Create a Non-Catalog Requisition

Size: px
Start display at page:

Download "Create a Non-Catalog Requisition"

Transcription

1 Create a Nn-Catalg Requisitin Jb Aid This jb aid describes hw t create a standard nn-catalg (i.e., nn-ibuynu) purchase request. REFER TO ADDITIONAL TRAINING GUIDES If yu need t create a special requisitin (Blanket, Grant Subcntract, r One Time Service), refer t: Create a Blanket Requisitin (jb aid) Nn-Catalg Special Requisitin: One Time Service Nn-Catalg Special Requisitin: Grant Subcntract The abve materials may be fund n the Prject Café training materials website IMPORTANT NOTE Access t as a Requester requires security authrizatin. If yur NetID has nt been authrized, yu will be unable t lg in t. Security access frms and instructins are lcated n the Prject Café website at NAVIGATION Lg in t NUPrtal at https://nuprtal.nrthwestern.edu Click Financials > Under the Nn-iBuyNU Vendrs, click the nn-catalg requisitin link Alternate Navigatin: If yu cannt access NUPrtal r apprpriate tabs, g t Sign int the NUPrtal and use the full path navigate > eprcurement > Create Requisitin Step 1: Define Requisitin Click 1. Define Requisitin Enter Requisitin Name as determined by schl/department naming cnventins (maximum f 30 characters) Optinal: Define defaults Yu may use Line Defaults if yu are creating a multi-line nn-catalg requisitin where all line items are fr the same vendr, ship t, categry, etc. CreateNnCatalgRequisitin Nrthwestern University Page 1 f 8

2 Create a Nn-Catalg Requisitin Jb Aid Line Defaults may be used fr nn-catalg requisitins nly -- d nt use Line Defaults fr catalg requisitins T pen and define Line Defaults, click expand sectin buttn (triangle) Enter applicable defaults fr Vendr, Buyer, Categry, Unit f Measure, Ship T, Due Date, and/r Attentin. If yu use Line Defaults, it is nt necessary t re-enter the same infrmatin in subsequent steps Click Cntinue Step 2: Add Items and Services The 2. Add Items and Services page shuld display after clicking Cntinue in previus step. If the page desn t autmatically display, click 2. Add Items and Services. Click Nn-Catalg tab Click Nn-Catalg Item Prvide Item Descriptin (required) Prvide Price (required) Enter U.S. dllars with decimal Zers after decimal are system-supplied Prvide Quantity (required) Prvide Unit f Measure (required unless yu already entered it as a default in Step 1) Prvide Categry (required unless yu entered default in Step 1) Click lk up buttn (magnifying glass) Click + t expand All Categries tree Click desired categry t insert int requisitin frm Prvide Vendr ID (required unless yu entered default in Step 1) If yu knw the Vendr ID cde, yu can type it in Otherwise, click the lk up buttn (magnifying glass) In the Name field, type in all letters r nly the first few letters f vendr name, and then click Find Click desired Vendr ID t insert int requisitin frm If there is mre than ne vendr recrd fr the same vendr, d nt select the ne designated as IBUYNU MARKETPLACE CreateNnCatalgRequisitin Nrthwestern University Page 2 f 8

3 Create a Nn-Catalg Requisitin Jb Aid If the vendr yu re lking fr is nt fund in, enter a request t add a new vendr via the NUPrtal Staff tab & Payments tab Vendr Add / Maintenance Prvide Vendr Catalg ID Use this field t enter in the SKU, manufacturer number, catalg number, qute number, r ther unique identifier prvided by the vendr fr this item Click Add Item The line item infrmatin yu just entered displays in the Requisitin Summary bx n the left A blank Add Items and Services page displays if yu have mre line items t enter If yu have mre items t enter, prvide infrmatin fr additinal line items (repeat Item Descriptin thrugh Add Item abve) IMPORTANT NOTE It is nt necessary t estimate and add a line item fr charges assciated with shipping, freight, r transprt f gds. Step 3 When dne entering items, click 3. Review and Submit Step 4 (if applicable): Add cmments t justify r explain requisitin Use Requisitin Header Cmments t enter a nte fr the entire requisitin as a whle Always add a cmment if yu create a Blanket requisitin. Explain the reasn yu are creating a blanket requisitin, the length f time the service cvers, and any ther pertinent infrmatin. Fr mre infrmatin abut the apprpriate use f blankets cntact Resurce Services at r Always add a cmment if yu select the Hld PO Frm Further Prcessing checkbx. Explain the reasn yu are putting the PO n hld, what actin yu want taken with the PO, and why yu need t prevent the system frm autmatically sending the PO t the vendr. Fr mre infrmatin abut the apprpriate use f Hld PO Frm Further Prcessing, cntact Resurce Services at r Always add a cmment if yu add attachment(s) explain purpse f attachment(s) and why attachment(s) necessary Other reasns t add cmments include: CreateNnCatalgRequisitin Nrthwestern University Page 3 f 8

4 Create a Nn-Catalg Requisitin Jb Aid Special ntes r instructins fr NU staff (, Accunts Payable, Apprvers, r Receivers) Special ntes r instructins fr the vendr If applicable, click the apprpriate checkbx t trigger specific actins in the system: Send t Vendr (cmments display t vendr when purchase rder is dispatched) Shw at Receipt (cmments display t yu r the Receiver when nn-catalg items are received) Shw at Vucher (cmments display t Accunts Payable when they enter the invice) TIPS ABOUT COMMENTS There are 2 kinds f cmments: Requisitin Header Cmments and Line Cmments Requisitin Header Cmments are where yu enter ntes that apply t the entire requisitin as a whle. These cmments autmatically display t Apprver(s) as justificatin fr the requisitin. Line Cmments are where yu enter ntes that apply t a specific line item in the requisitin. These cmments display after drilling dwn int the line item fr details. Bth types f cmments display internally t anyne wh has the security t view the requisitin (e.g., Resurce Services, Accunts Payable) Bth types f cmments may be used t trigger specific actins in the system: Send t Vendr (cmments display t vendr when purchase rder is dispatched) Shw at Receipt (cmments display t yu r the Receiver when nn-catalg items are received by entering a PO receipt) Step 5 (if applicable): Attach dcument(s) and/r add line item cmments Shw at Vucher (cmments display t Accunts Payable when they enter the invice) Yu may attach any Wrd, Excel, r PDF dcument lcated n yur machine r n a netwrk yu have access t. Examples culd include a vendr qute fr services, invice, crrespndence, etc. that wuld help in getting the requisitin apprved r paid. TIP: WHEN IS AN ATTACHMENT REQUIRED? plicy requires that if a nn-catalg purchase is fr $25,000 r mre, a Bid Dcumentatin Frm (BD-1) r Sle Surce Justificatin Frm (SSJ-1) must be attached t the requisitin. NOTE: this requirement des nt apply t grant subcntract requisitins r catalg (ibuynu) requisitins Frms are lcated at NU Prtal and Payments tab Resurce Frms CreateNnCatalgRequisitin Nrthwestern University Page 4 f 8

5 Create a Nn-Catalg Requisitin Jb Aid Hw t attach dcuments and/r add line cmments: T the right f the line item, click the cmments bubble If attaching a dcument, fllw these steps: Click Add Attachment Click Brwse Brwse fr file t attach Duble-click the desired file name, r, single-click file name and then click Open File name displays in the Brwse bx Click Uplad Attached file name displays in the Attached File bx If yu have mre attachments, repeat previus steps If entering Line Cmments, fllw these steps: Enter cmments that are specific t this line item, nt the requisitin as a whle If applicable, click the apprpriate checkbx t trigger specific actins in the system: Send t Vendr (cmments display t vendr when purchase rder is dispatched) Shw at Receipt (cmments display t yu r the Receiver when nn-catalg items are received) Shw at Vucher (cmments display t Accunts Payable when they enter the invice) When yu are dne adding attachments and/r line cmments, click OK The cmments bubble is n lnger empty CreateNnCatalgRequisitin Nrthwestern University Page 5 f 8

6 Create a Nn-Catalg Requisitin Jb Aid Step 6: Enter Ship T If yu used Line Defaults in Step 1 and entered a Ship T default, g t next step If yu didn t use Line Defaults in Step 1 t enter a Ship T default, use ne f the methds belw. Methd 1 (basic): If this is a single line item requisitin, r if the Ship T is different fr each line item, click expand sectin buttn (triangle) t right f the line item and enter Ship T cde Methd 2 (advanced): If this is a multi-line item requisitin where the same Ship T may be applied t multiple lines: Click in check bx t right f line item t select apprpriate lines Click Mdify Line/Shipping/Accunting Enter Ship T If yu knw yur Ship T cde, yu may type it in If yu knw nly the first few characters f yur Ship T cde, yu may type in what yu knw then click the lk up buttn (magnifying glass) t search fr it. When yu find the cde in search results, click n the cde t insert it int the requisitin frm. If yu dn t knw yur Ship T cde, click the lk up buttn (magnifying glass) t search fr it. When yu find the cde in search results, click n the cde t insert it int the requisitin frm. ABOUT SHIP-TO CODES A list f ship-t cdes with addresses is available n the Prject Café security website If a ship-t lcatin needs t be added r mdified, fill ut the Ship T Cde Request Frm lcated n the NUPrtal Staff tab and Payments Resurce Frms area Step 7 (recmmended): enter Attentin line fr Ship T If yu used Line Defaults in Step 1 and entered an Attentin default, g t next step If yu didn t use Line Defaults in Step 1 t enter an Attentin default, enter the name f the persn t whm the shipment shuld be delivered if it is ther than yu. Yu may als use this field t specify a rm number r ther details regarding the Ship T. Step 8 (if applicable): Cnfirm PC Bus Unit CreateNnCatalgRequisitin Nrthwestern University Page 6 f 8

7 Create a Nn-Catalg Requisitin Jb Aid This step applies nly if yu are using Fund numbers r which require Prject and Activity. If yur Fund des nt require Prject and Activity, skip this step and g t next step. Click Chartfields2 tab Cnfirm that PC Bus Unit cntains NWUNV If PC Bus Unit is blank, enter NWUNV Step 9: Enter chart string ABOUT CHART STRINGS If yu dn t knw yur chart string, cntact yur schl/department business administratr r refer t the COA Crsswalk lcated n the NUPrtal Fr mre infrmatin abut methds fr entering chart strings, refer t jb aid Chart String Methds available n Prject Café training website If yu used Methd 1 (basic) t enter yur Ship T: On Chartfields1 tab, enter Accunt, Fund and Dept If using Fund r , prvide Prject and Activity n Chartfields1 Prceed t next step If yu used Methd 2 (advanced) t enter yur Ship T: On Chartfields1 tab, enter Accunt, Fund and Dept If using Fund r , prvide Prject and Activity n Chartfields1 Click Apply Select apprpriate ptin frm Distributin Change Optins page Click OK CreateNnCatalgRequisitin Nrthwestern University Page 7 f 8

8 Create a Nn-Catalg Requisitin Jb Aid All Distributin Lines The same chart string is applied t all line items in the requisitin Matching Distributin Lines Replace Distributin Lines The same chart string is applied t nly line item(s) that have been selected Use t crrect r change a previusly applied chart string t line item(s) that have been selected Step 10: Check Budget, then Save and Submit Click Check Budget Click OK t message The wrd Prcessing will display and flash in the upper right crner until budget check is cmplete If budget check returns a status f Valid, click Save and Submit t cmplete requisitin and initiate wrkflw If budget check returns a status f Errr, click Errr link t view details. Refer t training guide Reslve Cmbinatin and Budget Check Errrs n Prject Café training website When yu have finished yur sessin, click Sign Out in upper right. NEED HELP? Cntact the Help Desk at HELP (4357) r CreateNnCatalgRequisitin Nrthwestern University Page 8 f 8

BRILL s Editorial Manager (EM) Manual for Authors Table of Contents

BRILL s Editorial Manager (EM) Manual for Authors Table of Contents BRILL s Editrial Manager (EM) Manual fr Authrs Table f Cntents Intrductin... 2 1. Getting Started: Creating an Accunt... 2 2. Lgging int EM... 3 3. Changing Yur Access Cdes and Cntact Infrmatin... 3 3.1

More information

efusion Table of Contents

efusion Table of Contents efusin Cst Centers, Partner Funding, VAT/GST and ERP Link Table f Cntents Cst Centers... 2 Admin Setup... 2 Cst Center Step in Create Prgram... 2 Allcatin Types... 3 Assciate Payments with Cst Centers...

More information

CU Payroll Data Entry

CU Payroll Data Entry Lg int PepleSft Human Resurces: Open brwser G t: https://cubshr9.clemsn.edu/psp/hpprd/?cmd=lgin Enter yur Nvell ID and Passwrd Click Sign In A. Paysheets are created by the Payrll Department. B. The Payrll

More information

ACCOUNTS PAYABLE GATEWAY INVOICING GUIDE

ACCOUNTS PAYABLE GATEWAY INVOICING GUIDE ACCOUNTS PAYABLE GATEWAY INVOICING GUIDE The Typical Invice Prcess: 1. AP receives & time stamps an invice. 2. AP scans and within 24 hurs an image appears in GW the next business day. 3. 50% f all scanned

More information

Creating Vehicle Requests

Creating Vehicle Requests Overview Vehicle requisitins, including additins, replacements, dnatins and leases, are submitted, reviewed, and apprved using the State f Gergia Frms in VITAL Insights. The prcess has three levels f review

More information

INSTRUCTIONS ON HOW TO IMPORT (Attach) DOCUMENTS TO TRANSACTIONS IN THE EMPLOYEE REIMBURSEMENT SYSTEM

INSTRUCTIONS ON HOW TO IMPORT (Attach) DOCUMENTS TO TRANSACTIONS IN THE EMPLOYEE REIMBURSEMENT SYSTEM INSTRUCTIONS ON HOW TO IMPORT (Attach) DOCUMENTS TO TRANSACTIONS IN THE EMPLOYEE REIMBURSEMENT SYSTEM In the Emplyee Reimbursement System, users with verifier and apprver/prxy access rights have the ability

More information

CLIENT PORTAL GUIDE SUMMARY

CLIENT PORTAL GUIDE SUMMARY CLIENT PORTAL GUIDE SUMMARY Using the CISI nline prtal is simple. Just g t www.culturalinsurance.cm and fllw the steps belw. As the grup administratr, simply g t the green mycisi buttn n the tp f the page

More information

Vancouver Island University Job Posting System Instruction Manual

Vancouver Island University Job Posting System Instruction Manual Vancuver Island University Jb Psting System Instructin Manual Have questins, cncerns, r need training? Cntact Human Resurces Recruitment Office at recruit@viu.ca r lcal 6239 Last updated: February 2013

More information

Welcome to CNIPS Training: CACFP Claim Entry

Welcome to CNIPS Training: CACFP Claim Entry Welcme t CNIPS Training: CACFP Claim Entry General Cmments frm SCN CACFP claiming begins with submissin f the Octber claim due by Nvember 15, 2012. Timelines/Due Dates With CNIPS, SCN will cntinue t enfrce

More information

Durango Merchant Services QuickBooks SyncPay

Durango Merchant Services QuickBooks SyncPay Durang Merchant Services QuickBks SyncPay Gateway Plug-In Dcumentatin April 2011 Durang-Direct.cm 866-415-2636-1 - QuickBks Gateway Plug-In Dcumentatin... - 3 - Installatin... - 3 - Initial Setup... -

More information

Yale Shared Services. Benefits of Creating a Purchase Order: Procure to Pay Tool Kit

Yale Shared Services. Benefits of Creating a Purchase Order: Procure to Pay Tool Kit Prcure t Pay Tl Kit Benefits f Creating a Purchase Order: Priritized cntract pricing Upfrnt charging validatin Cmmitment is made Details f gds and services prvided Terms and Cnditins are met Wrkflw f payment

More information

990 e-postcard FAQ. Is there a charge to file form 990-N (e-postcard)? No, the e-postcard system is completely free.

990 e-postcard FAQ. Is there a charge to file form 990-N (e-postcard)? No, the e-postcard system is completely free. 990 e-pstcard FAQ Fr frequently asked questins abut filing the e-pstcard that are nt listed belw, brwse the FAQ at http://epstcard.frm990.rg/frmtsfaq.asp# (cpy and paste this link t yur brwser). General

More information

Service Desk Self Service Overview

Service Desk Self Service Overview Tday s Date: 08/28/2008 Effective Date: 09/01/2008 Systems Invlved: Audience: Tpics in this Jb Aid: Backgrund: Service Desk Service Desk Self Service Overview All Service Desk Self Service Overview Service

More information

Shelby County Schools Online Employee Accident Reporting User Manual

Shelby County Schools Online Employee Accident Reporting User Manual Shelby Cunty Schls Online Emplyee Accident Reprting User Manual Department f Risk Management Nvember, 2013 Overview In accrdance with SCS bard plicy 4014, Accidents n the Jb (als referred t as On the Jb

More information

Office Use Only Account # Approved By:

Office Use Only Account # Approved By: Office Use Only Accunt # Apprved By: Dealer Applicatin Please cmplete and submit this applicatin alng with a cpy f yur (EIN) Federal Tax Id Number certificate befre placing yur 1 st rder. We will review

More information

DocuSign Quick Start Guide

DocuSign Quick Start Guide DcuSign Quick Start Guide DcuSign Lbby Management Applicatin v1.0 The DcuSign Lbby Management Applicatin is designed fr cmpanies wh need a lightweight way t replace utdated paper sign in sheets in the

More information

Budget Planning. Accessing Budget Planning Section. Select Click Here for Budget Planning button located close to the bottom of Program Review screen.

Budget Planning. Accessing Budget Planning Section. Select Click Here for Budget Planning button located close to the bottom of Program Review screen. Budget Planning Accessing Budget Planning Sectin Select Click Here fr Budget Planning buttn lcated clse t the bttm f Prgram Review screen. Depending n what types f budgets yur prgram has, yu may r may

More information

Instructions for Certify

Instructions for Certify Lg int Certify using yur full Bwdin Cllege email address and yur passwrd. If yu have frgtten yur passwrd, select Frgt yur passwrd? frm the Certify Lgin page and fllw the Lst Passwrd Wizard steps. Add receipts

More information

TRAINING GUIDE. Crystal Reports for Work

TRAINING GUIDE. Crystal Reports for Work TRAINING GUIDE Crystal Reprts fr Wrk Crystal Reprts fr Wrk Orders This guide ges ver particular steps and challenges in created reprts fr wrk rders. Mst f the fllwing items can be issues fund in creating

More information

STANLEY Healthcare University Training & Certification Portal. Student Quick Reference Guide

STANLEY Healthcare University Training & Certification Portal. Student Quick Reference Guide STANLEY Healthcare University Training & Certificatin Prtal Student Quick Reference Guide Table f Cntents Registering fr a STANLEY Healthcare University Site User Accunt... 3 Lgging int the STANLEY Healthcare

More information

Using PayPal Website Payments Pro UK with ProductCart

Using PayPal Website Payments Pro UK with ProductCart Using PayPal Website Payments Pr UK with PrductCart Overview... 2 Abut PayPal Website Payments Pr & Express Checkut... 2 What is Website Payments Pr?... 2 Website Payments Pr and Website Payments Standard...

More information

Hi-Tech will not be responsible if your hardware fails and you lose your residents medical record documentation and/or MDS records.

Hi-Tech will not be responsible if your hardware fails and you lose your residents medical record documentation and/or MDS records. Overview... 1 Prepare fr E-Signatures... 1 Set Up Electrnic Signatures fr Clinical Assessments, Ntes and the MDS 3.0... 2 Put Users Electrnic Signatures n File... 2 Select Recrds t be Signed Electrnically...

More information

Montana Acquisition & Contracting System (emacs) emacs Handbook. Vendor Registration and Data Management

Montana Acquisition & Contracting System (emacs) emacs Handbook. Vendor Registration and Data Management Mntana Acquisitin & Cntracting System (emacs) emacs Handbk Vendr Registratin and Data Management Welcme The purpse f this emacs Handbk fr Vendr Registratin and Data Management is t prvide vendrs with the

More information

Employer Dashboard Guide

Employer Dashboard Guide Emplyer Dashbard Guide A step-by-step guide t the functinalities and capabilities f the Emplyer Dashbard We make it easy fr yu t manage yur plan using the Emplyer Dashbard. Each user assigned with an Administratr

More information

NAVIPLAN PREMIUM LEARNING GUIDE. Existing insurance coverage

NAVIPLAN PREMIUM LEARNING GUIDE. Existing insurance coverage NAVIPLAN PREMIUM LEARNING GUIDE Existing insurance cverage Cntents Existing insurance cverage 1 Learning bjectives 1 NaviPlan planning stages 1 Client case 2 Enter yur clients existing life, disability,

More information

Copyrights and Trademarks

Copyrights and Trademarks Cpyrights and Trademarks Sage One Accunting Cnversin Manual 1 Cpyrights and Trademarks Cpyrights and Trademarks Cpyrights and Trademarks Cpyright 2002-2014 by Us. We hereby acknwledge the cpyrights and

More information

SDES Service Desk Portal: Opening a Service Ticket

SDES Service Desk Portal: Opening a Service Ticket Opening a Service Ticket 1 SDES Service Desk Prtal: Opening a Service Ticket IMPORTANT: At any pint during the ticket creatin prcess, r yur ther use f the Service Desk prtal, it is imprtant that yu use

More information

STIClassroom Win Rosters, Attendance, Lesson Plans and Textbooks

STIClassroom Win Rosters, Attendance, Lesson Plans and Textbooks STIClassrm Win Rsters, Attendance, Lessn Plans and Textbks Student Class Rster T access the student class rster, click the icn in the Classrm desktp. Frm the Rster screen, teachers may access the items

More information

e-qip Online Checklist

e-qip Online Checklist U.S. Custms and Versin 3.03 Brder Prtectin e-qip Online Checklist Please cmplete each step in the rder listed belw befre submitting yur e-qip frms. If yu fail t cmplete these steps in rder, yu will delay

More information

Wire Transfer Request

Wire Transfer Request Wire Transfer Request Requirements and Instructins OFFICE OF DISBURSEMENTS Categry: Dcument Name: Payment Prcessing Wire Transfer Request - Requirements and Instructins Respnsible Department: Office f

More information

CenterPoint Accounting for Agriculture Network (Domain) Installation Instructions

CenterPoint Accounting for Agriculture Network (Domain) Installation Instructions CenterPint Accunting fr Agriculture Netwrk (Dmain) Installatin Instructins Dcument # Prduct Mdule Categry 2257 CenterPint CenterPint Installatin This dcument describes the dmain netwrk installatin prcess

More information

PENNSYLVANIA SURPLUS LINES ASSOCIATION Electronic Filing System (EFS) Frequently Asked Questions and Answers

PENNSYLVANIA SURPLUS LINES ASSOCIATION Electronic Filing System (EFS) Frequently Asked Questions and Answers PENNSYLVANIA SURPLUS LINES ASSOCIATION Electrnic Filing System (EFS) Frequently Asked Questins and Answers 1 What changed in Release 2.0?...2 2 Why was my accunt disabled?...3 3 Hw d I inactivate an accunt?...4

More information

Adding Slideshare Presentations

Adding Slideshare Presentations Blackbard 9.1 Quick Start Guide Adding Slideshare Presentatins Slideshare presentatins can be added t curse cntent frm tw different lcatins: the Build Cntent area in Cntent mdules and mst text areas thrughut

More information

edoc Lite Recruitment Guidelines

edoc Lite Recruitment Guidelines edc Lite Recruitment Guidelines Intrductin OneStart & the Academic Psitin Search Channel edc Lite Ruting and Wrkgrups Ruting Actin List Ruting Cntrls Wrkgrups Dcument Search edc Lite Dcuments Vacancy Ntice

More information

1.0 Special Education and Conversion in MyEducation BC

1.0 Special Education and Conversion in MyEducation BC 1.0 Special Educatin and Cnversin in MyEducatin BC Special Educatin student eligibilities have been cnverted int MyEducatin BC frm BCeSIS. In rder t d s, special educatin wrkflw shells cntaining the designatin

More information

Agency Fund (Non-Student Org X-Fund) Guidelines Last Revision: 12/7/2009

Agency Fund (Non-Student Org X-Fund) Guidelines Last Revision: 12/7/2009 Agency Fund (Nn-Student Org X-Fund) Guidelines Last Revisin: 12/7/2009 Definitin f Agency Fund: An Agency Fund cnsists f funds held by Eastern Michigan University as custdian r fiscal agent fr thers, such

More information

Chris Chiron, Interim Senior Director, Employee & Management Relations Jessica Moore, Senior Director, Classification & Compensation

Chris Chiron, Interim Senior Director, Employee & Management Relations Jessica Moore, Senior Director, Classification & Compensation TO: FROM: HR Officers & Human Resurces Representatives Chris Chirn, Interim Senir Directr, Emplyee & Management Relatins Jessica Mre, Senir Directr, Classificatin & Cmpensatin DATE: May 26, 2015 RE: Annual

More information

Training Script: Documenting Provider

Training Script: Documenting Provider Training Script: Dcumenting Prvider Training Script: Dcumenting Prvider Agenda Item Intrductin Lg int Cmputer EMR Mdule Desktp Mdule Review Desktp and EMR in Meditech Test CPOE Sessin 1 Discussin Intrduce

More information

Your available balance is displayed on the lower left-hand side of the myprintcenter, as highlighted below.

Your available balance is displayed on the lower left-hand side of the myprintcenter, as highlighted below. Using the LSC Pay-t-Print myprintcenter Website LSC Students, Faculty and Staff and HCPL r MCML Library Card hlders What can I d with the myprintcenter? With myprintcenter (Standard) yu can: Check available

More information

STIOffice Integration Installation, FAQ and Troubleshooting

STIOffice Integration Installation, FAQ and Troubleshooting STIOffice Integratin Installatin, FAQ and Trubleshting Installatin Steps G t the wrkstatin/server n which yu have the STIDistrict Net applicatin installed. On the STI Supprt page at http://supprt.sti-k12.cm/,

More information

Business Digital Voice Site Services - Phone & User Assignments

Business Digital Voice Site Services - Phone & User Assignments Feature Overview The Phnes and Users must be assigned befre setting up ther cmpnents f Business Digital Vice. The system is designed t allw custmers t quickly setup and mdify phne assignments in real time

More information

RECONCILIATION OF FUNDS

RECONCILIATION OF FUNDS RECONCILIATION OF FUNDS ROLES Departmental Staff f Interest Accuntants Office Managers Business Managers Prgram Assistants OVERVIEW S why d we need t recncile? Gd general business practices determine that

More information

Access EEC s Web Applications... 2 View Messages from EEC... 3 Sign In as a Returning User... 3

Access EEC s Web Applications... 2 View Messages from EEC... 3 Sign In as a Returning User... 3 EEC Single Sign In (SSI) Applicatin The EEC Single Sign In (SSI) Single Sign In (SSI) is the secure, nline applicatin that cntrls access t all f the Department f Early Educatin and Care (EEC) web applicatins.

More information

CSAT Account Management

CSAT Account Management CSAT Accunt Management User Guide March 2011 Versin 2.1 U.S. Department f Hmeland Security 1 CSAT Accunt Management User Guide Table f Cntents 1. Overview... 1 1.1 CSAT User Rles... 1 1.2 When t Update

More information

Access to the Ashworth College Online Library service is free and provided upon enrollment. To access ProQuest:

Access to the Ashworth College Online Library service is free and provided upon enrollment. To access ProQuest: PrQuest Accessing PrQuest Access t the Ashwrth Cllege Online Library service is free and prvided upn enrllment. T access PrQuest: 1. G t http://www.ashwrthcllege.edu/student/resurces/enterlibrary.html

More information

GETTING STARTED With the Control Panel Table of Contents

GETTING STARTED With the Control Panel Table of Contents With the Cntrl Panel Table f Cntents Cntrl Panel Desktp... 2 Left Menu... 3 Infrmatin... 3 Plan Change... 3 Dmains... 3 Statistics... 4 Ttal Traffic... 4 Disk Quta... 4 Quick Access Desktp... 4 MAIN...

More information

CREDIT REPORTING USER GUIDE

CREDIT REPORTING USER GUIDE Suthwest Business Credit Services, User Guide CREDIT REPORTING USER GUIDE Last Mdified: 5/6/14 Last Mdified: 5/6/14 1 Suthwest Business Credit Services, User Guide Table f Cntents Intrductin... 3 Hw T

More information

Student Web Time Entry Guide

Student Web Time Entry Guide Student Web Time Entry Guide Updated July 6, 2015 TABLE OF CONTENTS TABLE OF CONTENTS... 1 GETTING STARTED... 2 HOW TO ACCESS BANNER ONLINE... 2 HOW TO ENTER CURRENT TIMESHEETS... 2 HOW TO ENTER PREVIOUS

More information

Selling System Security Wire Instructions

Selling System Security Wire Instructions Overview Security wire instructins are assigned at a cntract level and indicate where t send the security that is assciated with all f the lans in a Guarantr r Multilender cntract. Since security wires

More information

Mobile & Point of Sale QUICK START GUIDE

Mobile & Point of Sale QUICK START GUIDE Mbile & Pint f Sale QUICK START GUIDE Set up yur PayOS mbile app Belw is a quick guide t accepting mbile and pint f sale payments with the SecureNet PayOS mbile app. Add lcatin(s) Lg in t the PayOS mbile

More information

Merchant Management System. New User Guide CARDSAVE

Merchant Management System. New User Guide CARDSAVE Merchant Management System New User Guide CARDSAVE Table f Cntents Lgging-In... 2 Saving the MMS website link... 2 Lgging-in and changing yur passwrd... 3 Prcessing Transactins... 4 Security Settings...

More information

This page provides help in using WIT.com to carry out the responsibilities listed in the Desk Aid Titled Staffing Specialists

This page provides help in using WIT.com to carry out the responsibilities listed in the Desk Aid Titled Staffing Specialists This page prvides help in using WIT.cm t carry ut the respnsibilities listed in the Desk Aid Titled Staffing Specialists 1. Assign jbs t yurself G t yur hme page Click n Yur Center has new jb pstings r

More information

Grants Online. Quick Reference Guide Grant Recipients

Grants Online. Quick Reference Guide Grant Recipients Abut Grants Online: Grants Online perates in a web envirnment. Internet Explrer is the preferred brwser fr PC users, but Ggle Chrme als wrks well; FireFx is the preferred brwser fr MAC users. N sftware

More information

Grants Online. Quick Reference Guide - Grantees

Grants Online. Quick Reference Guide - Grantees Abut Grants Online: Grants Online perates in a web envirnment. Internet Explrer is the preferred brwser fr PC users; FireFx is the preferred brwser fr MAC users. N sftware is required fr installatin. Lgins

More information

HarePoint HelpDesk for SharePoint. For SharePoint Server 2010, SharePoint Foundation 2010. User Guide

HarePoint HelpDesk for SharePoint. For SharePoint Server 2010, SharePoint Foundation 2010. User Guide HarePint HelpDesk fr SharePint Fr SharePint Server 2010, SharePint Fundatin 2010 User Guide Prduct versin: 14.1.0 04/10/2013 2 Intrductin HarePint.Cm (This Page Intentinally Left Blank ) Table f Cntents

More information

MODULE 6: RECEIVABLES AND PAYABLES MANAGEMENT: PAYMENT DISCOUNT AND PAYMENT TOLERANCE. Module Overview. Objectives

MODULE 6: RECEIVABLES AND PAYABLES MANAGEMENT: PAYMENT DISCOUNT AND PAYMENT TOLERANCE. Module Overview. Objectives MODULE 6: RECEIVABLES AND PAYABLES MANAGEMENT: PAYMENT DISCOUNT AND PAYMENT TOLERANCE Mdule Overview Granting payment discunts prvides an incentive fr custmers t quickly pay their utstanding amunts in

More information

Hartford Seminary s. Online Application Instructions

Hartford Seminary s. Online Application Instructions Hartfrd Seminary s Online Applicatin Instructins Hartfrd Seminary is pleased t annunce that nline applicatin is nw pssible fr mst f ur prgrams as fllws: Dctr f Ministry: Use nline applicatin Master f Arts:

More information

Employee Self Service (ESS) Quick Reference Guide ESS User

Employee Self Service (ESS) Quick Reference Guide ESS User Emplyee Self Service (ESS) Quick Reference Guide ESS User Cntents Emplyee Self Service (ESS) User Quick Reference Guide 5 Intrductin t ESS 5 Getting Started 6 Prerequisites 6 Accunt Activatin 7 Hw t activate

More information

FINRA Regulation Filing Application Batch Submissions

FINRA Regulation Filing Application Batch Submissions FINRA Regulatin Filing Applicatin Batch Submissins Cntents Descriptin... 2 Steps fr firms new t batch submissin... 2 Acquiring necessary FINRA accunts... 2 FTP Access t FINRA... 2 FTP Accunt n FINRA s

More information

This document provides instructions on how to complete the Cheque Requisition Form.

This document provides instructions on how to complete the Cheque Requisition Form. Office f the Cmptrller Accunts Payable Divisin f Finance and Administratin Standard Operating Prcedure Cheque Requisitin Effective Date: July 19, 2010 Descriptin: This dcument prvides instructins n hw

More information

HR Management Information (HRS)

HR Management Information (HRS) HR Management Infrmatin (HRS) Fact Sheet N 10. Managing Access t Claims Online T give access t ther departmental staff yu must be a Site Leader ie a Principal r Preschl Directr. If yu are nt a site leader

More information

AP Capstone Digital Portfolio - Teacher User Guide

AP Capstone Digital Portfolio - Teacher User Guide AP Capstne Digital Prtfli - Teacher User Guide Digital Prtfli Access and Classrm Setup... 2 Initial Lgin New AP Capstne Teachers...2 Initial Lgin Prir Year AP Capstne Teachers...2 Set up Yur AP Capstne

More information

Merchant Processes and Procedures

Merchant Processes and Procedures Merchant Prcesses and Prcedures Table f Cntents EXHIBIT C 1. MERCHANT INTRODUCTION TO T-CHEK 3 1.1 Wh is T-Chek Systems? 3 1.2 Hw t Cntact T-Chek Systems 3 1.3 Hw t Recgnize T-Chek Frms f Payment 3 1.3.1

More information

Tipsheet: Sending Out Mass Emails in ApplyYourself

Tipsheet: Sending Out Mass Emails in ApplyYourself GEORGETOWN GRADUATE SCHOOL Tipsheet: Sending Out Mass Emails in ApplyYurself In ApplyYurself (AY), it is very simple and easy t send a mass email t all f yur prspects, applicants, r students with applicatins

More information

Table of Contents. Welcome to Employee Self Service... 3 Who Do I Call For Help?... 3

Table of Contents. Welcome to Employee Self Service... 3 Who Do I Call For Help?... 3 ALABAMA STATE UNIVERSITY HUMAN RESOURCES EMPLOYEE SELF SERVICE USER GUIDE 2 Table f Cntents Welcme t Emplyee Self Service... 3 Wh D I Call Fr Help?... 3 Hw d I access Emplyee Self Service?... 4 Persnal

More information

Note: Additional Information Regarding Reporting Requirements Is Presented Following This Table. Allowable. Instructions Name

Note: Additional Information Regarding Reporting Requirements Is Presented Following This Table. Allowable. Instructions Name Nte: Additinal Infrmatin Regarding Reprting Requirements Is Presented Fllwing This Table. Clumn Clumn Allwable Instructins Name Values A SSN Numbers 9-digit SSN, including lead zeres if applicable D nt

More information

The ad hoc reporting feature provides a user the ability to generate reports on many of the data items contained in the categories.

The ad hoc reporting feature provides a user the ability to generate reports on many of the data items contained in the categories. 11 This chapter includes infrmatin regarding custmized reprts that users can create using data entered int the CA prgram, including: Explanatin f Accessing List Screen Creating a New Ad Hc Reprt Running

More information

CHAPTER 26: INFORMATION SEARCH

CHAPTER 26: INFORMATION SEARCH Chapter 26: Infrmatin Search CHAPTER 26: INFORMATION SEARCH AVImark allws yu t lcate r target a variety f infrmatin in yur data including clients, patients, Medical Histry, and accunting. The data can

More information

Volume THURSTON COUNTY CLERK S OFFICE. e-file SECURE FTP Site (January 2011) User Guide

Volume THURSTON COUNTY CLERK S OFFICE. e-file SECURE FTP Site (January 2011) User Guide Vlume 1 THURSTON COUNTY CLERK S OFFICE e-file SECURE FTP Site (January 2011) User Guide Table f Cntents C H A P T E R 1 FTP e-filing SERVICE 1 Dcument Requirements 1 Scanners 2 File naming cnventin 2 e-file

More information

Electronic Data Interchange (EDI) Requirements

Electronic Data Interchange (EDI) Requirements Electrnic Data Interchange (EDI) Requirements 1.0 Overview 1.1 EDI Definitin 1.2 General Infrmatin 1.3 Third Party Prviders 1.4 EDI Purchase Order (850) 1.5 EDI PO Change Request (860) 1.6 Advance Shipment

More information

UCDHS PeopleSoft HRMS 8.8 External Applicants User Guide. External Applicants User Guide

UCDHS PeopleSoft HRMS 8.8 External Applicants User Guide. External Applicants User Guide UCDHS PepleSft HRMS 8.8 External Applicants User Guide External Applicants User Guide 8.8 Applicants - External Applicants User Guide 1/22/2007 UCDHS PepleSft HRMS 8.8 External Applicants User Guide Table

More information

Spamguard SPAM Filter

Spamguard SPAM Filter Spamguard SPAM Filter The ECU Spam Firewall (spamguard) is designed t blck r quarantine e-mail messages that are r lk like spam befre it reaches ur email servers. The spam firewall will NOT catch all f

More information

Customer Reference Guide. How to manage your account

Customer Reference Guide. How to manage your account Custmer Reference Guide Hw t manage yur accunt Online Renewal Prcess Lg n t www.yubradband.in Yu can click either n QUICK PAY r thrugh MY ACCOUNT drp dwn bx QUICK PAY helps yu renew yur accunt ONLINE just

More information

Supervisor Quick Guide

Supervisor Quick Guide Payrll Office: ext. 7611 payrll@dixie.edu Supervisr Quick Guide This dcument prvides an verview f the daily functins and respnsibilities t be cmpleted by Supervisrs in the EMPOWERTIME Autmated Timekeeping

More information

PCI Compliance Merchant User Guide

PCI Compliance Merchant User Guide PCI Cmpliance Merchant User Guide Table f Cntents Intrductin... 5 PCI Prgram Overview... 5 PCI10 2.0 Applicatin Tl Overview... 6 Lgin Prcess... 6 Update My Prfile... 7 Frgt Yur Passwrd... 8 Welcme Pages...

More information

Completing Contracts Online

Completing Contracts Online Cmpleting Cntracts Online Getting started using zipfrm Plus t cmplete cntracts nline quickly and efficiently The ziplgix Advantage Seamless prfessinal wrkflw Easy t use Reduced data entry Always accurate,

More information

Software Distribution

Software Distribution Sftware Distributin Quantrax has autmated many f the prcesses invlved in distributing new cde t clients. This will greatly reduce the time taken t get fixes laded nt clients systems. The new prcedures

More information

Stage 2 Meaningful Use - Core Measure 12 Patient Reminders Configuration Guide

Stage 2 Meaningful Use - Core Measure 12 Patient Reminders Configuration Guide Enterprise EHR Stage 2 Meaningful Use - Cre Measure 12 Patient Reminders Cnfiguratin Guide Last Updated: Nvember 8, 2013 Cpyright 2013 Allscripts Healthcare, LLC. www.allscripts.cm MU Cre 12 Send Patient

More information

IT Quick Reference Guides Resetting Your Password

IT Quick Reference Guides Resetting Your Password IT Quick Reference Guides Resetting Yur Passwrd Accunt Guides This guide cvers hw t set up yur passwrd reset system t cnfigure up t three ptins (security questins and answers, alternate email address,

More information

Dreamweaver MX 2004. Templates

Dreamweaver MX 2004. Templates Dreamweaver MX 2004 Templates Table f Cntents Dreamweaver Templates... 3 Creating a Dreamweaver template... 3 Types f template regins... 4 Inserting an editable regin... 4 Selecting editable regins...

More information

Sage 100 What s New in 2013. Tracey Brinkman Senior Consultant BKD Technologies tbrinkman@bkd.com

Sage 100 What s New in 2013. Tracey Brinkman Senior Consultant BKD Technologies tbrinkman@bkd.com Sage 100 What s New in 2013 Tracey Brinkman Senir Cnsultant BKD Technlgies tbrinkman@bkd.cm Presenter Tracey Brinkman Senir Cnsultant BKD Technlgies 2013 Overview Glbal Enhancements Accunts Payable Enhancements

More information

LISTSERV ADMINISTRATION Department of Client Services Information Technology Systems Division

LISTSERV ADMINISTRATION Department of Client Services Information Technology Systems Division LISTSERV ADMINISTRATION Department f Client Services Infrmatin Technlgy Systems Divisin E-MAIL LIST INSTRUCTIONS Yur List s Admin Webpage...2 Fr assistance cntact the Technlgy Assistance Center: 962-4357

More information

Connecting to Email: Live@edu

Connecting to Email: Live@edu Cnnecting t Email: Live@edu Minimum Requirements fr Yur Cmputer We strngly recmmend yu upgrade t Office 2010 (Service Pack 1) befre the upgrade. This versin is knwn t prvide a better service and t eliminate

More information

PIC Online Application Help Document

PIC Online Application Help Document PIC Online Applicatin Help Dcument Welcme t the PADI PIC Online Applicatin! The PIC Online applicatin is designed t guide yu thrugh the prcess f prcessing Diving, DSD, and Emergency First Respnse certificatins.

More information

A PCR (Personnel Change Request) workflow item has arrived in your SAP Inbox for review and approval.

A PCR (Personnel Change Request) workflow item has arrived in your SAP Inbox for review and approval. Transactin PA BPP PA WORKFLOW APPROVAL Change Recrd: Change Date: 12/11/13 Changes: Changed by: s. crittenden All references t OSP have been changed t OSHR All references t Office f State Persnnel have

More information

Program Administrator s Guide to. Student Management

Program Administrator s Guide to. Student Management NBCRNA Prgram Administratr s Guide t NBCRNA Prgram Administratr s Guide t Last Updated: September 1, 2014 Cpyright NBCRNA NBCRNA 8725 W. Higgins Rd, Suite 525 Chicag, IL 60631 Phne (855) 285-4658 www.nbcrna.cm

More information

Application Advisories for Data Integrator for Non- EDI location

Application Advisories for Data Integrator for Non- EDI location Applicatin Advisries fr Data Integratr fr Nn- EDI lcatin It is a standalne Windws based applicatin that will be installed at every Cmmissinerate. Applicatin will be used fr filling Bill f Entry and Shipping

More information

1) Update the AccuBuild Program to the latest version Version 9.3.0.3 or later.

1) Update the AccuBuild Program to the latest version Version 9.3.0.3 or later. Certified Payrll XML Exprt As f June 4 th, 2015, The Califrnia Department f Industrial Relatins (DIR) is requiring that all certified payrll reprts be submitted nline using the ecpr system. The ecpr System

More information

How to Create an Expense Report

How to Create an Expense Report TEXAS STATE UNIVERSITY Expense Reprt Instructins Hw t Create an Expense Reprt 1. T use TRAVELTracks lg nt the SAP Prtal. Select the SAP Prtal n the Texas State main website. Lg n with yur Texas State User

More information

Using McAllister Payment Solutions and Updating to AVImark version 2009.0.0.7263

Using McAllister Payment Solutions and Updating to AVImark version 2009.0.0.7263 Using McAllister Payment Slutins and Updating t AVImark versin 2009.0.0.7263 Befre the cnfiguratin f McAllister Payment Slutins (MPS) and AVImark, the McAllister Payment Slutins PA-DSS Implementatin Guide

More information

Using PayPal Website Payments Pro with ProductCart

Using PayPal Website Payments Pro with ProductCart Using PayPal Website Payments Pr with PrductCart Overview... 2 Abut PayPal Website Payments Pr & Express Checkut... 3 What is Website Payments Pr?... 3 Website Payments Pr and Website Payments Standard...

More information

SITE APPLICATIONS USER GUIDE:

SITE APPLICATIONS USER GUIDE: SITE APPLICATIONS USER GUIDE: CPCONTROLLER, CCENGINE, SYNC, TPORT, CCTERMINAL Cpyright 2013 Triple E Technlgies. All rights reserved. Site Applicatins User Guide INTRODUCTION The applicatins described

More information

Refer to any of the KFS UPK training courses on the KFS Website for a refresher on logging in to KFS.

Refer to any of the KFS UPK training courses on the KFS Website for a refresher on logging in to KFS. T ur KFS user cmmunity: We are pleased t annunce that the University f Maryland s new financial system, KFS Kuali Financial System is nw live. Please take time t review this e-mail in its entirety as it

More information

User Guide Version 4.4

User Guide Version 4.4 User Guide Versin 4.4 Page 2 f 41 EastStreMaker Pr 4.4 Summary Cntents 1 INTRODUCTION... 3 1.1 NAVIGATION... 3 2 EASYSTOREMAKER PRO... 5 2.1 CONFIGURATION WIZARD... 5 2.2 STORE CONFIGURATION... 13 2.2.1

More information

UTO Training Bb Discussion Boards. Technical Assistance: Website: http://help.asu.edu Help Desk Phone: 855.278.5080 (24/7 support) Instruction

UTO Training Bb Discussion Boards. Technical Assistance: Website: http://help.asu.edu Help Desk Phone: 855.278.5080 (24/7 support) Instruction Bb Discussin Bards Technical Assistance: Website: http://help.asu.edu Help Desk Phne: 855.278.5080 (24/7 supprt) Instructin 1. Discussin Bard Basics Instructrs can create frums fr the curse r fr Grups

More information

Firewall/Proxy Server Settings to Access Hosted Environment. For Access Control Method (also known as access lists and usually used on routers)

Firewall/Proxy Server Settings to Access Hosted Environment. For Access Control Method (also known as access lists and usually used on routers) Firewall/Prxy Server Settings t Access Hsted Envirnment Client firewall settings in mst cases depend n whether the firewall slutin uses a Stateful Inspectin prcess r ne that is cmmnly referred t as an

More information

How to put together a Workforce Development Fund (WDF) claim 2015/16

How to put together a Workforce Development Fund (WDF) claim 2015/16 Index Page 2 Hw t put tgether a Wrkfrce Develpment Fund (WDF) claim 2015/16 Intrductin What eligibility criteria d my establishment/s need t meet? Natinal Minimum Data Set fr Scial Care (NMDS-SC) and WDF

More information

Helpdesk Support Tickets & Knowledgebase

Helpdesk Support Tickets & Knowledgebase Helpdesk Supprt Tickets & Knwledgebase User Guide Versin 1.0 Website: http://www.mag-extensin.cm Supprt: http://www.mag-extensin.cm/supprt Please read this user guide carefully, it will help yu eliminate

More information

LOTUS NOTES 8.5. Managing Tasks. Microcomputer Training Centre. Department of Human Resources and Employee Relations Learning and Development

LOTUS NOTES 8.5. Managing Tasks. Microcomputer Training Centre. Department of Human Resources and Employee Relations Learning and Development Department f Human Resurces and Emplyee Relatins Learning and Develpment LOTUS NOTES 8.5 Cpyright 2005 Micrcmputer Training Centre, Yrk University Micrcmputer Training Centre Ltus Ntes 8.5 Table f Cntents

More information

LeadStreet Broker Guide

LeadStreet Broker Guide RE/MAX f Western Canada LeadStreet Brker Guide Ver. 2.0 Revisin Histry Name Date Versin Descriptin Tamika Anglin 09/04/13 1.0 Initial Creatin Tamika Anglin 11/05/13 2.0 Inclusin f instructins n reprting

More information