MyFloridaMarketPlace. Reporting and Analysis Training
|
|
- Joshua McDonald
- 5 years ago
- Views:
Transcription
1 MyFloridaMarketPlace Reporting and Analysis Training
2 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 2
3 Three Reporting Options: System searches Customer created searches for MFMP transactions. Secure reports MFMP operational reports located on a secure site. Analysis Reporting Options A reporting application allowing customers to create reports for purchase orders, contracts, invoices and more. 3
4 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 4
5 System Searches System Search Basics System searches are simple to execute. Any customer with MFMP access can create system searches. Query group enables customers to see transactions enterprise-wide. Use a minimum of three search filters: Date range PUI (Purchasing Unit Identifier) Other Save System Searches you use frequently. You can export search results to Excel. 5
6 System Searches System Search Basics Click Search on the menu bar Click the drop-down arrow to view all Click on the type of search to create 6
7 System Search Basics Enter a minimum of three search filters Date range PUI (Purchasing Unit Identifier) System Searches Other, e.g., requisition number, order number, invoice number 7
8 System Searches Export System Search results 8
9 System Searches Export System Search results Save Search Enter search name Click ok 9
10 System Searches Export System Search results 10
11 Add new tabs to your Dashboard System Searches Step 1 Click "Configure Tabs" Select "Add New Tab" 11
12 Add new tabs to your Dashboard (continued) System Searches Step 2 - Enter a Tab name (e.g., Saved Searches) - Click "OK" Step 3 - Click "Saved Search" 12
13 Add new tabs to your Dashboard (continued) Step 4 - Select "Saved Searches" you want to see on your new tab System Searches 13
14 Add new tabs to your Dashboard (continued) Step 5 - Arrange the searches on your screen System Searches 14
15 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 15
16 Secure Reports Secure Reports Basics Secure reports generate from MFMP data Operational reports assist daily activities Reports are in an.csv format and require a zip file utility software Secure reports run regularly based on the report parameters (daily, weekly, monthly, and quarterly, etc.) 16
17 Secure Reports Secure Reports Password: MyFlorida.com Secure Reports website: 17
18 Secure Reports Secure Reports List Agency Compliance Monthly Agency Compliance Report Quarterly All Open Orders Current FY All Open Orders with Delay Purchase Until All Outstanding Encumbrances Current FY All Received Orders Current FY Bill To Information DO Payment History FLAIR Voucher Report HL All Open Orders IR Exception Report IRs With Last Approver User Report Outstanding Encumbrance Report POs Without IRs PR Audit by Commodity Code PRs in Submitted Status Requisition to Purchase Order Cycle Time Details Report Ship To Information Vendor Spend Report Users and Groups Report IR Exception Report 18
19 Secure Reports Secure Report Website Click on your agency PUI Enter your username and password 19
20 Secure Reports Secure Reports List from website On Web page double-click the desired report name and click "save." Save the report to an easily accessible location. 20
21 Secure Reports The MFMP Team uses 7-Zip, a free utility tool to open zipped files, including the MFMP Secure Reports. 21
22 Secure Reports Job Aid Reports available to all agencies Key information about each report, including: Intended report purpose Included fields Secure Reports Frequency that the reports are updated (daily, weekly, bi-weekly, monthly, and quarterly, etc.) Intended audience Secure reports job: 22
23 Secure Reports Report Requests Complete the MFMP Report Request form MFMP Buyer Toolkit, Forms page marketplace/mfmp_buyers/myflorida_marketplace_toolkit/mfmp_forms completed form to the MFMP Customer Service Desk MyFloridaMarketPlace processes report requests as quarterly Operational Data Updates (ODU) 23
24 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 24
25 Welcome to MFMP Analysis Access Analysis Analysis access is associated with your user profile MFMP updates Analysis passwords twice a day MFMP Analysis 25
26 MFMP Analysis Reporting Concepts Dashboard is your home page in Analysis 26
27 MFMP Analysis Introduction to Analysis Data Update Frequency - Separate Data Updates Daily: Buyer and Vendor Information Portal (VIP) data updates Weekly: FLAIR Encumbrance data updates Monthly: FLAIR Payment data updates Data Update Time - After 6 p.m. Eastern time Includes data from Fiscal Year to present 27
28 MFMP Analysis Fundamentals Custom reporting application How much are we spending? Where are we spending it? What products and services are we buying? Information needed to analyze spending data can come from several sources within MFMP Analysis: - Purchase orders - Invoices - Contracts / Master Agreements -Registered vendor data (from VIP) -FLAIR payment data -FLAIR encumbrance data 28
29 Fundamentals MFMP Analysis Fact Basic transaction data you are investigating Available Measure Data Field or Measurable numerical data value Dimensions /Hierarchy Details about the fact Fact Available Measure Hierarchy / Dimension Invoice PO Spend Ordered Date PO Count Supplier Agency Name 29
30 Fundamentals Dimension/Hierarchies let you specify how you want to present data Dimensions Hierarchy MFMP Analysis Encumbered Encumbered Status Encumbrance ID Ordered Date Calendar Fiscal 30
31 Fundamentals "Wizard" like functions assist with report creation steps MFMP Analysis 31
32 MFMP Analysis Fundamentals Title and Description describe the report Fact is the transaction data you are analyzing, i.e., your base "data source" 32
33 Fundamentals Available Measures are data fields for the report Fact MFMP Analysis 33
34 MFMP Analysis Fundamentals Next select the additional detail you need 34
35 Fundamentals Apply additional filters; click the drop down arrow MFMP Analysis Page field Column Field Row field Data field 35
36 MFMP Analysis Reporting Concepts Prepackaged Reports 36
37 Reporting Concepts Prepackaged reports display the most recent data MFMP Analysis 37
38 MFMP Analysis Reporting Concepts Public Folder / Agency Subdirectories 38
39 Reporting Concepts List of agency folders MFMP customers can access MFMP Analysis 39
40 MFMP Analysis Reporting Concepts Access an agency report 40
41 MFMP Analysis Reporting Concepts Search for reports using keywords 41
42 MFMP Analysis Reporting Concepts Saving Reports to Personal Workspace 42
43 MFMP Analysis Reporting Concepts Saving Reports to Public Reports 43
44 MFMP Analysis Reporting Concepts Change the parameters 44
45 MFMP Analysis Reporting Concepts Export to Excel (.xls or.xlsx) or a.csv file Export provides a snapshot Export truncates to 250 characters per cell Excel 2003 has export limitations of 64,000 rows Customers may need computer administrator rights from their agencies to export to Excel 45
46 MFMP Analysis Reporting Concepts Export 46
47 MFMP Analysis Reporting Concepts Excel auto-generates some additional features Agency Name PUI Number PO Count PO Spend (USD) Agency for Health Care Administration Agency for Persons with Disabilities Agency for Workforce Innovation
48 MFMP Analysis Reporting Concepts Configure Export to export additional details 48
49 MFMP Analysis Reporting Concepts 49
50 MFMP Analysis Reporting Concepts Dimension Fields 50
51 MFMP Analysis Export details summary Exports take a snapshot of data - Saving the report saves only the parameters - Data changes as the source data changes Change orders, cancel orders, etc Understand Excel export limitations 51
52 MFMP Analysis Creating Reports Select Source Data 52
53 MFMP Analysis Creating Reports Select Hierarchy / Dimensions 53
54 MFMP Analysis Creating Reports Refine data to provide a timeline for your report 54
55 MFMP Analysis Creating Reports Refine data to provide a timeline for your report 55
56 Creating Reports Analysis report MFMP Analysis 56
57 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 57
58 Demonstration Training Environment Analysis Report 58
59 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 59
60 After this presentation you should understand how to: Conduct system searches Analysis Review Locate operational reports on the Secure Report website Create an analytical report in MFMP Analysis 60
61 Analysis Review What reporting application would you use? Your supervisor is interested in your workload for the month and wants to know how many requisitions that have been: Completely ordered Submitted, not completely approved Rejected You could use: - MFMP System Searches (recommended) - Secure Reports PRs_in_Submitted_Status All_Open_Orders_Current_FY - Analysis 61
62 What reporting application would you use? Analysis Review Your Accounting Supervisor requires you to monitor invoices that did not meet the 20-day Prompt Payment Compliance. You could use: Secure Reports IR_Last_Approver Report This will allow you to monitor the Invoice Reconciliations, viewing who they are with and how long they have been there 62
63 Analysis Review What reporting application would you use? Your Bureau Chief is interested in the amount of purchases for promotional items for the last six months of last fiscal year and the first six months of this fiscal year. You could use: Analysis Fact Available Measure Hierarchy / Dimension Where to Place Purchase Order PO Spend Calendar Year Column Field Commodity Code Agency Name Common Vendor PUI Page Field Page Field Row Field Row Field 63
64 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 64
65 Resources For questions or assistance, contact the MFMP Customer Service Desk at (866) or Online resources at include MFMP and System Administrator manuals, training information and more. To search for vendors: VIP Admin: Username and password: "publicuser" 65
66 Resources Register for MFMP training at: Training environments allow you to practice what you learn The username is the same as your regular login The password is train30 Analysis MFMP Training Environment 66
67 Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 67
68 Practical Exercise 1 Create a report for the Legislature showing how much your agency spent on Advertising last fiscal year. Fact Available Measure Hierarchy / Dimension Where to Place Purchase Order PO Spend Agency Page Field Commodity Code Vendor Page Field Row Field 68
69 Practical Exercise 2 Create a report for the purchasing director displaying PO spend, PO number, and description for the top five vendors for the last two fiscal years. Fact Available Measure Hierarchy / Dimension Where to Place Purchase Order PO Spend Agency Page Field Vendor Row Field 69
70 Practical Exercise 3 Create a report for your administrative director showing the top five vendors whose invoices, electronic and regular, your agency processed in MFMP last fiscal year. Fact Available Measure Hierarchy / Dimension Where to Place Invoice Invoice Spend Agency Page Field Vendor ASN Invoice Row Field Column Field 70
MyFloridaMarketPlace. Reporting
MyFloridaMarketPlace Reporting Agenda MFMP Reporting Options System Searches General Secure Reports Operational MFMP Analysis Analytical Demonstration in MFMP Review Resources Practical Exercises 2 Three
More informationMFMP 3.0 Reporting Workshop
MFMP 3.0 Reporting Workshop Agenda MFMP Reporting Options System Searches General Secure Reports Operational Analysis Analytical Exporting Reports Wrap-Up Resources 2 Reporting Options MyFloridaMarketPlace
More informationMyFloridaMarketPlace Disbursements 101. *This training replaces the former Invoicing 101 training.
MyFloridaMarketPlace Disbursements 101 *This training replaces the former Invoicing 101 training. Agenda MyFloridaMarketPlace Overview Invoice Overview Creating Invoices - PO-based Invoice - Contract-based
More informationSecure Reports Usage Job Aid Last Update: May 2017
Secure Reports Usage Job Aid Last Update: May 2017 There are several MyFloridaMarketPlace (MFMP) reports generated and posted to the Department of Management Services (DMS) Secure Report site (http://dms-purchasing-ftp.state.fl.us/xx00/)
More informationMyFloridaMarketPlace Advanced Requisitioning
MyFloridaMarketPlace Advanced Requisitioning Learning Objectives Key Learning Objectives: Prerequisites for this training are that you have take Requisitioning 101 and have submitted or approved at least
More informationMyFloridaMarketPlace Requisitioning 101 Workshop
MyFloridaMarketPlace Requisitioning 101 Workshop Agenda MyFloridaMarketPlace Overview Purchasing Overview Creating Requisitions Approving Requisitions Receiving Goods Creating Invoices Approving Services
More informationMyFloridaMarketPlace Contracts Seminar
MyFloridaMarketPlace Contracts Seminar AGENDA MyFloridaMarketPlace Overview Contracts Overview Contract Requests and Creating Contracts Changing a Contract Adjusting a Contract Amount Creating Invoices
More informationSystem Overview Training. MyFloridaMarketPlace Procure to Pay Overview
System Overview Training MyFloridaMarketPlace Procure to Pay Overview AGENDA MyFloridaMarketPlace Overview Procure-to-Pay Process Vendors Solicitations Purchase Orders Receipts Invoices Invoice Reconciliations
More informationSystem Overview Training. MyFloridaMarketPlace Procure to Pay Overview
System Overview Training MyFloridaMarketPlace Procure to Pay Overview AGENDA MyFloridaMarketPlace Overview Procure-to-Pay Process Vendors Solicitations Purchase Orders Receipts Invoices Invoice Reconciliations
More informationMyFloridaMarketPlace Requisitioning 101 Workshop
MyFloridaMarketPlace Requisitioning 101 Workshop Agenda MyFloridaMarketPlace Overview Purchasing Overview Creating Requisitions Approving Requisitions Receiving Goods Creating an Invoice Approving Services
More informationMyFloridaMarketPlace Change Review Board (CRB) Meeting. August 6, 2015
MyFloridaMarketPlace Change Review Board (CRB) Meeting August 6, 2015 Agenda Completed Change Requests CRs in Review Each agency provided MFMP with a primary and backup member. If the primary representative
More informationMyFloridaMarketPlace Procure to Pay Overview
System Overview Training MyFloridaMarketPlace Procure to Pay Overview Intended as an overview for Program Office/Field Office Staff that create requisitions and initiate payments. MyFloridaMarketPlace
More informationMyFloridaMarketPlace Receiving Goods and Approving Services
MyFloridaMarketPlace Receiving Goods and Approving Services How to Take this Training Move forward and backward through the presentation by clicking on the section titles in the navigation panel. Select
More informationMyFloridaMarketPlace equote in MFMP Sourcing 3.0 State Agencies 2013
MyFloridaMarketPlace equote in MFMP Sourcing 3.0 State Agencies 2013 Course Overview In today s session you will learn: What is an equote When do you use an equote Benefits of equote How to navigate through
More informationSystem Search Options in MyFloridaMarketPlace
System Search Options in MyFloridaMarketPlace Ariba Buyer contains a search tool that allows users to locate their requests. Searches can give you better visibility of the requests you are responsible
More informationMyFloridaMarketPlace. MFMP For Vendors
MyFloridaMarketPlace MFMP For Vendors Agenda MyFloridaMarketPlace Overview VIP Account Management Viewing Bid Opportunities Viewing Transaction Information Transaction Fee Information and Payment Resources
More informationStatewide Object Code Conversion Updates Conversion Approach DEO Activities and Lessons Learned MyFloridaMarketPlace Conversion Next Steps
March 18, 2015 1 Statewide Object Code Conversion Updates Conversion Approach DEO Activities and Lessons Learned MyFloridaMarketPlace Conversion Next Steps 2 Statewide Object Code Conversion Updates 3
More informationOverview FACTS Purchase Order Fields MFMP Integration Implementation Timeline
1 Overview FACTS Purchase Order Fields MFMP Integration Implementation Timeline 2 3 In 2011 the Legislature amended Section 215.985, F.S., making DFS responsible for the development and maintenance of
More informationMyFloridaMarketPlace. Understanding the Transaction Fee
MyFloridaMarketPlace Understanding the Transaction Fee Agenda Overview of MyFloridaMarketPlace Overview of the 1 Percent MyFloridaMarketPlace Transaction Fee Transaction Fee Terms and Definitions Transaction
More informationLowesLink Spend Management (SM)
LowesLink Spend Management (SM) Creating a Self Service Invoice US Updated: February 26, 2018 Lowe s Logo and LowesLink are registered trademarks of LF, LLC. All Rights Reserved. 1 Agenda Slides Expectations
More informationMyFloridaMarketPlace. MFMP For Vendors
MyFloridaMarketPlace MFMP For Vendors Agenda MyFloridaMarketPlace Overview Doing Business with the State of Florida Managing Vendor Accounts Responding to Events Viewing Transaction Information Transaction
More informationAriba Network Invoice Guide
Ariba Network Invoice Guide Content Introduction Invoice Practices Before you Begin Invoicing Viewing Customer Invoice Rules Electronic Invoice Routing and notifications Account Configuration and Invoice
More informationMFMP Change Review Board Meeting
MFMP Change Review Board Meeting Meeting Information Meeting Title: MFMP Change Review Board Occurrence: February 23, 2017 Time: 10:00am Location: Department of Management Services, Room 101 Attendees
More informationPROCUREMENT TO PAYMENT OCTOBER 27, 2015
PROCUREMENT TO PAYMENT OCTOBER 27, 2015 Agenda 3 Welcome and Introductions Background and Purpose Overview of Requirements Process Area Requirements Requirements Questions & Discussion Meeting Closeout
More informationFLAIR System Overview, FLAIR Access, and FLAIR Vendor Files
FLAIR System Overview, FLAIR Access, and FLAIR Vendor Files Vicki Nichols, Director of Accounting David Kosinski, Professional Accountant May 3, 2016 FLAIR System Overview Objectives Review the statutory
More informationJustification to Carryover Prior Fiscal Year POs User Guide
Justification to Carryover Prior Fiscal Year POs User Guide Overview: Once a Purchase Order (PO) has been carried over to the next fiscal year, it requires a justification to keep it open and again carry
More informationEntering Time as a Timesheet User
(Last Revised 6/12/2018) Entering Time as a Timesheet User For biweekly timesheet workers only Quick Reference Guide Steps for Entering Time on your Timesheet: 1. Select the Time Worklet. 2. Under Enter
More information1 About Deskera ERP 9. 2 Getting Started with Deskera ERP 10
Table of Contents 1 About Deskera ERP 9 2 Getting Started with Deskera ERP 10 2.1 Basic Settings 11 2.1.1 Create Users 12 2.1.2 Manage Application Access 13 2.1.3 Configure Company Settings 14 2.1.4 Import
More informationOn-Line Purchase Requisitions Manual
On-Line Purchase Requisitions Manual Smartefinance User s Guide Table of Contents Login... 1 Create a Requisition... 4 Vendor Search... 6 Account Search... 8 Entering Items... 11 Edit a Requisition...
More informationWe will cover the entire SoulCRM in a flow to make it easier for you to configure your system using this document.
About SoulCRM SoulCRM is incredibly simple and efficient web based CRM software specifically designed for Indian businesses, it s a complete business solution that connects your business across marketing,
More informationMyFloridaMarketPlace Customer Round Table Meeting. August 25, 2016
MyFloridaMarketPlace Customer Round Table Meeting August 25, 2016 CRT Agenda Welcome Punchout Audit Pilot Updating UNSPSC Codes Training Update Annual Vendor Inactivation FCCM Training Needs Assessment
More informationTable of Contents. 3. Sending a Requisition for Approval... 9
Table of Contents 1. Create a New Requisition... 2 Step A: Navigate to Add/Update Requisition... 2 Step B: Create a New Requisition... 2 Step C: Basic Information... 3 Step D: Requisition Defaults... 3
More informationGSP User Guide for SEF Suppliers using Schedule Line Agreement POs (Supplier User Instructions)
GSP User Guide for SEF Suppliers using Schedule Line Agreement POs (Supplier User Instructions) Overview This document covers the standard functions within GSP that will be used by SEF suppliers when Schedule
More informationMyFloridaMarketPlace. MFMP For Vendors
MyFloridaMarketPlace MFMP For Vendors Agenda MyFloridaMarketPlace Overview Doing Business with the State of Florida Managing Vendor Accounts Responding to Events Viewing Transaction Information Transaction
More informationARC System Upgrade. What s New with 9.2. Presentations: January & February 2017
ARC System Upgrade What s New with 9.2 Presentations: January & February 2017 Welcome and Introductions Presenters: Kate Sheeran, Executive Director, Finance HR, Training & Change Management Paul Reedy,
More informationExternal Invoicing Reporting & Approvals
External Invoicing Reporting & Approvals ACCOUNTS RECEIVABLE REPORTING... 2 REPORTING MENU... 2 CUSTOMIZABLE REPORTS... 4 PINNED REPORTS... 6 PINNED REPORTS SCHEDULER... 10 INVOICE APPROVALS... 11 REASSIGNING
More informationUnderstanding Review Payment Information Invoices, Payments, Account Balances
Understanding Review Payment Information Invoices, Payments, Account Balances Logging into the 3M supplier portal (Supplier Direct) enables suppliers to view invoice, payment and account balance details.
More informationShift Swapping Quick-Guide
Shift Swapping Quick-Guide (v 3.6.0) Shift Swapping Quick-Guide Login to Lawson Workforce Management Self Service: 1. Open Internet Explorer and type in http:// in the address bar to access the Lawson
More informationBoard of Regents of the University System of Georgia etime Employee User Guide. Project View Time Card for Monthly Employees (Manager or Supervisor)
Board of Regents of the University System of Georgia etime Employee User Guide Project View Time Card for Monthly Employees (Manager or Supervisor) Contents REGISTERING FOR SELF SERVICE... 4 ADDING ETIME...
More informationEASYBUY CSP SUPPLIERS TRAINING
EASYBUY CSP SUPPLIERS TRAINING AGENDA FOR TODAY INTRODUCTION TO COUPA S. No. Topic 1. Why are we replacing Ariba? Reasons for replacing Ariba 2. Coupa About Coupa- global presence, features, benefits 3.
More informationWestern Power Ariba Network Supplier Guide
Western Power Ariba Network Supplier Guide Overview The purpose of this document is to provide suppliers who transact with Western Power via the Ariba Network an overview of the electronic document flow
More informationAPPO Reports Guide. I. How do I access APPO Reports? Purchase Detail Report... 4
APPO Reports Guide I. How do I access APPO Reports?... 1 Purchase Detail Report... 4 II. How do I find the related Purchase Order (PO) for a requisition?... 4 III. How do I know if an Invoice has been
More informationHow to Download PDF Invoices RR Finance Admins
How to Download PDF Invoices RR Finance Admins In order to download PDF invoices from your suppliers, you will need to access SCP-RR (Supply Chain Platform Rolls-Royce) through Exostar. If you are not
More informationLogin Page for vendors -
Manual for Submission of Bills thru Vendor Portal (Bill Tracking System) At present vendor needs to raise a invoice for services provided/ material given to location along with necessary documents (LD
More informationAbu Dhabi Investment Authority
OUM USER GUIDE Abu Dhabi Investment Authority 07-02 isupplier Portal - View Invoice Author: Creation Date: Last Updated: Document Ref: Version: Abu Dhabi Investment Authority 29-Jan-17 29-Jan-17 ADIA/User
More informationClarity Accounts Payable Year-end Procedure Guide 2017
Clarity Accounts Payable Year-end Procedure Guide 2017 Clarity Accounts Payable Year-end Procedure Guide - 2017 Table of Contents Caselle Clarity Accounts Payable Year-end Checklist 2017... 1 Welcome back!...
More informationBoard of Regents of the University System of Georgia etime Employee User Guide
Board of Regents of the University System of Georgia etime Employee User Guide Project View Time Card for Benefited BiWeekly Employees Manager or Supervisor Updated 08/01/2009 Contents REGISTERING FOR
More informationREQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION
REQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION TABLE OF CONTENTS OVERVIEW... 2 CREATE A REQUISITION... 2 CREATE A BLANKET REQUISITION... 15 CREATE A REQUISITION FOR THE COMPUTER DEPOT...
More informationAriba Network Online Invoice Guide
Ariba Network Online Invoice Guide Introduction Regions Financial Corporation Specifications Your Ariba Network Account Invoices Accessing Your Account Account Navigation Account Configuration Settlement/Remit-To
More informationTraining Guide. isupplier Training Guide. Oracle E-Business Suite eprocurement Training isupplier Portal for End-Users. Page i
Oracle E-Business Suite eprocurement Training isupplier Portal for End-Users Revision date: August 22, 2016 Page i Table of Contents Introduction... 1 Objectives... 2 Topic 1: Topic 2: Topic 3: Topic 4:
More informationSupply Chain Tracking
Supply Chain Tracking User Manual Version 2.0 Ananda Kumary 2/10/2016 This document defines the user manual for Supply Chain Tracking portal, which enables system based acceptance/rejection of Purchase
More informationVolume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS. Purchasing & Contracts Department. MUNIS User Manual
Volume 7.2 UNIVERSITY OF NEVADA, LAS VEGAS Purchasing & Contracts Department MUNIS User Manual MUNIS V7.2 PURCHASING & CONTRACTS DEPARTMENT MUNIS Volume 7.2 User Manual University of Nevada, Las Vegas
More informationGetting Started Tutorial
Getting Started Tutorial Welcome This tutorial will introduce you to the main functions of your MYOB accounting software. You can use this tutorial with the current versions of MYOB Accounting, MYOB Accounting
More informationWelcome to the topic on purchasing items.
Welcome to the topic on purchasing items. 1 In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory
More informationSage ERP Accpac Online 5.6
Sage ERP Accpac Online 5.6 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationREQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION USER GUIDE
REQUISITIONS, PURCHASE ORDERS, AND REVIEWING PAYMENT INFORMATION USER GUIDE Please note: This user guide is intended for online use, and has a number of embedded links. Printing of these documents is discouraged,
More informationPurchase Requisitions and Receiving
Purchase Requisitions and Receiving VERSION: February 2018 Table of Contents About the Purchasing Process 3 Working With Requester Preferences 5 Creating a New Purchase Requisition 9 Reporting a Misuse
More informationInsight Portal User Guide
Insight Portal User Guide Contents Navigation Panel... 2 User Settings... 2 Change Password... 2 Preferences... 2 Notification Settings... 3 Dashboard... 5 Activity Comparison Graph... 5 Activity Statistics...
More informationURBN PLM Manual v3.2 [1.1.18] PLM. User Manual. Version 3.2 [1.1.18] URBN Outfitters, Inc. Vendor Relations T. Kelly
PLM User Manual Version 3.2 [1.1.18] URBN Outfitters, Inc. Vendor Relations T. Kelly 1 Table of Contents How to Log In... 3 URBN PLM Dashboard... 4 Vendor Tasks + Vendor Tools... 4 Packing List Management...
More informationRowdy Exchange Training Overview
Rowdy Exchange Training Overview Spring/Summer 2017 1 Course Objectives 2 Transition & Application Overview 3 New Purchasing Terminology 4 Navigation & User Profile 5 Shopping Catalogs and Forms 6 7 Requisition
More informationSaint Louis University. Business and Finance
Saint Louis University Finance Navigation, Requisitioning, & Approvals Business and Finance Office of the Controller Financial Services Salus Center 5 th Floor April 27, 2009 Table of Contents Chapter
More informationEscape Basics. Getting Help. Viewing Accounts. Butte Site Training. Login/Logout. Activity Tree. Search/List/Form. Workspace Tools How Tos
Escape Basics Login/Logout Activity Tree Search/List/Form Getting Help Workspace Tools How Tos o Link to Escape Online Documentation Online Resources Newsletter Join Our Email List Online Resources Tutorials
More informationFrequently Asked Questions (FAQ)
Frequently Asked Questions (FAQ) Last updated 12/4/17 Please click on a category below to be taken to that section of the document. Top 6 Purchase Orders Credits and Re-bills Spam cxml Integration Supplier
More informationMeeting Agenda and Notes Department of Financial Services FACTS-MFMP Workgroup
Meeting Name: Meeting Date: December 7, 2012 Time: 2:30 pm Location: 4050 Esplanade Way, Conference room 101 Agenda: I. Introductions - All II. Work Group Objectives Christina Smith III. Review of FACTS
More informationRelease Highlights 2.2
Release Highlights 2.2 Rapattoni Magic-Cloud AMS 2.2 is here! This exciting new version gives your association access to the enhancements listed below as well as a number of maintenance updates. The following
More informationENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES
AR INVOICE ENTRY ENTRY AND INVOICE MASTER ENTRY SCREENS: SEARCHING FOR INVOICES Select the Invoice Entry screen from the AR menu to: Search for Accounts Receivable invoices. Enter invoice information,
More informationSage 200c Commercials Datasheet
Sage 200c Commercials Datasheet Sage 200c Commercials automates the delivery of your customer orders with effective stock management. By responding to product and pricing demands quickly and effectively
More informationLICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES
Administration Create New Company Full Full Administration Choose Company Full Full Full Full Full Full Administration Exchange Rates and Indexes Full Full Full Administration System Initialization Full
More informationTEAMS User Guide. Requisitions. First Edition
TEAMS User Guide Requisitions First Edition 2014 Prologic Technology Systems, Inc. All rights reserved. Prologic, the Prologic logo, TEAMS, TEAMS Business Administration, TEAMS Student Accounting, TEAMS
More informationSage 100 ERP 2015 What s New
Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order
More informationSFO Technologies Vendor Portal User Guide
SFO Technologies Vendor Portal User Guide Table of Contents 1. Vendor Portal Objective 2. Open Purchase Order report 3. Pending Receipt Status 4. Accounts Payable 5. Remittance Details 6. Forecast 7. Notes:
More informationBanner Finance Receiving Training Workbook
Banner Finance Receiving Training Workbook Version: 3.0 Developed By: Matt Smith TABLE OF CONTENTS RECEIVING GOODS (FPARCVD) 3 DOCUMENT HISTORY (FOIDOCH) 10 RECEIVING ADJUSTMENT INSTRUCTIONS 12 NOTES 13
More informationMyFloridaMarketPlace Customer Round Table Meeting. November 13, 2017
MyFloridaMarketPlace Customer Round Table Meeting November 13, 2017 CRT Agenda Annual Vendor Inactivation Process Transaction Fee Exemption Updates FLAIR Gap Effort IT Staff Augmentation equote Template
More informationUser Guide EZT I M E BY T I M EREWARDS. After completing this module, you will be able to: Log in to your Account. Understand the Timesheet Workflow
Step 1 Users User Guide EZT I M E BY T I M EREWARDS After completing this module, you will be able to: Log in to your Account Understand the Timesheet Workflow Create & Submit Timesheets Edit Timesheets
More informationAnalytics Cloud Service Administration Guide
Analytics Cloud Service Administration Guide Version 17 November 2017 Contents About This Guide... 5 About Primavera Analytics... 5 About Primavera Data Warehouse... 6 Overview of Oracle Business Intelligence...
More informationSupplier Collaboration User Guide Rev: 13 Rev Date: April 26, 2014
# Procedure Name Page Plantronics Purchase-to-Pay Process Overview 3 Navigate isupplier Homepage 4 1 View & Accept Purchase Orders/Blanket Purchase 5 Agreements 2 View & Reject Purchase Orders/Blanket
More informationBRP Web EDI Suppliers Portal Version 3.2 Quick Reference Guide. Revision 3.0
BRP Web EDI Suppliers Portal Version 3.2 Quick Reference Guide Revision 3.0 Table of Contents 1 Overview... 6 2 Supported EDI Transactions on the BRP Web EDI Portal... 7 2.1 Purchase Order (EDI transaction
More informationPurchase Manager Release Information August 31 st, 2017
Purchase Manager Release Information August 31 st, 2017 What s New Shopper Profile UI Features 1. Ship to Addresses Identification: As a shopper, you now have a better way to identify and manage your own
More informationOverview Procurement Card Monthly Process Flow...3
Table of Contents Page Overview...2 1.0 Procurement Card Monthly Process Flow...3 2.0 ProCard Month End Reconciliation & Adjustments...4 2.1 ProCard Adjustments... 4 2.1.1 ProCard Adjustment Page Display
More informationJacksonville Aviation Authority (JAA)
Oracle Training isupplier for End Users Jacksonville Aviation Authority (JAA) Page i Table of Contents Introduction... 1 Objectives... 3 Topic 1: isupplier Portal and Home Page Review... 4 Topic 2: isupplier
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting PO & Requisition Entry Learning Guide Copyright 2011 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction...1 PO
More informationReconciling the Order
................................................................................................... Reconciling the Order Pharmacy Technology Solutions May, 2013 Inventory: Reconciling the Order McKesson
More informationAngus AnyWhere. Reports User Guide AUGUST 2012
Angus AnyWhere Reports User Guide AUGUST 2012 Table of Contents About Reports... 1 Generating a Report... 2 Exporting Reports... 4 Printing Reports... 5 Tenant Request... 6 Labor Utilization... 6 Lists...
More informationQuick Reference Guide Welcome to the GBEX Marketplace
Quick Reference Guide Welcome to the GBEX Marketplace HOMEPAGE To begin shopping, select the Click Here To Begin Shopping Button. This will direct you into Office Depot s online catalog specific to your
More informationDomestic Vendor Training Guide
2014 Domestic Vendor Training Guide Copyright 2013, PetEdge Inc. TABLE OF CONTENTS (click on any of the topics below to jump to that section) INTRODUCTION TO EZSUPPLIER & XCARRIER... 2 I. Getting Started...
More informationSLICS Training. -Subcontractor Labor Incurred Cost System. (Subcontractor Claim Submission) -July 2018
SLICS Training -Subcontractor Labor Incurred Cost System (Subcontractor Claim Submission) -July 2018 What to expect from this SLICS DEMO: Step-by-step how to: Access SLICS Record and submit your labor
More informationPurchase Requisition
Purchase Requisition Contents Purchase Requisition... 1 Using the Purchase Requisition program... 2 Access levels... 2 Manage the program... 2 Create a new Purchase Requisition (PR)... 2 Tool Tips... 3
More informationSEC302 Umoja Security GRC Analysis. Umoja Security GRC Analysis Version 8 1
SEC302 Umoja Security GRC Analysis Umoja Security GRC Analysis Version 8 Last Copyright Modified: United 16-August-13 Nations 1 Agenda Course Introduction Module 1: User Access Risk Analysis Overview Module
More informationSystem Administration User Guide. PowerSchool efinanceplus
PowerSchool efinanceplus Released November 16, 2017 Document Owner: Documentation Services This edition applies to Release 5.2 of the efinanceplus software and to all subsequent releases and modifications
More informationHealthEquity Employer Portal Guide HealthEquity All rights reserved.
HealthEquity Employer Portal Guide 2013-2015 HealthEquity All rights reserved. INTRODUCTION 09 ACCESSING PENDING PAYMENTS 01 LOGIN PROCESS 09 MODIFYING EMPLOYER INFORMATION 01 ADDING INSURANCE INFORMATION
More informationMy Cloud Services Portal: Admin
Sign In To Access the Admin Tools Area within the My Cloud Services Portal: Open a browser and enter the URL you received via email from your provider (e.g.: https://portal.momentumtelecom.com), and enter
More informationBackground and Guiding Principles Project Overview FLAIR Impacts Statewide Object Code Listing MFMP Commodity Code Project Timeline Outstanding Items
1 Background and Guiding Principles Project Overview FLAIR Impacts Statewide Object Code Listing MFMP Commodity Code Project Timeline Outstanding Items Impact Statements Next Workshop 2 Background and
More informationThe Procurement Portal. e5 user guide Portal Enquries
The Procurement Portal e5 user guide Portal Enquries Conventions used in this document Note: something for you to take note of. For example: Every Customer must have at least one address. Tip: a shortcut
More informationLowesLink Spend Management (SM)
LowesLink Spend Management (SM) Creating a Self Service Invoice - Canada Updated: January, 2019 Lowe s Logo and LowesLink are registered trademarks of LF, LLC. All Rights Reserved. 1 Table of Contents
More informationHow to Configure the Initial Settings in SAP Business One
SAP Business One How-To Guide PUBLIC How to Configure the Initial Settings in SAP Business One Applicable Release: SAP Business One 8.8 European Localizations English July 2009 Table of Contents Introduction...
More informationAbila MIP Fund Accounting
Page 1 Fund Accounting Feature Compare Make an informed decision when you choose your fund accounting system. Use this checklist during your evaluation of Fund Accounting. Write in the names of up to two
More informationDATABASICS Time User s Guide v3.1
DATABASICS Time User s Guide v3.1 A Guide to CALIBRE s Time Reporting Website July 2016 CALIBRE 6354 Walker Lane, Suite 300 Alexandria VA 22310 1 Table of Contents Before You Get Started... 3 Accessing
More informationEDI Grant Process How to Submit Invoices for Reimbursement
EDI Grant Process How to Submit Invoices for Reimbursement Objective: This section will take you through the steps to submit an invoice for payment. Roles: EDI Invoice Process EDI Local BIS Coordinator
More informationUSER MANUAL. MageMob Inventory TABLE OF CONTENTS. Version: 1.0.1
USER MANUAL TABLE OF CONTENTS Introduction...1 Benefits of MageMob Inventory...1 Installation & Activation...2 Extension Activation...7 How it Works?...8 Back End Configuration...8 Points to Note... 37
More informationBloomberg Ariba Network. Online Invoice Guide
Bloomberg Ariba Network Online Invoice Guide Content 1. Introduction 2. Invoice Practices 3. Before you Begin Invoicing I. Viewing Customer Invoice Rules II. Electronic Invoice Routing and notifications
More information