Commitments

About this report

Information

Data Sources: EdBuy
Updated: Daily (refreshed at the end of each day)

Designed for

The Commitments report provides schools with an integrated view of all orders that have a commitment value. It is found within the Finance (Schools) app for school leaders, SAMs and BMs.

Benefits

How can I use this report?

This report allows users to view their commitments instead of the School PO/ Commitment Details report in SAP (which at the time of this document does not currently include EdBuy Commitment). This allows schools to reconcile the accounts balances for the portion of commitments missing in SAP.

What should I look for?

A table of all purchase order details is included with a summary of values and a comparison chart. The columns in the table can be sorted (by name or value) and the report can be filtered by vendor name.

Note: this report does not include purchases made using PCards

Commitments report screenshot
Image: Commitments report

Using the report

Select results with slicers

The slicers allow selections to be made in order for the desired information to be displayed in the visuals.

Selection slicers
Image: Selection slicers

Note: for all of the slicers, a blank selection will be treated in the same way as selecting all of the options for that slicer. For example, not selecting a vendor will display results for all the vendors.

View the charts

Your selections will automatically be applied to the charts available on this report.

Summary

The summary values give an immediate view to the totals of Purchase Order, Commitment, To be Delivered and To be Invoiced values.

Example of the summary visual
Image: Summary values

These match the totals of the corresponding columns in the table and will update when different selections are made in the slicers or when individual lines are highlighted on the table.

Values comparison graph

These values are also represented in the bar graph in the top right of the report, along with the colour code legend:

Example of the comparison graph
Image: Comparison graph

Purchase order and commitment details

The table across the bottom of the report includes all details for each purchase order, with each line item as a row of the table. Use the scroll bar to see all columns in the table:

Example of the details table
Image: Table with commitment details

Cross-highlight:
Each line of the table is interactive and the rest of the report is responsive. Select one item of interest and the other visuals will update automatically to reflect this selection as a highlighted value:

Cross highlight example
Image: Example of cross highlighting

Other tips:

· Selecting this again or selecting the white background will remove the highlight.

· Multiple lines can be selected by holding CTRL + selecting.

· Sort columns (by value or name) by selected the header

Export the results

The information from within this report can be exported easily. Hover over a chart or table and select the ‘More options’ ellipsis icon once it appears. Then select ‘Export data’.

This will bring a confirmation box to download the current names in the table as spreadsheet for editing and printing.

Export data
Image: Export data

Reset to default

If you wish to remove selections you have made and return to the initial view, select ‘Reset to default’ from the top right of the window:

Reset to default
Image: Reset to default

Need further help?

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