805A-36B-3037 Create a Reimbursable Sales Order Status: Approved

Transcription

1 Report Date: 13 Apr A-36B-3037 Create a Reimbursable Sales Order Status: Approved Distribution Restriction: Approved for public release; distribution is unlimited. Destruction Notice: Foreign Disclosure: FD1 - This training product has been reviewed by the training developers in coordination with the FMB/SSI/Fort Jackson SC foreign disclosure officer. This training product can be used to instruct international military students from all approved countries without restrictions. Page 1

2 Conditions: As a resource manager, you have been tasked to process a sales order by interpreting the General Fund Enterprise Business System ( GFEBS) Status of Funds Report. You have access to the Financial Management Tactical Platform, DFAS-IN Regulation 37-1, Finance and Accounting Policy Implementation, DFAS-IN Manual FY, The Army Management Structure, and AR 1-1, Planning, Programming, Budgeting, and Execution System. This task should not be trained in MOPP 4. Standards: With 100% accuracy you must demonstrate proficiency with: 1. Interpret the purpose and types of Reimbursable Sales Orders 2. Input all required information resulting in the successful creation of a document number Special Conditions: Safety Risk: Low MOPP 4: Never Cue: Task Statements DANGER WARNING CAUTION Remarks: Notes: Page 2

3 Performance Steps 1. Interpret the purpose and types of Reimbursable Sales Orders a. Sales Order: Types b. Roles and Responsibilities c. Determining Chart d. Where in the Process 2. Input all required information resulting in the successful creation of a document number a. Create a Sales Order using GFEBS T-Code VA01. b. Input Order Type. c. Input Sales Organization. d. Input Distribution Channel. e. Input Division. f. Input Sold to Party. g. Input PO Number. h. Input PO Date. i. Input Delivery Plat. j. Input Contract Start. k. Input Contract End. l. Input Material Description. (Asterisks indicates a leader performance step.) Evaluation Guidance: Score a GO if the Soldier passes (P) all applicable performance measures. Score a NO GO if the Soldier fails (F) any performance measure. Show the Soldier what was done incorrectly on any failed performance measure and how to do it correctly. Evaluation Preparation: Ensure all applicable regulations, policies, forms, systems, and standard office supplies are available. Page 3

4 PERFORMANCE MEASURES GO NO-GO N/A 1. Interpreted the purposes and types of Reimbursable Sales Orders a. Sales Order: Types b. Roles and Responsibilities c. Determining Chart d. Where in the Process 2. Inputted all required information resulting in the successful creation of a documented number a. Created a Sales Order using GFEBS TCODE VA01. b. Inputted Order Type. c. Inputted Sales Organization. d. Inputted Distribution Channel. e. Inputted Division. f. Inputted Sold to Party. g. Inputted PO Number. h. Inputted PO Date. i. Inputted Delivery Plat. j. Inputted Contract Start. k. Inputted Contract End. l. Inputted Material Description. Supporting Reference(s): Step Number Reference ID Reference Name Required Primary AR 1-1 PLANNING, PROGRAMMING, BUDGETING, AND EXECUTION SYSTEM DFAS-IN 37-1 Finance and Accounting Policy Implementation. No DFAS-IN MANUAL Financial Management: The Army Management Structure for Fiscal Year 2016 No TADSS : Equipment Items (LIN): LIN 70347N Name FMTP Financial Management Tactical Platform Materiel Items (NSN) : Step ID NSN LIN Title Qty C LD109G Printer, Color Laserjet: HP Color Laserjet 5550DM N Computer System, Digital, Desk Top, Work Station: Dell Precision M Surge Protector Calculator, Anesthes MONITOR 1 Environment: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to the current Environmental Considerations manual and the current GTA Environmental-related Risk Assessment card. Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to ATP Environmental Considerations and GTA ENVIRONMENTAL-RELATED RISK ASSESSMENT. Safety: In a training environment, leaders must perform a risk assessment in accordance with current Risk Management Doctrine. Leaders will complete the current Deliberate Risk Assessment Worksheet in accordance with the TRADOC Safety Officer during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Note: During MOPP training, leaders must ensure personnel are monitored for potential heat injury. Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the MOPP work/rest cycles and water replacement guidelines IAW current CBRN doctrine. In a training environment, leaders must perform a risk assessment in accordance with DA PAM , Risk Management. Page 4

5 Leaders will complete a DD Form 2977 DELIBERATE RISK ASSESSMENT WORKSHEET during the planning and completion of each task and subtask by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the work/rest cycles and water replacement guidelines IAW TRADOC Regulation Prerequisite Individual Tasks : Supporting Individual Tasks : Task Number Title Proponent Status 805A-36B-1011 Maintain Commitment Records and Obligations 805A - Financial Management (Individual) Approved Supported Individual Tasks : Supported Collective Tasks : Task Number Title Proponent Status 14-EAC-8036 Perform Theater Accounting Support (FMSC) 14 - Finance (Collective) Approved Knowledges : Knowledge ID K27358 Knowledge Name Know how to Create a Reimbursable Sales Order Skills : Skill ID S1721 S5530 S5529 Skill Name Navigate Government Fund Enterprise Business System (GFEBS) Ability to input all required information resulting in the successful creation of a document number Ability to interpret the purpose and types of Reimbursable Sales Orders ICTL Data : ICTL Title 36B - Financial Management Technician - SL3 Personnel Type MOS Data Enlisted MOS: 36B, Skill Level: SL3, Duty Pos: UQW Page 5