Steps in the screenshots correspond to the numbers in the headings.
The benefit of using the SPS Fulfillment Center vs. the Ad-Hoc Reporting Tool is that you are not constrained by the 30-day date range. Another benefit is that it allows you to customize searches for your particular needs.
For best results, please use Google Chrome when accessing the SPS Fulfillment center.
1. Open a window of the Chrome Browser and type https://commerce.spscommerce.com/auth/login/ into the address bar.
2. Enter your user name and password and click the Login button.
3. Click the Advanced Search button.
4. Click the Advanced Search Defaults.
It is unlikely that you will need to customize the defaults, but you can look to see what information is being pulled in by default. For example, you may want to include the Acknowledgment Date. If so, simply click the checkbox and then save in the lower right corner.
For the purposes of this exercise, let's say we want to see all Grainger invoices.
5. Understanding that you will want to keep the search relatively broad to begin with, leave the date range, document id and related documents blank.
6. Find the Vendor's name in the Partner Name field. Another option is to use the SU# in the Vendor Number field.
7. Choose Invoice as the Document Type field.
8. As the default, the search will automatically pull back invoices that are complete, in progress or had an error. If you do not want to see all those transaction statuses, you can narrow the field by selecting one or more options.
9. Leave the acknowledgment status blank to include all, or click to select one or more to narrow the selection.
10. Once you have the criteria the way you want it, click Save Search.
11. A pop-up box becomes available. The default is "Save as New", but there is also a button if you are updating an Existing Search.
12. Enter a title.
13. Click the Save and Search button.
14. A message tells you that the search is saving.
15. A confirmation message tells you that it has saved successfully.
16. To access the saved search going forward, simply click on the 'Select a Saved Search' option.
17. Choose the appropriate search from the drop-down.
The results will load below.
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