Division Status Reports
Divisions may use these FInancial Management System (FMS) Queries to find the status of all their open non-eBuy requisitions and purchase orders. Click on the link to the query below, login to FMS with your LDAP (email) login/password, enter your 2-digit division abbreviation, and click the View Results button . The report will open in Excel. (Queries have underscores between words.)
BRS Purchasing Reports
LBNL users may go to BRS to view reports of their purchasing transactions including PCard transactions, eProcurement (ePro) requisitions, regular purchase orders, and eBuy orders. In general, this data is refreshed nightly. (To see real-time purchase activity, log into FMS and go to one of the inquiries or queries shown below.) BRS reports can be a accesed at http://brs.lbl.gov. Reports are available from the "Purchasing" menu on the left of BRS in the following categories:
- Purchase Orders
Here is a link to detailed information about BRS procurement reports.
BRSLite Purchasing Reports
Requisition, Purchase Order (POs),
Receiving, and invoice payment information is sent
to BRS nightly and appears the next day in most BRS reports.
BRS Lite reports
can be accessed by going to https://commons.lbl.gov/display/brslite/BRS+Lite
In general, the IRIS Cost Browser is updated nightly with PRP project cost and encumbrance (lien) information EXCEPT during the
monthly hard close period between:
- 3 business days
before the end of the month (Accounting "Accounting Day 0") to
- The second
business day of the beginning of the month (Accounting "Day 5")
For example, the
final January PRP feed to GL will be on the evening of 1/27. From 1/28
through 2/2, the Cost Browser will show PRP costs frozen as of 1/27. On the
morning of 2/3 (the 2nd business day of the month), Cost Browser will again
begin showing current PRP activity on a daily basis (including activity during
1/28-2/2 close period). For exact monthly hard close dates, see the General Accounting Financial Closing Schedule. Basically, count on Cost Browser
not showing you current data for the last 3 business days of the month and the
first business day of the next month. During the close
period, non-GL-related PRP information (requisitions, POs, receipts, &
invoices) will continue
to be updated daily and be visible in other BRS reports.
ePro Requisition Status
Requisition Preparers can lookup the status of a requisition or its PO in
eProcurement by going to Manage Requisitions and entering a requisition
- Click on the yellow icon to see the Approval Status.
- Click on the green
360° Requisition Cycle icon to see the regular PO or PCard order details.
Regular PO information in ePro is updated nightly and PCard order information in
ePro is real-time.
Users with a logon to
FMS can access several purchasing Inquiries and Queries designed to provide real-time
purchasing, receivables, and payables information.
The following FMS Inquiries are available at Purchasing | Purchase Orders | Review PO Information
The following informal PeopleSoft queries have been developed to assist FMS
users in obtaining PRP financial information for POs:
PCard Inquiries and Reports
document has information about obtaining information about PCard orders:
A PowerPoint summary of purchasing reports, that are particularly useful at fiscal year-end, are on the Closeout website.
Item Categories & Resource
spreadsheet shows item categories, their associated resource categories, and
rules for changing them for blanket orders: