Journal Entry Workflow Managing Worklist Tasks …...Workflow Managing Worklist Tasks for Journal...
Transcript of Journal Entry Workflow Managing Worklist Tasks …...Workflow Managing Worklist Tasks for Journal...
CourseObjectives
Uponcompletionofthissession,youshouldbeableto:• ManageWorklist• ViewAttachments• ApproveJournalEntry• RejectJournalEntry
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ManageWorklist
Lesson3:Approve/Reject
Lesson1:NavigatetheWorklistTab
Lesson2:SelectanWorklistTasktoReview
Course Map
Lesson5:Summary
Lesson1– Objectives
Uponcompletionofthislesson,youshouldbeableto:• Viewworklist• ApplyTaskTabFilters• UseAdditionalTaskTabFunctions
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BUworksCentralPortal- WorklistTab
• ToaccessyourWorklist:– LogintoBUworks Central Portal– ClicktheWorklist tab
• GotoTasks tab– Selectalineitemtoreviewa Task
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TasksTabFilters
• UsetheShowfilteroptionstomanageyourTasks.
• UseSelect aSubview toonlyviewTasksonQueue.
• UsetheDocumentStatusfiltertodisplaytasksbystatus.
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AdditionalTaskTabFunctions• Refresh
items.• Display
additionaloptionsforAdvancedFiltering.
• Turn on /Turn off thePreviewDisplayArea.
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ToaccessManageSubstitutionRulesClickonIconButton
ShowAdvanceFilterOptions
• Subject• Ascending
Order• Descendin
gOrder
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• SentDate• Today• Yesterday• Last7Days• Last30Days• Last90Days
• DueDate• Today• Tomorrow• Yesterday• Last7Days• Next7Days• Last30Days• Next30Days• Last90Days• Next90Days
Click on Advance Filter Option button to Filter By: • Status
• Clarified• Completed• Confirmed• In
Clarification• InProgress• New• Read
TurnonandTurnoffPreviewButtons
• UsetheTurns on andTurn off PreviewOptionbuttonstoallowforpaneview(inthelowerpartofthewindowscreen) ontheselectedTask.
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RefreshButtonFunction
• ClickontherefreshbuttontodisplayandupdatesnewsystemgeneratedTasks.
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Demonstration:ManageWorklistTasks• ManageTasksintheWorklist
– VideoSystemDemonstration
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Demo
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ManageWorklist
Lesson3:Approve/Reject
Lesson1:NavigatetheWorklistTab
Lesson2:SelectaWorklistTasktoReview
Course Map
Lesson5:Summary
Lesson2– Objectives
Uponcompletionofthislesson,youshouldbeableto:• SelectaTasktoReview• CancelAssignmentofaTask• ManageSubstitutesforApprover• ViewAttachments• UtilizeAdditionalFunctionsinPreviewPane
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SelectingaTaskinYourWorklist
• SelectaTask byclickingonalineitemfromWorklist.• OnceaTask isselectedandopened(doubleclickingonTask
LineItem):– Task isassignedtoyouforreviewandapproval.– Task isremovedfromotherApprover(s)Worklist andnolonger
availabletoviewintheirWorklist.
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SelectaTasktoReview– AssignToMe• Highlightand
selecttheTask• RightclickonTask
toaccessAssignToMeoption.
• AssignTask toyourselfforreviewatalatertime.
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ThisensurestheTask is:– Reviewedandapprovedonlybyyou.– Is“LogicallyDeleted”fromotherApprover(s)Worklist.
CancelAssignment
• Ifyouselectoropenataskbymistake,youcanusetheCancelAssignment buttonstoreturnthetasktoworkflow
• Thisallowsanotherapprovertoselectthetasktoreviewandapprove
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Demonstration:SelectaTasktoReview
• Select,open,andcancelassignmentforataskintheworklist– Livesystemdemonstration
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Demo
ManageSubstitutesforApprover• UsetheManagerSubstitutionbuttontotemporarilyassignasubstituteapproverforyourworklist
• Thisallowsyoutocreatearuleforforwardingtasktoaspecificindividual
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Demonstration:ManageSubstitutesforApprover
• Createasubstitutionruletotemporarilyforwardyourtasktoadifferentapprover– Livesystemdemonstration
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Demo
ViewAttachments
• Youcanfindattachmentsforataskinthepreviewpane
• Clickonthelinktoopentheassociateddocuments– ThesecanincludetheSAPdocument,Notes,WordorPDFdocumenttypes
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ForwardTask
• Youcanforwardatasktoaspecifieduser• Onceyouclickthebutton,ausernamesearchwindow
appears• Searchfortheuseryouwouldliketosentthetaskto
andconfirmtheforward.
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CommonlyUsedPreviewPaneFunctions• DisplayDetailinSAPGUI
– OpenstheactualSAPdocument
• ManageAttachments– Opensattachmentlistcontaininganyassociateddocuments
• ViewHistory– Displaystheworkflow/approvalhistoryofthetask
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Demonstration:PreviewPaneFunctions
• Viewattachmentsandutilizeadditionalfunctions– Livesystemdemonstration
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Demo
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ManageWorklist
Lesson3:Approve/Reject
Lesson1:NavigatetheWorklistTab
Lesson2:SelectaWorklistTasktoReview
Course Map
Lesson5:Summary
Lesson3– Objectives
Uponcompletionofthislesson,youshouldbeableto:• ApproveaTask(Release)• RejectaTask
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ApproveaTask• Onceyouhaveselectedandopenedatask,theactualSAPdocumentopens– Forexample,aparkedjournalentry
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• Onceyoureviewthedocumentforaccuracy,usetheReleasebuttontoapprovethetask
• Ifthereanextlevelofapproval,thetaskissenttothereviewerforrelease
Demonstration:ApproveTask
• Approveataskfromtheworklist– Livesystemdemonstration
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Demo
RejectaTask• Youcanalsorejectthedocument
• Thiswillsendthetaskbacktothesubmitter
• Youcanaddanotetoaskforcorrectionsorindicateneededchanges
• Thesubmitterwillhavetorestartworkflowoncethecorrectionsorupdatesarecompleted
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Demonstration:RejectTask
• Rejectataskfromtheworklist– Livesystemdemonstration
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Demo
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ManageWorklist
Lesson3:Approve/Reject
Lesson1:NavigatetheWorklistTab
Lesson2:SelectaWorklistTasktoReview
Course Map
Lesson5:Summary
CourseReview
Youshouldnowbeableto:• ViewInbox• ViewAttachments• ApproveJournalEntry• RejectJournalEntry
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HelpandSupport
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1. Accessandrefertotheon-linedocumentationforthetaskyouareperforming.• https://prw.buw.bu.edu/gm/workplace
2. ContactyourPowerUserifyoucannotresolveyourissuewiththeon-linedocumentation.
3. ContacttheHelpDesk.