Budget Reports and Inquiry for New Users
The University of Akron
Table of Contents
Chapter 1 : Overview .................................................................................................................. 1-1
Chapter 2 : Definitions................................................................................................................ 2-1
ChartFields............................................................................................................................... 2-1
Accounting and Budget Periods............................................................................................... 2-3
Budgetary Control.................................................................................................................... 2-3
Chapter 3 : Sign In and Sign Out ................................................................................................ 3-1
Sign In to PeopleSoft ............................................................................................................... 3-1
Sign Out of PeopleSoft ............................................................................................................ 3-2
Chapter 4 : Menu Navigation...................................................................................................... 4-1
Discussion ................................................................................................................................ 4-1
Terms ................................................................................................................................... 4-1
Steps......................................................................................................................................... 4-2
Chapter 5 : Run Control IDs ....................................................................................................... 5-1
Discussion ................................................................................................................................ 5-1
Add a New Run Control ID ..................................................................................................... 5-2
Use an Existing Run Control ID .............................................................................................. 5-4
Chapter 6 : Printing Reports ....................................................................................................... 6-1
Printing Departmental Budget Reports.................................................................................... 6-1
Part A: Processing the Request ............................................................................................ 6-1
Entering Criteria for a Budget Report.............................................................................. 6-3
Using Lookup................................................................................................................... 6-5
More on Entering Criteria................................................................................................ 6-7
Using the Process Scheduler............................................................................................ 6-8
Part B: Using the Report Manager....................................................................................... 6-9
Part C: Print the Report...................................................................................................... 6-13
Budget Report Examples ....................................................................................................... 6-14
Chapter 7 : Use an Existing Run Control ID .............................................................................. 7-1
Chapter 8 : Budget Inquiry ......................................................................................................... 8-1
Steps......................................................................................................................................... 8-1
Working with the Data Grid .................................................................................................... 8-6
Chapter 9 : Business Procedures................................................................................................. 9-1
The Controller’s Office Website.............................................................................................. 9-1
The Budget Office Website ..................................................................................................... 9-3
Chapter 10 : Clearing Cache in Internet Explorer .................................................................... 10-1
For the PC .............................................................................................................................. 10-1
For the Macintosh .................................................................................................................. 10-2
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Appendix A Configure the Internet Explorer .......................................................................... A-1
Part A: Disable Sites from Pop-Up Blockers.......................................................................... A-1
Part B: Configure for Excel Files............................................................................................ A-5
Appendix B Favorites in Internet Explorer ............................................................................. B-1
Create a Favorite ..................................................................................................................... B-1
Use a Favorite ......................................................................................................................... B-2
Organize Favorites .................................................................................................................. B-3
Appendix C Creating a Budget Report as an Excel File ......................................................... C-1
Appendix D Using the Download to Excel Tool..................................................................... D-1
Appendix E ChartField Lookup ...............................................................................................E-1
Appendix F Pool Accounts ......................................................................................................F-1
Appendix G Income and Expense Accounts ........................................................................... G-1
Appendix H Report List .......................................................................................................... H-1
Appendix I Trial Balance Reports ...........................................................................................I-1
Appendix J Creating Reports to Distribute to Others ............................................................. J-1
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Budget Reports and Inquiry for New Users
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Chapter 1 : Overview
In PeopleSoft version 8.9, you will use the applications in an Internet environment. The system
will require the installation of only the web browser, Internet Explorer, on individual user
machines. Installation of client software on your computer will not be required.
Using the Internet Explorer, you will sign in to your PeopleSoft applications as you would when
opening your favorite website.
This course is intended for faculty, staff and student employees who are new users of the
PeopleSoft version 8.9 Financials system. Frequently-used data and procedures will be reviewed.
In the previous course, Financial Upgrade for New Users, you reviewed navigation, printing and
inquiry procedures in PeopleSoft Financials version 8.9.
In this course, procedures are reviewed for printing and viewing Budget data.
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NOTES:
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Budget Reports and Inquiry for New Users
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Chapter 2 : Definitions
ChartFields
The PeopleSoft system uses the five ChartFields to categorize and track all financial transactions.
The function of each ChartField can be broadly defined as follows:
Fund:
This ChartField represents the highest level of University accounting. For regular
departmental SpeedTypes, the fund will be 10000 for the Akron campus and
11000 for the Wayne campus. Departmental Sales funds will start with the digits
“108” while Auxiliary funds will start with the digit “2”. All restricted funds will
be composed of the last five digits of their related SpeedType.
Department: This ChartField defines the owner of the transaction. It will start with either A or
W to indicate the campus. The HR home department is incorporated into the
department ChartField as digits 2 through 5.
SpeedType
201130
201131
207006
211130
202530
202531
212530
Program:
Department
0383 – Geography
Geography and Planning
Course Fee – Geography & Plan
Info Tech Fee-Geography
Geography-Wayne College
1840 – Business Tech
Business Technology
Course Fee – Business Tech
Business & Office Tech-Wayne
A0383001
A0383002
A0383009
W0383001
A1840001
A1840002
W1840001
This ChartField defines the expenditure function, or type of activity. Examples
are Instructional, Research or Institutional Support.
Program
1000
2000
3000
4000
5000
6000
7000
8000
9000
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Instruction and Dept Research
Separately Budgeted Research
Public Service
Academic Support
Student Services
Institutional Support
Operation and Maintenance of Plant
Scholarships and Fellowships
Auxiliary Enterprises
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Class:
This ChartField defines the type of funding. For example, OPER is used for
regular operating SpeedTypes while FRG is used for Faculty Research grants.
Account:
This ChartField classifies the nature of a transaction, for example, sales, office
supplies or travel. Accounts are either budgetary pool accounts or detail
transaction accounts.
NOTE: A list of both pool and detail accounts are included as an Appendix in
this manual.
There are several methods to obtain the ChartField values for a particular budget (SpeedKey).
One of the easiest ways is to inquire on the budget, as reviewed in Chapter 8 of this manual. The
ChartField values appear at the top of each of the three inquiry pages.
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Accounting and Budget Periods
At The University of Akron, the accounting year, known as the Fiscal Year, runs from July 1
through June 30. Each fiscal year is named for the year in which it ends. For example, the 12
month period running from July 1, 2006 through June 30, 2007 is referred to as the 2007 Fiscal
Year. In many places throughout the financial system, Budget Period is used synonymously
with Fiscal Year.
The months of the year are called Accounting Periods and are numbered 1 through 12. July, the
first month of the fiscal year, is assigned the number 1. August is assigned number 2, and so on.
Budget Period (Fiscal Year)
Month
Accounting Period
July
1
August
2
September
3
October
4
November
5
December
6
January
7
February
8
March
9
April
10
May
11
June
12
Budgetary Control
Akron campus unrestricted SpeedKeys (such as the regular, operating departmental budgets), as
well as grants and projects, will be under full budgetary control, producing budget checking
errors if a transaction exceeds the available balance. SpeedKeys for Wayne unrestricted,
auxiliaries, gifts and agencies have a different level of budgetary control, only producing a
budget checking error if no budget exists for the desired ChartField combination.
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NOTES:
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Chapter 3 : Sign In and Sign Out
Sign In to PeopleSoft
What you do
1. Open the Internet Explorer.
2. If this is the first time that you are
logging in, type the URL given to you by
your instructor. Set this as a favorite in
the Internet Explorer.
What happens
The Sign In page for PeopleSoft Financials is
displayed.
If you have set the PeopleSoft Sign-In
page as a favorite, select it from the
favorites list.
NOTE: For instructions on setting
favorites in the Internet Explorer, see
Appendix B.
3. Enter your User ID and password in all
capital letters.
4. Click on the
The home page for PeopleSoft Financials is
displayed.
button.
5. OPTIONAL:
Press F11 to use the Full Screen view in
the Internet Explorer.
In the Full Screen view, the Internet
Explorer’s title bar, status bar, menu bar
and toolbars are hidden, as well as the
Windows taskbar. This allows more
display area for the PeopleSoft pages.
Pressing F11 again will return to the
Normal view in the Internet Explorer.
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Sign Out of PeopleSoft
What you do
1. DO NOT PERFORM THIS STEP
UNTIL THE END OF CLASS.
What happens
The Sign out link is indicated by the arrow.
To sign out, click on the
link
in the top right corner of the web page.
2. When the PeopleSoft Sign In web page is
displayed, close the Internet Explorer.
Important: You need to sign out of
After you sign out, the PeopleSoft Sign In web
page is displayed.
PeopleSoft using the
link. Do
not close the Internet Explorer until you
sign out and see the Sign In web page as
shown at the right.
If you do not sign out, your PeopleSoft
session remains open until your session
times out.
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Budget Reports and Inquiry for New Users
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Chapter 4 : Menu Navigation
Discussion
In version 8.9 of PeopleSoft Financials, the data and your choices are presented as web pages.
The menu is displayed on the left side of the page. As you make selections, the menu expands
itself until you make your final selection.
Terms
Navigation header: The links displayed in this header will remain at the top of every page in
the Financials application.
Menu Groups:
The Home page lists the menu groups to which you have access. These
groups represent a set of functions. When you select a menu group, the
group is expanded to list the menus that are a part of that group.
Menu:
These selections are groups of business processes.
Menu Items:
These selections are specific business processes, such as Use, Inquire,
Report.
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Steps
What you do
What happens
1. Review the Home web page for PeopleSoft Financials.
Menu
groups
2. From the menu, select
Process Financial Information.
Navigation
header
The following page is displayed.
Then, select UA Department Inquiries.
3. In the Report list, select
Departmental Budget Reports.
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The Departmental Budget Reports – Find an
Existing Value page is displayed.
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What you do
What happens
4. To hide the main menu, click on its
Collapse button
.
The main menu with its collapse button
displayed
When the main menu is collapsed, the page is
displayed without the main menu.
The Collapse button has changed to
be the Expand button
. The
Expand button is located in the
upper left corner of the page.
Click on the Expand button to
display the main menu.
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NOTES:
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Budget Reports and Inquiry for New Users
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Chapter 5 : Run Control IDs
Discussion
What is a Run Control ID?
A Run Control ID is an identification code that represents:
◘ your PeopleSoft ID
◘ the process you are running, such as printing a departmental budget report or printing a
requisition
◘ your criteria for that process, such as Budget Period 2007, Accounting Period 5,
SpeedKey 200704 for a Departmental Budget Report.
Think of a Run Control ID as a Request Name.
Each process that you run needs its own unique Run Control ID. If you print Departmental
Budget Reports and print Requisitions, you will create one Run Control ID for printing
Departmental Budget Reports and one Run Control ID for printing Requisitions.
When do you create a Run Control ID?
The first time that you run a process, you need to create a Run Control ID. Some examples of
processes are gathering the data to print a Departmental Budget Report or gathering the data to
print a Requisition.
When you run the process in the future, you use the same Run Control ID as the first time that
you ran the process. You can change the criteria each time you run the process.
What are the characteristics of a Run Control ID?
A Run Control ID can be up to 30 characters in length. It cannot contain spaces. Some examples
of Run Control IDs are BudgetPrint8 or ReqPrint8.
NOTE: When creating your Run Control ID, do not use the % (percent sign) in its name. For
example, UnrestrA0660% is not a valid Run Control ID. UnrestrA0660 is a valid
Run Control ID.
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Add a New Run Control ID
You only need to follow these steps the first time that you run a Budget Report. The next time(s)
that you run the report, use the Run Control ID that you create here.
What you do
What happens
1. Click on the Add a New Value link or on
the Add a New Value folder tab.
Folder tab
Link
The Add a New Value page is displayed.
2. Type a Run Control ID with a maximum
number of 30 characters and no spaces.
In class, type BudgetReportXXX, where
XXX are your initials.
3. Click on the Add button
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.
The Run Control ID is added to your list of Run
Control IDs. The Departmental Budget Reports
page is displayed.
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What you do
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What happens
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Use an Existing Run Control ID
Once you have created a Run Control ID for a report, you can use that Run Control ID over and
over. If you need to change the criteria, you can.
What you do
1. Navigate to the Find an Existing Value
page for the report you need.
What happens
In this example, the Departmental Budget
Reports – Find an Existing Value page is
displayed.
2. Click on
A list of your Run Control IDs is displayed.
.
3. In the Search Results area, click on the
link for the Run Control ID that you want
to use.
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If you only have one Run Control ID for that
report, the criteria page for the report will be
displayed immediately. You will not need to
choose a Run Control ID from the list.
The criteria page for the report is displayed.
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Chapter 6 : Printing Reports
Steps for creating and printing reports
1. Navigate to the location of the report’s Find an Existing Value page using the menu or
the favorites that you have set.
2. Add a new Run Control ID if you are running this type of report for the first time
OR
From the Search link, select the Run Control ID for this report if you previously have run
this type of report.
3. Type in the criteria for your report. For a budget report, this might be the Budget Period
(fiscal year), Accounting Period (fiscal month) and the SpeedType.
4. Click on the Run button. Select PSNT as the Server and mark the reports that you want.
5. Click on the Report Manager link and then the Administration folder tab.
6. On the Administration page, click on the link for the report’s Description.
7. Use the standard Windows print options.
Printing Departmental Budget Reports
NOTE: If the SpeedType begins with a 5 or 7, use the Project to Date Reports menu option to
print the budget report.
Part A: Processing the Request
What you do
1. From the menu, select
Process Financial Information.
What happens
The following page is displayed.
Then, select UA Department Inquiries.
2. In the Report list, select
Departmental Budget Reports
OR
If the SpeedType begins with a 5 or 7,
select Project to Date Reports.
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In class, the Departmental Budget Reports –
Find an Existing Value page is displayed.
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Budget Reports and Inquiry for New Users
What you do
3. If this is the first time that you are
printing a Budget Report, click on the
Add a New Value folder tab to add a Run
Control ID as outlined in the steps in the
previous chapter.
If you have an existing Run Control ID,
click on
to select it.
The University of Akron
What happens
The Departmental Budget Reports page is
displayed.
NOTE: If you only have one Run Control ID
for that report, the criteria page for the report
will be displayed immediately. You will not
need to choose a Run Control ID from the list.
4. Type the criteria for the report.
You must indicate the Budget Period
(fiscal year) and the Accounting Period
(fiscal month).
In this example, type:
Budget Period: 2005
Accounting Period: 2
Then, type the additional criteria to
specify the reports you need.
to save the criteria to
Click on
the Run Control.
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Entering Criteria for a Budget Report
The criteria that you enter on this page determine which budgets (SpeedKeys), month and year
will print. Here are some suggestions to assist you in entering criteria.
◘ Enter the Budget Period (Fiscal Year) and Accounting Period (Fiscal Month).
These are required fields. Then determine what additional criteria you need.
◘ To print the reports for a single budget, enter the SpeedKey. If you enter a SpeedKey,
only three fields should have criteria: Budget Period, Accounting Period and
SpeedKey.
◘ To print the reports for an entire department, enter the first five characters of the
Department ChartField followed by a percent sign %. For example, A0660% would
print all the budgets for the Mechanical Engineering department on the Akron
campus.
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◘ To print the reports for all the budgets with a certain Fund Type, enter the first digit
of the Fund Type followed by a percent sign %. For example, 1% would print all of
your budgets with unrestricted Fund Types, 2% would print budgets with an auxiliary
Fund Type, 3% would print budgets with restricted Fund Types.
NOTE: After you enter the criteria, click on
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Budget Reports and Inquiry for New Users
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Using Lookup
If you do not know the valid values for a field, use the Lookup button
for that field. In this
lesson, you decide to enter the criteria to print all the budgets for your Department, but you do
not know the first five characters for your Department.
What you do
5. Click on the Lookup button
Department field.
for the
What happens
The Look Up page is displayed with the first 300
rows of the Department list.
In PeopleSoft search results generally are limited to
300 rows. Some of the search results restrict the
results to a lower number.
6. You probably will search by the
Description or Manager Name
fields. To do so, you select an
operator at the down arrow and type
the search text in the edit box.
a. In class, click on the down arrow
for the Description field and
select contains.
b. In the edit box, type Engl.
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The Look Up page is displayed with your search
criteria.
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Budget Reports and Inquiry for New Users
What you do
7. Click on
What happens
The items that match your criteria are displayed in
the Search Results at the bottom of the page.
.
8. Click on any link to select that row.
In class, click on
The University of Akron
.
Review the Department IDs for English in this list.
Remember that the first character of the Department
ChartField defines whether the department is on the
Akron or Wayne campus. The following four
characters are the home department.
The first five characters for the English Department
on the Akron campus are A0330 .
The Departmental Budget Reports page is displayed.
If you selected a link, that value is entered.
To request all the English Department budget
reports, you would enter A0330% in the Department
field on the Departmental Budget Reports page.
NOTE: To lookup a list of the SpeedKeys to which you have security, click on the Lookup tool
next to the SpeedKey field
values to display.
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More on Entering Criteria
What you do
9. In class, enter the SpeedKey, 200704.
10. If your criteria will result in the printing
of the report for more than one budget
(SpeedKey), review the following.
a. To sort the printed reports in the
order of the SpeedKeys, type a Y in
the Sort by SpeedKey field.
b. If you have requested the
Departmental Budget Summary
Report and would like each
SpeedKey’s report to begin on a new
page, type a Y in the New Page for
Each SpeedKey field.
11. Click on the Save button
save the criteria.
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to
What happens
The word Saved is displayed briefly in the upper
right corner of the page.
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Using the Process Scheduler
What you do
12. Click on the Run button
.
What happens
The Process Scheduler Request page is
displayed.
13. Server Name should be PSNT.
14. The following fields will default to:
Run Date: Current Date (System Date)
Run Time: Current Time (System Time)
15. For the reports that you wish to run, click
to place a check mark in checkboxes for
the Select field.
16. Note the following fields will default to:
Type: Web
Format: PDF
NOTE: To send the report to a file that
can be opened in Excel, change the
Format to CSV (comma separated value).
At this time, only the PDF and CSV
formats are valid as choices.
17. Click on the
button.
The word Processing will flash in the upper
right corner of the page.
The Departmental Budget Reports criteria page
is displayed.
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Part B: Using the Report Manager
What you do
1. Note the Process Instance number(s) at
the top, right of the page. These numbers
are needed to print the requested
report(s).
What happens
The Process Instance numbers and the Report
Manager link are available at the top, right of
the page.
Report Manager link
There will be one, unique Process
Instance Number for each report.
2. Click on the
top of the page.
link at the
In this example,
2 reports were
requested, so
there are 2
process instance
numbers.
After selecting the Report Manager link, the
Report Manager pages are displayed. The List
page will be on top.
3. Click on the folder tab for the
Administration page of the Report
Manager.
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What you do
4. Use the PrcsInstance column to locate
the Process Instance number for the
report to be printed.
5. The report is not complete and available
for printing until the Status column reads
Posted.
The University of Akron
What happens
The Administration page is displayed. The list
of reports available for your operator ID is
listed.
Click on the
button to update
the display and to see the change in the
status. The display does not refresh
automatically. You may need to click on
the Refresh button several times until the
Status changes and the column reads
Posted.
The Delete button is not operable.
Reports are deleted automatically
on the eighth day. See the NOTE at
the end of this lesson.
In Report Manager, there are several status
levels:
Scheduled
Processing
Generated
Posting
Posted
6. Once the report status is Posted, use the
Description column to locate the report
and click the report name to open the
report.
The process was just added to the report
request.
Process Scheduler has initiated the
program and is running the process at
that time.
The report has finished processing and
all files are available for transferring.
The report is in the process of being
transferred to the Report Repository.
The report has finished posting and is
ready to be viewed.
The Administration Page:
The report name will become a
hyperlink once the status is Posted.
Use this hyperlink to view the report.
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What you do
7. Note that the report opened in a second
window, separate from the original
window for PeopleSoft.
On the Windows’ task bar at the bottom
of the screen, there is a button for the
Report Manager and a button for the
display of the report.
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What happens
After selecting the report name link, the budget
report is displayed in the browser as a PDF file,
as shown on the following page. This window is
a new window, separate from the window in
which the Report Detail page is displayed.
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What you do
The University of Akron
What happens
Adobe Acrobat
Reader’s toolbar
Printer tool
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Part C: Print the Report
What you do
What happens
The Print dialog box is displayed.
1. Click on the Printer tool
in Adobe
Acrobat’s toolbar.
2. Change any printing options as needed.
Click on OK.
3. Close the Adobe Acrobat window by
clicking on its X.
4. To return to the Departmental Budget
Reports criteria page, click on the link
OR
Make any selection from the menu to
begin another task
OR
Click on the
link in the
Navigation Header at the top right corner
of the page to exit from PeopleSoft.
The report is directed to the printer.
The Administration page is displayed.
If you clicked on the link
, the
Departmental Budget Report criteria page is
displayed.
NOTE:
A report that you have run will be saved and available to you for seven days from the time that
you ran the report. On the eighth day, the report is deleted from the system automatically.
To view and print a saved report, navigate directly to the report manager.
Enter the path: Reporting Tools, Report Manager. Click on the Administration folder tab.
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Budget Report Examples
Departmental Budget Summary
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Departmental Budget Detail
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NOTES:
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Chapter 7 : Use an Existing Run Control ID
What you do
1. On the
on the
button.
What happens
A list of your Run Control IDs is displayed in
page, click
the Search Results area of the page.
Navigation bar
When results are displayed in the format that is
seen here, it is called a grid.
2. Note that the total number of rows
retrieved is listed in the header of the
grid. In the example shown, there are
4 rows.
3. Note the navigation that is available in
the viewing tools on the navigation bar of
the grid.
Select View All
to display all
the results on
one web page.
Be prepared to
scroll.
The viewing tools are useful if results are
lengthy and are displayed on more than
one page.
In the example shown, the results are
displayed on a single page, so that the
viewing tools are not necessary.
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Select
First to
navigate to
the first
page of
results.
Select the
to
navigate to
the
previous
page.
Select Last
to navigate
to the last
page of
results.
Select the
to
navigate to
the next
page.
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What you do
4. In the Search Results grid, click on the
link for the Run Control ID that you
created earlier in class
(BudgetReportXXX).
The University of Akron
What happens
The Departmental Budget Reports component is
displayed. The criteria you used for your last
report is displayed.
5. You may change any of the criteria.
6. Click on
to save the changes to
your Run Control ID.
7. Run the budget report.
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Chapter 8 : Budget Inquiry
In Chapter 5, you learned to print a hard copy of the Budget Reports. In this chapter, you review
the data online.
Steps
What you do
1. From the main menu, select
Process Financial Information.
What happens
The following page is displayed.
Then, select UA Department Inquiries.
2. From the Inquire list, select
UA Department Budget
OR
For SpeedTypes that begin with 5 or 7,
select Project-to-Date Budget.
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The UA Department Budget search page is
displayed.
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What you do
What happens
3. Enter criteria to locate the budget that
you want to view.
The items that match your criteria are displayed
in the Search Results at the bottom of the page.
In class, enter the SpeedType Key
200704.
Since you did not specify a Budget Period
(fiscal year), each of the Budget Periods for
200704 is listed.
4. Click on any link for the budget that you
want to view.
If only one budget matches your criteria, that
budget will be displayed immediately.
The Budget Summary page is displayed.
In class, select the 2004 Budget Period.
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What you do
The University of Akron
What happens
The top of the page
displays the ChartFields
for this budget, the
descriptions of the
Department and Fund
and the Manager Name.
The bottom of the page
displays a comparison of
Budget to Actual YTD
data and the Remaining
Balance.
5. To display the Fund Summary page, click The Fund Summary page is displayed.
on the
folder tab at the
top of the page
OR
Click on the Fund Summary link at the
bottom of the page
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What you do
The University of Akron
What happens
This page was
designed primarily
for the analysis of
funds that do not
require budgetary
control.
In the YTD Actuals
frame, a summary of
the year’s revenue
and expenditures is
shown. In the Fund
Summary frame,
the current balance
of the Fund is
shown, which
includes the balance
at the beginning of
the year.
Note that this budget’s Fund is 10000. It is an unrestricted,
departmental budget. The Fund Summary frame is not applicable.
6. Click on the
folder tab at
the top of the page or the Detail link at
the bottom of the page.
The Detail page is displayed.
The Detail page
provides a
comparison by
pool account of
the Budgeted
Amount to the
YTD Actuals.
To view the budget journal details, click on
the
in the Budg Trn column for the pool
account that you want to review.
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To view the YTD actual transaction detail,
click on the
in the Jrnl Trn column for
the pool account that you want to review.
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What you do
7. Click on the
in the Budg Trn
(Budget Transactions) column for the
pool account Supplies and Services
5700.
The University of Akron
What happens
The Budget Journals page is displayed.
This page displays
the entries for the
initial budget
amount for the
pool and any
transfers of
budgeted dollars
in or out of this
pool. These are
Budget journal
entries.
8. Click on
.
9. Click on the
in the Jrnl Trn (Journal
Transactions) column for the pool
account Supplies and Services 5700.
The Detail page is displayed.
The Transaction Detail page is displayed.
This page provides a list of all transactions
that have been posted to the selected pool.
Terms used in the Budget Inquiry pages:
Pre-Encum Amt:
The pre-encumbered amount is the amount from current requisitions.
Encum Amt :
The encumbered amount is the amount from current purchase orders.
Expended Amt:
The expended amount represents the current period-to-date expense, from
all sources, whether it is accounts payable, interdepartmental charge,
financial aid, etc.
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Working with the Data Grid
On many of the pages in PeopleSoft Financials, the data is presented in a grid, as you see on the
Transaction Details page. The header for the grid has links and tools to:
◘ Customize the grid
◘ Change the View
◘ Download to Excel
◘ Find an item in the grid
IMPORTANT: Before downloading data to Excel, follow the instructions in the Appendix titled
“Configure Your Computer.” These instructions need to be completed only once, before you
download data for the first time.
What you do
What happens
1. To customize the appearance of a grid,
refer to Appendix C in the Financials
Introduction for New Users manual.
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What you do
2. To change the View, use the View tools.
In the example shown in the right hand
column, there are 29 records. Twelve of
the records are displayed on the page at
the current time.
The University of Akron
What happens
Select View All
to display all
the results on
one web page.
Be prepared to
scroll.
Select
First to
navigate to
the first
page of
results.
Select the
to
navigate to
the
previous
page.
3. In class, click on View All .
Select Last
to navigate
to the last
page of
results.
Select the
to
navigate to
the next
page.
You may need to scroll to view the line items.
Here are two advantages to View All.
◘ All of the transactions are displayed on
one page with a maximum of 100 lines
to a page.
◘ You can print the Transaction Detail
page by using File, Print Preview in the
Internet Explorer menu. Changing the
options to Landscape the paper and to
print “All frames individually” may be
helpful, as indicated below.
4. To download the transactions to Excel,
click on the Download tool
. Then
follow the instructions in Appendix D.
5. To Find a line item, click on Find.
6. Type the word or phrase that you want to
locate.
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Before downloading data to Excel for the first
time, follow the instructions in
Appendix A: Configure the Internet Explorer.
The Find dialog box is displayed.
Find only searches the visible fields and rows.
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What you do
7. Click on
.
8. To sort the line items, click on the field
name (header) for that item.
In class, click on
The University of Akron
What happens
The first line item that meets your criterion is
moved to the top of the list.
The items are sorted in ascending order by that
field.
NOTE: Click on the field name for a second
time to place the items in descending order.
.
9. Click on
.
10. To view another budget from the list at
Search Results, use the
buttons.
11. To search for another budget to review,
The Detail page is displayed.
The page is changed to display the next budget
in the Search Results list.
The UA Department Budget search page is
displayed.
click on
.
12. Click on any link in the Search Results to
view a budget on the list.
to remove the criteria
13. Click on
from the search page and to enter criteria
for a new search.
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Chapter 9 : Business Procedures
The forms required for Adjusting Journal Entries are available at the website for the Controller’s
Office. The Budget Amendment and New Account Request forms are available at the website for
the Budget Office with links to these forms available from the Controller’s website.
The Controller’s Office Website
What you do
1. Open the Internet Explorer (or your
browser of choice).
2. Enter the URL
http://www.uakron.edu/busfin/controller/
3. Press the ENTER key.
4. Click on the
left side of the page.
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link on the
What happens
The home page of the Controller’s Office is
displayed.
The PeopleSoft Forms page is displayed.
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What you do
5. Click on the link for the
What happens
The File Download dialog box is displayed.
.
6. In the File Download dialog box, click on The form is opened as an Excel worksheet for
the Open button.
you to complete, print and mail.
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The Budget Office Website
What you do
1. Open the Internet Explorer (or your
browser of choice).
2. Enter the URL
http://www3.uakron.edu/rab/
3. Press the ENTER key.
What happens
The home page of the Budget Office is
displayed.
4. Click on the Budget Amendment Form
text to transfer dollars:
The Forms page is displayed.
Between pool accounts in one SpeedType
OR
From one SpeedType to another
SpeedType.
5. Click on the PDF or Excel link for the
Form that you need.
For each form, you may choose a PDF
file to open, print and fill out or an Excel
file to open, fill out and print.
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The File Download dialog box is displayed if
you chose an Excel format.
The PDF file is opened in the Internet Explorer
if you chose a PDF format.
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What you do
6. If the File Download box appeared,
click on OPEN.
If the form was opened as a PDF file,
click on the printer tool
Adobe Reader toolbar.
The University of Akron
What happens
The form is opened as an Excel file.
The print dialog box is displayed.
in the
Here is the Budget Amendment form as an
Excel file.
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Chapter 10 : Clearing Cache in Internet Explorer
The temporary internet files are copies of the web pages that you recently opened. The web
pages are copied, so that if you open them again, the pages will be displayed quickly. It is a good
practice to occasionally clear the cache.
For the PC
What you do
1. From the Internet Explorer menu bar,
click on Tools, Internet Options.
What happens
The Internet Options dialog box is displayed.
2. On the General tab, click on the
The Delete Files message box is displayed.
button.
3. Click in the checkbox for Delete all
offline content.
4. Click on OK.
The hourglass will appear while the files are
being deleted. If you have not cleared cache
recently, this may take a minute or several
minutes.
When cache is cleared, the hourglass is no
longer seen. The Internet Options dialog box is
displayed, as shown in step 1.
5. In the Internet Option box, click on OK.
6. Close the Internet Explorer by clicking
on its X.
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For the Macintosh
What you do
1. From the Internet Explorer menu bar,
click on Explorer, Preferences.
What happens
The Internet Explorer Preferences box is
displayed.
2. In the scroll box on the left, locate the
Web Browser menu.
3. From the Web Browser menu, locate and
click on Advanced.
4. In the Cache frame, click on the Empty
Now button.
5. When the files are deleted, click on OK.
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Appendix A
The University of Akron
Configure the Internet Explorer
Two sets of instructions are required for your computer:
1. In order to view reports using the Report Manager in PeopleSoft Financials, the Internet
Explorer must allow pop-ups that originate from the uakron.edu domain.
2. On the Process Scheduler page, if you request the Type of report as Web and the Format of
the report as CSV and run the report, when you view the report using the Report Manager,
the report will open in the Internet Explorer. Since you want the report to open in Excel as a
worksheet, Windows must be configured to open the reports in Excel.
Also, if you click on the download tool, when viewing information in a grid, the data should
be downloaded to Excel.
The following instructions need to be completed only one time. Do these before requesting a
report in PeopleSoft.
Part A: Disable Sites from Pop-Up Blockers
What you do
1. Open the Internet Explorer at
Start, All Programs, Internet Explorer
OR
Double click the Internet Explorer icon
What happens
The Internet Explorer is opened.
on the desktop.
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What you do
What happens
2. From the Internet Explorer’s menu, select The Internet Options dialog box is displayed.
Tools, Internet Options.
3. Click the
The Privacy page of the dialog box is displayed.
tab.
4. The checkbox for Block pop-ups should
be checked
here.
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, as shown
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What you do
5. Click the
button located at
the bottom of the dialog box.
The University of Akron
What happens
The Pop-up Blocker Settings dialog box is
displayed.
6. In the text box under “Address of Web
site to allow,” type *.uakron.edu
7. Click the
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button.
Under “Allowed sites” you should see
*.uakron.edu.
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What you do
What happens
8. The checkbox for “Show Information Bar
when a pop-up is blocked”
should be checked, as shown here.
9. Click the
10. Click OK.
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button.
The Pop-up Blocker Settings dialog box is
closed. The Internet Options dialog box is
displayed.
The Internet Options dialog box is closed.
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Part B: Configure for Excel Files
What you do
1. Double click on the My Computer
What happens
The My Computer window opens.
icon on the desktop.
2. From the menu, click on Tools, Folder
Options.
The Folder Options dialog box is displayed
with the File Types page on top.
3. Click on the File Types folder tab.
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What you do
4. In the Registered file types list, scroll to
locate and select XLS – Microsoft Excel
Worksheet. It will be near the bottom of
the list.
What happens
5. Click on the Advanced button.
6. In the Edit File Type dialog box, click to
clear the checkboxes for:
• Browse in same window (or Open
Web documents in place)
• Confirm open after download
The Edit File Type dialog box is displayed with
the change.
7. Click on OK.
The Folder Options dialog box is displayed.
8. Complete steps 4-7 for the File Type
XLA.
9. Complete steps 4-7 for the File Type
XLB.
10. Complete steps 4-7 for the File Type
CSV.
11. In the Folder Options dialog box, click on The changes are saved. The My Computer
Close.
window is displayed.
12. In the My Computer window, click on its
close button .
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Budget Reports and Inquiry for New Users
Appendix B
The University of Akron
Favorites in Internet Explorer
When you find an Internet site that you like and want to use again, you can save the address
(URL) as a Bookmark, which is also referred to as a Favorite. You can add new favorites, delete
favorites and organize favorites. The favorites feature is just a folder that you use to store
Internet shortcuts. Favorites will save you a lot of time if you tend to use the same Web sites
frequently.
Create a Favorite
What you do
1.
Go to the Web page that you want to set as a favorite.
2.
From the menu, select Favorites, Add to Favorites.
3.
In the Add Favorite box, either leave the default Name or type in a new name for the
site so that you will easily remember the new favorite name for retrieval.
Select OK.
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Use a Favorite
What you do
1.
From the menu, select Favorites.
2.
Locate the favorite you want to navigate to from the Favorites list on the menu, and
select it to go to that Web page.
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Organize Favorites
What you do
1.
If you set a lot of favorites, you can use the menu option of Favorites, Organize
Favorites to create folders and to organize, move, or delete your favorites.
•
•
•
•
To create a folder, click on the Create Folder button and type the name of the
folder over “New Folder” in the folder name frame on the right side of the
Organize Favorites box.
To rename a folder, click once on the folder to select it. Then, click on the
Rename button and type the new name in the folder name frame on the right
side of the Organize Favorites box.
To move a favorite into a different folder, select the link (favorite) on the right
and then click on the Move to Folder button and select a new folder.
To delete a favorite, select the link (favorite) on the right and then click on the
Delete button. Click on Yes to confirm the deletion.
After you are finished making changes, click on the Close button.
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NOTES:
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Budget Reports and Inquiry for New Users
Appendix C
The University of Akron
Creating a Budget Report as an Excel File
The process of creating a budget report as an Excel file follows the same steps as those of
creating any budget report with three basic changes.
◘ Before creating a budget report as an Excel file for the first time, configure Internet
Explorer to open the report in Excel, rather than Internet Explorer. This only needs to
be done once. Follow the instructions in Appendix A.
◘ On the Process Scheduler page, change the Format of the report to CSV.
◘ Save the report as an Excel file.
The steps to create a Budget Report as an Excel File are the same as the steps to create a Budget
Report as a PDF file with a few differences. In the instructions given here, steps that are different
or new are shaded in gray.
What you do
1. From the menu, select
Process Financial Information.
What happens
The following page is displayed.
Then, select UA Department Inquiries.
2. In the Report list, select
Departmental Budget Reports.
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The Departmental Budget Reports – Find an
Existing Value page is displayed.
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What you do
3. To create a new Run Control ID, click on
the Add a New Value link. Type a new
ID with no spaces and no more than 16
characters. Click on the Add button.
The University of Akron
What happens
The Departmental Budget Reports component
is displayed.
To use an existing Run Control ID, click
on the Search button. Select the Run
Control ID to use from the list of results.
4. Type your criteria.
5. Click on the Save button.
In this example, Budget Period 2004,
Accounting Period 1 and SpeedKey 200704 are
the criteria.
6. Click on the Run button.
The Process Scheduler page is displayed.
7. The Server Name should be PSNT.
8. Do not change the Run Date or Run
Time.
9. Place a checkmark in the Select box for
the reports to be run to Excel files.
10. For each report to be run to an Excel file,
be sure that the Format is CSV.
The Process Scheduler page is displayed with
your changes.
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What you do
11. Click on OK.
12. Note the Process Instance number(s) at
the top, right of the Departmental Budget
Reports component.
What happens
Your request is processed. The Departmental
Budget Reports component is displayed with a
Process Instance number for each report that
you requested.
13. Click on the Report Manager link.
The Report Manager component is displayed
with the List page on top.
The Administration page is displayed.
14. Click on the Administration folder tab.
15. Locate the Process Instance number(s)
in the Report List area.
16. Click on the Refresh button until the
Status for the reports is Posted.
The Report Name will become a
hyperlink once the status is Posted.
Use this hyperlink to view the report.
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What you do
17. On the Administration page, click on the
Report Description hyperlink.
What happens
The File Download box appears.
18. Click on the Save button.
The Save As dialog box is displayed.
19. Select the drive and folder to which the
file will be saved.
20. Type a name for the file.
21. Verify that Save as type is Microsoft
Excel Worksheet.
22. Click on the Save button.
The report is saved as an Excel file and opened
in Excel.
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Budget Reports and Inquiry for New Users
Appendix D
The University of Akron
Using the Download to Excel Tool
In the inquiry results grid, a tool is available to download the data in the grid to Excel. Click on
the Download tool
, save the data to an Excel file and open the file in Excel. Be sure to
follow the instructions in Appendix A of this manual to configure the Internet Explorer before
you use the download tool.
In the data grids in PeopleSoft Financials, the Download tool is displayed in the grid’s header.
What you do
1. Follow the instructions in Appendix A of
this manual to configure the Internet
Explorer. The instructions only need to
be done once.
2. If you want the Excel file to contain the
data on both tabs, click on the Show All
Columns tool
so that all the data is
displayed. The Download tool only uses
the data on the tab that is visible at the
time you click on the tool.
What happens
The File Download dialog box is displayed.
When the search results are displayed in
the grid, click on the Download tool
in the grid’s header.
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What you do
3. Click on
to save the data in
the grid to an Excel worksheet.
4. At Save in, navigate to the drive and
folder in which to save the file.
5. At File name, type a file name.
.
6. Click on
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What happens
The Save As dialog box is displayed.
The data is saved as an Excel worksheet file and
the file is opened in Excel.
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Appendix E
The University of Akron
ChartField Lookup
What you do
1. Enter the path:
Set Up Financials/Supply Chain
Common Definitions
What happens/Notes
The Common Definitions page is displayed.
2. From the Design ChartFields list, select
the Define Values link
The Define Values page is displayed.
3. Select the ChartField Values link.
The ChartField Values page is displayed.
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What you do
What happens/Notes
4. Select a link to a ChartField.
The Find an Existing Value page for the
selected ChartField is displayed.
If needed, click to
checkmark the
Include History
box to show all
the rows of related
data.
5. Enter the criteria for your search.
6. Click
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.
For information on the use of Search (Find an
Existing Value) pages and Look Up tables, see
Chapter 6.
The data that meets your criteria is displayed in
the Search Results area of the page.
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What you do
The University of Akron
What happens/Notes
The View tools
7. Use the View tools in the grid header to
locate a specific item in the Search
Results.
8. Click anywhere in that line to go to the
data page.
Ver. 2006.12.07
The selected data page is displayed.
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What you do
Click on the Return to
Search button to
return to the Search
page.
What happens/Notes
Click on the Next in List and
Previous in List buttons to scroll
through the rows of data returned
in the Search Results.
9. If you did not mark the Include History
checkbox on the Search page, you may
click on
to show all the
rows of related data.
10. Click View All to display all the rows on
one page.
11. To access other types of ChartFields,
click the ChartField Values link in the
Main Menu.
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Alternatively, you may use the View tools to
view each row individually.
The ChartField Values page is displayed.
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What you do
The University of Akron
What happens/Notes
12. Select another link in the ChartField
Values list.
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NOTES:
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Budget Reports and Inquiry for New Users
Appendix F
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The University of Akron
Pool Accounts
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NOTES:
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Appendix G
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Income and Expense Accounts
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NOTES:
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Budget Reports and Inquiry for New Users
Appendix H
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Report List
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Budget Reports and Inquiry for New Users
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PeopleSoft ver 8 - Report Grid
Description
Report Number
UBDS0001
Report Name
Dept Budget Summary
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides a pool level
comparison of Budget to Actual YTD
data and the remaining Available
Balance. Open requisitions and
purchase orders are summarized in
the Open Commitment column and
listed in detail in the Open
Commitment Status section of the
report.
Report Number
UBDS0002
Report Name
Dept Budget Detail
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report lists all revenue and
expenditure transactions for the
accounting period selected.
Report Number
UBDS0004
Report Name
Dept Budget Summary - One-Line
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report displays the bottom line
position for any SpeedTypes selected.
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Ways to use
1) Use this report to review the
remaining balances in your sixdigit accounts (SpeedTypes) in
total and by pool.
2) Run this report
to Excel and sort by pool to
analyze the position of certain
pools for all of your SpeedTypes.
3) Determine which Purchase
Orders are still open.
Use this report to verify that all
transactions booked to your
SpeedTypes are appropriate.
Select all, or a subset, of the
SpeedTypes for which you are
responsible and review them for
deficits.
H-2
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Budget Reports and Inquiry for New Users
The University of Akron
Description
Report Number
UBDS0011
Report Name
Project Budget Summary
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides a pool level
comparison of Budget to Actual PTD
data and the remaining Available
Balance. Open requisitions and
purchase orders are summarized in
the Open Commitment column and
listed in detail in the Open
Commitment Status section of the
report.
Report Number
UBDS0012
Report Name
Project Budget Detail
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report lists all expenditure
transactions for the accounting period
selected.
Report Number
UBDS0022
Report Name
PTD One-Line Summary
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report displays the bottom line
position for any projects selected.
Ver. 2006.12.07
Ways to use
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1) Use this report to review the
remaining balances in your
projects in total and by pool.
2) Run this report to Excel and sort by
pool to analyze the position of
certain pools for all of your
projects.
3) Determine which
Purchase Orders are still open.
Use this report to verify that all
transactions booked to your
project are appropriate.
1) Select all, or a subset, of the
projects for which you are
responsible and review them
for deficits.
2) Run this report to
Excel and sort projects by ending
date to determine which are ready
for closure.
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The University of Akron
Description
Report Number
UBDS0020
Report Name
Fiscal PTD Summary
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides the same data as
the Project Budget Summary, but
should only be used for project
SpeedTypes that are reused, such as
OBR Equipment Grants and Stoller
Funds.
Report Number
UBDS0021
Report Name
Fiscal PTD Detail
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides the same data as
the Project Budget Detail, but should
only be used for project SpeedTypes
that are reused, such as OBR
Equipment Grants and Stoller Funds.
Report Number
UBDS0023
Report Name
Fiscal PTD Summary - One-Line
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides the same data as
the Project Budget Summary - OneLine, but should only be used for
project SpeedTypes that are reused,
such as OBR Equipment Grants and
Stoller Funds.
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Ways to use
1) Use this report to review the
remaining balances in your
projects in total and by pool.
2)Run this report to Excel and sort by
pool to analyze the position of
certain pools for all of your
projects.
3) Determine which
Purchase Orders are still open.
Use this report to verify that all
transactions booked to your
project are appropriate.
Select all, or a subset, of the
projects for which you are
responsible and review them for
deficits.
H-4
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Budget Reports and Inquiry for New Users
The University of Akron
Description
Report Number
UBDS0005
Report Name
Budget Transactions - Landscape
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides all budget
transactions for the requested
ChartFields and dates. This report has
a landscape orientation similar to the
Budget Summary and Detail reports.
Report Number
UBDS0008
Report Name
Budget Transactions - Portrait
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides all budget
transactions, along with a summary by
pool, for the requested ChartFields and
dates. This report has a portrait
orientation to maximize space.
Report Number
UBDS0013
Report Name
Transactions by Date
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides revenue and
expense transaction detail for the
requested ChartFields and dates.
Requisition and purchase order
transactions are included.
Transactions are subtotaled by
account and pool.
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Ways to use
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1) Use this report to review the
detail of your budgeted amounts.
2) Segregate original approved
budgets by using a parameter of
NEW% in the Ref Nbr field.
1) Use this report to review the
detail of your budgeted amounts.
2) Segregate original approved
budgets by using a parameter of
NEW% in the Ref Nbr field.
Use this report to review the detail
of your revenue and expense
balances for one account, all
accounts or by pool for any dates
that you select.
H-5
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Budget Reports and Inquiry for New Users
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Description
Report Number
UGLS0002
Report Name
GL Transaction Activity
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides transaction detail
for both balance sheet and income
statement accounts for the requested
ChartFields and accounting periods.
Requisition and purchase order
transactions are not included.
Transactions are subtotaled by
account. Beginning and ending
balances, for the accounting periods
selected, are also provided for each
account.
Report Number
UPAY1028
Report Name
Pay Journal Detail
Navigation
Process Financial Information/ UA Department Inquiries/ Report
This report provides detail payroll and
fringe transactions by ChartFields,
accounting period and payroll journal
ID.
Report Number
GLS7012
Report Name
Trial Balance Report
Navigation
General Ledger/ General Reports
Shows the ending ledger balances for
the specified year and period by
ChartField combination. Provides
subtotals by requested ChartField.
Debit and credit balances are
displayed in separate columns.
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Ways to use
1) Use this report to obtain
transaction detail for asset and
liability accounts in the general
and auxiliary funds, such as
deferred revenues and inventories.
2) Use it to provide detail of
general fund revenue accounts.
3) Obtain detail for all accounts in
non-budgetary funds, such as
Endowments and Loans.
4)Obtain both balance sheet and
income statement detail for
restricted funds in one report.
Use this report to determine if the
correct employees are being
charged to your SpeedTypes.
Use this report to provide YTD
detail account balances without
transaction detail. See the
Inquiries and Report Options
manual for examples of various
versions of this report and the
ChartField selection criteria used
to create them.
H-6
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Budget Reports and Inquiry for New Users
Appendix I
The University of Akron
Trial Balance Reports
Here are four examples of Trial Balance Reports, which show the setup of the reports and the
resultant reports.
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Setup for Trial Balance Report on previous page
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I-5
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Budget Reports and Inquiry for New Users
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Setup for Trial Balance Report on previous page
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Setup for Trial Balance Report on previous page
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Setup for Trial Balance Report on previous page
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NOTES:
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Budget Reports and Inquiry for New Users
Appendix J
The University of Akron
Creating Reports to Distribute to Others
What you do
1. Select and define the parameters for a
report.
What happens
In this example, the Departmental Budget
Report is used.
2. Click
The Process Scheduler Request page is
displayed.
.
The Distribution
links
3. Server Name: PSNT
4. Click to checkmark the
Select box(es)
reports.
Ver. 2006.12.07
for the desired
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What you do
5. Select the Type and Format.
The University of Akron
What happens
To e-mail a PDF report, select:
IMPORTANT: This selection
produces a PDF file and mails it
directly to the E-mail address(es)
on the Distribution Detail page. The
mail is sent from a central address
to which one cannot reply. You
need to identify yourself as the
sender in the body of the e-mail.
This selection will produce a PDF file and mail
it directly to the E-mail address(es) listed on the
Distribution Detail page.
To run a PDF report directly to another person’s
Report Manager, select:
This selection will send reports directly to the
Report Manager for the person(s) whose
accessor ID(’s) are listed on the Distribution
Detail page.
6. Click the
be e-mailed .
link for the report to The Distribution Detail page is displayed.
If you are distributing this report
to another person’s Report
Manager, type their accessor ID
in a Distribution ID box.
Click on the
Delete a Row button to
delete a row for a
Distribution ID.
Click on the
Add a Row button to
add a new blank row for
a Distribution ID.
If you are e-mailing this report,
type in the:
Email subject line, Message
Text (include your name and/or
E-mail address to identify
yourself as the sender) and
E-mail address(es).
Complete either the Distribute To data OR the Email Only data.
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What you do
What happens
7. If you are e-mailing this report, type in the data in the Email Only edit boxes.
Claire Purdy
8. If you are distributing this report to another person’s Report Manager, type their accessor ID
in the Distribution ID box.
The Look Up
button
9. Click the Look Up button to locate an
accessor ID.
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The Look Up Distribution ID page is displayed.
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What you do
The University of Akron
What happens
Select begins with or contains at
the down arrow.
Type the characters that are at the
beginning or contained in the
accessor ID('s) for which you are
searching.
Click
10. Enter the search criterion.
11. Click
.
12. Click to select an ID.
13. Add or delete Distribution ID rows with
the Add
or Delete Row
.
The Distribution ID’s that meet your criterion
are displayed in the Search Results area.
buttons.
14. Click
.
The Process Scheduler Request page is
displayed.
15. Click
.
You are returned to the report parameter page.
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What you do
16. Click on the
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What happens
link.
When the report has run to a status of Success,
as indicated on the Process Monitor, the report
will be distributed immediately in the method
that you selected.
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