SRM report monthly

Contents

SRM Report extraction

Introduction

In this procedure is taught to extract the report regarding the shopping card of SMR from PRS.  This task must be done on the first day of each month request by Fatima Rodrigues – PtP ROPM LAM.  

STEP BY STEP

First Step – Open template available in GDRIVE as SMRtemplate , then click on the label ANALYSIS

 – Open sheet BW

Second Step – click PROMPT

You will have the following output :

Third Step - You just have to modify the date regarding on the actual month which you are working on, the others parameters are already saved on the template.

You must change the parameter APPROVAL DATE END which starts always with the first day 01.XX.20XX to the last day regarding the month.

When you have finish parameter month click OK.

Fourth Step – Copy the table from sheet BW to RAW DATA, to make sure that the right information is copied you can first of all delete the information below the header from the RAW DATA and then paste the table without formulas.

Fifth Step – In the sheet RAW DATA, in the label data click on REFRESH ALL

Sixth Step – Save the file .

Last step – Send by freshdesck email to the following emails :

With the following message:

Dear all,

As per Renato's agreement here enclosed can be found the report concerning the shopping cart approvals for SEPTEMBER within LAM region.

We remain available for any other question you might have.

Best Regards,

xxxxx

You can open the following ticket as per example: Ticket #1145208