Overview
Reviewing your department’s PO landscape is critical to ensuring proper PO hygiene. To help support this review, UCLA Campus Purchasing & Payables has created several canned reports:
- Open PO Dashboard
- Soft-Closed PO Dashboard
- Auto-Rejected Invoices Dashboard (for closed POs)
NOTE: Custom reporting is also available in BruinBuy Plus.
Open PO Dashboard
The Open PO Dashboard:
- Provides a holistic view of your unit’s open POs
- Flags stale POs, as well as POs nearing exhaustion
- Allows you to visualize and filter data
- Offers PO-specific details you can export
- Refreshes at 5 p.m. PT every business day
NOTE: The dashboard reflects data from the previous business day.
You can easily request access through the Dashboard Access Request form. Access is normally provisioned within five (5) business days of request submission.
NOTE: If you have access to the Irregular Invoice Dashboard, you should also have access to the Open PO Dashboard.
Follow the steps in the How to Navigate the Campus Open PO Dashboard training guide.
Follow the steps in the How to Download Details from a Tableau Dashboard training guide.
Soft-Closed PO Dashboard
The Soft-Closed PO Dashboard is accessed directly through BruinBuy Plus and:
- Provides a high-level overview of your unit’s soft-closed POs
- Allows you to sort by department, PO owner, and more
- Offers PO-specific details you can export
- Reflects real-time data
TIP: Access the PO Closure web page to learn more about soft-closed POs.
Dashboard access is automatically granted to BruinBuy Plus users. The dashboard will only show the soft-closed POs associated with the departments to which you have been provisioned DACSS access. If you experience access or visibility issues, contact your DSA prior to reaching out to the BruinBuy Plus Service Desk.
Follow the steps in the How to Access & Use the Soft-Closed POs Dashboard training guide.
Auto-Rejected Invoice Dashboard
The Auto-Rejected Invoice Dashboard captures invoices that were auto-rejected because the associated PO is Closed (this does not include Soft Closed status).
- Allows you to visualize and filter data
- Offers invoice-specific details you can export
- Refreshes at 5 p.m. PT every business day
NOTE: The dashboard reflects data from the previous business day. It does not reflect invoices manually rejected by AP nor those on hold due to an invalid PO number.
You can easily request access through the Dashboard Access Request form. Access is normally provisioned within five (5) business days of request submission.
NOTE: If you have access to the Irregular Invoice Dashboard, you should also have access to the Auto-Rejected Invoices Dashboard.
COMING SOON!
Follow the steps in the How to Download Details from a Tableau Dashboard training guide.
FAQs
Coming soon!
