Description

Fiscal Panther Purchase Order Review is a tool for reviewing and searching purchase order transactions. The University’s purchasing system is PantherExpress. PantherExpress PO integration with PRISM began in April 2019 and thus only POs created after that will be available. POs approved the day before are imported nightly into PRISM and then into the data warehouse for reporting.

Key Business Questions

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

What are the invoice and check details for a PO transaction?
What PO transactions have hit an account, and which are projected to hit?
Which purchase orders have an open encumbrance?

Basic Usage

Multiple filter options are available. By default, the department filter is set to ‘None,’ select a department to show data. Create a custom view to set automation filter options. 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 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 POs with open encumbrances, set the Has Encumbrance filter to ‘Yes.’

The overview section on the left will display two categories: Top Suppliers Expensed and Top Expense Categories. The top suppliers expense section will display the suppliers with the most expenses based on actual expenses and filter criteria. The top expense categories displays the parent subcode values with the most expenses based on actual expenses and filter criteria. Encumbrances are not included in either category.

Click a line to display the Go to PO Detail link. Click the link to open detailed purchase order information.

Transaction Details

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

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.

Status	PRODUCTION