Presentation on theme: "Slide 1 FastFacts Feature Presentation August 14 th, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:"— Presentation transcript:
Slide 1 FastFacts Feature Presentation August 14 th, 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 Todays Topic Well be taking a look at… BWs vendor payment report BWs purchase order detail report
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, well hold a Q&A session. Well open up the phone lines, and youll 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 youre having technical difficulties, you can email us at: firstname.lastname@example.org email@example.com You can also send us an instant message! GoogleTalk – HopkinsFastFacts@gmail.comHopkinsFastFacts@gmail.com AOL Instant Messenger – HopkinsFastFacts MSN – FastFacts@jhu.edu
Slide 6 Survey At the end of this FastFacts session, well ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
Slide 8 Agenda Today, well 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 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 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 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 18 Displays vendor and material information Displays quantity ordered and amount per unit Displays requester Displays 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 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 Were 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. Well be answering questions in the order that we receive them. Well also be answering the questions that were emailed to us during the presentation. If theres a question that we cant answer, well 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: firstname.lastname@example.org
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/ http://connect.johnshopkins.edu/fastfactssurvey/ Thanks again!