Steps in the screenshots correspond to the numbers in the headings.
This report is helpful if you are trying to see how much you have spent in a specific time frame with a specific supplier.
1. From your Internet Browser, go to the ATS Reporting Server. You can type this directly into your address bar as shown in the screenshot below.
2. If you are in the Tech Portal, you can click on Links from the main menu and select Reports from the drop-down menu.
3. Either way you will arrive at the ATS Reporting Server Home Page.
4. You may need to open the ATS_FMS_Reports folder first if you have not made this report one of your favorites.
5. Choose the Monthly Purchasing Total Report from the screen.
6. If you want to add this report to your Favorites, click on the three lines in the upper right corner of the tile, then click on the star to Add to Favorites.
7. The reporting parameters load.
8. Enter your four-digit site number.
9. A loading message appears.
10. By default, the report will run with one month's worth of data, ending with the current date and time.
11. To change to a complete month, click on the calendar next to Posted Date from and choose the beginning of your date range. Deleting the time will give you the entire day.
12. To see the entire month, choose the first of the next month - again with no time. This represents 12:00 AM on the first of the next month.
Remember, this is the Posted Date from the buyer, and has nothing to do with the Customer Want By Date, Customer Promised Date, or Receiving Date at the site.
13. Click View Report.
14. A loading message appears.
15. You will know that the report is loading properly when the bar below the report criteria appears.
16. You can export the report by clicking on the floppy disc icon and choosing the format of your choice.
Report Fields include:
- Site
- Buyer
- Posted On
- Billable
- PO Number
- Line Num
- Confirmed Date
- Confirmed by
- Part ID/GNS ID
- MFG Part
- Description
- Qty Ordered
- UOM
- Net Value
- Currency
- Supplier ID
- Supplier
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