to view detail information on the purchase order, the invoice, receiving documents, payment vouchers, and disbursements. Receiving Report This function is used to generate a receiving report for orders issued through the Extended Purchasing subsystem of Advantage financial. A maximum delivery date may be entered for which the report will be generated. The date field will default to the current date. This date is the delivery date recorded on the purchase order when originally processed. Purchase orders with a delivery date prior to or equal to the date entered will be selected for the report, if the order is still open. The list of value boxes, "Fiscal Year", "Responsible Agency", "Responsible Organization", "Responsible Person", "Vendor Name", & "Vendor Code" narrow the search of open orders. Multiple items may be selected from any one list of values box or from a combination of boxes. You may also limit the report to a specific purchase order by entering the purchase order number in " Purchase Order Number " field. By using a wildcard character, "%", a partial number can be entered to generate a report for a group of orders that have purchase order numbers containing the search string. Last Updated: 11/02/2006 Page 15 of 38
Financial Data Warehouse Training Guide Purchase orders matching the various search criteria are presented as HTML pages one order at a time. You may also download the report to EXCEL. The EXCEL report will contain information on all ordersmatching the search criteria, not just the one order displayed. Travel Information Travel Information provides specific information in an easy to access and easy to read format. Several of these options provide drill-down features that will help 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, there is an option to download the information 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 16 of 38
Financial Data Warehouse Training Guide Travel Information Employee Travel (History) Select a fiscal year and an employee name from a list of values. Choose to sort results with the most recent travel date first or with the most recent travel date last. You have the option of displaying a cross- reference listing of all transactions associated with the selected one. You may view each travel history report individually or you may view them simultaneously. The cross-reference listing provides drill-down capability for travel authorization numbers listed in association with the selected transaction. The drill-down will display detail information regarding the travel authorization. Additional drill-downs may be provided through some of these detail views. You may view each travel history individually or you may view them simultaneously. You may also download the report to EXCEL.
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- Spring '18
- Dr. Moez
- Fiscal Year, Purchase order