Searchable OBI Financial Reporting Directory | Financial Management Services

All A B C E F G I L M O P S T U

	Report	Subprocess	Sample Business Questions
P
P	Payments by Supplier Procure to Pay (P2P) dashboard	Review AP invoice payment information	Which supplier invoice(s) was a payment remitted? What is the payment information by supplier and payment date? What are the payment request transaction details, including multiple payees, beneficiaries, total counts and amounts for my organization?
P	PCard Detail by Employee PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count by card holder, verifier, and approver	How is the workload of PCard processing distributed throughout my organization? Which cardholder has the highest dollar amount of PCard transactions over a period of time? Where should I focus on training when it comes to minimizing PCard returns and reducing resubmissions?
P	PCard Detail by Expenditure Type PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count by expenditure type and merchant MCC description	For my organization, what is the PCard activity by merchant category code (MCC) description? How much are we spending by expenditure type and what is our distribution of spending across expenditure types?
P	PCard Processing Stats PCard Efficacy Dashboard (PCE) dashboard	Review PCard transaction count and average time for approval and verification	How long has it taken by organization to fully process (submit and approve) a PCard transaction? How long on average are the verifiers in my organization taking to submit a PCard transaction for approval? How long are the approvers taking to approve a PCard transaction? What are the trends for processing time within my organization? What is the average time, by cardholder, to process and approve a PCard transaction?
P	PCard Returned Stats PCard Efficacy Dashboard (PCE) dashboard	Review count of returned PCard transactions by task organization	By organization, how many PCard transactions have been returned by an approver? By organization, what percentage of total PCard transactions have been returned?
P	PCard Transactions in Range PCard Efficacy Dashboard (PCE) dashboard	Review summary of PCard transactions for a specific amount and date range	How can I focus on and analyze those transactions based on specific transaction amount ranges?
P	PCard Withdrawn Stats PCard Efficacy Dashboard (PCE) dashboard	Review count of withdrawn PCard transactions by task organization	How many PCard transactions within my organization have been withdrawn by the verifier? By organization, what percentage of total PCard transactions have been withdrawn?
P	PCard Withdrawn Stats by Employee PCard Efficacy Dashboard (PCE) dashboard	Review count of withdrawn PCard transactions by verifier or verifier's supervisor	By verifier, what is the number and percentage of PCard transactions that have been withdrawn? In my organization, who could benefit from more training?
P	Petty Cash Replenishment Transaction Detail Expense Requests and SU Card Activity (ERR) dashboard	Review Petty Cash Transactions	Who is the custodian for the petty cash account for my organization? What reimbursements are being processed using petty cash?
P	Pledge Report Revenue and Fund Management Reporting (RFM) dashboard	Review pledge summary information and pledge schedule details	What pledges have been made to my award(s)? What is the scheduled receipt of pledges made to my award(s)? What is the pledge paid amount for my award(s)?
P	Posted Journals by Object Code (Real-time) Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_GL_161_Post_Jrnl_By_Obj_Code & FIN_GL_162_Central_Jrnls_By_Obj)	Review journal transactions by PFOO for a GL Period (Non-customizable)	For a given GL Period and Object Code and PTA perspective, what journals have posted to the live Oracle system (i.e., as of this minute)?
P	Prepare Bulk Labor Distribution Adjustment Upload Payroll and Labor Management (PLM) dashboard	Review earnings details in a format that aids with doing bulk labor distribution adjustments (LDA)	How do I export from OBI the source data needed for creating a bulk upload labor distribution adjustment?
P	Procure to Pay at a Glance Procure to Pay (P2P) dashboard	Review summary of procurement transactions that require action including purchase requisitions pending approval, purchase orders (POs) with a balance, AP invoices that are on hold, and AP invoice aging	What is holding up my PO? Is there a problem with my PO and what is the issue? What are my requisitions that still need action? What are my invoices that are aging? Are any of my invoices on hold and what kind of holds? What is my PO outstanding commitment amount? What suppliers have activity for a set of PTAs for a specific time period?
P	Procure to Pay Efficacy Dashboard Procure to Pay (P2P) dashboard	Review count of rejected purchase requisitions by task organization or preparer	What are my purchase requisition approval and rejection rates by preparer? What are my purchase requisition approval and rejection counts by preparer? What are my purchase requisition approval and rejection rates by org? What are my purchase requisition approval and rejection counts by org? Who are the purchase requisition preparers?
P	Procure to Pay Inquiry Procure to Pay (P2P) dashboard	Review summary or details information for a single purchase requisition, purchase order (PO), AP Invoice, or payment	What are the requisition details by requisition number including the invoice and payment matched to the associated PO line(s)? If I know a PR, PO, AP invoice or payment issue number, how can I query the detailed information for the related transaction numbers? What is outstanding on my PO and what lines have been paid, with details on payment and what changes have been made (including PTA information and transfers)? How could I find the payment details for my invoices?
P	PTA Inquiry Reference Data and Inquiry (INQ) dashboard	Review project, task and award setup details	What PTAs should I use when coding expenditure and revenue information for purchase and journal entries? What are all the active PTAs, by award type, owned by the faculty in my organization?
P	Purchase Order and Related AP Invoices Procure to Pay (P2P) dashboard	Review PO and related AP invoices	For my purchase orders, which invoices have been matched, what is their payment status , and what is the balance remaining on the purchase orders? Are there any invoices on hold for my POs, and what kind of holds? Are there any invoices that are missing? Which POs are closed and should be finally closed or suppressed?
P	Purchase Order Approval History Procure to Pay (P2P) dashboard	Review purchase order approver history	Where are POs in the processing cycle? How can I find all the POs for which I am one of the approvers?
P	Purchase Order Trend Analysis Procure to Pay (P2P) dashboard	Review summarized purchase order (PO) information including top X purchased orders	How can I find the top 10 suppliers that my organization (org) purchased from for a specific PO submitted date range and view by month, calendar quarter or calendar year? For PTA how can I find the top 10 suppliers with the highest PO total amount for a specific PO submitted date range? For my org, which projects, tasks or expenditure types have the top spendings?
P	Purchase Orders Procure to Pay (P2P) dashboard	Review purchase order (PO) details	What is my PO outstanding commitment amount? What are the PO details by PO number and/or supplier for my PTA and/or organization including the associated requisitions, invoices and payment numbers? What POs are open for my PTA and/or organization and what is the remaining balance on each of the open POs? Have any unallowable charges been incurred on sponsored PTAs within my organization? How can I find POs by requester or buyer plus related transactions (requisitions, invoices, payments) for a specific reporting period (submitted, creation or GL Period)? Which suppliers exist with cancelled orders? What suppliers have activity for a set of PTAs for a specific time period?
P	Purchase Requisition Approval History Procure to Pay (P2P) dashboard	Review purchase requisition approver history	Where are purchase requisitions in the approval process? How can I find all the requisitions for which I am one of the approvers?
P	Purchase Requisitions Procure to Pay (P2P) dashboard	Review purchase requisition details	What are the requisition details for multiple requisition numbers including the invoice and payment matched to the associated PO numbers? What requisitions were created for a specific date range? What are the PR details for a PTA, org or supplier? How can I find requisitions by requester or preparer plus related transactions (order, invoices, payments) for a submitted or creation reporting period? What suppliers have activity for a set of PTAs for a specific time period?