Monthly IT Staffing Service Sales Reports

Vendor Name:
Contract Number:
Reporting Month:
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Monthly IT Staffing Service Sales Reports Item

Column Column Headers Description/Notes
A # 
B Entity #
C HUB Type (Vendor or Reseller)
D Entity Name (Customer's Proper Name)
E PAYMENT METHOD
F REPORTING MONTH
G ORDER DATE 
H INVOICE DATE
I INVOICE NUMBER (One Per Line and NO Blanks)
J SHIP DATE (If none use "Invoice Date" NO Blanks or N/A)
K Product Type (All UPPER Case)
L Description (50 Charactors MAX.)
M MANUF
N Vendor Name (Upper Case Exact Spelling)
O Quantity
P Unit Price
Q Extended Price
R MSRP (always use a zero "0")
S Customer Contact Name (If not avail. put ACCOUNTS PAYABLE)
T Customer's Billing/Shipping Street Address
U City
V State
W Zip Code
X Savings
Y Customer's Email (If not available LEAVE BLANK)
Z Mfg Part Number (always use STAFFING SERVICES)
AA Reseller Name
AB CONTRACT NUMBER
AC ITSAC Category
AD Title
AE Level
AF Technology Type
AG Administrative Fee Due
AH Acquisition Type(Best Value,Competitive, Renewal)
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Reporting fields for ITSAC Monthly Staffing Services Report SEE RED TAB
Do not Change any Column headers or worksheet TAB names.
Report(s) / payment(s) are due on the 15th calendar day after the close of the previous month period. Example - September reports are due by October 15 (if the 15th falls on a weekend, the deadline will be the next business day after the 15th.)
Vendor Name:   Insert company name  SEE ORANGE TAB ON REPORTING TEMPLATE
Contract Number:   Insert contract number  SEE ORANGE TAB ON REPORTING TEMPLATE
Reporting Month:   Must match column "F" data as descrobed below
Column Column Headers Description/Notes
A #  DIR use only, vendors leave blank.
B Entity # DIR use only, vendors leave blank.
C HUB Type (Vendor or Reseller) Insert company's HUB Type per CPA's classification codes: Black Female = BL/F; Black Male - BL/M; Asian Female = AS/F; Asian Male = AS/M; Hispanic Female = HI/F; Hispanic Male = HI/M; Native American Female = AI/F; Native American Male = AI/M; Woman Owned = WO/F, Non-HUB = N      SEE ORANGE TAB ON REPORTING TEMPLATE
D Entity Name (Customer's Proper Name) Please fill in the Customer's Name, Not the Vendor's Name.  Examples; TEXAS DEPARTMENT OF INSURANCE, TXDOT - HOUSTON, DEPT OF STATE HEALTH SERVICES, etc.  Refer to 'Approved Customer Names' worksheet (blue tab) for list and correct spelling  (not mutually exclusive and completely exhaustive list) SEE BLUE TAB
E PAYMENT METHOD Enter in the Customer's actual Purchase Order Number.  If credit card purchase put CC or Check put CHECK.
F REPORTING MONTH This is the date per the reporting period being reported and for each line of data.  Data must be in this format exactly 200604 (YYYYMM)
G ORDER DATE  This is a valid excel date format date that the Order was placed by the Customer (NO Alpha Characters and No Blanks). Format should be MM/DD/YYYY or MM/DD/YY - Example: 09/01/2008 or 09/01/08.
H INVOICE DATE This is a valid excel date format that the Order was invoiced by the Vendor (NO Alpha Characters and No Blanks).  Format should be MM/DD/YYYY or MM/DD/YY - Example 09/01/2008 or 09/01/08.
I INVOICE NUMBER (One Per Line and NO Blanks) Fill in the invoice number applicable to the Order.  If multiple invoice numbers, they must be reported separately by line. (One Per Line and NO Blanks)
J SHIP DATE (If none use "Invoice Date" NO Blanks or N/A) This is a valid excel date format the product/item shipping to the Customer.  (NO Alpha Characters) If no shipping date available because this is training or other service, please populate this field with the actual Invoice Date not he words Invoice Date or "To Be Determined" or "ASAP".  (One Per Line and NO Blanks).   Format should be MM/DD/YYYY or MM/DD/YY - Example 09/01/2008 or 09/30/08.
K Product Type (All UPPER Case) Fill  in with 'STAFFSRV' in upper case letters.
L Description (50 Charactors MAX.) Fill in the name of the Contractor. For example, 'John Smith' .
M Mfg Part Number Fill in with 'STAFFING SERVICES'. Do not leave blank.
N Vendor Name (Upper Case Exact Spelling) Insert company name.  Copy the column down for all applicable lines reported. DO NOT USE ANY COMMAS.   SEE ORANGE TAB ON REPORTING TEMPLATE
O Quantity Fill in the number of hours for the Contractor. Use NUMBER format with two(2) decimal places (NO COMMAS).
P Unit Price Enter in the Unit Price paid by the Customer (CANNOT be a negative number Must be a Positive Number). Numeric value with four (4) digit decimal afterwards (Example: 1.2500 or 7.0000).  Leave out commas and dollar signs (don't use currency format).
Q Extended Price Calculate the Extended Price using a formula.  The formulas is '=O#*P#'.  Column "O" times Column "P" equals Extended Price. Use NUMBER format with two(2) decimal places.(NO COMMAS). Leave out commas and dollar signs (don't use currency format).
R MSRP (always use a zero "0") Fill in with the value 0.  This column is always zero. Use NUMBER format with two(2) decimal places.(NO COMMAS).
S Customer Contact Name (If not avail. put ACCOUNTS PAYABLE) Fill in the Customer's contact name listed on Purchase Order.  If no contact name is listed please insert ACCOUNTS PAYABLE.
T Customer's Billing/Shipping Street Address  Fill in with the Customer's address.  This is always the Customer's information, not the Vendor's.
U City Fill in the name of the City as stated within the Customer's 'Ship To' or Invoice To' information
V State Fill in with the appropriate abbreviation.  This should be TX, unless selling to an out-of-state customer
W Zip Code Fill in with Zip Code applicable to the Customer's 'Ship To' or Invoice To' information
X Savings DIR use only, vendors leave blank
Y Customer's Email (If not available LEAVE BLANK) Fill in with Customer's e-mail address, if available.  If not, LEAVE BLANK
Z Mfg Part Number (always use STAFFING SERVICES) Fill in with "STAFFING SERVICES".
AA Reseller Name Fill in with the name of the Sub-Contractor.  If you do not have a Sub-Contracting Vendor, fill in "Vendor".
AB CONTRACT NUMBER Fill in your Contract number 'DIR-SDD-###'.  Include the Contract Number for every transaction.SEE ORANGE TAB ON REPORTING TEMPLATE
AC ITSAC Category Fill in with the appropriate ITSAC Category: APPLICATIONS, DATA MANAGEMENT, PROJECT MANAGEMENT, TELECOM/NETWORKING,CUSTOMER TECHNICAL SUPPORT SEE PURPLE TAB 
AD Title Fill in with the appropriate Title. SEE PURPLE TAB 
AE Level Fill in with the appropriate Level: 1, 2, 3. SEE PURPLE TAB 
AF Technology Type Fill in with the appropriate Technology Type:LEGACY, CORE, EMERGING. SEE PURPLE TAB 
AG Administrative Fee Due This column has a formula that calculates the Administratvie Fee Due. The formulas is '=Q# * .01'.  Column "Q" time .01 equals Administratrive Fee Due. Use NUMBER format with two(2) decimal places.(NO COMMAS).
AH Acquisition Type   (Best Value, Competitive, Renewal  This column describes the type of acquisition. Best Value = direct acquisition, Competitive = acquisition through DIR solicitation, Renewal = extension of services (year to year)