PRWEB REPORTS GUIDE

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PRWEB REPORTS GUIDE

• PR STATUS REPORT
• STANDARD REPORTS

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PRweb PR Status Report

• Users can generate a PR Status Report to identify
  the status of a PR that has been received by the
  supporting contracting office
• Has it been received?
• Which PD2 user was it assigned to?
• Has a contract been awarded?
• If you know the complete PR number, type that
  number in the Search Criteria.
• If you do not know the complete PR number, enter
  as much as you have, and use the wild card in
  your search.
• Great care must be taken to limit the search
  criteria to minimize the impact on the database
  and keep from locking up your PC.
• List as much of the PR number as known.
• Narrow the window of beginning and ending dates.
  If you know the date the PR was created, list
  that date.

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Select PR Status Report

• Enter the Purchase Request Number in Search
  Criteria.
• Select the appropriate Display Scope
• If the complete PR number is not known
• Use the wild card (eg WK4FZW)
• Select the Start and End Dates
• Click on Search.

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Number of records found in window appears Click
Yes for results
Note that there is a sign next To the Query
Result. Doubleclick to reveal the
PR, Sub-directory folders, and details
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Information here pertains to highlighted PR. The
PD2 Document Owner is someone at the contracting
office that you can contact for information on
your PR. A plus sign on the Solicitation Folder
indicates solicitation is in process A plus sign
on the Award folder indicates that contract has
been awarded you can see the DO number in that
folder
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PRweb Standard Reports
Select STANDARD REPORTS from the Purchase Request
Menu. There are currently 3 standard reports
Doubleclick on required report to Open
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For all 3 reports Double click on required
report Choose the Sort order Click OK
Transactions meeting criteria appear on report
click Print HTML Report Button to print results
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Canceled and Active Status Reports User can
modify the Parameters for these reports
Double click on the parameter (Begin Date)
Change the value in the Enter new value
line Click enter Repeat for all values Click OK
for Report
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VALUE OF THE PRweb Locator Report

• When a PR is lost in action, and doesnt show
  in the View Open PR Status Report or PR Status
  Report, check the PRweb Locator Report.
• The PRweb Locator Report
• Identifies PRs that were held up in the approval
  process for 5 days or more and may require a
  reminder
• Identifies problem PRs. If the Current Station
  column is blank, there is likely a routing
  problem with this PR.
• In situations like this, it is best to view the
  PR from the Initiators desktop with their
  Username. Check for
• Sometimes the PR number is already in use at
  contracting. (Do a quick PR Status Report and
  search on All). It could be that when the
  originator first routed the PR, the number was
  original. However, if contracting enters that
  number after the PR has been routed (e.g. someone
  takes a hard copy over), the PR is caught at the
  final approval attempt and will not go to the
  contracting database.
• 2. PR is in originators draft or outbox folder
  and wont route because there are too many
  characters in the comments field. Abbreviate
  comments so that there are at least 10 character
  spaces left at end and try to route again.