FastFacts Feature Presentation

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FastFactsFeature Presentation

• August 14th, 2008

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Todays Topic

• Well be taking a look at
• BWs vendor payment report
• BWs purchase order detail report

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Todays Presenter

• Josh Oleszczuk
• Staff Accountant, JHHS Controllers Office

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Session Segments

• Presentation
• Josh will review the vendor payment and purchase
  order detail reports in BW.
• During the presentation, your phone will be
  muted.
• QA
• After the presentation, well hold a QA 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.

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Contact Us

• If you would like to submit a question during the
  presentation or if youre having technical
  difficulties, you can email us at
  fastfacts_at_jhu.edu
• You can also send us an instant message!
• GoogleTalk HopkinsFastFacts_at_gmail.com
• AOL Instant Messenger HopkinsFastFacts
• MSN FastFacts_at_jhu.edu

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Survey

• 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.

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Vendor Payment Report
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Agenda

• Today, well be taking a look at
• Session assumptions
• Vendor payment report
• Purchase order detail report
• Questions answers

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Assumptions

• Participants have access to BW
• Participants have used BW and understand basic
  navigation and report formatting.

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Vendor Payment

• 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

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Vendor Payment
Choose Vendor Payment from the Role Menu.
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Vendor Payment
The Selection screen will appear.
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Vendor Payment
Your screen will look like this. Click Execute
to proceed.
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Vendor Payment
The report appears.
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Vendor Payment
Displayed is a list of additional information you
can bring into your report.
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.
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Vendor Payment
Completed Report
Included Fields
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Purchase Order Detail
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Purchase Order Detail

• Displays vendor and material information
• Displays quantity ordered and amount per unit
• Displays requester
• Displays shopping cart number

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Purchase Order Detail
Choose Purchase Order Detail from the Role Menu.
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Purchase Order Detail
The Variable selection screen appears and shows
the business areas to which you have access
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Purchase Order Detail
Once you have filled out your selections, click
Execute
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Purchase Order Detail
The report then appears
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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.
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Purchase Order Detail
This report is an example of what you can create
with PO detail
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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.

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QA

• 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.

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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 fastfacts_at_jhu.edu

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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/
• Thanks again!