discoverer training powerpoint 8.28discoverer access • complete access request form on facilities...
TRANSCRIPT
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Discoverer TrainingBusiness Service Center
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Facilities Management Billing Process
• Job Billings are processed twice each month: one for days 1‐15 and the other for days 16‐end of the month with the exception of June when billings are processed weekly.
• Utility Billings are processed monthly.• The billing period, export parameter, PS date, and PS Journal ID are available on the Facilities Management website for all charges since FY2006.
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Discoverer Access
• Complete Access Request Form on Facilities Management Website
• Emailed User Name and Password as well as Discoverer Manual
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Basic Reports
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NDUS Job Billing – Detail by Export
• Report provides detailed information on work order charges.
• Presently, it cannot be run for a date range; rather, you must enter each export date in the parameter separated by a comma.– If ran for more than one export date, the report format isn’t neat.
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing – Detail by Export
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NDUS Job Billing Summary by Export Date Range• Report provides summary of information on work order charges.
• Presently, it can be run for one export date or for a range of export dates.– Be sure to use range of export dates, not calendar dates to get correct data!
• There are variations of the report to run with additional fields for requestor, primary crew, and room.
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range• You can add a filter to the report in Discoverer.
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Job Billing Summary by Export Date Range
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NDUS Project Expense Report
• Report provides the amount billed sorted by work order or by account for EXPORTED charges. – Charges not yet exported will not show up on the report.
• Project number refers to FAMIS project number.
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NDUS Project Expense Report
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NDUS Project Expense Report
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NDUS Project Expense Report – By Work Order
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NDUS Project Expense Report – By Account
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NDUS Utility Billing
• Report provides consumption and dollar amounts for utilities by account.
• UND department users only need to run the Internal Workbook.
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NDUS Utility Billing
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NDUS Utility Billing
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NDUS Utility Billing
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NDUS Utility Billing
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Additional Information
• All new users are added to the FMM Listserv; select users are added to the FUM Listserv.
• FUM & FMM Listserv are notified after each respective billing process has been exported to PeopleSoft.
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Questions
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Business Service Center Contacts
• Ryan Gatzke– [email protected]– 777‐2597
• Sarah Abentroth– [email protected]– 777‐6151
• Laura Thoreson– [email protected]– 777‐3006