Description

Key Business Questions

Fiscal Panther PO Review is a tool for reviewing and searching PO transactions.

Basic Usage

Multiple filter options are available. The top section of the filters control the account number and dates. When selected, the second row of filters will allow for further specification.

Drilldown can only be reached by selecting ‘Click for Details’ at the end of each record.

This dashboard has an export button that allows export to Excel.

Purchase Order Review

This view is for searching and viewing a list of Purchase orders for the selected account(s) and time periods. You will need to select a valid Entity/Department combination you have access to. Once the account and date information is selected, optionally select to view Buyer Name, Supplier Name, Has Encumbrance and Po Number. To show only open POs, se the Has Encumbrance filter to ‘Yes.’

Clicking on a Supplier or Expense Category on the left will filter the rest of the data.

Clicking on ‘Click for Details’ will navigate to the Transaction Details page.

Drilldown

This view shows transaction details including General Ledger, invoice, check, and transaction-specific data.

Open

What is the source of this information?

There are many sources of data for this dashboard:

• General Ledger Mart

• PantherExpress

• PRISM

All data are updated in the early morning with the previous day’s data. The dashboard refresh is usually completed by 9:30am each day. Keep in mind that the PO data, first goes to PRISM from Panther Express and then to the warehouse and thus there could be a 48-hour time delay.

How do I get access?

You will automatically have access to this dashboard if you have GL Mart Access. You will see all account strings you have access to.

You can request GL Mart access through the Federated Authorization form. More information can be found here: Federated Authorization Community.