Sourcing Reports Overview

The following sourcing reports are included with the ESM Sourcing module. These reports can be duplicated and modified based on your organization’s preferences. If the author's permissions are granted to a user for the folder containing these reports, they will be able to modify the reports. If read permissions are granted to a user for the folder containing these reports, they will be able to manipulate the assigned filters for the report, but no editing of the report fields or filters can be performed.

 

ESM Report #1 – Bid Event

This report will display bid line items for a specific award lot event. This includes items not published, not awarded, as well as events that are awarded. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #2 – Bid Input Form

This report will display a form with all bid event line items for a specific lot event that will be printed and distributed to users to write-in line item quantity requirements. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #3 – Requirements Bid No Response

This report will display all requirement bid response details for a specific event and a specific ship to location that have not been submitted. This report can only be run for events that have had requirements solicited but not submitted. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #3 – Requirements Bid Response

This report will display all requirement bid response details for a specific event and a specific ship to location. This report can only be run for events that have had requirements solicited and and the request has been submitted. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #13 – Award Worksheet Detail Report

This report shows All Bid Events. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #29 – Supplier Response Status Report

This report will display the supplier response status for all suppliers invited to respond to a bid event. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #41 – Quote Award

This report will display a quote award for a specific event. When this report runs, it will ask you for a specific event ID to return results for.

 

ESM Report #67 – Award Notification

This report will display the awarded supplier and the date that the award notification was sent. When this report runs, it will ask you for a specific event ID to return results for.

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