This article lists the public EPM queries and descriptions for this topic. Please review available public queries below before making a new query.
EPM public query names and descriptions for Purchasing
- Workflow status by PO (DOCX) - This query returns the workflow status, the approver(s) and number of hours the purchase order is in a status for the specific purchase order.
- Expired contracts (DOCX) - This query provides a list of all contracts that have expired but are still active.
- GL workflow (DOCX) - This query is a search by Journal ID and Journal Date for ACCRL Ledger journals that have been approved. It displays Requestor, Approver, and Approval Date. Only journals posted to the ACCRL ledger require approval. MOD_ACCRL journals will not show up in this search.
- Obsolete items (DOCX) - This query returns active inventory items by inventory business unit with no activity; receipts, transfers, or depletions, for the previous 2 years from date of execution. Cycle count adjustments are excluded. This query can be used to identify obsolete inventory items.
- EOY PO pending, apprv, denied (DOCX): This query displays all PO's for the end of the year that are pending, approved or denied.
- Remaining PO balance by PO (DOCX) - This query will return purchase order balances and voucher sums for vouchers that are posted, over applied, or partially applied to a purchase order or group of purchase orders.
- PO balance detail (DOCX) - This query displays vouchers that are posted, over applied, or partially applied. PO balance is by PO line. The query only works for purchase orders that have vouchers associated with them.
- PO budget check error (DOCX) - This query is for end of year PO Budget Check Errors. This Query prompts on business unit and returns all purchase orders in budget header status of E.
- PO header comments (DOCX) - This query returns purchase order data and associated PO header comments.
- PO contract comments (DOCX) - This query returns both header and line comments associated with a procurement contract. The presence of an attachment is also indicated by the field Attachment ID.
- PO contract price comparison (DOCX) - This query returns PO and voucher information where the contract price is less than the purchase order price for a catalog item. The results of this query are only preliminary and require further validation.
- PO complete budget checked (DOCX) - This query for the FIN TEAM is to identify all PO's by BU, Fund and SID that are Complete and have a Budget Header Status of Valid.
- Vendor contract information (DOCX) - This query is used for agencies to verify the data entry of all contracts. To ensure that all data elements are accurate and complete before the contract is copied to a purchase order.
- PO contract master (DOCX) - This query returns a list of all contracts. The query prompts on the contract ID and should use the wildcards before and after to limit to an agency (i.e. %OTT%).
- PO Days pending by date (DOCX) - Workflow status by PO Entry Dt - This query returns returns the workflow status, the approver(s) and number of hours the purchase order is in a status for the specific purchase order. The query prompts on business unit and purchase order Entry Date.
- PO distribution vs KK amount (DOCX) - This query will identify the amount difference that appears on the online PO distribution line versus the amount that is calculated and sent to Commitment Control for that same PO distribution line. This may overstate or understate your budget balances. This may result due to scenarios where a change order was not processed.
- GL annual PO report - DAS (DOCX) - In accordance with CGS 4a-52a(e) agencies are required to submit annual report of their purchases from their delegated authority (GL-71) to the Commissioner of DAS in a format prescribed by DAS. This query will provide the information needed for the annual report.
- Catalogue items by contract (DOCX) - This query returns all active catalog items associated with a contract amd prompts on contract ID.
- POs with no vouchers (DOCX) - This query displays Purchase Order IDs, Dates, Amounts, Vendor, Chartfield info and prompts on Business Unit, Fund and SID.
- PO received with no vouchers (DOCX) - This query will list all Purchase orders that have been received but not yet vouchered, as well as the number of days since the receipt was entered.
- POs with receiving required (DOCX) - This query returns POs with receipt required, but receipt status not equal to R, prompts on business unit.
- All PO bal w/ or w/o vouchers (DOCX) - This query returns open purchase orders, obligated amount, total and fiscal year to date distribution line PO and voucher amounts.
- POs on hold (DOCX) - This query displays end of year POs on Hold. The criteria is PO_STATUS not equal to X or C, canceled or closed.
- Vendor commitments (DOCX) - This query will provide detail Purchase Order information on the commitments for particular vendors for the Business Unit, purchase order date range, and the Vendor ID the user prompts on.
- Vendor contracts (DOCX) - This query is used to facilitate the creation of the Governors List report and PSA report for OPM. This query provides contract and vendor information such as Vendor Name, Contract Begin Date, Conract Expire Date, Method for Selecting the Contractor, etc. This user is prompted for Setid, State Identified Contract Type, Contract Begin Date, Contract Expire Date, and Contract Status.
- Contract, PO, voucher balances (DOCX) - This query displays the total obligation from the contract; PO obligated and outstanding encumbered balance from the purchase order; and the sum of posted vouchers that are related to a purchase order. The query Prompts on Business Unit, Accounting Dates and and PO dates.
- PO vendor dispatch history (DOCX) - This query returns dispatch dates and operator ID's by purchase order or vendor and a range of dispatch dates.
- PO CHRO CO-51 report (DOCX) - This union query is intended to fulfill the needs of the CHRO Contract Compliance Tracking Sheet (CHRO Form CC051). It prompts on Accounting Date and Business Unit. It reports on commodity purchase orders greater than $3,000 and personal services and leases greater than $4,000.
- PO contract expire (DOCX) - This query provides the expiration dates that are associated with a purchase order header. The query prompts for Business Unit, Contract expire date (not less than) and Contract expire date (not greater than). The result is a listing of purchase orders with contracts that expire during the period named in the prompt.
- PO receipts not vouchered (DOCX) - This query displays PO receipts that have not been vouchered yet and supports encumbrance cleanup before fiscal year close.
More resources