Lesson 1:
- How to find a Business Unit
- Adding Agency Business Units
- Copying Accounts from Business Units to Business Units
- Adding Accounts to Business Units - Agency
- Inquiring on Nebraska Master Accounts
- Activating a New Business Unit
- Deactivating a Business Unit
- Submit a Spreadsheet (New Business Units)
Lesson 2: Enter Journal Entries
- Entering Journal Entries in Debit Credit Format
- Entering a Percentage Journal Entry
- Inquiring on a Journal Entry
- Changing an Unposted Journal Entry
- Deleting a Journal Entry
Lesson 3: Approve / Print / Post Journal Entries
- Printing Journal Entries by Batch
- Reviewing Journal Entries for Approval
- Posting Journal Entry Batches
- Voiding a Journal Entry
- Batch Audit Workbench
Lesson 4: Miscellaneous
- Entering and Using Model Journal Entries
- Importing a Journal Entry - PDF
- Inactivating Accounts - PDF
- Deleting Accounts
- Setting up a Recurring Journal Entry
Lesson 5: Accounting Inquiries
Lesson 6: Accounting Reports
- BU Check Before Activation
- Agency Financial Reports
- PY Variance Reports
- Account Balance by Agency (see report example)
- Account Balance by Program (see report example)
- Fund Summary by Fund
- Fund Summary by Fund Type (see report example)
- Revenue Expense Balance by Fund (see report example)
- Cash Status Report (see report example)
- Cash Status Report with AR (see report example)
- Daily Average Cash Balance
- Allotment Status Encumbrance Detail (see report example)
- Open PO Detail by Branch/Plant
- General Ledger Account Detail
- G/L by Subsidiary
- Agency Chart of Accounts
- Trian Balance by BU (see report example)
- Trian Balance by Fund (see report example)
- Trian Balance by Object
- Received Not Vouchered Report (see report example)
- Received/Vouchered Status Order Total
- Received/Vouchered Status Supplier
- Transaction Journal (see report example)
- Detailed Batch Management Info
- Budget Status Summary (see report example)
- Budget Status by Agency (see report example)
- Budget Status by Ag/Prog/Subpg
- Budget Status by Ag/Prog
- Budget Status by Ag/Div/Prog/Subpg
- Budget Status by Ag/Div (see report example)
- Budget Status by Ag/Div/Prog
- Budget Status by Ag/Div/Prog/Subsd
- Monthly Budget Spreadsheet
- Monthly Budget Spreadsheet with Percents
- Appropriation to Budget Comparison (see report example)
- Appropriation Detail Report
- PSL Encumbrance Detail Report (see report example)
- Encumbrance Detail Report (see report example)
- Personal Service Limitation
- Grant Project Status
- Grant Project Summary
- General Journal for 'O' Batches (see report example)
- General Journal for 'V' Batches (see report example)
- Voucher Lines Added at 3 Way Match
ACCOUNTING REPORTS
BUDGET REPORTS
GRANTS REPORTS
OTHER REPORTS
Lesson 1: Accounts Payable Inquiries
- Reviewing Supplier Master and Address Book Information
- Voucher Invoice Inquiry
- Payment Inquiry
- Cleared Warrant Inquiry
- Inquire on Payments to Inactive AB Records
Lesson 2: Voucher Processing
- Entering Vouchers without Purchase Orders/IBT
- Entering Multiple Supplier-Payment Vouchers at One Time
- Entering Vouchers for Employee Reimbursement
- Special Handling of a Voucher
- Printing Vouchers for Review or Pre-Audit Printing Voucher Journal
- Printing Pre-audit Verification Report
- Working With Batches Batch Audit Workbench
- Reviewing, Approving, and Working with Voucher Batches - PDF
Lesson 3: Other Voucher Processing Inquiries
- All Order Inquiry
- Pre-note Inquiry
- Entering Vouchers using Two-Way Match
- Entering Vouchers using Three-Way Match
- Entering Credit Memos with a Purchase Order - PDF
Lesson 4: Accounts Payable Reports
- Open Purchase Order Detail Report (Procurement report) - work instructions pending
- A/P Details with Aging (See report example)
- A/P Details with Remarks (See report example)
- Supplier/Customer Totals by G/L Acct - work instructions pending
- Detailed Payment Register (See report example)
- AP Payment History Detail (See report example)
- G/L Post Budget Failure Report - PDF
- Print Voucher Journal
- Voucher Pre-Audit Report - work instructions pending
- Received Not Vouchered Report
- Received/Vouchered Status Reports (See report example)
- Purchase Card Journal Report (See report example)
Lesson 1: Accounts Receivable Processing
- Regular Invoice Processing (RI)
- Interagency Billing Transaction (IBT) Processing (R6)
- Applying Cash Received to an Invoice - PDF
- Performing A/R Inquiries
- Creating A/R Statements
Lesson 2: Cash Depositing
- Deposit Processing - PDF
- ACH Invoice Processing - PDF
- Recording Sales Tax - PDF
Lesson 3:
Lesson 4: Accounts Receivable Reports
- Open A/R Detail with Aging by Fund (See report example)
- Open A/R Summary by Fund (See report example)
- Open A/R Customer Receipt History by Fund (See report example)
- Receipt Journal (See report example)
Lesson 5: Accounts Receivable Inquiries
Lesson 1: Address Book Records
- Address Book Search Type Descriptions - PDF
- Tax Entity Code Guidance - PDF
- Search for an Address Book Record
- Address Book Request - Add
- Address Book Request - Change
- Working With AB Requests
- View ACH E-Mail Address
- Bank Account Numbers for ACH Payments
Lesson 2: Address Verification
Lesson 1: User ID and Role Assignments
- Looking Up User ID
- Request New User ID - Role Assignments
- Request Revisions to Existing User ID - Role Assignments
- Adjust Submitted Requests
- Request Termination of Existing User ID
Lesson 2: Batch Management
Lesson 3: Business Process Owner - BPO Review
Lesson 1: Working With Transactions
- Adding Agency Business Units
- Copying Object Codes to Business Units
- Enter / Revise Final Approved Budget
- Online Inquiries - Agency Budgets
- Entering/Adjusting Manual Encumbrances
- Liquidating a Manual Encumbrance
Lesson 2: Budget Reports
- Budget Status Summary (see report example)
- Budget Status by Agency (see report example)
- Budget Status by Ag/Prog/Subpg
- Budget Status by Ag/Prog
- Budget Status by Ag/Div/Prog/Subpg
- Budget Status by Ag/Div (see report example)
- Budget Status by Ag/Div/Prog
- Budget Status by Ag/Div/Prog/Subsd
- Monthly Budget Spreadsheet
- Monthly Budget Spreadsheet with Percents
- Appropriation to Budget Comparison (see report example)
- Appropriation Detail Report
- PSL Encumbrance Detail Report (see report example)
- Encumbrance Detail Report (see report example)
- Personal Service Limitaion
- Manual Encumbrance Report
Lesson 3: Mini Manual
Lesson 1: Sales Order
- Confirm Status Change - PDF
- Credit Order - PDF
- Direct Sales Order Entry - PDF
- Create Sales Quote for Stock Item - PDF
- Generate Sales Order From Sales Quote - PDF
- Modify Quote Custome or Sales Order Document - PDF
- Print Sales Quote to Customer or Engineering - PDF
- Sales Ledger Inquiry - PDF
- Service Sales Orders - PDF
- S1 O1 FAQ - PDF
Lesson 2: Manufacturing
- Attaching Routing and BOMs to Work Orders - PDF
- Creating BOMs - PDF
- Creating Routings - PDF
- CSI Work Orders Gernerated Manually - PDF
- Printing Work Orders - PDF
- Shop Floor Transactions Using dcLINK - PDF
- Shop Floor Transactions Using EnterpriseOne - PDF
- Work Order Entry - PDF
Lesson 3: Purchasing
- Purchasing Gererating An OJ From a ZC - PDF
- Generating AG for N or S Line Type From OJ - PDF
- Generating ZP from ZR - PDF
- How To Enter A ZR - PDF
- Inquiring Vendor Address Book Records - PDF
- Reviewing Approval Status of Purchcase Requisitions, Contracts & Purchase Orders - PDF
- Revising A Purchase Document - PDF
- Entering Receipts by PO
- Reversing Receipts
- Running Purchase Receiver Report
- Revising Supplier Catalog - PDF
- Revising A Porcurement Order Template - PDF
- Component Shortages Work Bench - PDF
- Reorder Point Requisitions and Purchase Orders
Lesson 4: Inventory
- Define Warehouse Locations - PDF
- Manufacturing Accounting Additional Notes - PDF
- Manufacturing Accounting Overview - PDF
- Print Warehouse Locations Labels - PDF
- Enter Change Work Center Rates - PDF
- Enter Change Work Center Setup - PDF
- Assigning an Item to a Branch/Plant Primary Location
- Assigning an Item to a Secondary Location
- Changing Primary Location
- Defining Reorder Quantities
- Defining Item Costs
- Inventory Transactions - Creating an Issue
- Transferring Items Within Same Branch Plant Reviewing Quantity Availability via Item Number
- Reviewing Quantity Availability via Item Description
- Creating an Issue Using Item Search
- Reversing an Entry
- Inquiring on Detailed Item Availability
- Inquiring on Item Availability by Branch/Plant
- Selecting Items To Count
- Reviewing Items to Count Online
- Running the Print Cycle Count Sheets
- Entering Cycle Count Results
- Reviewing Cycle Count Variance On-Line
- Running the Cycle Variance Detail Report
- Approving the Cycle Count
- Running the Cycle Count Update
- Verifying the Cycle Count Has Completed
- Verifying the Updated Quantity On Hand
- Resetting Frozen Values
- Canceling a Cycle Count
- Enter Recipts by Purchase Order Receipt Routing - PDF
- Reverse Receipts By Purchase Order Receipt Routing - PDF
- Assign Revise Receipt Routes - PDF
- Transfer Items To Operations Movement To Stock - PDF
- Printing a Shortage Report and Working with Component Shortages - PDF
Lesson 5: Accounting
Lesson 6: Printing Requisition
Lesson 7: QRCs
- Add A New Item - PDF
- Add Vendor or manufacturer Part Number to the Cross Reference - PDF
- Approve A Service Sales Order - PDF
- Approving Purchase Requisitions Shop Supervisors - PDF
- Attaching Existing Routing & BOM to Work Order - PDF
- Attaching Existing Routing & BOM Work Order - PDF
- Creating A Custom Parts List - PDF
- Creating A Custom Routing - PDF
- Creating A Service Order - PDF
- Creating A Work Order Manually - PDF
- Creating Custom Parts List - PDF
- Creating Custom Routing - PDF
- Creating Work Order Manually - PDF
- Determine Next Number For Non Stock - PDF
- Enter Transfer Order - PDF
- Enter Sales order Agency SI - PDF
- Enter Sales Order Non Agency SO - PDF
- Enter Transfer Order - PDF
- Entering Line Attachments Inmate Clerks - PDF
- Entering Line or Text Attachments Shop Supervisors - PDF
- Generating An OJ From ZC Inmate Clerks - PDF
- Generating MPS or MRP Branch Plant - PDF
- Generating OJ From A ZC Shop Supervisors - PDF
- Generating ZG For Non S Line Type From OJ Shop Supervisors - PDF
- Generating ZP From An AR Shop Supervisors - PDF
- Hours Quantities Proof Or Update - PDF
- How To Enter A ZR Shop Supervisors - PDF
- How To Enter ZR Inmate Clerk - PDF
- Manufacturing Journal Entries Completion Proof or Final - PDF
- Manufacturing Journal Entries Variance Proof or Final - PDF
- Manufacturing Journal Entries WIP - PDF
- Print Transfer Order - PDF
- Printing or Attach & Print A Work Order - PDF
- Processing MPS or MRP Messages - PDF
- Production Cost Inquiry - PDF
- Receive Transfer Order dcLINK Scanners - PDF
- Receive Transfer Order - PDF
- Reprint Sales Order Acknowledgement - PDF
- Reviewing Approval Status of Purchase Requisitions Shop Supervisors - PDF
- Revising A ZR or OJ Shop Supervisors - PDF
- Transfer Order Ship Confirm dcLINK Scanners - PDF
- Transfer Order Ship Confirm - PDF
- Unplanned Issues dcLINK Scanners - PDF
- Work order Completions dcLINK Scanners - PDF
- Work Order Completions Super Backflush - PDF
- Work Order Issues dcLINK Scanners - PDF
- Work Order Issues - PDF
Lesson 1: Employee Self Service (ESS)
Lesson 1: Working With Asset Master Information
- Understanding Fixed Assets - PDF
- Entering an Asset Master
- Copying an Asset Master Record
- Revise Asset Master(s)
- Parent Child Relationships Overview - PDF
- Establish Parent Child Relationships Overview - PDF
- Review Parent Child Relationships
- Revise Parent Child Relationships
Lesson 2: Fixed Asset Costs
- Fixed Asset Journal Entry
- Post Costs To A Fixed Asset
- Split An Asset Transaction
- Pass On An Unposted Fixed Asset Entry
Lesson 3: Fixed Assets Purchased Through Alternative Methods
- Master Lease Purchases - PDF
- IT Equipment Pass Through - PDF
Lesson 4: On-Line Inquiries and Changes
Lesson 5: Transferring an Asset Intra-Agency
Lesson 6: Disposing of an Asset Through Surplus Process
- Disposing of an Asset Through Surplus Process Overview - PDF
- Splitting an Asset for Partial Disposal
- Disposal Through Surplus or Sale
- Disposal Through Adjustments
- Training Guide
- Disposal Through Trade-In
Lesson 7: Running Reports
- Additions and Retirements
- Asset Master List
- Asset Master Schedule
- Auditor F/A Listing
- Ledger Type F2 - Fund Sequence
- Ledger Type F2 - SPN Tag Sequence
- F/A Extract
- F/A Listing by Location
- G/L by Tag Number
- Location Tracking by Location BU
- Schedule of Fixed Assets
- Business Unit - Fund Integrity (see report example)
- F/A No Cost Integrity (see report example)
- F/A With No Attachment Integrity (see report example)
- Item Code - Object Account Integrity (see report example)
- Unposted Fixed Asset Report (see report example)
Lesson 8: Barcode Scanning
Lesson 1: Setting Up a Grant
Lesson 2: On-Line Inquiry
Lesson 3: Grants Reports
Lesson 1: Inventory - Supply
- Document Flows for Stock Purchases and Order Types - PDF
- Process Flow - Storing Basic Item Information in the Item Master (PF50005) - PDF
- Adding a New Stock Item Record (DAS Materiel Division, State Surplus Property)
- Add a New Non Stock Item Record
- Adding Order Prepartation Days to Item Number
- Process Flow - Adding a Stock Item to a Branch/Plant (PF50006) - PDF
- Defining Buyer and Supplier Address Book Numbers
- Assigning an Item to a Branch/Plant Primary Location
- Assigning an Item to a Secondary Location
- Changing Primary Location
- Defining Reorder Quantities
- Defining Item Costs
- Duplicating Items in Multiple Branch/Plants (AS Accounting) - PDF
- Process Flow – Issuing Inventory (PF50001) - PDF
- Inventory Transactions - Creating an Issue
- Reviewing the Transaction Record – Issues
- Reviewing the G/L Record – Issues
- Process Flow – Transferring Inventory (PF50003) - PDF
- Transferring Items Within the Same Branch/Plant & To A Different Branch/Plant
- Reviewing the Transaction Record – Transfers
- Reviewing the G/L Record – Transfers
- Process Flow – Adjusting Inventory (PF50002) - PDF
- Adjustment Reason Codes - PDF
- Increasing/Decreasing Quantity Available for an Item
- Reviewing the Transaction Record – Adjustments
- Reviewing the G/L Record – Adjustments
- Reviewing Quantity Availability via Item Number
- Reviewing Quantity Availability via Item Description
- Creating an Issue Using Item Search
- Verifying the Updated Quantity Available
- Reversing an Entry
- Verifying Entry Reversal
- Inquiring on Items Using Word Search
- Inquiring on Items Using Item Search
- Inquiring on Detailed Item Availability
- Inquiring on Item Availability by Branch/Plant
- Inquiring on Quantity Information Using Item Ledger
- Creating Cross Referencing by Item
- Creating Cross Referencing by Address
- Reviewing Cross References
- Process Flow – Performing Physical Inventory (PF50004) - PDF
- Selecting Items to Count
- Reviewing Items to Count Online
- Running the Print Cycle Count Sheets
- Entering Cycle Count Results
- Reviewing Cycle Count Variance On-Line
- Running the Cycle Variance Detail Report
- Approving the Cycle Count
- Running the Cycle Count Update
- Verifying the Cycle Count Has Completed
- Verifying the Updated Quantity On Hand
- Resetting Frozen Values
- Canceling a Cycle Count
Lesson 2: Inventory Basics
- Defining Terminology - PDF
- Inquiring on Commodity Codes (Item Numbers) - PDF
- Inquiring on Vendor-commodity Codes Catalog
- Inquiring on Vendor (V) Address Book Records - PDF
- Document Types - PDF
- Status Codes - PDF
- Process Flow - Procuring Non Contract Stock Items Between $0 and $9999 (PF50007) - PDF
- Process Flow - Procuring Stock Commodities/Non-Contract Items > $10,000 (PF50008) - PDF
- Process Flow - Creating Commodity Contracts (PF50009) - PDF
- Process Flow - Procuring Stock Commodities from Existing Contracts (PF50010) - PDF
Lesson 3: Inventory Stock Purchasing
- Need to Order Report
- Warehouse Issue Report
- Item Cost Report by Warehouse - PDF
- Create a Requisition for Stock - PDF
- Enter Attachments to Order Header - PDF
- Enter Attachments to Order Detail - PDF
- Enter Line Default Information - PDF
- Copy an Existing Requisition - PDF
- Generating a Quotation Request from a Requisition - PDF
- Entering Suppliers to Receive Quotation Requests - PDF
- Running the Print Quotations (ZQ) Report - PDF
- Entering Bid Responses - PDF
- Generate a Purchase Order from a Requisition - PDF
- Generating a Purchase Order from a Quotation Request - PDF
- Enter a Purchase Order Direct - PDF
- Running the Print PO (ZP) Report - PDF
- Return Stock Item to Vendor - PDF
- Reorder Point Requisitions and Purchase Orders - PDF
- Creating a Blanket Order for Stock (ZC) - PDF
- Generating a Purchase Order (ZG) from Blanket Order for Stock (ZC) - PDF
Lesson 4: Review & Approval Process
- Inquiring on a Procurement Document - PDF
- Run Summary by Supplier Report - PDF
- Run Summary by Branch/Plant Report - PDF
- Run Print Purchase Order by Request Date Report (pending)
- Run Approval Route Report
- Approval Route Work Sheet
- Approval Routes – Final Level of Approval
- Transfer Order Approval Authority (Approval Delegation) - PDF
- Reviewing Approval Status of Purchase Requisitions and Purchase Orders - PDF
- Approving Purchase Requisitions and Purchase Orders - PDF
- Rejecting Purchase Requisitions and Purchase Orders - PDF
Lesson 5: Revisions to Documents
- Revising an Order
- Reviewing the Last Order Revision or All Order Revisions - PDF
- Running the Print Order Revisions History Report - PDF
Lesson 6: Receipt Processing
- Running the Purchase Receiver Report
- Entering Receipts by PO - PDF
- Reversing Receipts - PDF
- Running the Purchase Receiver Report - PDF
- Entering Receipts by PO with Receipt Routing - PDF
- Reversing Receipts by PO with Receipt Routing - PDF
- Assigning/Revising Receipt Routes - PDF
- Transferring Items to Operations - Movement to Stock - PDF
- Transferring Items to Operations - Disposition - PDF
Lesson 7: Inventory - Management & Accounting
- Viewing Open Receipts by Supplier (Accounting) - PDF
- Printing Receipt Information by Supplier (pending)
- Posting Purchase Order Receipts - PDF
- Overview of Journal Entries (pending)
- Inventory Life Cycle - PDF
- Create Journal Entries
- Reviewing Journal Entries
- Posting Journal Entries - PDF
- Confirming Posting Through Journal Review - PDF
Lesson 1: New Employee Course
The New Employee Course - Level 1 introduces new employees to the Payroll & Financial Center. The new employee will learn basics such as signing in and out of the system, changing their password, and navigating the menus. The Level 1 course also covers employee self service options such as reviewing their paystub, W4, leave balances, and entering their timecards into the system. This course is a great place for all new employees to begin.
- Introduction to the Payroll & Financial Center - PDF
- Logging In and Out
- Changing Your Password
- Navigation
- Entering Timecards - Daily Time Entry
- Entering Timecards - Summary Time Entry
- Submitting Leave Requests
- Reviewing Your Leave Balances
- View & Print Your Paystub
- W4 Review
Lesson 2: New Employee Course
The New Employee Course - Level 2 builds upon the Level 1 course (before taking the Level 2 course the new employee should complete the Level 1 course). The Level 2 course introduces the new employee to various aspects of working with the Payroll & Financial Center such as program windows, working with exits, records, grids, & attachments, customizing a grid, and running reports. If the new employee will only have self service access in the system they do not need to take the Level 2 course.
- Customizing a Grid
- Using Favorites
- Using Previous / Next Functionality
- Visual Assist
- Working with Attachments
- Working with Exits
- Working with Grids
- Working with Program Windows
- Working with Records
- Execution Detail
- Running & Viewing BI Publisher Jobs
- Running Reports
- Running / Viewing Reports in CVS
- Understanding Reports - PDF
- Working with Submitted Reports
Lesson 1: PDBA Foundation
Lesson 2: Time Entry
- Pay Type Descriptions - XLS
- Entering Timecards for Employees Using Speed Time Entry & Labor Distribution
- Split Time Entry Overview - PDF
- Entering Timecards Using Filters
- Entering Workers Comp Time & Leave
- Recording Catastrophic Leave Donations & Usage
- Creating Holiday Templates
- Leave Adjustments
- One Time Overrides
- Uploading Timecards
- Payroll Administrator Review and Process Time Cards
- Time Entry Review
- Unapproved Time Card Noticiation Report
Lesson 3: Payroll
- Payroll Checklist- PDF
- Find a Master Pay Cycle
- Processing Payroll - Pre-Payroll
- Processing Payroll - Journal Entries
- Processing Payroll Reports
- Overview of Interim Payments - PDF
- Direct Pay Worksheet - XLS
- Interim Payroll Worksheet - XLS
Lesson 4: Employee Self Service (ESS)
- Entering Timecards using ESS - Daily Time Entry
- Entering Timecards using ESS - Summary Time Entry
- Manager Review and Approve Employee Time Card
- Review & Print Your Paystub
- Submitting Leave Requests
- Reviewing Your Leave Balances
- W4 Review
- View & Print Your W-2
Lesson 5: Manager Self Service
Lesson 6: History
- Reviewing Employee History
- Inquiring on Cashed Payroll Warrants
- Reviewing Pay Stub History
- Reviewing PDBA History
- Reviewing Tax History
- Payment Review and Void
- Reviewing Leave Balance
Lesson 7: Running Reports
- Agency Staffing Report
- Agency Vacancy Report
- Auto Deposit Report
- Employee Pay and Tax History (see report example)
- Employee W4 Information Report
- Historical Labor and Burden Distribution Register
- Historical Payroll Register
- Labor Distribution (see report example)
- Leave Report
- Leave Request Report - GLA
- Time and Payroll History Detail
- Wage History
- Year-End Leave Balance Estimate Report
- Out of Balance Journal Entry
Lesson 8: Mini Manual
Lesson 1: Procurement Basics
- Defining Terminology
- Inquiring on Commodity Codes
- Inquiring on Vendor-Commodity Codes Catalog
- Inquiring on Vendor (V) Address Book Records
- Inquiring on Vendor - Commodity Codes
- Print Address Book Labels
- Life Cycle of a Purchase Order - PDF
- Document Types - XLS
- Status Codes - XLS
- Menu Selections and Document Flows
Lesson 2: Standard Process for Documents
- Revising a Procurement Document
- Review Revisions to a Procurement Document
- Print Requisition, Contract, and Purchase Order
- Account Distribution on Document
- Creating Document Attachment
- Entering Line Default Information
- All Order Inquiry
- All Document Inquiry
- Purchasing Ledger Inquiry
Lesson 3: Requisitions & Pre-Requisitions
- Enter A Deviation Request (08) for a Service Contract
- Enter a Purchase Requisition
- Copying an Existing Purchase Requisition
- Entering a Purchase Requisition for Communications Equipment (OT)
Lesson 4: Non-Stock / Non-Contract Purchasing
- Generating a Quotation Request from a Purchase Requisition
- Entering Suppliers to Receive Quotation Requests
- Print Quotations
- Entering Bid Responses
- Print Bid Tabulation
- Generating a Purchase Order from a Requisition
- Generate a Purchase Order from a Quotation Request
- Entering a Purchase Order Direct
Lesson 5: Commodity Contracts
- Creating Commodity Contracts Overview
- Generating a Purchase Order (OG) from an Existing Commodity Contract (OC)
Lesson 6: Contractual Services
- Generating a Quotation Request from a Purchase Requisition
- Entering Suppliers to Receive Quotation Requests
- Entering Bid Responses (Z1)
- Generating a Service Contract (O4) from a Purchase Requisition (Z6 or O3) or Deviation Request (O8)
- Generating a Service Contract (O4) from a Quotation Request (Z1)
- Entering / Revising a Service Contract (O4) Directly
- Contract Renewal (O4) from (O4)
- Generating a Purchase Order (O9) from an Existing Service Contract (O4)
Lesson 7: Procurement - Document Approval Process
- Running the Approval Route Report
- Approval Route Worksheet
- Reviewing Approval Status of Purchase Requisitions, Contracts, and Purchase Orders
- Approving or Rejecting Purchase Requisitions, Contracts, and Purchase Orders
Lesson 8: Receipt Processing
Lesson 9: Approval Routes
Lesson 10: Reports
- Approval Route Report
- Ex-Employee with Approval Routes
- Employees with Approval Changing Home BU
- Open PO Detail by Branch/Plant (See report example)
- Open PO Detail by Supplier (See report example)
- Open Requisitions (See report example)
- PO Recap (See report example)
- PO Summary by Business Unit (See report example)
- PO Summary by Supplier (See report example)
- Revisions History
- Stacking Purchase Orders (See report example)
- Statute Report (See report example)
- Buyer Performance Report
- Contract Usage (See report example)
- Contract Performance (See report example)
- Contract Usage by Contract Number (See report example)
- Contracts Due to Expire (See report example)
- Number of Contracts in Dollar Range Report (R5743540)
- Total Dollars Remaining on Contract (See report example)
- Received/Vouchered Status Report
- Vendor Performance Detail Report
- Vendor Performance Summary Report (See report example)
- Voucher History with a Purchase Order (See report example - XLS)
- Voucher History without a Purchase Order (See report example - XLS)
- Voucher Lines Added at 3-way Match Report (See report example)
- General Journal by 'O' Batch Report
Lesson 1: Setting up a Project
- Setting up a Project - PDF
- Copying Accounts to Buiness Units
- Inquiring on Nebraska Master Accounts
Lesson 2: Setting up a Requisition, Quote & Special PO
- Setting up a Requisition, Quote & Special Purpose PO for a Project
Lesson 3: On-Line Inquiry
- Job Status Inquiry - Grants / Projects
Lesson 4: Reporting
- Master Job Cost Report
- Job Status Inquiry Information Report
- Transaction Analysis Report
- Detail by Business Unit
- Job Detail by Subledger Report
- General Ledger Account Detail
Lesson 1: Risk Management Insurance Basics
- Insurance Terminology - PDF
- Contents Insurance Flow - PDF
- Vehicle Insurance Flow - PDF
- Building Insurance Flow - PDF
Lesson 2: Contents Insurance
Lesson 3: Vehicle Insurance
- Maintain Vehicle Insurance Record
- Identify Non-Item Code 42 Vehicle Insurance Record
- Cost Summary Inquiry
Lesson 4: Building Insurance
Lesson 5: Reports
Lesson 1: Introduction to the Payroll & Financial Center
- Introduction to the Payroll & Financial Center - PDF
- Logging In & Out
- Changing Your Password
- Navigating
Lesson 2: Working With the Payroll & Financial Center
- Working with Program Windows
- Working with Exits
- Customizing a Grid
- Working with Attachments
- Creating a Query
- Using Favorites
- Using Previous / Next Functionality
- Visual Assist
- Working with Grids
- Working with Records
Lesson 3: Reports
- Understanding Reports - PDF
- Running Reports
- Running / Viewing Reports in CVS
- Working with Submitted Reports
- Running & Viewing BI Publisher Jobs
- Execution Detail