Transcript ConnectND NDUS Financials Update

ConnectND
NDUS Financials Update
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3-4-04
Agenda
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Reporting
Training
Questions
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Reporting in PeopleSoft
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Inquiry Pages
Queries
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Delivered
Custom
Reports
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Crystal
SQR
nVision
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Budget Inquiry
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Budget Details
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Drilldown to Transactions
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Drilldown to More Detail
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Download to Excel
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Delivered Queries
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Many delivered queries provide the basis
for Crystal Reports
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Crystal provides formatting
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Delivered Queries
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Delivered Queries
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Export to Excel
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Custom Queries
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Custom queries can be either public or
private
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Public queries can be used by anyone
Private queries are for my own use
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Public Queries
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Private Queries
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Records
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Fields
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Preview
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Crystal Reports
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Crystal is used to format data from queries
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Public queries can be used by anyone
Private queries are for my own use
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Crystal Example
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SQR Reports
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SQR reports are similar to reports in our
current system
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Written by programmers
More stuff
“Just the facts ma’am”
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SQR Example
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nVision Reports
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nVision is a tool that allows Excel to
interact directly with the database
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Takes advantage of the features of Excel
Data doesn’t have to be keyed
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Training
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How will I be trained?
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Training will be appropriate to your needs
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“Accounts payable office”
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Need training in voucher types, voucher entry,
budget checking, payment processing, posting,
etc.
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Intensive 2-3 day in-person course
Departmental users
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May only need to know how to enter and budget
check vouchers
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1-2 hour course (could be in person, WebEx, IVN, etc.)
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When will I be trained?
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Most users will be “Just in time”
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Near go-live (June and early July)
Some core users will begin “training” as
they help us test the system over the next
three months
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Rely on these people to help support others
on their campuses
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Why can’t I be trained sooner?
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Training as close as possible to go live is
more effective
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If we trained users today, much of what’s
learned would need to be re-learned in July
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What can I do now?
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Make sure you have basic skills
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Know how to navigate in a web browser
Know how to work with data in Excel
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Sort, subtotal, etc.
Take free PeopleSoft navigation courses
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What happens when I get back
to my office?
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You will have:
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Training manuals
Reference guides
Process flows
Help Desk
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Questions Anyone?
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