Transcript Slide 1
Presented by EMSC BEGINS AT 2:15pm EST ProcureIt Reporting Steve Silloway Procurement Director, EMSC Greenwood Village, Colorado Emergency Medical Services Corporation • ProcureIt Purchase Manager deployed to production at AMR on November 8, 2004 as a supply management tool • Needs/Requirements – Common platform company wide • • • • Standard PO Creation Approval Process Promotes national vendor use Punchouts – Ease of use • Intuitive – web-based – similar to online web stores – Client/Server – Easily deployed across company Intranet • Since Inception – Evolution of ProcureIt at EMSC – Growth in scope of application • • • • • • • • More Users More Vendors Capital Items and Projects SOX Controls Budget Module eInvoicing Asset Module Invoice Manager – Current version 9.5 ProcureIT Reports / Data Extraction • ProcureIT Standard Reports – Purchase Orders by Location and Vendor • On Demand versus Scheduled Task – Users and their Managers – Item Usage – Assets by Location and User • ProcureIT Custom Reports for EMSC – Accrual Report used by Finance • Orders received but not invoiced – EMSC Budget Information Report – EMSC Capital Budget Information ProcureIT Reports / Data Extraction • Extracting Data from ProcureIT’s Database – MS SQL Relational Database • Use MS Access or Crystal Reports to create custom reports – Budget – CapEx • Create queries to extract data for analysis and reporting – Item Pricing Analysis – Item Purchase Trending ProcureIT Reports / Data Extraction • Accessing backend data requires: – Read Only permission to database • Generally granted by database administrator in IT – Setting up an ODBC (Open Database Connectivity) link on your computer – Basic understanding of relational databases • Tables and Primary Keys – Connecting the dots – Practice using MS Access or Crystal Reports ProcureIT Reports / Data Extraction Demonstration and Q&A