PeopleSoft Supplier Contract Management Selected Reports

Field or Control	Description
Administrator	Displays the document administrator.
Approval Type	Displays the approval type for the clause that has been updated.
Class	Displays the clause class ID, for the updated clause.
Content ID	Displays the object ID and description.
Content Type	Displays the SetID and type of object.
Department	Displays the department listed on the document.
Description	Displays the object description.
Document ID	Displays the document in which the change occurred. This identifier includes the SetID, source transaction, and document ID.
Sponsor	Displays the user ID assigned as the sponsor of the document.
Status	Displays the status of the document in which the object appears.
Type	Displays the document type that was used to create the document. The library SetID also appears with the document type.

The Document Status Summary report provides basic document status information for the documents that you select to include in the report. Header information for the report appears on each page of the report and includes the report definition, name, and when it was created. The first page of the report also provides the report parameters and sort order.

Field or Control	Description
Transaction ID	Displays source transaction and then the system identifier for ad hoc, purchasing, and purchase order documents. For PeopleSoft Purchasing and purchase order documents, the column also displays the supplier ID.
Status	Displays the status of the corresponding document. Status values are assigned depending on a document's life-cycle stage. These values include: Approved Collaborated Collaborated, Pending Review Complete Dispatched Draft Executed Pending Approval Pending Collaboration Pending External Collaboration Pending Internal Review
Document Type	Displays the document type and the library SetID. Document types can help you organize and further categorize documents that you use in the document authoring system. Using document types, you can define specific settings, defaults, and security that can help fine-tune the use of each type of document. Document types can also control document statuses.
Version	Displays the current version of the document. Versions help manage and control the flow of a document. Minor versions begin with 0.01 as the version number, while major versions begin with 1.00 as the version number. If an amendment exists, the amendment version also appears.
Begin Date/Expire Date	Displays the beginning date and expiration date for a contract. For ad hoc documents only, this date represents the start date of the document. For example, this might be the begin date of the contract. The system uses this date to determine which effective content to use from the configurator ID when creating the document. For purchasing contract documents, the begin date is already specified in the contract itself.
Transaction Status	Displays the current status of the purchase order or purchasing contract. This value is retrieved from the Status field on the purchasing contract. Values for the purchasing contract include: Approved Cancelled Closed On-hold Open Values for the purchase order include: Approved Canceled Complete Dispatched Denied Initial Line Denied Open Pending Approval/Approved Pending Cancel

The Document Status Detail report provides more detailed document status information. Header information for the report appears on each page of the report and includes the report definition, name, and when it was created. The first page of the report also provides the report parameters and sort order.

Field or Control	Description
Document	Includes a variety of information about the document. For example, the document ID, transaction status, document type, library SetID, administrator, version, sponsor, and department.

Field or Control	Description
Current Status and User Fields	Displays the document status and user fields. See the previous report for document status values. Based on the status, additional information might exist if the document is: Approved – when it was approved Collaborated – when it was collaborated, and the collaboration version. Completed – when it was completed. Dispatched – when it was dispatched and the dispatch version. Executed – when it was executed. Amended – the amendment number and option and when it was amended. When user-defined fields have been established and are being used in the document, the report displays those fields and their values.

Field or Control

Description

Current Status and User Fields

Displays the document status and user fields. See the previous report for document status values.

Based on the status, additional information might exist if the document is:

Approved – when it was approved
Collaborated – when it was collaborated, and the collaboration version.
Completed – when it was completed.
Dispatched – when it was dispatched and the dispatch version.
Executed – when it was executed.
Amended – the amendment number and option and when it was amended.

When user-defined fields have been established and are being used in the document, the report displays those fields and their values.

Field or Control	Description
Activity	Displays the most recent activities against the document. Activities include when the document was created, modified, checked in and out, approved, and begin and end dates.

The Contract Content Deviations report displays the objects that have been manually modified, added, or deleted in documents as of the user-specified criteria. Using the run control options for class or approval type, you can filter the deviations for a document based on a subset of specific clauses in the library that need to be monitored for deviations. The report also provides filter criteria by document type, source transaction, and an option to include only in-process documents. This option enables you to monitor deviations for any documents that are currently in development.

Note: The content deviations reported in this report are based on additions, changes, or deletions to library objects. Any additions, changes, or deletions to free formatted text within documents is not included in this report

Header information for the report appears on each page of the report and includes the report definition, name, and when it was created. The first page of the report also provides the report parameters and sort order.

Dates for checked in documents represent when the document was checked in, not when the actual change took place for the object, which might be an earlier date. The last modified date will always reflect the last time the entire document was checked in.

The report first displays the object and information about the object. Then in the next section, the report displays the document information that describes which documents. When you make a change to a clause or section, this report enables you to review the change and view which documents contain the changed object.

Two other versions of the Contract Content Deviations report also exist. The first version is the Contract Content Deviation Summary report (CS_OBJ_DEV_2). This report is the same as CS_OBJ_DEV_1 but does not include object text

The second version is the Contract Content Deviation by Contract (CS_OBJ_DEV_3) This version is the same as CS_OBJ_DEV_1, but is sorted by contract and then library object within the contract. This report includes the modified object text.

Field or Control	Description
Status/Version	Displays the status and version of the document in which the object change occurred.
Configurator ID	Displays the configurator used to create the changed document. This includes configurators for the main document, amendment, and executive summary as appropriate.
Change Type	Displays the type of change that was made to the object. Values include: Add. Change. Delete.
Body Type	Displays where in the document the change was made. Values include: Full: Indicates the full text in the body of the object. Reference: Indicates the change was made to a reference in the object. Title: Indicates that the change was made to the object title.
Library Content Text	Displays the object text that has been manually added, changed, or deleted.

The Contract Content Usage report displays clauses and sections that have been used within documents as of the specified criteria. This report helps you identify the use of groups of clauses by document within a specified date range or other criteria. The report does not include any unused objects. The report is sorted by library SetID, content type, then content ID, and then by transaction key: SetID/business unit, ad hoc ID/contract ID/purchase order ID.

Header information for the report appears on each page of the report and includes the report definition, name, and when it was created. The first page of the report also provides the report parameters and sort order.

Information fields in this report are similar to those in the Contract Content Deviations report. The report does not include changed text, but does include an effective date on which you view used object information.

Field or Control	Description
Configurator ID	Displays the configurator used to create the reported document. This includes configurators for the main document, amendment, and executive summary as appropriate
Body Type	Displays where in the document the change was made. Values include: Full: Indicates the full text in the body of the object. Reference: Indicates the change was made to a reference in the object. Title: Indicates that the change was made to the object title.
Effective Date	Displays effective date of the object used in the document.

Field or Control

Description

Configurator ID

Displays the configurator used to create the reported document. This includes configurators for the main document, amendment, and executive summary as appropriate

Body Type

Displays where in the document the change was made. Values include:

Full: Indicates the full text in the body of the object. Reference: Indicates the change was made to a reference in the object. Title: Indicates that the change was made to the object title.

Effective Date

Displays effective date of the object used in the document.

The Unused Contract Content report displays clauses and sections that were active as of the specified criteria and are still active, but have not been used in any documents created using the specified criteria. This information helps you determine outdated or dormant objects in the contract library.

The report is sorted by library SetID, content type, then content ID. The report provides created and last modified-date ranges along with other criteria that enable you to identify unused objects in documents. For example, you can generate a report of all unused contract clauses in the past year to produce a list of content that might need to be inactivated.

Header information for the report appears on each page of the report and includes the report definition, name, and when it was created. The first page of the report also provides the report parameters and sort order.

Information fields in this report are similar to those previous reports. The report includes an effective date from which you can view object use information.

Field or Control	Description
Section Information	Displays the type of section. Section types include Title, General, and Placeholder.
Clause Information	Displays information about the clause. The information includes the clause ID, class, and approval type.
Library	Displays the library to which a clause belongs. A library is a grouping of clauses that you can use for documentation purposes.
Last Updated	Displays when the object was last updated and the operator who made the update.

PeopleSoft Supplier Contract Management Selected Reports

Common Elements Used with PeopleSoft Supplier Contract Management Selected Reports

Document Status Summary (CS_DOC_STAT1)

Document Status Detail (CS_DOC_STAT2)

Contract Content Deviations (CS_OBJ_DEV)

Contract Content Usage (CS_OBJ_USAGE)

Unused Contract Content CS_OBJ_UNUSE