IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be...
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Transcript of IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be...
![Page 1: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/1.jpg)
IMPROVED SYSTEM NEW LOOK
Jenzabar 8.1
![Page 2: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/2.jpg)
New Look
• The icon to log into the Jenzabar system will be added to your desktop
• No longer CARS
![Page 3: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/3.jpg)
GETTING STARTED• Click on:
Run Jenzabar CX• Security
warning box might pop up.
• Check accept and click run
• The Green check mark is the enter key
• The red X is the escape or exit key.
![Page 4: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/4.jpg)
GETTING STARTED
• Log-in and
Password will
Remain the same.
![Page 5: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/5.jpg)
GETTING STARTED • Looks
different depending on the permissions
• Own version of this screen
• Each icon has a subsidiary.
• Just click on the + and the directory will open
• To close click on the – .
![Page 6: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/6.jpg)
REQUISITION FOR PURCHASE
• To enter a requisition
• Click on PO/ Requisition /Approval
• Requisition for Purchase
![Page 7: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/7.jpg)
REQUISITION FOR PURCHASE
• Will bring you to this screen
• Click on F9 or finish.
![Page 8: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/8.jpg)
REQUISITION FOR PURCHASE• Enter the
fund or beginning of your account number
• 290• 430• 730• Use the
green check mark to enter
• The red X to exit
![Page 9: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/9.jpg)
REQUISITION FOR PURCHASE
• Click on the button that says “Create Requisition”
• Just like before you can put your mouse across the top of the icons and it will describe each
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REQUISITION FOR PURCHASE
• Start with your account number
• Put in a brief description of what you are wanting to purchase.
• Your ID# and information should already be added
![Page 11: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/11.jpg)
REQUISITION FOR PURCHASE
• Look up vendor information
• Click on the Primary vendor
• Go down to the bottom of the page and click on the “F6” button
• Or you can click on the drop down box to search vendor information
![Page 12: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/12.jpg)
REQUISITION FOR PURCHASE• This screen will
be displayed.• You can then
type in the name of the vendor you are looking for.
• Be careful, must match completely
• Can use the first few letters of the name follow by the *.
• The system will pull up everything that begins with the information submitted.
![Page 13: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/13.jpg)
REQUISITION FOR PURCHASE
• Will get a list of all the vendors that begin with the specified information.
• Select the number and enter.
• This is one of the few times the enter key will work
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REQUISITION FOR PURCHASE• The system will
automatically input the selected vendor’s information
• You will also need to select the building and room number.
• At the bottom of this page is how to communicate with purchasing Example: Please fax. Click file, save and exit.
• Click the green checkmark to continue.
![Page 15: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/15.jpg)
REQUISITION FOR PURCHASE
• This page is where you input the information for your order.
• Quantity and the price of each item.
![Page 16: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/16.jpg)
REQUISITION FOR PURCHASE• Item name
and item description, put as much information as possible.
• We need to know catalog number, model number, description, etc.
• If you need more space you can click on the item detail line
![Page 17: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/17.jpg)
REQUISITION FOR PURCHASE
• You can add any additional information
• Click file, save and exit.
![Page 18: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/18.jpg)
REQUISITION FOR PURCHASE
• To add additional items, click on the icon that looks like a disk with a blue arrow.
• Add as many lines as needed
![Page 19: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/19.jpg)
REQUISITION FOR PURCHASE
• After all the information has been entered for the order.
• Review • At this point,
write down the RP number or print the requisition
• At this point you can either exit out and the information will be saved.
• Or click on the “envelope” to submit
![Page 20: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/20.jpg)
REQUISITION FOR PURCHASE• If you have the
RP number, your ID# or the date you can go back and pull up the requisition
• You can also tell the status of the RP
• N= not submitted
• S=Submitted• I- In process• A= Approved• H- Hold• If there is an
envelope it has not been submitted
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REQUISITION FOR PURCHASE• If you need to
change or add something on the RP you can pull it out of the system by clicking on the hold button.
• As long as it has not been approved or denied.
• If has been approved, or denied. Must start over.
![Page 22: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/22.jpg)
REQUISITION FOR PURCHASE
• If status is • H or N• Click on the
red magnifying glass
• You can then go back and change anything on the RP.
• Except the fund (290, 430,730)
![Page 23: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/23.jpg)
REQUISITION FOR PURCHASE
• From this point you make any changes on the items.
• Click on the drop down box and put an *
• You can then add, change or delete items.
• Then you will click on the “envelope” to submit.
![Page 24: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/24.jpg)
BUDGET• You can also
review your budget from the requisition for purchase screen
• Click on magnifying glass with the $
![Page 25: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/25.jpg)
BUDGET• You will
then input the fund (290, 430, 730) or you can use the drop-down box.
• Followed by the Function
• Leave Object Code blank.
• Input the Project number and click the green check.
![Page 26: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/26.jpg)
BUDGET• This will show
you:• Act - What has
been spent• Enc-
Encumbered funds that are obligate and not paid
• Bgt- what was actually budgeted
• Unexp- balance left in each line item and percentages spent
![Page 27: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/27.jpg)
BUDGET• Can also
look at each expense that has been paid.
• Click on the icon that looks like paper
![Page 28: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/28.jpg)
BUDGET• The only
lines that you normally have access to are
• 6014- Equipment
• 6018- Travel• 6030 -
Administrative
• Highlight the line item to review
• Click the green check mark
![Page 29: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/29.jpg)
BUDGET• This will bring
show the details of each item that was paid.
• The PO#• Date check
was processed.• Vendor.• Can also copy
and paste to Excel
• Click on the print button. Will print to the page, then copy and past to excel
![Page 30: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/30.jpg)
730 BUDGET• 730 Accounts
are backward and need to be added together if there is no budget
• Ignore the first line that says cash.
• You add anything that has a minus (deposit) and subtract everything else.
• Example: Add • 3,422 +3558 -
1431-349 total of $5,200
![Page 31: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/31.jpg)
REQUISITION/INVOICE APPROVAL PROCESS• Start at
the : PO/ Requisition/ Approval menu
• Click: Req/PO /Approval
![Page 32: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/32.jpg)
REQUISITION/ INVOICE APPROVAL PROCESS
Then click F9 or finish
![Page 33: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/33.jpg)
REQUISITION APPROVAL PROCESS• Any item
that is waiting for your approval will show here.
• Invoice and RP
• Type in the appropriate letter and enter.
• This is one of the few times the enter key will work
![Page 34: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/34.jpg)
REQUISITION APPROVAL PROCESS
• This will give a brief description of the item, account number and the amount.
• The amount and the remaining balance
• At this point you can either approve or deny
• To approve click the ok button.
• Deny click red circle with the mark through it.
![Page 35: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/35.jpg)
REQUSITION APPROVAL PROCESS• If you click ok
or deny • It will ask if
you are sure you want to approve or deny
• If you do click YES, if not click NO
• Either way the submitter will receive and e-mail stating it has been either approved or denied
![Page 36: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/36.jpg)
REPORTS
• Search for the status of an RP
• Click on reports menu
• Drop down menu
![Page 37: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/37.jpg)
REPORTS
• Click: “Req approval outstanding”
![Page 38: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/38.jpg)
REPORTS
• At this point just click on the F9 or finish
![Page 39: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/39.jpg)
REPORT• Then click find• Type in the
RP#• Show who
needs to approve.
• If you cannot find, three possibilities
1) Approval process is complete and is sent to Purchasing
2) Denied
3) RP was not submitted
![Page 40: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/40.jpg)
REPORTS• This report
will look at any open PO’s with partial payments
• Click on Report menu
• Report menu 2
• Open PO’s with invoices
![Page 41: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/41.jpg)
REPORTS
• Put in your ID#
• Click F9 or finish
![Page 42: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/42.jpg)
REPORTS • Here is an
example of the report
• If you have access to several account it should bring up each purchase order that has a partial invoice paid against it
• Review and let Purchasing know if anything needs to be closed.
![Page 43: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/43.jpg)
REPORTS
• This report is for any PO’s with no activity or no invoices paid.
• Click on Non-invoiced PO’s by name
![Page 44: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/44.jpg)
REPORTS
• Again you will put in your vendor ID#
• Click F9 or finish
![Page 45: IMPROVED SYSTEM NEW LOOK Jenzabar 8.1. New Look The icon to log into the Jenzabar system will be added to your desktop No longer CARS.](https://reader036.fdocuments.in/reader036/viewer/2022062516/56649d6e5503460f94a4ff7e/html5/thumbnails/45.jpg)
REPORTS
• This report will help to determine if a vendor needs to be contacted
• Or if the order has been backordered
• Or if the order is no longer needed. Cancel the PO.
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RECEIVINGWhen you receive the
items and the invoice. Put the PO# on the
invoice, sign and submit to Purchasing
Please note on the invoice if this is the complete order or if this is a partial order
This lets us know that the items have been received.
State Guidelines:cannot pay until the good are received, or services rendered.
It is important that the invoice is sent to Purchasing for payment in a timely manner.
We cannot pay until we have a detailed invoice.
State Guidelines require that invoices be paid with 45 after the good are received or services rendered.
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REMEMBER STATE GUIDELINES: Goods or services cannot be
ordered until a purchase order is in place and the funds are encumbered.
If you do not have a purchase order, not an approved purchase and the University is not obligated for the purchase.
Purchasing limits are:Anything $7,500 to $25,000 requires three quotesAnything $25,000 and over requires a formal bid
processUnless: it is on a state contract or the cost is less than a State contract or it is formally bid on a Co-Op.
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CLOSING OUT JENZABAR• You will
need to make sure that all of the subsidiaries are close out and your screen is back to the beginning
• Then click on File, Logout and exit
• Very important how you close out.
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CLOSING OUT JENZABAR• Once you
have logged out, it will bring you back to this screen.
• Then you click on the X and close out of Jenzabar
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PointersUse the green checkmark for enter. The
enter key only works in a few instances.Red X to exit or escape.Make sure that nothing is left open before
you close out of the system.
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Questions.