@3:55 Welcome / Year-end deadlines and processing; @14:30 Double-checking that invoices are paid; @23:27 Demo by Erika Stover - Checking to see if a payment was made; @30:17 Journal Entries for corrections and transfers @37:00 Upcoming survey of Ag SIMBA users @40:38 Demo by Craig Story on Faculty Reports (using Power BI)
RECORDING 2 from 5-27-2021 where Lesley discusses how to budget income using the Budget Update Excel template.
Internal Order (IO) Request process; Demo of BOBJ Expense report by person responsible; GL code listing update; How to resubmit forms that were returned; PO's with shipping cost; Updates and reminders.
Form Approval demo/guidelines; Cost transfers and appropriate justifications; OPP work orders and job bills; Capital Equipment General Ledger (G/L) codes; Shop OnLion G/L codes, MPC Billing; COVID IO's; Airfare refunds through Anthony Travel; Data and reporting tools; Reminder about Help Tickets; Miscellaneous updates.
Approval of documents: verify justification/business purpose and correct GL; Internal Order request process; SIMBA Report demo of FM Budget vs Actual Details Report and FM Budget vs Actual Summary Report; Filemaker Server upgrade; ePAF (Personnel Assignment Form) preparation; Power BI reports
Pre-approval required for Travel; Reminders about Purchase Orders and Goods Confirmation Sharepoint site Cost Objects Dashboard Cleanup Project Training modules planned Unused airfare tickets
This session is primarily focused on year-end deadlines. @3:00 Parked Documents @5:40 Demo: How to Check for Parked Documents @10:30 Year-end Deadlines document in Sharepoint @18:56 Unused Airfare tickets @26:50 Guidelines and approval for staff travel @30:10 Question and Answer period @41:10 Carryforward of general funds
@00:01:25 Demo of Cost Objects Dashboard @00:36:00 Shop OnLion: entering GL codes, updating vendor addresses, processing new vendors, direct bills @00:49:00 Labor Distributions processing @00:54:10 Help Request form @01:00:30 Pre-authorized access to Shop OnLion @01:06:45 View status of vendor payment / finding check number @01:11:06 Changing GL codes in Shop OnLion.
@00:01:00 Purpose of ISR @00:03:45 Updating Vendor Addresses @00:05:40 Demo of Cash Journal Entry @00:49:19 Help Request Form @00:54:31 Journal Entries across Business Areas @00:55:22 Add or Changing Internal Orders @00:58:40 Endowments @01:01:32 Labor Distribution issues @01:10:18 Demo of Labor Distribution transfers @01:22:36 Salary Redistribution spreadsheet form.
@00:00:03 Master Data (Internal Orders) updates @00:03:01 Demo of FM Budget vs Actual by Fund Center and GL Transaction Report @00:44:07 Demo of making a Journal Entry for deposits @01:09:40 Labor distribution approval deadline @01:11:11 Budgeting down to Internal Orders @01:12:50 Grants Management updates.
@00:01:00 Interdepartmental billing: Internal Service Request (ISR) vs Journal Entry (JE) vs Purchasing card (P-card); @00:05:10 Demo of (Free Text) Shopping Cart focusing on important information to provide; @00:26:00 Demo of displaying the PO number of a Shopping Cart; @00:29:35 Demo of Journal Entry (JE) for interdepartmental payments, @00:41:47 Demo of Workflow lookup; @00:48:10 Missing workflow in SAP Concur; @00:50:35 Labor Distribution workflow @00:53:53 Grants Management update: Using the correct IO on grants.
@01:00 Direct billing invoices, Pinnacle (phone bills), @18:00 General Ledger (GL) Account codes, Demo for looking up GL Account codes in GURU @25:10 Grants Management updates @32:50 Upcoming SIMBA Training sessions @34:00 Moving wages through Labor Distribution (LD) @51:08 Looking up GL Account codes @53:00 Endowment Internal Orders (IO) @56:35 Shop OnLion Team carts.
@00:01:08 PO vs non-PO invoice vs Pcard (Payment Decision Matrix in GURU); @00:08:00 Labor Distribution and redistribution approvals, Effort Certifications; @00:22:45 Labor Distribution on wages / payroll transfer demo; @00:45:00 Demo of Grants report; @01:11:00 Demo of changing Document Type in Non-PO Subaward invoices.
@01:15 Demo of how to look up vendor payments; @08:27 Demo of how to search for forms and look up workflow; @35:00 Demo of FM Budget vs Actual Report (in Business Object Launchpad) by Angela; @43:00 Update on Internal Orders; @53:00 Update on Grants Management.
@00:20 Project updates (PAF, RTF, Internal Order setup system); @06:17 Questions about the last Helpful Hints (Cash Journal discontinued, Depositing donations/gifts/field trial checks, Confirming invoices against PO); @15:38 Direct bill charges; @18:24 Forms requiring signature; @19:54 Internal order requests; @23:50 Getting setup as a vendor at other universities,W-9; @29:17 Budget update (base budgets for departments, carryforward); @34:40 Getting backup document details/forms from SAP/Concur; @38:45 Future SIMBA meeting structure; @53:44 Labor distribution approvals.
The Agency Participant Sign-Up Sheets will allow your partner agencies to collect the names and contact information of their clients who are interested in Nutrition Links lessons.
“Not everyone gets enough food. We can be part of the solution.” – Jason Huang
The Agricultural Analytical Services Laboratory provides a wide range of testing programs for soils, water, plants, biosolids and other agricultural materials.
Provides the opportunity to gain expertise in areas of engineering for biological/agricultural systems corresponding to your professional interests.
Engineering, science, business, and technical management of biological and agricultural systems.
“Go. Do. Change.” – Kaylee (Kay) Smith
Emphasizes research that increases the efficiency of production of agronomic and horticultural crops, improves the quality of food, feed, and fiber available for humans and animals, develops an understanding of the basic soil-plant-animal climate complex, and improves the overall quality of the human environment.
“I am my best self when I’m helping a kid discover the world.” – Celia Graef
An interdisciplinary focus on ag education and the societal and community context of the agricultural sciences.
The Penn State chapter of a national agricultural honorary fraternity, Alpha Zeta, has established a scholarship endowment to support students in the College of Agricultural Sciences who have demonstrated financial need. The gift will create the Alpha Zeta Fraternity Trustee Scholarship and first preference for funds will go to students who are members of Alpha Zeta.
Information Technologies
Address
401 Ag Administration BuildingState College, PA 16802
- Email agcompsupport@psu.edu
- Office 814-865-1229
- Fax 814-863-2662
Information Technologies
Address
401 Ag Administration BuildingState College, PA 16802
- Email agcompsupport@psu.edu
- Office 814-865-1229
- Fax 814-863-2662