Reports and Transaction Runs

Reports

Users will have access and run Unimarket reports to obtain community data, with the following roles:

Community Administrator
View Transactions or
Create Invoices

You can watch this short video on how to review reports or continue reading below:

Access Previously Ran Reports

To access previously ran reports, select the Insights module > click Reports > in the desired report line, select Actions > click Download to extract the report in CSV format.

Note: Reports older than 18 months will be removed.

Create One-Time Report

You can watch this short video on how to create and run a new report or continue reading below:

To create a one-time report, go to the Insights module > click Reports > select Run Report, in the upper right corner.

A pop-up box will appear to insert the desired email address in the Email Address field. This is where a notification will be sent when the report is ready.

In the Report Type field, insert the desired report type > in the From Date and To Date fields, choose the desired dates and times. The date ranges default to one month.

Once completed, select Create.

The report will be added to the list > once the State is in Complete > select Actions > click Download.

Report Types

Report Type templates define the format and content of the report.

Templates can be:

Added to the community from a list of standard Unimarket templates or
There may be custom templates defined and added to the community, as part of the delivery process.

To add a new standard template, please contact Unimarket Support (support@unimarket.com). Stating the templates you would like loaded.

The current available templates are listed below:

Standard Templates	Description
Unimarket Commitments	Provides an overview of commitments.
Unimarket Goods Received Not Invoiced	Lists order items created in the specified date range that have been received but do not have a matched invoice.
Unimarket GRNI Accruals Reconciliation	Goods Received Not Invoiced optimized for accruals reconciliation. Selects orders that were received between From Date and To Date.
Unimarket Invoices - All	Lists all invoices created in the specified date range.
Unimarket Invoices - Matched	Lists matched invoices created in the specified date range.
Unimarket Order Report	Lists orders created in the specified date range.
Unimarket Receiving report	Lists all buyer receiving that occurred in the specified date range.
Unimarket Requisition Items in Progress	Lists requisition line items created in the specified date range that are still awaiting approval.
Unimarket Requisitions In Progress	Lists requisitions created in the specified date range that have at least one item still awaiting approval.
Unimarket Blanket Order Report	Lists blanket orders with valid from dates in the specified date range.
Unimarket Expenses	Lists expenses created in the specified date range.
Invoice Items Pending Receiving	Lists all invoice items within the specified date range that are still pending receiving along with the users responsible for receiving the linked order item.
Orders Created After Invoice	This report identifies orders raised after invoice date. It highlights spend for which pre-approval was not completed.
Time From Order to Fully Received	The purpose of this report is to allow analysis of receiving behavior against order lines. It measures the time from order line creation to receiving closed.
Unimarket Requisitions	A list of requisitions placed in the system. All states.
Unimarket Requisition Approval Statistics	Requisitions and their associated approval timelines.

Report Types Overview
Report Type templates define the format and content of the report. Templates can be:
- Added to the community from a list of standard Unimarket templates or
- There may be custom templates defined and added to the community, as part of the delivery process.
To add a new standard template, please contact Unimarket Support (support@unimarket.com). Stating the templates you would like loaded.

The available standard templates listed, provide a brief description of included columns.

Invoice Items Pending Receiving

The Invoice Items Pending Receiving report lists all orders where the line items are Pending Receiving.

The columns on this report are: On Behalf Of, Order Number, Order Date, Order Type, Buyer Name, Supplier ID, Supplier Name, Invoice Number, Invoice Line Number, Amount, Currency, Invoice Created Date, Invoice Date, Creator, Supplier Created.

Sample report: Invoice Items Pending Receiving Example

Orders Created After Invoice

The Orders Created After Invoice report lists all Orders within the specified date where the Created date is greater than the Invoice date.

The columns on this report are: Order Number, Created Date, Retrofit Order, Invoice Number, Invoice Date, Calculation of Days Since Invoice Date, Invoice Subtotal, Buyer Name, and Supplier.

Sample report: Orders Created After Invoice Example

Unimarket Goods Received Not Invoiced (GRNI)

The Unimarket Goods Received Not Invoiced report lists order line items created within the specified date range that have been received but do not have a matched invoice. It includes all order line items with the receiving has been completed or closed. The report will exclude line items that have receiving open, were paid via Stripe or orders that are closed or cancelled.

The columns on the report are: Supplier Vendor ID, Product Code, Product Name, Quantity, Received Quantity, Invoiced Quantity, Currency, Unit Price, Subtotal, Tax, Total, Account Code, Distribution Percentage, Distribution Amount, Receiving State.

Sample report: Unimarket Goods Received Not Invoiced Example

Time From Order to Fully Received

The Time From Order to Fully Received report lists all orders within the specified date range that have at least one line item fully received. This report excludes Line items that have partial or no receiving.

The columns on this report are: Order Number, Order Created Date, Order Line Number, Order Line Quantity, Receiving State, Received Quantity, Receipting Date, Calculation of Receipting Days, Unit Price, Subtotal, Tax, Total, Buyer Name, Supplier.

Sample report: Time From Order to Fully Received Example

Unimarket Blanket Order Report

The Unimarket Blanket Order report lists blanket orders with valid from dates in the specified date range.

The columns on this report are: Blanket Order Number, Change of Order Number, Blanket Order Description, Details, Buyer, Supplier, Supplier ID, Org Unit, Valid From Date, Valid to Date, State, Value, Funds Available, Funds Allocated, Currency, Account Code, Financial Year, Blanket Requisition Number, Available To.

Sample report: Unimarket Blanket Order Report Example

Unimarket Expenses

The Unimarket Expenses report lists all expense claims loaded in Unimarket within the specified dates.

The columns on this report are: Expense Number, Buyer Vendor Id, Buyer Name, Buyer Username, OBO Vendor Id, OBO Name, OBO Username, Category, Claim Number, Claim Name, Created, Date, Description, Expense Type, Payment Type, Payment Type External Id, Reimbursement Type, Reimbursement Type External Id, State, Supplier, Supplier External Id, Amount, Account Code, Distribution Percentage, Distribution Amount.

Sample report: Unimarket Expenses Example

Unimarket GRNI Accruals Reconciliation

The Unimarket GRNI Accruals Reconciliation report is a Goods Received Not Invoiced report optimized for accruals reconciliation. This report lists orders that were received within the specified date range, it includes all line items that have been received but do not have a matched invoice.

The columns on this report are: Order Number, Order Date, Supplier Name, Supplier Vendor ID, Order Line Number, Order Line Description, Order Line Quantity, Received Not Invoiced Quantity, Received Not Invoiced Total.

Sample report: Unimarket GRNI Accruals Reconciliation Example

Unimarket Invoices - All

The Unimarket Invoice - All report lists all Invoices within the specified date range. The report is grouped by Invoice Line Item and Account Code. All invoices loaded into Unimarket are included on this report.

The columns on this report are: Invoice Number, Line Number, Order Number, Created, Invoice Date, Matched Date, Creator Username, Creator Name, Supplier Created, State, Order Type, Supplier, Supplier Vendor ID, Product Code, Description, Category Code, Category Name, Quantity, Currency, Unit Price, Subtotal, Tax, Total, Serial Numbers, Account Code, Distribution Percentage, Distribution Amount, Receiving State, Buyer Username, Buyer Name, On Behalf Of, Order Variance Approved, Order Variance Username, Order Variance Date, Receiving Variance Force Matched, Receiving Variance Username, Receiving Variance Date.

Sample report: Unimarket Invoices All Example

Unimarket Requisition Approval Statistics

The Unimarket Requisition Approval Statistics report lists all requisitions within the specified date range excluding requisitions that are Incomplete or Abandoned.

The columns on this report are: Requisition Number, Line, Requester, Buyer, OBO, Outcome, Approver, Task Created ,Task Completed, Total Time (Hours), Approver Decision, Approve / Decline Reason.

Sample report: Unimarket Requisition Approval Statistics Example

Unimarket Invoices - Matched

The Unimarket Invoices - Matched report includes invoices where the State is Invoice Accepted or Downloaded within the specified date range. This report will exclude invoices in any other State.

The columns on this report are: Product Code, Description, Category Code, Category Name, Quantity, Currency, Unit Price, Subtotal, Tax, Total, Serial Numbers, Account Code, Distribution Percentage, Distribution Amount, Receiving State, Buyer Username, Buyer Name, On Behalf Of, Order Variance Approved, Order Variance Username, Order Variance Date, Receiving Variance Force Matched, Receiving Variance Username, Receiving Variance Date.

Sample report: Unimarket Invoices-Matched Example

Unimarket Order Report

The Unimarket Order Report lists orders within the specified date range excluding cancelled orders.

The columns on this report are: Order Number, Change of Order Number, Line Number, Requisition Number, Created, Order Date, Order Type, Payment Method, Is Retrofit, Blanket Order, Organization, Org Unit Code, Org Unit, Buyer Name, Buyer Username, On Behalf Of, Supplier, Supplier Vendor ID, Product Type, Product Code, Product Name, Category Code, Category Name, Quantity, Unit of Measure Name, Unit of Measure Code, Currency, Unit Price, Subtotal, Tax, Total, Distribution Percentage, Distribution Amount, Receiving State, Has Downloaded Invoice, AcctPart.

Sample report: Unimarket Order Report Example

Unimarket Receiving Report

The Unimarket Receiving Report lists all receiving done within the specified date range.

The columns on this report are: Receipt Date, Created Date, Receipt Number, Note, Action, Received Quantity, Received By Username, Received By Name, Receiving State, Total Received, Quantity, Total Invoiced Quantity, Outstanding Quantity, Order Number, Line Number, Order Type, Buyer Username, Buyer Name, Store Name, Store Vendor ID, Product Code, Product Name, Quantity, Currency Code, Unit Price ,Subtotal, Account Code Distribution Percentage, Distribution Amount.

Sample report: Unimarket Receiving Report Example

Unimarket Requisition Items in Progress

The Unimarket Requisition Items in Progress lists requisitions created in the specified date range with at least one line item awaiting approval.

The columns on this report are: Requisition Number, Description, Begin Approval Date, Type, Supplier, Buyer, On Behalf Of, Current Approver, Organization Unit, Account Code, Distribution Percentage, Distribution Amount, Currency, Unit Price, Quantity, Subtotal, Tax, Total.

Sample report: Unimarket Requisition Items In Progress Example

Unimarket Requisitions In Progress

The Unimarket Requisitions In Progress report lists all requisitions created within specified dates that are still in the approval process. This will exclude line items that have been approved.

The columns on this report are: Requisition Number, Description, Begin Approval Date, Type, Supplier, Buyer, On Behalf Of, Current Approver, Lines, Organization Unit, Currency, Subtotal, Shipping, Tax, Total.

Sample report: Unimarket Requisitions In Progress Example

Unimarket Requisitions Report

The Unimarket Requisitions Report lists all Requisitions created within the specified date range excluding requisitions that are Incomplete or Abandoned.

The columns on this report are: Requisition Number, Requisition Date, Supplier, Requisition Type, Requisition State, Requester, Buyer, OBO, Order Number, Order Submission, Org Unit, Created From Invoice, Order Receiving Contract Number, Blanket Amount Sent, Blanket Amount Hidden, Subtotal, Tax, Total, Justification Type, Justification, Approved Date, Cycle Time (Hours), No of Approvals.

Sample report: Unimarket Requisitions Report Example

Note: Cycle Time (Hours) is the time from when a requisition is initially created to the time it is fully approved.

Custom Reports

If you want to define custom report templates, please contact your Customer Success Manager.
Understanding your Order Report
Unimarket Order Report

The Unimarket Order Report is an insightful report to support organisations with spend analysis. The below summary is provided to assist understanding what the Order Types and Retrofit True (Y) or False (N) correlate to.

Blanket

This number reflects all newly created/approved blankets during the selected timeframe plus all approved blanket order changes--i.e. the changed blanket order’s created date is the date the change order was approved.

Retrofit Release

This number reflects all approved release orders that were initiated from an invoice that was entered against a blanket order and routed for acceptance by the Buyer.

Standard (Retrofit = N)

This number reflects all approved standard orders that were initiated from a Buyer.

Standard (Retrofit = Y)

This number reflects all orders created from the invoice initiating the process, or an approved standard order marked as retrofit (retrofit selection is possible against lite suppliers).

Standard Release (Retrofit = N)

This number reflects all approved release orders that were initiated from the Buyer or Available To User entering a standard requisition (not a retrofit), and charging it to the blanket order.

Standard Release (Retrofit = Y)

This number reflects all approved release orders that were initiated from the Buyer or Available To User entering a standard requisition and marking it as a retrofit, and charging it to the blanket order; or by an invoice posted against the blanket order.
Scheduled Reports
To support customers with extracting data from Unimarket on a regular basis, there is the ability to generate scheduled report runs.

Users with the Community Administrator, Create Invoices or View Transactions roles can create scheduled reports.

Note: Currently, this feature is only available to run on a specific day. We have not provisioned the ability to select a month-end or once a month type of schedule, yet.

Watch this short video on how to create a scheduled report or continue reading below:

Create Schedule Reports

To create scheduled reports, go to the Insights module > select Schedules > click More Actions > click +Schedule Report.

The Schedule Report pop-up box will appear.

Each field description and details are listed below.

Schedule Name: Enter the desired name of the scheduled report cycle.

Report Type: Select the desired report type.

Predefined Period:
- Last Month: Uses predefined logic. On the first day of each month, it will generate for the previous month. Example: September 1st will include all data from August 1st - August 31st.
- Last 3 Months: Uses predefined logic. On the first day of each month, it will generate for the previous quarter. Example: April 1st will include data from January 1st - March 31st.
- Last 6 Months: Uses predefined logic. On the first day of each month, it will generate for the previous 6 months. Example: August 1st will include all data from February 1st - July 31st.
Duration: How much data to include in the report from the time it was ran.

Period Type: Select from the available options.
- Hour(s): 1 to 48
- Day(s): 1 to 365
- Week(s): 1 to 52
- Month(s): 1 to 12
Days: Select the day or days of the week that you would like this report to run. You can use this in combination with Run Time, to do something like "Every Monday & Wednesday at 8am."

Run Time: Select the time of day you would like this report to run. If you would like this report to run at multiple times of the day, select to add additional times.

Recipients: Insert the desired recipient's email address(es).

Endpoint: Where to send the completed reports. Contact Unimarket Support for help getting this list updated.

Alternatively, an sFTP endpoint can be chosen to securely submit the data to a folder location on the customer's side.

Filename Template: A filename template for the generated scheduled report. The name can be edited to suit the needs of the user and allows a few variable terms to be used. This means the variable term entered is automatically replaced with the matching piece of data. Please see the examples below:
- ${runDate(PATTERN)} - The date when the scheduled export/report was generated, replace "PATTERN" with a date/time formatting:
  - - MM-dd-yyyy_HH_mm_ss - Will be replaced with 06-01-2018_02_22_39
      
      yyyy-MMM-dd-hhm - Will be replaced with 2018-Jun-01-0225
- ${scheduleName} - The name of the Scheduled export/report
Example template:
ScheduledReport_${scheduleName}_Date-${runDate(YYYY-MM-dd_hh-mm-ss)} ->
ScheduledReport_ScheduleName_Date-18-06-16_02-46-19.csv

Once completed, select Add. To schedule additional reports, select Add More.

Order Exports

For simplified reporting, a user can use the Order Exports feature without requiring a specific role to access the Insights module in Unimarket.

Order Exports is a useful tool for cost center managers or buyers, to provide a view of applicable orders.

Watch this short video on how to Export Orders or read below for additional details:

Export Orders

To export orders, go to the Marketplace module > select Orders.

The page can be filtered if there is a specific set of data you are seeking (e.g. date range, supplier), by selecting Filters.

Click Export on the right of the screen > select Export Orders or Export Order Lines.

The Export Orders will provide the summary/header level detail of the orders and Export Order Lines will provide a line level breakdown of orders.

Note: Values used in exports, exclude GST & Shipping.

Type	Fields
Export Orders	Order Number, Change Of Order Number, Order Type, Payment Method, Payment Status, Retrofit Order, Created Date, Order Date, Order State, Receiving State, Has Accepted Invoice, Requisition Number, Blanket Order, Blanket Balance, Organisation, Org Unit Code, Org Unit, Buyer ID, Buyer, Supplier ID, Supplier, Supplier Tags, Currency, Order Value, ShipTo, Bill To
Export Order Lines	OrderNumber, OrderType, PaymentMethod, PaymentStatus, RetrofitOrder, CreatedDate, OrderDate, OrderState, ReceivingState, HasAccepted Invoice, RequisitionNumber, BlanketOrder, BlanketBalance, Organisation, OrgUnitCode, OrgUnit, BuyerID, Buyer, SupplierID, Supplier, SupplierTags, Currency, OrderValue, LineNumber, ProductSource, CatalogueTags, ProductName, ProductCode, ProductTags, UnitPrice, Quantity, UnitOfMeasureName, UnitOfMeasureCode, ReceivedQuantity, InvoicedQuantity, RceivedAmount, InvoicedAmount, OrderLineAmount, SplitPercentage, AcctCodeFormat, AcctPart1, AcctPart2, AcctPart3, AcctPart4, AcctPart5

Once the desired option is selected, a pop-up box will appear > select the hyperlink titled Here to proceed to the Background Jobs screen.

Once your CSV file is in a Finished state, select Download.

Running an Export of Financial Commitments
Users with the Community Administrator role, can gain a clear picture and understanding of the community's current financial commitments, for the:
- Ordered
- Received
- Invoiced (GRNI) quantities and
- Dollar amounts; for each open (not fully received) order lines.
Additionally, users can schedule the export. By referring to help article Schedule Financial Commitment Report.

Export of Financial Commitments

To export an Excel CSV format of the community's financial commitments, go to the Marketplace module > click Orders > select Filters.

To see all commitments, clear the Created Date field. This will search all open order lines.

In the Views field, select Commitments > click Export > select Export Order Lines.

The Background Jobs screen will populate > once the desired file is in a Finished state, click Download.

Transaction Runs

A Transaction Run is used to allocate matched invoices (or expenses), to a specific numbered transaction Run.

Matched is the state of an invoice that has matched the original order. For additional information refer to help articles Viewing Invoices and Invoice Module Administration.

When extracting invoice information to upload into an external system for payment. The transaction run ensures:

Invoices cannot be picked up more than once, to prevent any being paid twice and
Will only pick up invoices that are not yet part of an existing transaction run.

Users with the Community Administrator or Create Invoices role can:

Create a transaction run
Review invoice information and/or
Download all transaction runs

Create a Transaction Run

To create a transaction run, go to the Insights module > select Transaction Runs > click More Actions > select +Create Transaction Run.

The Create Transaction Run pop-up box will appear.

Each field description and details are listed below.

Filename Template: A filename template for the generated scheduled report. The name can be edited to suit the needs of the user and allows a few variable terms to be used. This means the variable term entered is automatically replaced with the matching piece of data. Please see the examples below:

${runDate(PATTERN)} - Transaction Run generated date, replace "PATTERN" with a date/time formatting:
- - - MM-dd-yyyy_HH_mm_ss - Will be replaced with 06-01-2018_02_22_39
    - yyyy-MMM-dd-hhm - Will be replaced with 2018-Jun-01-0225
${runNumber} - Will be replaced with the Transaction Run number
${randomNumber} - Will be replaced with a random number
${reportName} - Will be replaced with the Transaction Run Report name

Example template:
TransactionRun_${reportName}_Date-${runDate(YY-MM-dd_hh-m-s)} -> Generated as TransactionRun_ReportName_Date-18-06-16_02-46-19.csv

Date From/Date To fields: Transaction runs can be created with or without a date range depending on the needs:

By using a date range - if you specify a date range for the transaction run it will pick up invoices based on what option you select in the drop down list for 'Invoice Date Type' during the creation of the run.
Created Date - if you select this option it will pick up invoices created (entered in Unimarket) within the date range you have chosen, i.e. if you create a transaction run for 1 June-30 June it will pick up all invoices created within that date range, as long as the invoices haven't already been allocated to a transaction run.
Invoice Date - if you select this option it will pick up invoices with an invoice date within the date range you have chosen, i.e. if you create a transaction run for 1 June-30 June it will be pick up all invoices with an invoice date within that date range, as long as the invoices haven't already been allocated to a transaction run.
Open (i.e. no date range) - if you choose not to select any date range and leave the date fields blank when creating the transaction run it will pick up all invoices based on what option you have selected in the drop down list (Created Date/Invoice Date).
Hybrid - you can select either a start date or an end date depending on what information you are after:

Scenarios:

If the user want all invoices from when the community started using Unimarket, until the Year-End date, in Date From field, leave blank > in the Date To field, select the desired end date.
If the user want all invoices from a specific date until the current date, in the Date From field enter the desired start date > in the Date To field, leave blank.

Note: For both scenarios, the system will pick up any invoices not yet allocated to a transaction run.

Supplier Access - Select either suppliers that are accessible by all customers on Unimarket (Public) or on internal use only suppliers (Internal). Leave blank to report on all.

Exclude: The scheduled transaction run will contain records for all suppliers except for those selected. The filed is blank by default.

Include: The scheduled transaction run will only contain records for the selected supplier.

Supplier: Select a desired supplier or leave blank, if you don't want to exclude any suppliers.

Connected Suppliers Only: Checking the box will ensure only currently connected suppliers are reported on. Unchecking the box will report on all suppliers.

Organizations: Select specific organizations to report on or leave blank to report on all.

Transaction Type: If your community uses more than one type of transaction, you will need to select the type you wish to report on.

Invoice Date Type: Choose from the available options provided.

Once completed, select Create > a notification box will appear at the top of the screen.

Select Transaction Runs on the left side panel.

Click the Transaction Runs tab > once the file is in the Processed state > click Actions > select Download.

View/Download Previous Transaction Runs

Go to the Insights module > click Transaction Runs > in the Created Date field, select the desired range > click Actions > select View or Download.

View will lead the user to the Transaction Run screen, to view a list of the transaction types.
Download will allow the user to download the CSV format file.

Recurring Scheduled Transaction Runs

Transaction runs can be scheduled to run recurring reports, that will automatically run and save to a specific location.

To schedule a recurring scheduled transaction runs, go to the Insights module > select Transaction Runs > click More Actions > select +Schedule Transaction Run.

The Schedule Transaction Run pop-up box will appear to insert the desired.

Each field description and details are listed below.

Name: Enter the desired name of run.

Days: Select the day or days of the week that you would like this report to run. You can use this in combination with Run Time, to do something like "Every Monday & Wednesday at 8am."

Run Time: Select the time of day you would like this report to run. If you would like this report to run at multiple times of the day, select to add additional times.

Email Addresses: Where to send the reports notification after generating the transaction run.

Transaction Type: If your community uses more than one type of transaction, you will need to select the type you wish to report on.

Exclude: The scheduled transaction run will contain records for all suppliers except for those selected. The filed is blank by default.

Include: The scheduled transaction run will only contain records for the selected supplier.

Supplier: Select a desired supplier or leave blank, if you don't want to exclude any suppliers.

Connected Suppliers Only: Checking the box will ensure only currently connected suppliers are reported on. Unchecking the box will report on all suppliers.

Organizations: Select specific organizations to report on or leave blank to report on all.

Supplier Access: Select the desired option or leave blank to report on all. Public is for suppliers that are accessible by all customers and Internal are suppliers for internal user only.

Once completed, select +Edit Report Details > click Add Report.

In the Report field, select the applicable report.

The Filename Template field, will auto-select a filename for the generated scheduled report.

In the Endpoint field, select from the available options, where to send the completed reports. Contact Unimarket Support for help getting this list updated. For assistance setting up an FTP endpoint for your transaction runs, contact your Administrator.

Select Add. To add additional reports, click Add More.

Select OK > click Add. To schedule additional transaction runs, select Add More.

Transaction Runs to an sFTP

When creating a scheduled transaction run, these can be automatically sent to a dedicated sFTP.

The transaction run itself will generate as mentioned above and can be sent directly to the customer, by going to the Insights module > select Transaction Runs.

Click the Transaction Runs tab > locate the desired transaction run > select Actions > click Resend.

Note: If a manual transaction run is created between scheduled transactions run, the file will only pick any new changes since the last run. And is only available on the manual download. The changes are not separately sent via sFTP.

Supplier Transaction Run

The Supplier Transaction Run gathers data of new suppliers, updated suppliers and those who have been disconnected from the community.

For additional information, refer to help article Supplier Transaction Run.

Order Transaction Run

The Order Transaction Run gathers data of Open, Closed, and Cancelled orders that has not been assigned to a transaction run.

Note: Each order will only be sent once, so when the order is created it will be included in a transaction run. If it is later cancelled, no update will be sent.

Expense Transaction Run

The Expense Transaction Run gathers data of approved expense claims.

Supplier Transaction Run

The Supplier Transaction Run gathers data of:

New suppliers
Updated suppliers and
those who have been disconnected from the community.

Users with the Community Administrators or View Transactions role can:

Create a one-time Supplier Transaction Run and/or
Schedule a Supplier Transaction Run report

One-Time Supplier Transaction Run

Users can create and run a one-time Supplier Transaction Run, by going to the Insights module > click Transaction Runs > select More Actions, in the upper right corner > click +Create Transaction Run.

The Create Transaction Run pop-up box will appear to insert the desired.

Each field description and details are listed below.

${runDate(PATTERN)} - Transaction Run generated date, replace "PATTERN" with a date/time formatting:
- - - MM-dd-yyyy_HH_mm_ss - Will be replaced with 06-01-2018_02_22_39
    - yyyy-MMM-dd-hhm - Will be replaced with 2018-Jun-01-0225
${runNumber} - Will be replaced with the Transaction Run number
${randomNumber} - Will be replaced with a random number
${reportName} - Will be replaced with the Transaction Run Report name

Example:
Enter name as TransactionRun_${reportName}_Date-${runDate(YY-MM-dd_hh-m-s)}
Generated as TransactionRun_ReportName_Date-18-06-16_02-46-19.cs

Date From: Enter the desired date and time range.

Date To: Enter the desired date and time range.