SAM Searches, Queries and Reports - PowerPoint PPT Presentation

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SAM Searches, Queries and Reports

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Joseph Brenner. Office: (405) 325-9485. Purchasing Associate Director. Jean Wilson ... Accessed from the Transaction Review page. Only allows you to retrieve ... – PowerPoint PPT presentation

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Title: SAM Searches, Queries and Reports


1
SAM Searches, Queries and Reports
  • The University of Oklahoma
  • Purchasing Department
  • Pcard Administration Team

2
Pcard Team
Purchasing Office Office (405) 325-2811 Pcard
Administration Manager Suzanne Carter Office
(405) 325-5092 Pcard Administrator Joseph
Brenner Office (405) 325-9485
  • Purchasing Associate Director
  • Jean Wilson
  • Jean-Wilson_at_ouhsc.edu
  • Office (405) 325-6723
  • Cell (405) 623-4556
  • Pcard Administrator
  • Carol Lindley
  • Office (405) 325-3430


proadmin_at_ouhsc.edu
3
Topics
  • Transaction Review
  • Searches
  • Queries
  • Reports
  • Questions

4
Transaction Review
5
Transaction Review
6
Transaction Review
7
Search
  • Accessed from the Transaction Review page
  • Only allows you to retrieve information
  • Cannot be downloaded
  • Can manipulate charges from Search

8
Transaction Review
9
Search Default View
10
Search Eliminating Criteria
11
Search Adding Criteria
12
Search Results
13
Queries
  • Accessed from the Home page
  • Can be Saved and accessed at any time
  • Can be downloaded into Excel

14
Queries
15
Queries Selection Criteria
16
Queries Line Item Detail
17
Queries Available Fields
18
Queries Sorting
19
Queries Run or Save
20
Queries Exporting
21
Queries Saving
22
Reports
  • Accessed from the Home page
  • Custom Report
  • Preformatted results
  • Can be downloaded into Excel or Adobe

23
Reports
24
Reports Custom Report
25
Reports Selections
26
Reports Time Frames
27
Reports- Sorting
28
Reports Downloading
29
Reports Results
30
  • Questions?
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