you will see a list of all dean levels under the Provost cabinet. Typing BC and clicking continue will display a list of departments under the Dean Level BCAA – Office of Information Technology. If you do not know the rollup code, simply enter the Organization Code in the rollup-code text box. The Cabinet, Dean, & Department rollup codes that match the Organization Code entered will then be displayed. You can also select the rollup code from the list boxes. Select from one of the Cabinet, Dean, Department, or Account list boxes. To view all accounts for a particular level, select the *** View all Levels *** item. Accounts can be viewed for the Cabinet, Dean, & Department levels. Clicking on rollup code link for one level (Cabinet, Dean, or Department) will display a list of associated rollup codes for the next level. For example, clicking on the rollup link for Cabinet AAAA will display the related Dean levels for that Cabinet. To view all accounts at either the Cabinet level or the Dean level, click on the spyglass image to the left of the rollup code. Once the detailed account information is displayed (Fund, Agency, Org, Account Name) you can click on the Organization code to link directly to the current Balance and Activity Report for that account. The Excel extract option is available for this report. Agency Summary by Position Report The Agency Summary by Position Report generates a report listing employee positions and allocation information for a selected Agency. Select either employee name or position number to sort information. There is an option available for an Excel download. Organization Summary by Position Report The Organization Summary by Position Report generates a report listing employee positions and allocation information for a selected Agency / Organization combination and is grouped within Object Code. There is an option available for an Excel download. A link to this report is also available from the Balance and Activity report as well as the Organization Summary Report by Object. Last Updated: 11/02/2006 Page 8 of 38
Financial Data Warehouse Training Guide Business Information The Business Information feature provides a user with specific information in an easy to access and easy to read format. Several of these options provide drill-down features which will help the user to further research a problem or find information without the need to know or understand the complexities of the on-line financial system, Advantage. With many of the reports, the user has an option to download the information presented in a format that is compatible with Microsoft EXCEL. All information presented through this feature is current as of the close of business the prior night. Last Updated: 11/02/2006 Page 9 of 38
Financial Data Warehouse Training Guide Business Information Document Look-up Select a transaction code from a list of values and enter a document number corresponding to the transaction code. You have the option of displaying a cross-reference listing of all transactions
You've reached the end of your free preview.
Want to read all 38 pages?
- Spring '18
- Dr. Moez
- Fiscal Year, Purchase order