Updates

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Updates

• USASWEB V2.1 Release Highlights

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General Enhancements

• Color scheme and appearance changed to be more
  visually appealing Color of Money
• Quick Search feature added
• Queries enhanced
• Additional selections added
• Dates now formatted as MM/DD/YYYY
• Total amount added to top of most queries
• Can insert items in transaction modules

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Quick Search
1. Select type of data
3. Click
2. Enter number to find
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Quick Search
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Quick Search
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Budget Account Query
Can use for wildcards
Up to 250
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Revenue Account Query
Can use for wildcards
Up to 250
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Requisition Enhancements

• Enhancements to requisition query
• Multiple requisitions can be printed at one time
• Inactive vendor can be used for deliver to
  vendor
• Requisition Type field now included
• Enter T for Template requisition
• Can now insert item in middle

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Requisition Query
Search for vendor
Up to 250
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Requisition Print Batch
2. Click Print Batch
1.Select requisitions
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Requisition Print Batch

• PDF file will be generated
• containing all requisitions
• selected.
• Click on printer icon to print.
• Must have ADOBE Reader!

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Inactive Deliver To Vendor/Type Field
Deliver To Vendor may be Inactive Vendor
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Inserting Items
Click on to insert after this item
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Inserting Items
Will open up a new item
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Purchase Order Enhancements

• Enhancements to Purchase Order query
• Purchase Order number can now be modified
• NEW Purchase Orders Only
• Will be included on AUDITS report
• Inactive vendor can be used for deliver to
  vendor
• Can now insert item in middle

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Purchase Order Query
Up to 250
Search for vendor
Use scroll bar to scroll through all statuses
Can select by status Use CONTRL key to select
more than one status.
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Vendors Enhancements

• Enhancements to Vendor query
• 1099 ID and New Hire SSN fields protected for
  read-only or requisition-only users
• Will see for these fields
• On Modify cursor will go to name field instead
  of status
• Will need to mouse-click on status to change

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Vendor Query
Uses wildcard of smith
Up to 250
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Vendor Query

• May use an as a wildcard in
• Name
• Address
• City
• Zip code
• Phone number
• Note Search by number or name without a
  wildcard will be fastest

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Receipt/Refund Enhancements

• Enhancements to receipt/refund queries
• Posted By and Posted Date columns added to query
• Multiple receipts/refunds can be printed at one
  time
• Refund Checks must be printed using CHKSEQ
• Can now insert item in middle
• Reverse option added
• Can NOT reverse refund associated with a check
• Should use VOIDCK to void the refund check instead

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Receipt Query
Up to 250
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Refund Query
Enter vendor number here
Click here to search for vendor
OR
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Refund Query Find Vendor
Enter vendor name or other search criteria and
click FIND
Click checkmark to select vendor
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Refund Query Find Vendor
Returns selected vendor back to refund query
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Refund Query Results
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Receipts Print Batch
2. Click Print Batch
1. Select Receipts
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Receipts Print Batch

• PDF file will be generated
• containing all receipts
• selected.
• Click on printer icon to print.
• Must have ADOBE Reader!

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Inserting Items
Click to insert item between item 1 and 2
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Inserting Items
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Reverse Option

• Similar to CLONE but negates amounts for all
  items and changes header description
• User can delete items as needed if not all items
  are to be reversed
• Validate and Post like normal
• Creates a new receipt or refund transaction to
  record reversal of amounts posted

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Reverse Option
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Reverse Option
Negates Amounts
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Reverse Option
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Invoice Enhancements

• Enhancements to Invoice query
• Can now edit vendor name and address info
• Added column for PO Item Filled Amount
• Tabs only between amount and status
• Can copy received date down
• Looks at EIS flag and threshhold amount from
  USACON

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Invoice Query
Up to 250
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Vendor Edit
Click here to edit vendor name/address
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Vendor Edit
2. Click Save
1. Change name/address
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Vendor Edit
3. Vendor information will be updated
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Item Section Enhancements
Tabs between amount and status
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Checks Enhancements

• Basic check query added by range of check numbers
• Display of check information added
• Hyperlinks to po and invoice available

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Check Query
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Check Display
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Questions?

• End of
• USASWeb 2.1 Highlights