SAM Searches, Queries and Reports

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SAM Searches, Queries and Reports

• The University of Oklahoma
• Purchasing Department
• Pcard Administration Team

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Pcard Team
Purchasing Office Office [phone] Pcard
Administration Manager Suzanne Carter Office
[phone] Pcard Administrator Joseph
Brenner Office [phone]

• Purchasing Associate Director
• Jean Wilson
• Jean-Wilson_at_ouhsc.edu
• Office [phone]
• Cell [phone]
• Pcard Administrator
• Carol Lindley
• Office [phone]

proadmin_at_ouhsc.edu
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Topics

• Transaction Review
• Searches
• Queries
• Reports
• Questions

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Transaction Review
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Transaction Review
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Transaction Review
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Search

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

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Transaction Review
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Search Default View
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Search Eliminating Criteria
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Search Adding Criteria
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Search Results
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Queries

• Accessed from the Home page
• Can be Saved and accessed at any time
• Can be downloaded into Excel

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Queries
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Queries Selection Criteria
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Queries Line Item Detail
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Queries Available Fields
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Queries Sorting
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Queries Run or Save
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Queries Exporting
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Queries Saving
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Reports

• Accessed from the Home page
• Custom Report
• Preformatted results
• Can be downloaded into Excel or Adobe

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Reports
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Reports Custom Report
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Reports Selections
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Reports Time Frames
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Reports- Sorting
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Reports Downloading
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Reports Results
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• Questions?