|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Purpose of Request:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
This request is part of the ERP Software Selection project. The purpose of this request is to gather
all reports that are used throughout the organization in order to provide
vendors with examples of reports that 1) may need to be created in new
systems, 2) reports that may need to be integrated with new systems and/or 3)
report data that may need to be exported from new / current systems.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Instructions
for Completing this form:
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1
|
Complete the Catalog of Report tab
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2
|
Communicate with other
individuals in your functional area / departement to ensure all reports are
included in your list
|
|
|
|
|
|
|
|
3
|
Include any reports that
pertain to other processes you may be responsible for, even if not
specifically noted on the [Functional Contacts] tab
|
|
|
|
|
|
4
|
Refer to table below for
definitions / examples of the data requested on the following tab [Inventory
List]
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
Column
|
Definition
|
|
|
|
|
|
|
|
|
|
|
| |
Rpt # (Internal Use Only)
|
Do not complete this
column.
|
| |
Function
|
Enter functional
area you work in, i.e. Accounts Payable, Accounts Receivable, Member A/R,
etc.
|
| |
Process Flow
|
Enter the process in
which the report is created, i.e. applying cash, member AR refunds, AR month
end, Fixed Assets purchases, etc.
|
| |
Report Name / Report Header
|
Exact name of report
and/or report header information
|
| |
Description of Report / Report Used
For…
|
Details around why,
for whom, or what purpose, who uses, etc.
|
| |
Preparer
|
Who is responsible
for running and/or preparing the report
|
| |
Approved By
|
Enter name of
approver if the report requires approval before being final
|
| |
Fwd. To
|
Enter name of
individual/department that the report is forwarded to, if applicable
|
| |
Frequency of Report
|
How often is the
report created/run/prepared
|
| |
Application where Report is Produced
|
Enter application
the report is created/run/prepared, i.e. Solomon, RxClaim, RxExpress, FAS,
Excel, Access, etc. ***Note, If the
report is run in FAS, exported to Excel and then add'l work is done in Excel,
split into 2 reports (1 run from FAS, 1 created in Excel)
|
| |
Sample Report Attached
|
Yes/No if you
included a sample of the report when returning this list
|
| |
Sample Report Type
|
Hardcopy, Softcopy
(electronic). Note: Softcopy perferred.
|
| |
If no sample report attached, Reason
|
Enter reason a
sample report could not be produced
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
