concur including travel, reimbursements, etc.)
• PeoplePay* (subset of PO transactions- payments to non-employees for services)
• Service Unit Billing (SUB)
• Payment Request (Non-PO, ShortCode hosting)
• Other (Contracts, Single Pay Vendor Payments, Adjustment and Journal Vouchers)

Instructions:

Review this report quarterly to identify abnormal patterns or errors, ensure expected transactions have posted, and monitor purchasing activity.

Select the purchasing category button from the top of the report to filter the display to that type of activity. Transaction details will populate in the Detail section below by clicking on the bar for a specific month. Hold the 'Cntrl' button and click to select multiple purchasing categories or months at a time.

Use the Account filter to analyze the types of purchasing methods used to procure different goods/services.

Next Steps: