epro FAQ Clearing the Browser Cache

Transcription

1 Clearing the Brwser Cache epr FAQ Blank Screen (N Menu Present) Errr Adding an Item t the Cart (Item Unavailable) Accunting Date is Nt Open Missing Requisitins in Manage Requisitins Requisitin Statuses and What They Mean Changing Amunt/Quantity Received Un-Receiving a PO Line Missing in Receiving Items ACCOUNT/BUDGET_REF Errr Crrect ChartFields Cmbinatin n Line Number: 1 Schedule Number: 1 Distributin Line Number: 1 fr Chartfields: ACCOUNT/BUDGET_REF FUND_CODE/PROJECT_ID Errr Adding Attachments t Requisitin Receiving Via Purchasing Adding Lines t the Requisitin Changing the Ship T Lcatin (All Lines) Changing the Ship T Lcatin (Single Line) Revised April 10, 2017

2 Clearing the Brwser Cache: Clearing the brwser cache can slve mst prblems, such as attachments nt uplading. Belw are the steps fr varius brwsers: Ggle Chrme (click n the three vertical dts at the tp right f the screen): Navigate t Settings > Shw Advanced Settings > Privacy > Clear Brwsing Data. Check the bxes fr Brwsing Histry and Cached Images and Files, then click Clear Brwsing Data t cmplete Mzilla Firefx (click n the three vertical bars at the tp right f the screen): Click n Optins, then select Privacy and click n the hyperlink titled clear yur recent histry. Click the arrw next t Details in rder t bring up mre ptins. Check the bx fr Cache and click Clear Nw t cmplete Internet Explrer (select the gear icn, then click n Internet Optins) Click n Delete under Brwsing Histry and select Temprary Internet Files and Website Files, Ckies and Website data, and Histry. Click Delete, then Apply, t cmplete Click here t return t the main page Revised April 10, 2017

3 The main screen is blank (n menu present): When first accessing epr, smetimes the hme screen will resemble the image belw (nly the tp bar is present): T add the menu back t the hme screen, select Cntent, lcated next t Persnalize, as seen in the red bx abve Selecting Layut instead f Cntent will allw yu t persnalize the lcatin f each item selected abve After selecting Cntent, a new screen will pp up that will allw yu t select the Menu Once the checkbx fr Menu is selected, click Save and the screen will refresh, adding in the Menu t the left side f the screen Click here t return t the main page Revised April 10, 2017

4 The screen is missing the menu and a ntice that the menu has changed appears: Smetimes when signing int epr fr the first time, the screen may lk like this: Click n Cntent (next t Persnalize), as shwn abve, t bring up the cntent menu Select the checkbx fr Menu and deselect the ne fr Tp Menu Featureless Descriptin Click save nce finished t relad the main screen Click here t return t the main page Revised April 10, 2017

5 Errr adding an item t the cart: When adding an item t the cart in Special Request, yu receive an errr that the item is unavailable and it cannt be added t the cart: This is due t the KSU Accunting Cdes being used in place f the Categry Cdes (NIGP Cdes) T remedy this, please click n the magnifying glass next t the Categry field t search fr the prper NIGP Cde After clicking the magnifying glass, change the Search By field t Descriptin, then search fr the item that way Click here t return t the main page Revised April 10, 2017

6 Accunting Date Errr When editing a requisitin, yu receive an errr that the Accunting Date is nt pen, similar t the screensht belw: The accunting perid fr each mnth clses at the end f the mnth. Any requisitins created in a prir mnth are lcked t the accunting perid in which they were created Yu will need t cntact Ryan Santy (rsanty@kennesaw.edu, x6474) t have the requisitin accunting date repened The Requisitin cannt be fund using Manage Requisitins: When searching fr a requisitin, the default search in epr is seven days T search fr requisitins lder than 7 days, yu will need t clear the Date Frm field The default Origin is set t Special Request. If the requisitin is a Marketplace requisitin, the Origin field will need t be changed t Marketplace r blank, as shwn belw After clearing the Date Frm field, yu shuld be able t see all f yur requisitins that have nt been clsed ut Click here t return t the main page Revised April 10, 2017

7 Different Requisitin Statuses: T check the status f the requisitin, navigate t eprcurement > Manage Requisitins. Frm here, yu can search fr the requisitin using the Requisitin ID field Clear the Date Frm field and the Origin field if the Requisitin ID is unknwn, then click Search t pull up any Requisitin still active T see the cycle f the requisitin, change the Select Actin t View Cycle then click G Alternately, yu can click the grey arrw next t the Requisitin ID t pull up the different steps in the requisitin cycle. Belw are varius statuses and what they mean, as seen under the Request State belw Pending The requisitin is still in the apprval prcess and a purchase rder has nt been created The remaining apprvals can be viewed by clicking n the Apprvals icn Open The requisitin has nt been submitted fr apprval. It cannt prceed t a purchase rder until the requisitin has been saved and submitted Denied The requisitin has been denied by ne r mre apprvers in the apprval chain and must be resubmitted after editing and must be reedited r cancelled See Lines The edited requisitin has nt gne back thrugh the apprval prcess. T fix this, simply edit the requisitin and change the quantities f the items t a different number, then click Save fr Later. Edit the requisitin and return the quantities t their riginal amunt, then click Save and Submit PO(s) Created A purchase rder has been created The status will change t PO(s) dispatched when cmpleted. Dispatched usually means the PO has been sent t the vendr The PO Number can be viewed by clicking n the Purchase Orders icn Click here t return t the main page Revised April 10, 2017

8 Un-receiving a PO r Changing the Amunt Received: T check t see if the item has been fully received instead f a specific quantity r amunt, navigate t Purchasing > Receipts > Add/Update Receipts Select Find an Existing Value, rather than Add a New Value. Enter the PO Number and click Search t display all receipts fr that PO The quantity r amunt can be changed t the crrect amunt The receipt can be cancelled (un-received) using the red X s A message will pp up that says, Canceling Item cannt be reversed. D yu wish t cntinue? (10300,46). Click Yes t cntinue (yu re nly canceling the receipt, nt the actual line item). Click Save t cmplete Click here t return t the main page Revised April 10, 2017

9 The line yu are trying t receive is missing in receive items (Receive thrugh Purchasing): Smetimes, the item can nly be received thrugh the Purchasing Mdule The instructins t Receive Via Purchasing can als be fund here: Yu ll need t receive via the Purchasing Mdule by navigating t Purchasing > Receipts > Add/Update Receipts, but this time yu ll chse Add a New Value It shuld default t the values in the screensht belw. Change the values t the crrect nes if they dn t match the screensht, then click Add: On the next screen, clear the fields n the right side (Days +/- Tday, Start Date, and End Date) and enter the PO Number in the PO ID field. The Receipt Qty Optins radi buttn labeled PO Remaining Qty and the Retrieve Open PO Schedules bx shuld bth be selected: Searching fr the PO ID using the magnifying glass next t the ID field will clear ut the fields n the right autmatically rather than having t manually clear them ut Click here t return t the main page Revised April 10, 2017

10 Receiving thrugh Purchasing cntinued: The lines pen fr receiving will nw ppulate. Select the lines t receive, and then click OK t prceed. Depending n hw the PO is setup, yu will either change the quantity r the amunt, as seen belw: Receiving by Quantity: Receiving by Amunt: Bth the quantity and the amunt autmatically default t the remaining quantity r amunt n the PO In rder t avid fully receiving the PO, change the quantity r amunt t reflect the ttal received. Fr instance: If there are nine items remaining n a line and nly three have arrived, the quantity needs t be changed t three If there is $5,000 remaining n the line and the invice cmes in fr $3,800, the amunt will need t be changed t $3,800 Click here t return t the main page Revised April 10, 2017

11 ACCOUNT/BUDGET_REF Errr: Smetimes when changing the Speedchart number fr all lines frm the default Speedchart number, the Budget Reference (fiscal year) will clear ut, causing an errr, similar t belw: Mst errrs similar t this will tell yu tw imprtant things: The fields that are causing the issue and the Line Number n which the errr ccurred: Fr instance, the errr is with the Accunt field and the Budget Reference field (ACCOUNT/BUDGET_REF) and it is n Line Number 1 Since the Accunt field is filled in, then the Budget Reference field must be the errr Knwing the line number can help yu narrw dwn which line(s) t update T fix this, navigate t the Accunting Lines > Chartfields2 > Budget Reference and click the magnifying glass t select 2017 After updating the Budget Reference t the current Fiscal Year, click Save and Submit t send the Requisitin thrugh the apprval prcess Click here t return t the main page Revised April 10, 2017

12 FUND_CODE/PROJECT_ID Errr: Certain Fund IDs will require a Prject ID t prceed. The abve errr message fr the Budget Reference will change frm ACCOUNT/BUDGET_REF t FUND_CODE/PROJECT_ID, like belw: Navigate t the Accunting Lines and click n Chartfields3 t bring up the Prject ID field Click the magnifying glass next t the Prject ID field and select the apprpriate Prject ID Adding Attachments t the Requisitin: When adding attachments t the Requisitin, the attachments shuld nly be added using the Cmments link, shwn belw: This will ensure that the attachment is added t the crrect lcatin D nt add attachments under the Requisitin Cmments and Attachments sectin, as seen belw: Adding the attachments in the Requisitin Cmments and Attachments sectin will nt prperly add the attachments, causing them t be excluded frm the Requisitin Click here t return t the main page Revised April 10, 2017

13 Adding Lines t the Requisitin: Under eprcurement > Manage Requisitins, select the Requisitin t edit, then select the drp dwn bx n the right side and change it frm Select Actin t Edit, then click G A message will alert yu that editing a requisitin will cause the apprval prcess t restart, similar t belw. Click OK t cntinue: Select Special Requests t advance t the Item Details screen Enter the infrmatin fr each item needing t be added, then click Checkut when finished If the price f the riginal item n the Requisitin needs t be changed, click the item descriptin hyperlink t be taken t the Item Details screen fr that item Frm here, the price, quantity, Categry Cde, etc. can be changed Click Checkut nce finished editing Once all edits have been made, and all items added, click Save and Submit t send the Requisitin back thrugh the apprval prcess Click here t return t the main page Revised April 10, 2017

14 Changing the Ship T Lcatin (Edit fr All Lines): T change the shipping lcatin fr all lines at nce, use the Mass Change buttn after selecting the lines needing t be changed: Click the magnifying glass next t the Ship T Lcatin field t search fr the shipping lcatin and enter the lcatin Until the Campus Addressing Prject is cmplete, all Marietta Campus Ship T Lcatins will need t be set t MCR (Marietta Central Receiving). If this is a Special Request, yu can nte the crrect shipping lcatin in the cmments sectin. If it s a GA First Marketplace rder, it will have t be shipped t Marietta Central Receiving Click OK t apply the new lcatin t all lines. The fllwing message will appear (click OK t accept): Click here t return t the main page Revised April 10, 2017

15 Changing the Ship T Lcatin (Single Line Change): The ther way t change the Ship T Lcatin is t change the lines individually: Next t each line number is a grey arrw that will display mre infrmatin nce clicked, similar t belw: Frm here, the shipping lcatin can be changed by clicking n the magnifying glass and selecting the crrect shipping lcatin This will then update the shipping lcatin withut prmpting t accept After making the shipping lcatin changes, click Save and Submit t submit the Requisitin thrugh the apprval prcess Until the Campus Addressing Prject is cmplete, all Marietta Campus Ship T Lcatins will need t be set t MCR (Marietta Central Receiving). If this is a Special Request, yu can nte the crrect shipping lcatin in the cmments sectin. If it s a GA First Marketplace rder, it will have t be shipped t Marietta Central Receiving Click here t return t the main page Revised April 10, 2017