8/21/2012

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

8/21/2012

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

8/21/2012

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

10

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

11

8/21/2012

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

12