For instructions on how to run and download the Transactions Sent to PeopleSoft report see information found here.
Once the report is downloaded in column AH there are several different EOM abbreviations. See below for the definition of each:
“Onbase Service Account – NR” = Not Reviewed by BusOps. If it is a Staples transaction, this means that the form initially went to the “Additional Review Requested – Staples Orders” queue because the dept purchaser did not enter a speedtype on the Staples ordering web site. Then the user reallocated the form in Onbase and sent it to BusOps. However, since it was under $500 dollars and did not use a Federal speedtype, the workflow put “Onbase Service Account – NR” in the Busops reviewer keyword and then moved it to the “Send to PS” queue and skipped over the BusOps queue.
“Onbase Service Account – CBC” = Central Billing Card (form not reviewed by anyone in the workflow). Transaction was auto-processed all the way to the Send to PS queue. This means it had a receipt, was reallocated on the Staples site successfully, was under $500 dollars and did not use a Federal speedtype. Under those conditions, the form goes straight to the “Send to PS” workflow queue, bypassing review.
“Onbase Service Account – EOM” = Reallocation not Completed by user/Purchaser by the end of the month deadline. Form was removed from the “Additional Review Requested – Staples Orders” queue by the End of Month timer and sent to Peoplesoft.
"Business Operations Reviewer Name - NR" This is where a Business Ops employee has triaged transactions.