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8/21/2012
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Personal Settings & Attributes Personal Settings & Attributes Payment Request Document (PRD)Payment Request Document (PRD)
MM_PRD_200MM_PRD_200
Click anywhere on the slide to proceed through this courseClick anywhere on the slide to proceed through this course
AttributesAttributes are default components which populate into every Payment Request Document to facilitate more efficient entry. Due to the wide fluctuation of cost objects utilized by departments for PRD’s, entry of attributes is optional.
The following attributes can be set as defaults:
• Account Assignment Category
• Cost Center
• WBS Element
Not setting attributes will require manual entry of components at the document creation level.
The Account Assignment Category designates which type of account The Account Assignment Category designates which type of account assignment will default into each PRD.assignment will default into each PRD.
1. Return to Position tab within Personal Settings
Note: This task only designates the Note: This task only designates the categorcategory of account assignment to default into y of account assignment to default into each Payment Request Document. The actual cost center or WBS numbers are each Payment Request Document. The actual cost center or WBS numbers are
entered on the following screens.entered on the following screens.
3 Determine which type of Cost
Important: Be sure notnot to check Deactivate for any
As long as you selected Cost Center as the Account Assignment type, this As long as you selected Cost Center as the Account Assignment type, this number will automatically default into every PRD. It can alternatively be number will automatically default into every PRD. It can alternatively be
overwritten or entered on an individual document basis.overwritten or entered on an individual document basis.
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Attribute Attribute –– WBS ElementWBS Element
1. Select WBS Element from the Attribute dropdown
If you frequently pay for goods or services using a WBS Element, you can If you frequently pay for goods or services using a WBS Element, you can alternatively set a default WBS to populate into your Payment Request Documents.alternatively set a default WBS to populate into your Payment Request Documents.
Attribute dropdown menu TIP:TIP: A WBS Element is a
type of cost object for grants or capital projects.
As long as you selected WBS Element as the Account Assignment type, this As long as you selected WBS Element as the Account Assignment type, this number will automatically default into every PRD. It can alternatively be number will automatically default into every PRD. It can alternatively be
overwritten or entered on an individual document basis.overwritten or entered on an individual document basis.
e so a ed Object oe so a ed Object oList (POWL)List (POWL)
Introduction to the POWLIntroduction to the POWL
Personalized Object Work List
• a.k.a., the POWL or “dashboard”• Serves as home base for each PRD user• Contains Active Queries, Quick Criteria Maintenance and document ,history with active links.
Quick Criteria Maintenance Search Criteria Quick Criteria Maintenance Search Criteria includes the following:includes the following:
••NumberNumber: PRD Number (30XXXXXXXX)••Invoice NameInvoice Name: Brief description or keywordkeyword••StatusStatus: All (i.e., wide open), Saved, Awaiting Approval, Rejected, etc.••TimeframeTimeframe: Date range in which the PRD may have been created••Product CategoryProduct Category: Category assigned describing the type of goods or service••SupplierSupplier: Vendor name
TIPTIP: After performing a specialized search, clear your entries and click Apply to return
the highlighted query to its original settings.
Additional resources for configuring and managing Quick Criteria Maintenance can Additional resources for configuring and managing Quick Criteria Maintenance can be found at: be found at: http://www.uky.edu/Purchasing/srmquickrefcards.htmhttp://www.uky.edu/Purchasing/srmquickrefcards.htm
Web Site and Help ReferencesWeb Site and Help References
•• myHelp myHelp –– MM & Purchasing Help web site: MM & Purchasing Help web site: http://myHelp.uky.edu/rwd/HTML/MM.html http://myHelp.uky.edu/rwd/HTML/MM.html
– Contains Quick Reference Cards, updated and printable course manuals, Reference Manual, Training Request Form, etc.