Personal Settings & Attributes Personal Settings & Attributes
Personal Settings & Attributes Personal Settings & Attributes
Personal Settings & Attributes Personal Settings & Attributes
PersonalSettings&Attributes
PaymentRequestDocument(PRD)
MM_PRD_200
Clickanywhereontheslidetoproceedthroughthiscourse
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
PersonalSettings
g
andAttributes
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
PersonalSettingsOverview
PersonalSettings relatetotheusersemployeedata andareestablished
viaSiteNavigation.
Defaultinformationpopulatesintothisareabasedondatafrom
g
HumanResourcesorgstructure.
PersonalSettingsmustbeconfirmedandsetupforallroles
duringthefirstvisittomyUK.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
Logintomy
Loginto
myUK
UK
1.ClickLinkBlue
fromtheUK
HomePage
2.ClickmyUK
fromtheLink
Bluesite
3.LogintomyUK
usingyourADand
password
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
PaymentRequestTabandSiteNavigation
4.SelectthePayment
Requesttab
SiteNavigation
5.ClickSettings
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
PersonalSettings PositionTab
PersonalSettings
6.ClickEditto
makechanges
7.Formof
Addressis
required
q
Dataonleftsideof
Positiontabis
organization data
organizationdata
andnottobeedited
8.Emailaddressisthe
onlydataonrightside
tobeedited
Note
Note:AddressdataonthePosition
tabrelatestotheemployeeasan
individual.Itisnot thedelivery
addressforgoods.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
PersonalSettings UserAccountTab
PersonalSettings
9.ClickUser
AccountTab
MyProcurement
Substitutesisnot
relevantforthePRD
Creator Donot
complete.
l
10.Confirm
StandardSettings
are correct and/or
arecorrectand/or
editasnecessary
Ifyouarenot
completingAttributes,
clickSavewhen
finishedwithPersonal
Settings
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
AttributesOverview
Attributes aredefaultcomponentswhichpopulateintoeveryPayment
RequestDocumenttofacilitatemoreefficiententry.Duetothewide
fluctuationofcostobjectsutilizedbydepartmentsforPRDs,entryof
attributesisoptional.
Thefollowingattributescanbesetasdefaults:
AccountAssignmentCategory
CostCenter
WBSElement
Notsettingattributeswillrequiremanualentryofcomponentsatthe
documentcreationlevel.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
Attribute AccountAssignmentCategory
Attribute
TheAccountAssignmentCategorydesignateswhichtypeofaccount
assignmentwilldefaultintoeachPRD.
1.Returnto
Positiontabwithin
PersonalSettings
2.SelectAccount
AssignmentCategoryas
theAttributetype
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
Attribute AccountAssignmentCategory
Attribute
Note:Thistaskonlydesignatesthecategor
Note:Thistaskonlydesignatesthecategoryofaccountassignmenttodefaultinto
yofaccountassignmenttodefaultinto
eachPaymentRequestDocument.TheactualcostcenterorWBSnumbersare
enteredonthefollowingscreens.
3.DeterminewhichtypeofCost
3
Determine which type of Cost
AssignmentCategoryyouwill
mostfrequentlyuseforPRDs
andclicktheStandardradio
button.CostCenterwillbethe
mostcommonselectionformost
PRDCreators.
Important:Besurenot
not to
checkDeactivateforany
y
selections.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
Attribute CostCenter
Attribute
4.SelectCostCenter
fromthedropdown
menutoassignadefault
CostCenternumber
5.SelectLogicalSystem
(thereisonlyonechoice)
6.ClickAddLine
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
Attribute CostCenter
Attribute
7.EntertheCost
Centernumberthat
youwillmost
frequentlyusefor
PaymentRequests
Ifneededasearch
featureisavailable
throughthePossible
Entriesicon
8.Clickthe
Standard
radiobutton
AslongasyouselectedCostCenterastheAccountAssignmenttype,this
numberwillautomaticallydefaultintoeveryPRD.Itcanalternativelybe
overwrittenorenteredonanindividualdocumentbasis.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
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Attribute WBSElement
Attribute
IfyoufrequentlypayforgoodsorservicesusingaWBSElement,youcan
alternativelysetadefaultWBStopopulateintoyourPaymentRequestDocuments.
1.SelectWBS
Elementfromthe
Attribute dropdown
Attributedropdown
menu
TIP: AWBSElementisa
typeofcostobjectfor
grantsorcapitalprojects.
2.SelectLogicalSystemfrom
thedropdownlist
(thereisonlyonechoice)
3.ClickAddLine
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
Attribute WBSElement
Attribute
4.EntertheWBS
Elementthatyouwill
mostfrequentlyuse
forPayment
Requests.
Ifneededasearch
featureisavailable
throughthePossible
Entriesicon
5.Clickthe
Standardradio
button
AslongasyouselectedWBSElementastheAccountAssignmenttype,this
numberwillautomaticallydefaultintoeveryPRD.Itcanalternativelybe
overwrittenorenteredonanindividualdocumentbasis.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
e so a ed Object o
PersonalizedObjectWork
List(POWL)
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
IntroductiontothePOWL
PersonalizedObjectWorkList
a.k.a., thePOWLordashboard
Servesashomebaseforeach PRDuser
ContainsActiveQueries,QuickCriteriaMaintenanceand
,
document
historywithactivelinks.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
8/21/2012
NavigatingtoPersonalizedObjectWorkList
SiteNavigation
FromtheSite
Navigationpane,click
PaymentRequestto
activatethePOWL
POWL
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
PersonalizedObjectWorkListOverview
ThePOWLisdrivenbypreconfigured
queriesthatdisplayyourPayment
RequestDocuments
ClickingtheAllqueryatthetopwilldisplayall
PRDscreatedbyyouinthebottomsection.
DrillingintothePRDnumberwilldisplaythe
documentinanewwindowortab.
ThePOWLalsoshows
documentdetailsincluding
status,datecreated,invoice
number,etc.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
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POWL QuickCriteriaMaintenance
POWL
ClicktoShow
QuickCriteria
Maintenance
Canbeusedtosearch
PaymentRequest
Documentscreatedby
youbasedonvarious
criteria
Note: QuickCriteria
Maintenanceisanextension
ofthehighlightedqueryin
theuppersection.Opening
itwilldisplayadditional
searchcriteriaallowingthe
Creatortoperform
specializedPRDsearches.It
canbehiddenwhennotin
use.
Roleshould
alwaysbesetto
reflectonlyyour
documents
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
QuickCriteriaMaintenance
QuickCriteriaMaintenance SearchCriteria
QuickCriteriaMaintenanceSearchCriteria
includesthefollowing:
Number
Number:PRDNumber(30XXXXXXXX)
InvoiceName
InvoiceName:Briefdescriptionor
keyword
Status
Status:All(i.e.,wideopen),Saved,
AwaitingApproval,Rejected,etc.
Timeframe
Timeframe:DaterangeinwhichthePRD
mayhavebeencreated
ProductCategory
ProductCategory:Categoryassigned
describingthetypeofgoodsorservice
Supplier
Supplier:Vendorname
f
f
l
h
TIP:Afterperformingaspecializedsearch,
TIP
clearyourentriesandclickApplytoreturn
thehighlightedquerytoitsoriginal
settings.
AdditionalresourcesforconfiguringandmanagingQuickCriteriaMaintenancecan
befoundat:
befoundat:http://www.uky.edu/Purchasing/srmquickrefcards.htm
http://www.uky.edu/Purchasing/srmquickrefcards.htm
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
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8/21/2012
QuickCriteriaMaintenance
QuickCriteriaMaintenance SearchExamples
Example1 EnterspecificPRD
numberandclickApply.PRD
displaysinlowersection.Drillinto
numbertodisplaycontents.
Example2 Enter
specificstatusandclick
Apply.AllPRDsmeeting
thisstatuswilldisplayin
lowersection.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
WebSiteandHelpReferences
myHelp
myHelp MM&PurchasingHelpwebsite:
http://myHelp.uky.edu/rwd/HTML/MM.html
ContainsQuickReferenceCards,updatedandprintablecoursemanuals,
ReferenceManual,TrainingRequestForm,etc.
AP/PurchasingQuickReferenceGuide:
http://www.uky.edu/Purchasing/docs/quickrefguide.pdf
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
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FinalStep Logoff
FinalStep
Thefinalstepincompletingthiscourseisto:
ClickontheLogoff buttoninthelowercornerofthisscreen.
YouwillbereturnedtothemainmyTrainingpageforthiscourse.
Themainpagewillrefresh(usuallywithin30seconds,dependingon
networktraffic).
Youshouldreceiveagreensystemmessagesimilartothis:
YourParticipationinthiscoursehasbeencompleted.
YourParticipationinthiscoursehasbeencompleted.
EmailIRISTraining@email.uky.edu
IRISTraining@email.uky.edu withanyquestionsorissues.
PaymentRequestDocument PersonalSettings&Attributes
PaymentRequestDocument
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