General
 Clearing browser cache files.
 Look up vouchers with special handling updated 11/2010

 eProcurement - Approving
 Approving a Requisition
 Denying a Requisition
 Approving a Requisition - Worklist Alternative
 What Will Restart Workflow on a Requisition

 eProcurement - Receiving
 Rejecting a Partial Shipment
 Canceling a Receipt Line
 Canceling an Entire Receipt
 Correcting a Receipt Line
 Correcting an Entire Receipt Line
 Entering a Partial Receipt
 Placing a Receipt Line on Hold
 Placing an Entire Receipt on Hold
 Receiving/Accepting All PO Items [Updated 2.20.2007]
 Categories which require receiving

 eProcurement - Requisitions
 Departmental Purchase Request form
 Create a Request for Bid Requisition
 Create a Requisition with a split distribution
 Print purchase order
 Requisition Attachment Transmittal Form
 Using the Manage Requisitions Panel
 Save and Use a Template in Requisitions
 Save and Use a Favorite in Requisitions
 Changing the Contract ID
 Changing the Category and Account Code
 Create a Requisition Using a State Fund
 Create a Requisition with One or More Lines
 Enter a Requisition Through the UMass Marketplace - NEW 06/2009
 Enter a Requisition Through UMass Marketplace High Level - NEW 06/2009
 Print a Requisition
 Looking Up and Changing the Ship To and Location
 Request a Change to a Purchase Order
 How to Find your PO
 Inquire on PO payments
 Inquire on PO
 Why is my req or po in budget error?
 Location Building names with prefix
 Freight terms explanation
 Create a Blanket Order v91

 eProcurement - Vendors
 How to Look Up a Vendor
 Vendor Crosswalk Lookup


 Reporting and Grants
 [URL] Additional Grants Reporting Job Aids
 [URL] Additional Finance Reporting Job Aids
 Report Distribution Tool
 Running Queries
 Running nVision User Executed Reports
 Running SQR User Executed Reports
 Manipulating Query Data to Excel
 Setting Macro Security
 How to Print Multiple Reports through RDT
 Public Query Inventory


 Summit
 Summit Job Aid - Department Admin Dashboard
 Summit Job Aid - Academic Admin Dashboard
 Summit Job Aid - Research Admin Dashboard
 Summit Job Aid - PI Dashboard
 Summit Job Aid - Amherst Leads


 Budget
 Inquire on Budgets
 Budget Change System (BCS)

 Budget Information


 General Ledger
 Viewing Journal Budget Errors
 Viewing Edit Combo Edit Errors
 Sending Email Notification Link



 Procard
 Procard Reallocation



 Expenses

 Create an Expense Report [updated 2/5/10]
 Adding Multiple Lines on an Expense Report
 Viewing or Modifying Accounting
 Creating a Cash Advance [updated 5/22/09]
Apply a Cash Advance to an Expense Report [NEW 9/25/09]
 Deleting an Expense Report
 Viewing Expense Report
 View Cash Advance
 View Employee Expense History [updated 9/25/09]
 View Employee Payment History [updated 9/25/09]

 View Employee Payroll payments [updated 3/4/11]
Run Expense Queries [New 12/15/09]

Helpful tips



 


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