Use the manual entry method to report a small number of individual transactions against an active open report. This guide covers how to enter transaction details, link to RFx data, and submit your report.
Prerequisites
- You must be a Supplier.
- A report must be active and open for the specific list and reporting period.
Steps
- From the dashboard, under the Your active reports table, click the Report button against the relevant list and reporting period to start adding your transactions.
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(Recommended) To link a transaction to an RFx, click Add to report for the related RFx in the RFx Data table. This is the only way to link an RFx to a transaction.
- Note: Clicking Add to report will auto-populate the transaction details, which you can still modify.
- Under the Buyer field, select the buying organisation from the dropdown list. You can only report transactions against the listed buying organisations.
- In the Transaction amount field, enter the value of the transaction.
- Select the View optional fields button to submit additional information, including:
- Any comments
- A reference number (e.g., RFx, Invoice or PO number)
- Transaction Date
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Attach documents
- Click the Add entry button to save the entry. The entry will appear in the Reported Transactions table, and you can then add another transaction.
- Once you have added all entries, select Save Draft to save your progress and submit later, or Submit report to complete and submit your transactions.
Results/Validation
- After submitting, you will receive an email confirming that the report has been completed.
Limits & Notes
- You may only be able to report one entry per buying organisation, which requires you to provide an aggregated total of sales, not individual sales.
- If a Buyer is not in the dropdown list, you must contact the List Owner.
- While the reporting period is open, you can reopen a submitted report to make changes or add more transactions (see Related).