Welcome to Santa Ana Unified School District

1
Welcome to Santa Ana Unified School District

• This step-by-step presentation provides
  guidelines on how to View and Print the
  Encumbrance Detail Report

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Encumbrance Detail Report

• Lists in detail encumbrances of requisitions
  and/or purchase orders for accounts and periods
  selected.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 1
• Select ________ Non Manager
• School/Dept
• or Manager.
• For example SAUSD Non Manager or Century Non
  Manager.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 2
• Double click on Reports
• or
• Select Reports, then click on the Open button.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 3
• Select Single Request which is the default.
• Click OK.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 4
• Click the to display a list of reports that
  you will be able to generate.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 5
• Select Encumbrance Detail Report.
• Click OK.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 6
• Optional
• Enter your own title (up to 50 characters
  including spaces).

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 7
• Press the tab button, then click to display a
  list of field number options for each field Low
  and High ranges
• or
• Enter the numbers in the respective fields.
• Click OK.

Accounting Flexfield format
FundRes 6 digits Year 1 digit
Goal 4 digits Function 4 digits
Object 4 digits School 3 digits
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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 8
• Enter 01-Jan-2000 in the Encumbrance Date From
  field and todays date or any date you wish in
  the Encumbrance Date To field.
• These dates are calendar dates.
• Note If no detail appears and Account Balance
  Inquiry shows a balance, send to Jamie Brown _at_
  Accounting Dept and she will correct old
  encumbrances. Please do your research first.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 9
• Press the tab button, then click to display
  a list of Document Type options.
• Select Purchase Order or Requisition. Leaving the
  Document Type field BLANK, your report will give
  you a detail list of all encumbrances by both
  purchase order and requisition.
• Click OK.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 10
• Leave the Vendors From and To fields BLANK, your
  report will list all vendors.
• You could narrow down your search for a
  particular vendor by using the wild card ____
  and a portion of the vendor name that is not
  common in both fields.
• For example enter depot for office depot.
• Click OK.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 11
• Click the Submit button to run your request.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 12
• Click NO to reject another request.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 13
• Click View from the Oracle Application menu bar.
• Click Requests.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 14
• Click FIND.

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Encumbrance Detail Report
Santa Ana Unified School District
Any reports that you have generated will be
listed with the most recent on top.
The Phase and Status fields will be highlighted
in green while your report is in the pending or
running mode.

• Step 15
• Click the Refresh Data button until the Phase
  field reads Completed and the Status field reads
  Normal.
• Click View Output to view your report.
• Note The Request ID must be highlighted for you
  to be able to view or print your report.

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Encumbrance Detail Report
Santa Ana Unified School District
SAMPLE ON-LINE VIEW
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Encumbrance Detail Report
Santa Ana Unified School District

• Step 16
• Click Tools from the Oracle Application menu bar.
• Click Reprint / Republish.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 17
• Change number of copies to 1.
• Click OK.
• or
• If youd like to select a printer other than the
  default printer, press the tab button to move to
  the printer field and click to display a
  list of printer options.
• Select the desired printer.
• Click OK.

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Encumbrance Detail Report
Santa Ana Unified School District
Note When entering your report criteria, it is
mandatory that all HIGHLIGHTED fields be
completed. White fields are optional.

• Step 18
• Click OK to print your report.

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SAMPLE REPORT
Encumbrance Detail Report
Santa Ana Unified School District
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