Journal Entry Workflow Managing Worklist Tasks …...Workflow Managing Worklist Tasks for Journal Entries Course Objectives Upon completion of this session, you should be able to:

JournalEntryWorkflow

ManagingWorklistTasksforJournalEntries

CourseObjectives

Uponcompletionofthissession,youshouldbeableto:• ManageWorklist• ViewAttachments• ApproveJournalEntry• RejectJournalEntry

8/24/16 ManageWorklistTasksforApprovers 2

8/24/16 3ManageWorklistTasksforApprovers

ManageWorklist

Lesson3:Approve/Reject

Lesson1:NavigatetheWorklistTab

Lesson2:SelectanWorklistTasktoReview

Course Map

Lesson5:Summary

Lesson1– Objectives

Uponcompletionofthislesson,youshouldbeableto:• Viewworklist• ApplyTaskTabFilters• UseAdditionalTaskTabFunctions


BUworksCentralPortal- WorklistTab

• ToaccessyourWorklist:– LogintoBUworks Central Portal– ClicktheWorklist tab

• GotoTasks tab– Selectalineitemtoreviewa Task


TasksTabFilters

• UsetheShowfilteroptionstomanageyourTasks.

• UseSelect aSubview toonlyviewTasksonQueue.

• UsetheDocumentStatusfiltertodisplaytasksbystatus.


AdditionalTaskTabFunctions• Refresh

items.• Display

additionaloptionsforAdvancedFiltering.

• Turn on /Turn off thePreviewDisplayArea.


ToaccessManageSubstitutionRulesClickonIconButton

ShowAdvanceFilterOptions

• Subject• Ascending

Order• Descendin

gOrder


• SentDate• Today• Yesterday• Last7Days• Last30Days• Last90Days

• DueDate• Today• Tomorrow• Yesterday• Last7Days• Next7Days• Last30Days• Next30Days• Last90Days• Next90Days

Click on Advance Filter Option button to Filter By: • Status

• Clarified• Completed• Confirmed• In

Clarification• InProgress• New• Read

TurnonandTurnoffPreviewButtons

• UsetheTurns on andTurn off PreviewOptionbuttonstoallowforpaneview(inthelowerpartofthewindowscreen) ontheselectedTask.


RefreshButtonFunction

• ClickontherefreshbuttontodisplayandupdatesnewsystemgeneratedTasks.


Demonstration:ManageWorklistTasks• ManageTasksintheWorklist

– VideoSystemDemonstration


Demo

Questions

128/24/16 ManageWorklistTasksforApprovers


ManageWorklist



Lesson2:SelectaWorklistTasktoReview

Course Map

Lesson5:Summary


Uponcompletionofthislesson,youshouldbeableto:• SelectaTasktoReview• CancelAssignmentofaTask• ManageSubstitutesforApprover• ViewAttachments• UtilizeAdditionalFunctionsinPreviewPane


SelectingaTaskinYourWorklist

• SelectaTask byclickingonalineitemfromWorklist.• OnceaTask isselectedandopened(doubleclickingonTask

LineItem):– Task isassignedtoyouforreviewandapproval.– Task isremovedfromotherApprover(s)Worklist andnolonger

availabletoviewintheirWorklist.


SelectaTasktoReview– AssignToMe• Highlightand

selecttheTask• RightclickonTask

toaccessAssignToMeoption.

• AssignTask toyourselfforreviewatalatertime.


ThisensurestheTask is:– Reviewedandapprovedonlybyyou.– Is“LogicallyDeleted”fromotherApprover(s)Worklist.

CancelAssignment

• Ifyouselectoropenataskbymistake,youcanusetheCancelAssignment buttonstoreturnthetasktoworkflow

• Thisallowsanotherapprovertoselectthetasktoreviewandapprove


Demonstration:SelectaTasktoReview

• Select,open,andcancelassignmentforataskintheworklist– Livesystemdemonstration


Demo

ManageSubstitutesforApprover• UsetheManagerSubstitutionbuttontotemporarilyassignasubstituteapproverforyourworklist

• Thisallowsyoutocreatearuleforforwardingtasktoaspecificindividual


CreateSubstitutionRule


Demonstration:ManageSubstitutesforApprover

• Createasubstitutionruletotemporarilyforwardyourtasktoadifferentapprover– Livesystemdemonstration


Demo

ViewAttachments

• Youcanfindattachmentsforataskinthepreviewpane

• Clickonthelinktoopentheassociateddocuments– ThesecanincludetheSAPdocument,Notes,WordorPDFdocumenttypes


ForwardTask

• Youcanforwardatasktoaspecifieduser• Onceyouclickthebutton,ausernamesearchwindow

appears• Searchfortheuseryouwouldliketosentthetaskto

andconfirmtheforward.


CommonlyUsedPreviewPaneFunctions• DisplayDetailinSAPGUI

– OpenstheactualSAPdocument

• ManageAttachments– Opensattachmentlistcontaininganyassociateddocuments

• ViewHistory– Displaystheworkflow/approvalhistoryofthetask


Demonstration:PreviewPaneFunctions

• Viewattachmentsandutilizeadditionalfunctions– Livesystemdemonstration


Demo

Questions



ManageWorklist




Course Map

Lesson5:Summary


Uponcompletionofthislesson,youshouldbeableto:• ApproveaTask(Release)• RejectaTask


ApproveaTask• Onceyouhaveselectedandopenedatask,theactualSAPdocumentopens– Forexample,aparkedjournalentry


• Onceyoureviewthedocumentforaccuracy,usetheReleasebuttontoapprovethetask

• Ifthereanextlevelofapproval,thetaskissenttothereviewerforrelease

Demonstration:ApproveTask

• Approveataskfromtheworklist– Livesystemdemonstration


Demo

RejectaTask• Youcanalsorejectthedocument

• Thiswillsendthetaskbacktothesubmitter

• Youcanaddanotetoaskforcorrectionsorindicateneededchanges

• Thesubmitterwillhavetorestartworkflowoncethecorrectionsorupdatesarecompleted


Demonstration:RejectTask

• Rejectataskfromtheworklist– Livesystemdemonstration


Demo

Questions



ManageWorklist




Course Map

Lesson5:Summary

CourseReview

Youshouldnowbeableto:• ViewInbox• ViewAttachments• ApproveJournalEntry• RejectJournalEntry


HelpandSupport


1. Accessandrefertotheon-linedocumentationforthetaskyouareperforming.• https://prw.buw.bu.edu/gm/workplace

2. ContactyourPowerUserifyoucannotresolveyourissuewiththeon-linedocumentation.

3. ContacttheHelpDesk.

Questions


Journal Entry Workflow Managing Worklist Tasks …...Workflow Managing Worklist Tasks for Journal Entries Course Objectives Upon completion of this session, you should be able to:

Documents