Reporting Template.xlsm

This is a reporting template designed for vendor invoice and sales transaction reporting under the NASPO ValuePoint state and local cooperative purchasing contract for TASERs in South Carolina. The template establishes standardized fields for tracking all purchase orders, shipments, and invoices related to the contract award, requiring vendors to report comprehensive transaction data including vendor information, customer details, order and invoice numbers, product specifications, pricing, and administrative fees.

The template mandates detailed documentation of each transaction across multiple data categories, including bill-to and ship-to addresses for all purchasing entities, product numbers and descriptions with UNSPSC commodity coding, list pricing and NASPO ValuePoint pricing in U.S. currency, quantities invoiced, extended pricing calculations, and applicable administrative fees based on total price. Vendors must also identify any value-added resellers or distributors involved and note Energy Star compliance status where applicable. The reporting structure accommodates various order types such as sales orders, credits/returns, and upgrades/downgrades, and allows for segmentation by customer type including state government, K-12 education, higher education, local government, and medical entities. All pricing fields are expressed in standard U.S. currency format, with quantities and extended prices supporting up to three decimal places for precise financial tracking and administrative fee calculation purposes.