...
3. Select "Finance Query"
4. Click "Filter" to filter information by the general ledger account number(s) to which you have access
5. Select the fiscal year. The query can be set to retrieve data for the current year, the next fiscal year, or the past five closed fiscal years
6. The following additional
5. Click "Filter" to filter information by the general ledger account number(s) to which you have access
6a. Information for the following filters may be applied entered by selecting the drop down caret next to each category
...
Click "Apply Filter." Once the filters are applied, data will populate on the right side of the screen. Cost pools are denoted by a “U” (Umbrella) to the left of the general ledger account number.
...
| Tip |
|---|
Click "Save Criteria" under "Apply Filter" to save your filter, making the retrieval of data more efficient in the future. Multiple filters can be saved. Remember to click "Apply Filter" when using saved filter criteria or changing criteria selections. |
6b. Cost pools are denoted by a “U” (Umbrella) to the left of the general ledger account number.
7. Clicking on the drop down caret next to the "U" will reveal the individual account numbers that are within the cost pool. These line items are denoted by a “P” (Pooled).
...
10. The detailed screen provides a helpful summary of the activity. Note, all of the associated documents (vouchers) are hyper-linked for review. Also, This is the same when detailing in on a Blanket Purchase Order , you will find that the blanket purchase order is linked (BPO is linked to the voucher and the line items within the voucher are displayed).
11. When presented with the task of analyzing information or creating an ad-hoc report, it may be useful to export the data within Self-Service Financial Management to a .csv file. To do so, click the “Export” button in the top right of display. There are two options: Download CSV or Detail CSV. The Download CSV will provide a report similar to the Colleague GLBR report. The Detail CSV will provide a report similar to the Colleague GLBS report. For reference, the Download CSV (GLBR) option will provide a high-level summary of actual and budget information. While the Detail CSV (GLBS) option will provide transaction details.
...