ConnectUND Weekly Information Session

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ConnectUND Weekly Information Session
November 22, 2005
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Topics for Today

• ConnectUND website
• PO Queries
• Scott Schreiner JoAnn Albrecht, Purchasing
  Office

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Departmental Deposits

• Departmental deposits can now be viewed
  online.
• If you are looking for a deposit, you can review
  all receipts posted by the Business Office for
  your department. More information can be found
  on the Accounting Services website at the
  following link Department Receipts

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UND Purchasing Card
The Purchasing Card transactions for October have
posted in PeopleSoft.

• Any corrections need to be processed on a
  Journal Voucher for all non-grant funds. Charges
  on grant funds (Fund 40000-49999) should
  corrected on a Journal Entry.

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ConnectUND

• Announcements
• Email Notifications sent to the Listservs
  (Department Heads, Finance, Academic HRMS
  Users)
• Announcements Archive
• Tuesdays _at_ 9 sessions
• PowerPoint presentations
• Referenced documents

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ConnectUND

• Tip Sheets (Finance HRMS)
• Detailed steps for running processes (inquiries
  and reports) in PeopleSoft

Inquiry Tip Sheets
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ConnectUND

• Job Aids
• How-to' instructions, reference documents, and
  other materials to help you use PeopleSoft.

• Chart of Accounts
• Account Numbers
• Fund/Department Combinations
• Location Codes

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PO Queries

• PO Queries are used to review PO Status and
  Encumbrances
• Queries are available for review by
• Department
• Fund
• Project

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Running a PO Query

• Navigation
• Reporting Tools
• Query
• Query Viewer

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Running a PO Query
Step 1 Query Viewer
Department query NDU_PO10_DTL_BY_DEPT Project
query NDU_PO14_DTL_BY_PROJECT Fund query
NDU_PO15_DTL_BY_FUND
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Running a PO Query
Step 2 Generate the Report
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Running a PO Query
Step 3 Select Report Criteria
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Running a PO Query
Step 4 Save Report to Excel
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Running a PO Query

• Step 5 Report Output
• Each report provides the same information
• Department Report contains all PO activity
• Fund Project Reports contain POs only related
  to Funds or Projects

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Running a PO Query

• Step 6 The report will deliver the following

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Excel Tips

• Freeze panes so the column headings remain in
  view
• Window
• Freeze Panes
• Set AutoFilter to allow for easier navigation
  within the spreadsheet
• Data
• Filter
• AutoFilter

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Questions?