| Date post: | 27-Mar-2015 |
| Category: |
Documents |
| Upload: | arianna-jacobs |
| View: | 214 times |
| Download: | 1 times |
Slide 1
FastFactsFeature 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 reportBW’s purchase order detail report
Slide 3
Today’s PresenterJosh Oleszczuk
Staff Accountant, JHHS Controller’s Office
Slide 4
Session Segments
PresentationJosh will review the vendor payment and purchase order detail reports in BW.During the presentation, your phone will be muted.
Q&AAfter 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] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
Slide 6
Survey
SurveyAt 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 assumptionsVendor payment reportPurchase order detail reportQuestions & answers
Slide 9
Assumptions
Participants have access to BWParticipants have used BW and understand basic navigation and report formatting.
Slide 10
Report shows actual payments to vendorsEncompasses both check request and purchase ordersDisplays invoice number and amountDisplays payment typeDisplays date check was created and cashed
Vendor Payment
Slide 11
Choose “Vendor Payment” from the Role Menu.
Vendor Payment
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
Your screen will look like this. Click “Execute” to proceed.
Vendor Payment
Slide 14
The report appears.
Vendor Payment
Slide 15
Vendor Payment
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.
Displayed is a list of additional information you can bring into your report.
Slide 16
Completed Report
Vendor Payment
Included Fields
Slide 17
Purchase Order Detail
Slide 18
Displays vendor and material informationDisplays quantity ordered and amount per unitDisplays requesterDisplays shopping cart number
Purchase Order Detail
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 DetailShown 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 reportYou 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&AWe’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!
