This article outlines the reporting requirements, deadlines, and dashboard features when reporting transactions against a registered supplier list.

Reporting Requirements

• A single report must be completed for each supplier list you are registered on, for each reporting period.
• The reporting period is set by the List Owner.
• You must ensure you submit your transactions on time by noting the listed reporting due date. You may receive a reminder notification if you have not submitted.
• The List Owner closing the reporting period will prevent you from making any further changes. 

Accessing the Report

• You will find a list of your active open reports on the Supplier Self-Reporting dashboard.
• To start reporting, click on the Report button on the right-hand side, against the relevant list and reporting period under the Your active reports table.

Transaction Entry Requirements

Transactions must be submitted as entries, including the following required and optional information:

• The buying organisation
• The transaction amount
• Provide any comments in regard to the transaction
• A reference number for the transaction
• The date of the transaction
• Uploading any documentation

Report Status and Methods

• While the reporting period is open, you can gradually add your transactions and Save as Draft.
• Selecting Submit means the report is finished.
• You can Reopen a submitted report to add or amend entries, provided the List Owner has not closed the reporting period.
• There are three methods for reporting transactions:
  1. Manually add entries one by one.
  2. Import your transaction data through a file upload.
  3. Submitting a NIL report if there are no transactions to report.

RFx Data

• On the dashboard, you will see RFx data related to you from finalised requests from Go To Market.
• The RFx Data related to you and this specific list is also visible within the report.

Quoted Amount The Quoted Amount is based on the value provided in your response, and there will also be a buyer indicated price where the buyer has entered a value. If the actual value changes (e.g., due to contract negotiations, extensions, or variations), both you (the Supplier) and the List Owner can update the Quoted Amount to reflect the actual value. The original amount remains visible as a reference.   All Sales Reported Linking an RFx to a transaction drills down on the Quoted Amount. You must manually mark an RFx as All sales reported by ticking the box before the RFx close date, even if the entire value has been reported. RFx's marked as All sales reported will not be visible in future reports.