Page 44 - Participant Guide - Unanet GovCon Using Purchasing

Review Purchasing Reports

Navigate: Reports > Dashboard >Project Accounting > Details > Project Commitments

Project Commitments Details Report – shows what commitments contributed to the
total cost of projects. Project commitments represent the unused value of an Open or
Closed Purchase Order (PO) and its Approved Mods that are associated to a project. If
there is an approved PO that has no detail lines, and there are no vendor invoices,
timesheets, or expense reports that reference that PO, then the commitment value is
the full amount of the PO summary. All actual costs that reference the PO, i.e., detail
line items/cells from vendor invoices (not including PO Funding Cap Adj.), timesheets,
or expense reports, reduce the value of the commitment. Roles of Purchaser, Purchase
Order Viewer, Resource Requestor, Project Viewer, Project Manager, Project Lead, and
Project Approvers are needed.

(Note: Unmapped – When a PO is associated with a project the commitment values will be
included as unmapped until the actuals are recognized)

Activity 5.3 Project Commitments Report

Login as Peter Purchaser (Purchaser) - ppurchaser / welcome

Activity Steps:
1. On a separate tab Navigate: Reports > Dashboard > Financials > Project
Accounting > Details > Project Commitments

2. Run the Project Commitments with the following criteria:
• THROUGH DATE (Commitment Date) Fiscal – Previous Year
• INCLUDE TRANSACTIONS Expense

3. Review the results to answer the following:
Question: Answer

a) What are the various COST ELEMENTS listed?

b) What are the various DOC TYPES listed?

c) What is the COMMITMENT value for PO #854?

4. Keep report open to refresh after next Activity

LESSON 5 MANAGE AND MONITOR PURCHASING
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