Transcript Control Salary/ Default Account

Slide 1
FastFacts
Feature Presentation
August 14th, 2008
We are using audio during this session, so please dial in
to our conference line…
Phone number: 877-322-9648
Participant code: 182500
Slide 2
Today’s Topic
We’ll be taking a look at…
BW’s vendor payment report
BW’s purchase order detail report
Slide 3
Today’s Presenter
Josh Oleszczuk
Staff Accountant, JHHS Controller’s Office
Slide 4
Session Segments
Presentation
Josh will review the vendor payment and purchase order detail
reports in BW.
During the presentation, your phone will be muted.
Q&A
After the presentation, we’ll hold a Q&A session.
We’ll open up the phone lines, and you’ll be able to ask
questions.
We will answer as many of your questions as time allows.
Slide 5
Contact Us
If you would like to submit a question during the presentation or if
you’re having technical difficulties, you can email us at:
[email protected]
You can also send us an instant message!
GoogleTalk – [email protected]
AOL Instant Messenger – HopkinsFastFacts
MSN – [email protected]
Slide 6
Survey
Survey
At the end of this FastFacts session, we’ll ask you to complete a
short survey.
Your honest comments will help us to enhance and improve
future FastFacts sessions.
Slide 7
Vendor Payment Report
Slide 8
Agenda
Today, we’ll be taking a look at:
Session assumptions
Vendor payment report
Purchase order detail report
Questions & answers
Slide 9
Assumptions
Participants have access to BW
Participants have used BW and understand basic navigation and
report formatting.
Slide 10
Vendor Payment
Report shows actual payments to vendors
Encompasses both check request and purchase orders
Displays invoice number and amount
Displays payment type
Displays date check was created and cashed
Slide 11
Vendor Payment
Choose “Vendor Payment” from the Role Menu.
Slide 12
Vendor Payment
Enter Business Area
Change Posting Payment
Date to a Range and
select Date Range
Input a Cost Center,
WBS Element or Order
Number
The “Selection” screen will appear.
Slide 13
Vendor Payment
Your screen will look like this. Click “Execute” to proceed.
Slide 14
Vendor Payment
The report appears.
Slide 15
Vendor Payment
Displayed is a list of additional information
you can bring into your report.
TIP: Add the vendor to the standard
report.
If running this report for Multiple Cost
Center, you should add that characteristic
to the report as well.
Additionally, you will need to format the
report by swapping fields, so that the
report groups and subtotals as you
expect.
Slide 16
Vendor Payment
Completed Report
Included Fields
Slide 17
Purchase Order Detail
Slide 18
Purchase Order Detail
Displays
Displays
Displays
Displays
vendor and material information
quantity ordered and amount per unit
requester
shopping cart number
Slide 19
Purchase Order Detail
Choose “Purchase Order Detail” from the Role Menu.
Slide 20
Purchase Order Detail
The “Variable” selection screen appears and shows the business areas to
which you have access
Slide 21
Purchase Order Detail
Once you have filled out your selections, click “Execute”
Slide 22
Purchase Order Detail
The report then appears
Slide 23
Purchase Order Detail
Shown are all of the Free Characteristics
you can enter into your report.
Some important fields you may wish to see are:
•Created by
•G/L Account
•Requestor
•Shopping Cart Number
•WBS Element
•Order
Additionally you will need to format the report by
swapping fields, so that the report groups and
subtotals as you expect.
Slide 24
Purchase Order Detail
This report is an example of what you can create with PO detail
Slide 25
Conclusion
Hopefully these reports can help some of you with your work by
making it easier to see which vendor invoices have been paid or to
see what has been order and the person that order it.
Keep in mind with BW: you can manipulate these reports so that
you can easily run the report sorted by vendor, or by cost center all
by swapping fields in the report
You are also able to bookmark these reports. Once you have
created a report, you can re-run it over and over again, or you can
create similar reports but with fields in different orders.
Slide 26
Q&A
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide
instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during
the presentation.
If there’s a question that we can’t answer, we’ll do some research
after this session, and then email the answer to all participants.
Slide 27
Thank You!
Thank you for participating!
We would love to hear from you.
Are there certain topics that you would like us to cover in future
FastFacts sessions?
Would you like to be a FastFacts presenter?
Please email us at: [email protected]
Slide 28
Survey
Before we close, please take the time to complete a short survey.
Your feedback will help us as we plan future FastFacts sessions.
Click this link to access the survey
http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!