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 What step of the Purchase-to-Pay process are you in today?
Reports allow you to track your purchases and payments for proper internal controls over your transactions. Reports also provide you with quick access to your POs, supplier invoices, and payment information as well as answers to common questions like, "have we been invoiced for this purchase, and if so, has the invoice been paid?"

The reports you access depend on the type of purchase you made. Use the table below to find recommended reports to help you track your purchases and payments. To see which reports can help you based on common work scenarios, refer to the PDS Reports guide. For a complete list of reports available in InfoView AP/PO, click here.

If your purchase type is...	...then your payment request type is	Payment Options	Recommended Reports
1180	Requisition Form for Internal Charges submitted to the Office of Financial Affairs	Transfer of charge from one center to another on the GL via journal entry	eDog: MD091 Report of Transactions
Consultants	Contract and Payment Form for External Consultants < $5,000	Check, wire transfer	APPO Reports: Demand Check Payment Status
Demand Check-Check Request	Check Request form	Check, EFT, wire transfer	APPO Reports: Demand Check Payment Status
Demand Check-Travel Advance or Reimbursement	Travel forms	Check, wire transfer	APPO Reports: Demand Check Payment Status
Demand Check-Stipend	Stipend form	Check	APPO Reports: Demand Check Payment Status
eProcurement PMM Paper Requisition (A-req, C-req, or S-req)	PO- Invoice - Voucher process	Check, EFT, wire transfer	APPO Reports: PO Detail (single or multiple)- to check PO information; Invoice Payment Status- to see if an invoice has been paid or when it's scheduled to pay; Invoice Detail (single or multiple DIR)- to check the Invoice information
PCard	Credit card payment	Credit card payment	Access Online Reports

Vanderbilt must report certain types of payments for services, rents, etc. to the IRS annually via Forms 1099 and 1096. Vanderbilt must also report this information to the recipients of the payments by sending a Form 1099 which includes the total of all applicable payments for the preceding calendar year. These forms are mailed out by January 31 each year. For more information...

• Click here to see what types of payments Disbursements Services must report to the IRS.
• Click here if you or a supplier has questions about reporting to the IRS by Disbursement Services.

Who can sign my form or approve my purchase? Click here to learn how to look up Signature Authority (SigAuth) Information.

Procurement and Disbursement Services (PDS) offers you reports that answer your most common purchasing, payment and demand check questions. The intent of the reports is to consolidate and streamline your purchase-to-payment tracking and reporting.

The tool used to publish these reports is called InfoView, which is made by Business Objects. Note that you do NOT need Business Objects training to run the APPO Reports.

To access the PDS reports, you will need
1) BO – APPO Universe access* AND
2) at least one of the following privileges:

eDog Transaction Approver eDog Viewer eProcurement Executor eProcurement Reviewer eProcurement Viewer

Capital Req Approver Check Req Approver Check Travel Adv/Exp Approver Purchase Req Approver Small PO Approver Stipend Req Approver

Click here to obtain BO-APPO Universe access
Click here to request eDog privileges
Click here to request eProcurement privileges
Click here to request Signature Authorization privileges

*Note: you only need access to the Business Objects APPO universe; you do NOT need Business Objects training to run these reports.

1. Navigate to the InfoView login:  Business Objects InfoView XI Login
2. Set Authentication Type to LDAP, enter your VUnet ID and e-password, and click Log-On.
3. Under Public Folders, expand APPO, and then click Prod Reports. The list of available reports will be listed.

1. Click on the report name. You will be prompted to enter your criteria.
2. Enter your criteria, and click Run Query. The report will be displayed in your browser window.
3. If you want to save a report, click here to learn about your options for doing so.

Your options for report training include:

Financial Foundations- Your departmental financial responsibilities and APPO Reports are covered in the Financial Foundations II and III classes respectively. Click here to log into The Learning Exchange and view all Financial Foundations training opportunities.

• Log into the Learning Exchange with your VUnet ID and ePassword.
• In the upper left corner of the home page, type financial foundations in the keyword text box and click the Search button.
• Classroom trainings are identified as learning events in The Learning Exchange. Begin with Financial Foundations I for University or Medical Center Staff, depending on the area in which you work.
• Click the plus sign next to Show Learning Events to see all dates and times available for registration.
• Click a date/time listed to see more information about that particular class.
• To register for a class, click the Register button next to a date/time listing or at the bottom of the details page for a selected date/time.

APPO Online Reports Lesson 1: Overview
APPO Online Reports Lesson 2: Running A Report

This training will teach you about the InfoView reporting tool in general. Vanderbilt publishes many reports through this application, so depending on your privileges, you might be able to run reports outside of the Procurements/Disbursements scope. This training will explain what user options you have in InfoView, regardless of what specific reports you generate.

Link to InfoView XI Training
For tips on making the most of your InfoView settings, please click here.

(Note that you do NOT need Business Objects training to run these reports.)

Click here to go to the Training Page, where all PDS-related training is listed.