Overview
This article is a guide on how to access and navigate the Supplier Inquiry Report. Specifically, for inquiries based on your Supplier ad-hoc needs within the Procure-to-Pay Panorama.
Prerequisites
- To access the report, you will need the role of PO Reporting JR.
- If you want to reactivate an inactive payee, please invite them to PaymentWorks.
Essential Information
- This report gives the most up to date information about our current payees in Oracle including PO payee, Employees, Guest Travelers, and non-PO payees.
- Please note that the report does take some time to load all the information.
Next Steps
Accessing the Report
- Visit the Business Analytics Hub here.
- On the blue menu bar up top, please click Budget & Finance. (If you cannot find it, please try accessing through this link here)
- In the Search Bar, type in “Procure to Pay Panorama” to filter to the correct report.
- Once you click and log onto the Procure to Pay Panorama with your SSO, the page should load to a dashboard showing the Table of Contents.
- Under the column “Click this link…”, please click on Supplier Inquiry which will bring you to the following page.
Navigating the Filters
To narrow down a specific payee or a group:
- First ensure that all the fields are empty before choosing one and clicking Apply. You may clear all filters by click Reset.
To search for a Supplier:
- To filter for just one payee click on the white text box to type in the payee’s name or their code. As you type, the options should pop up, and once you see your payee, check off the box to the left of their name. Once selected, click Apply.
b. To filter for more than one payee, click the dropdown arrow to the right of the white text box instead to show a list of all payees. At the bottom of the box, click on More/Search and a pop-up should appear.
c. You can search a payee up via options of Contains, Starts, Ends, and Is-Alike. Once your payee appears, click on the arrow “>” to move your payee to the Selected Box. Once you have repeated this for all the payees you are searching for, you can click the Ok button and then click Apply.
d. If a supplier does not have an site at all, a message will pop up to invite them to register in PaymentWorks.
To search for Supplier Type:
- Click on the dropdown on the right and a list of all Supplier Types will appear.
b. You may use the scroll option on the right side and check off as many boxes for any types you may want to filter out and then click Apply.
To search for Business Classification:
- Click on the dropdown on the right and a list of all Business Classifications will appear.
- You may use the scroll option on the right side and check off as many boxes for any Business Classifications you may want to filter out and then click Apply.
Understanding the Columns
Column |
Options |
Description |
| Supplier Number |
| This number (also known as the payee number or vendor number) is unique to each supplier |
| Supplier Name |
| Payee's Name |
| Alternate Name |
Any DBA (doing business as) name that the payee may be operating under | |
| Supplier Type |
Employee Guest Traveler Conflict of Interest - EVRD Electronic Supplier - cXML Sponsored Affiliate T/E Supplier Tax Authority Blank |
Electronic Supplier - cXML DOES NOT mean that the supplier submits their invoices via Transcepta - please refer to the Business Classification column below Conflict of Interest - EVRD indicates that any invoices for this payee will go through an extra layer of review |
| System Availability |
Concur/Payment Request (for non-PO payees or Guest Travelers) Oracle (for PO payees) Empty (for employees) | Employees need to be reimbursed on their own Concur account - they cannot be selected as a Non-Employee Payee in Concur or the Payment Request form |
| Supplier Profile Status |
Active: payee is currently available to be paid Inactive: payee unavailable to be paid/ordered from | If the payee needs to be re-activated, then the payee needs to be re-registered in the system via an invitation from PaymentWorks |
| Inactive Date |
When the payee was inactivated if inactivated | |
| Employee Status |
Active: their UCPath employee status is currently active Inactive: their UCPath employee status is currently inactive NULL: never have been an UC San Diego employee | |
| Site |
PO ADDR shows the address that will appear on any Purchase Orders sent tot he supplier PAYMT CK indicates the remittance is via check PAYMT ACH indicates the remittance is via Direct Deposit PAYMT PSUA indicates the remittance is via Payment Plus/Virtual Card PAYMT WIRE indicates the remittance is via Wire MC ACH indicates the remittance is via Direct Deposit |
Please note that PO payees will have a PO address and a remittance address linked together as a sub-row |
| Payment Method |
Electronic Check Wire Payment Plus | |
| Address |
Full address: For PO sites Partial Address: For payees for checks Blank Address: Payee type not applicable |
For PO sites, the full address will display For PAYMT CK sites, the partial address will display For any other sites, the address will not display, as it is not applicable |
| Phone Number |
The phone number for contacting the payee | Only available for PO payees |
|
The email for contacting the payee | Only available for PO payees | |
| Supplier Site Status |
ACTIVE: The site is active and available for use for payment | |
| Business Classification |
A list of all business classifications that apply or have applied to the payee | |
| Business Classification Status |
Current: the Business Classification has not expired yet Expired: the Business Classification no longer applies and the payee must renew or update their information with us via PaymentWorks | Electronic Invoice Submission Business Classification indicates payees that are set up to send invoices via Transcepta |
| Business Classification Start Date |
The official date the Business Classification began | This value will be blank for business classifications that never expire |
| Business Classification End Date |
The official date the Business Classification expired | This value will be blank for business classifications that never expire |
Questions?