Payment Request Document (PRD)
Transcript of Payment Request Document (PRD)
8/21/2012
1
Personal Settings & Attributes Personal Settings & Attributes Payment Request Document (PRD)Payment Request Document (PRD)
MM_PRD_200MM_PRD_200
Click anywhere on the slide to proceed through this courseClick anywhere on the slide to proceed through this course
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Personal SettingsPersonal Settings
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
ggand Attributesand Attributes
8/21/2012
2
Personal Settings OverviewPersonal Settings Overview
Personal SettingsPersonal Settings relate to the user’s employee data and are established via Site Navigation.
• Default information populates into this area based on data from Human Resources org structure. g
• Personal Settings must be confirmed and setup for all roles during the first visit to myUK.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Login to Login to mymyUKUK
1. Click Link Blue from the UK Home Page
3. Login to myUK using your AD and
password
2. Click myUK from the Link Blue site
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
password
8/21/2012
3
Payment Request Tab and Site NavigationPayment Request Tab and Site Navigation
Site NavigationSite Navigation
4. Select the Payment Request tab
5. Click Settings
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Personal Settings Personal Settings –– Position TabPosition Tab
Data on left side of Position tab is
organization data
7. Form of Address is required
6. Click Edit to make changes
organization data and not to be edited 8. Email address is the
only data on right side to be edited
q
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
NoteNote: Address data on the Position tab relates to the employee as an individual. It is not the delivery
address for goods.
8/21/2012
4
Personal Settings Personal Settings –– User Account TabUser Account Tab
10. Confirm Standard Settings are correct and/or
9. Click User Account Tab
My Procurement Substitutes is not
relevant for the PRD Creator – Do not
lare correct and/or edit as necessary
If you are not completing Attributes,
complete.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
click Save when finished with Personal
Settings
Attributes OverviewAttributes Overview
AttributesAttributes are default components which populate into every Payment Request Document to facilitate more efficient entry. Due to the wide fluctuation of cost objects utilized by departments for PRD’s, entry of attributes is optional.
The following attributes can be set as defaults:
• Account Assignment Category
• Cost Center
• WBS Element
Not setting attributes will require manual entry of components at the document creation level.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
8/21/2012
5
Attribute Attribute –– Account Assignment CategoryAccount Assignment Category
The Account Assignment Category designates which type of account The Account Assignment Category designates which type of account assignment will default into each PRD.assignment will default into each PRD.
1. Return to Position tab within Personal Settings
2. Select Account Assignment Category as
the Attribute type
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Attribute Attribute –– Account Assignment CategoryAccount Assignment Category
Note: This task only designates the Note: This task only designates the categorcategory of account assignment to default into y of account assignment to default into each Payment Request Document. The actual cost center or WBS numbers are each Payment Request Document. The actual cost center or WBS numbers are
entered on the following screens.entered on the following screens.
3 Determine which type of Cost
Important: Be sure notnot to check Deactivate for any
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
3. Determine which type of Cost Assignment Category you will most frequently use for PRD’s and click the Standard radio
button. Cost Center will be the most common selection for most
PRD Creators.
yselections.
8/21/2012
6
Attribute Attribute –– Cost CenterCost Center4. Select Cost Center from the drop down
menu to assign a default Cost Center number
5. Select Logical System (there is only one choice)
6. Click Add Line
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Attribute Attribute –– Cost CenterCost Center
7. Enter the Cost Center number that
you will most frequently use for Payment Requests
If needed a search feature is available through the Possible
Entries icon
8. Click the Standard
radio button
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
As long as you selected Cost Center as the Account Assignment type, this As long as you selected Cost Center as the Account Assignment type, this number will automatically default into every PRD. It can alternatively be number will automatically default into every PRD. It can alternatively be
overwritten or entered on an individual document basis.overwritten or entered on an individual document basis.
8/21/2012
7
Attribute Attribute –– WBS ElementWBS Element
1. Select WBS Element from the Attribute dropdown
If you frequently pay for goods or services using a WBS Element, you can If you frequently pay for goods or services using a WBS Element, you can alternatively set a default WBS to populate into your Payment Request Documents.alternatively set a default WBS to populate into your Payment Request Documents.
Attribute dropdown menu TIP:TIP: A WBS Element is a
type of cost object for grants or capital projects.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
2. Select Logical System from the drop down list
(there is only one choice)
3. Click Add Line
Attribute Attribute –– WBS ElementWBS Element
If needed a search feature is available through the Possible
Entries icon
4. Enter the WBS Element that you will most frequently use
for Payment Requests.
5. Click the Standard radio
button
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
button
As long as you selected WBS Element as the Account Assignment type, this As long as you selected WBS Element as the Account Assignment type, this number will automatically default into every PRD. It can alternatively be number will automatically default into every PRD. It can alternatively be
overwritten or entered on an individual document basis.overwritten or entered on an individual document basis.
8/21/2012
8
Personalized Object Work Personalized Object Work
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
e so a ed Object oe so a ed Object oList (POWL)List (POWL)
Introduction to the POWLIntroduction to the POWL
Personalized Object Work List
• a.k.a., the POWL or “dashboard”• Serves as home base for each PRD user• Contains Active Queries, Quick Criteria Maintenance and document ,history with active links.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
8/21/2012
9
Navigating to Personalized Object Work List Navigating to Personalized Object Work List
Site NavigationSite Navigation
From the Site Navigation pane, click Payment Request to activate the POWL
POWLPOWL
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Personalized Object Work List OverviewPersonalized Object Work List Overview
The POWL is driven by pre‐configured queries that display your Payment
Request Documents
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Clicking the “All” query at the top will display all PRD’s created by you in the bottom section. Drilling into the PRD number will display the
document in a new window or tab.
The POWL also shows document details including status, date created, invoice
number, etc.
8/21/2012
10
POWL POWL ‐‐ Quick Criteria MaintenanceQuick Criteria MaintenanceClick to Show Quick Criteria Maintenance
Can be used to search Payment Request
Documents created by you based on various
criteria
Note:Note: Quick Criteria Maintenance is an extension of the highlighted query in the upper section. Opening it will display additional
search criteria allowing the Creator to perform
specialized PRD searches. It
Role should always be set to reflect only your
documents
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
can be hidden when not in use.
Quick Criteria Maintenance Quick Criteria Maintenance –– Search CriteriaSearch Criteria
Quick Criteria Maintenance Search Criteria Quick Criteria Maintenance Search Criteria includes the following:includes the following:
••NumberNumber: PRD Number (30XXXXXXXX)••Invoice NameInvoice Name: Brief description or keywordkeyword••StatusStatus: All (i.e., wide open), Saved, Awaiting Approval, Rejected, etc.••TimeframeTimeframe: Date range in which the PRD may have been created••Product CategoryProduct Category: Category assigned describing the type of goods or service••SupplierSupplier: Vendor name
f f l h
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
TIPTIP: After performing a specialized search, clear your entries and click Apply to return
the highlighted query to its original settings.
Additional resources for configuring and managing Quick Criteria Maintenance can Additional resources for configuring and managing Quick Criteria Maintenance can be found at: be found at: http://www.uky.edu/Purchasing/srmquickrefcards.htmhttp://www.uky.edu/Purchasing/srmquickrefcards.htm
8/21/2012
11
Quick Criteria Maintenance Quick Criteria Maintenance –– Search ExamplesSearch Examples
Example 1 – Enter specific PRD number and click Apply. PRD
displays in lower section. Drill into number to display contents. Example 2 – Enter
specific status and click Apply. All PRD’s meeting this status will display in
lower section.
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Web Site and Help ReferencesWeb Site and Help References
•• myHelp myHelp –– MM & Purchasing Help web site: MM & Purchasing Help web site: http://myHelp.uky.edu/rwd/HTML/MM.html http://myHelp.uky.edu/rwd/HTML/MM.html
– Contains Quick Reference Cards, updated and printable course manuals, Reference Manual, Training Request Form, etc.
•• AP/ Purchasing Quick Reference Guide: AP/ Purchasing Quick Reference Guide: http://www.uky.edu/Purchasing/docs/quickrefguide.pdfhttp://www.uky.edu/Purchasing/docs/quickrefguide.pdf
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
8/21/2012
12
Final Step Final Step –– Log offLog off
The final step in completing this course is to:
– Click on the Log off button in the lower corner of this screen.
– You will be returned to the main myTraining page for this course.
– The main page will refresh (usually within 30 seconds, depending on network traffic).
– You should receive a green system message similar to this:
““Your Participation in this course has been completed.Your Participation in this course has been completed.””
Payment Request Document Payment Request Document –– Personal Settings & AttributesPersonal Settings & Attributes
Email [email protected]@email.uky.eduwith any questions or issues.