1. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Prepared By New Cost Center and Cost Center Change Request Stephanie Williams Systems Administration Manager

2. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Requesting a New Cost Center 3/21/2013 Employee Engagement Committee 2 Who can request a new Cost Center?  School Fiscal Officers  Administrative Service Officers  Directors/Assistant Directors  Other users must be given authorization by their Fiscal or Administrative Service Officer Where is the Form located?  The form is located in SciQuest under the forms tab.

3. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Cost Center Request Form is located in SciQuest 3/21/2013 Employee Engagement Committee 3

4. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Cost Center Request Form 3/21/2013 Employee Engagement Committee 4

5. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Steps to Submitting Forms in SciQuest 3/21/2013 Employee Engagement Committee 5 Fill in required fields. (All bolded fields)  If the line item does not apply, choose ‘N/A’ from the drop down or simply type ‘N/A’ if a drop down listing is not provided. Once all appropriate fields are filled in add the form to a cart by selecting ‘GO’. Then click proceed to checkout. Next you will be asked for Shipping and Accounting information.  Click on the Required field box and select “Service Building”  Fill in your name and Rm/Bldg number.  Then click save.

6. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Providing Shipping Information 3/21/2013 Employee Engagement Committee 6

7. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Next Enter in a Speedchart Key to Route the Form 3/21/2013 Employee Engagement Committee 7

8. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Click on Accounting Codes tab  In the Speedchart Key box, click on “Select from all values”.  In the values box type in the first letter of the appropriate speedchart for routing and click search. (Provided on the next slide)  Select the correct speedchart key. All fields will be populated except for account.  In the Account box, click on “Select from all values” and then click search.  Select an expense account and then click save. 3/21/2013 Employee Engagement Committee 8

9. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Speedchart Keys Used For Request 3/21/2013 Employee Engagement Committee 9

10. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Final Review Once all information is entered with no errors, you will receive this message: 3/21/2013 Employee Engagement Committee 10 If you are a requester in SciQuest you can now submit this cart to workflow, if you are an approver you will need to assign the cart to a requester in your department. The requester will then be able to submit the request to workflow.

11. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Cost Center Change Form What are Cost Center Change Forms used for?  Cost Center description updates  Chartfield Value updates o Fund code o Department o Function  Cost center Attribute updates o Owner o Manager o Alternate Where is the Form located?  The form is located in SciQuest under the forms tab. 3/21/2013 Employee Engagement Committee 11

12. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Cost Center Change Form 3/21/2013 Employee Engagement Committee 12

13. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Cost Center Change Form 3/21/2013 Employee Engagement Committee 13

14. DIVISION OF FINANCE Office of the Vice President for Finance DIVISION OF FINANCE Office of the Vice President Steps for Submitting the Cost Center Change Form  To submit a cost center change form you will need to follow the same instructions for submitting a new cost center request form.  Please refer to slides 5 through 10.  Use the speedchart key NEWCSTCR to route this form. For questions regarding the Cost Center Request form or Change form email Stephanie Williams at sxw079000@utdallas.edu or call ext. 2637 sxw079000@utdallas.edu 3/21/2013 Employee Engagement Committee 14