Quick Reference Cards and Job Aids
Finance
Asset Accounting
- Acquire a Gifted Asset (ABZON)
- Create, Change, and Display Assets: AS01, AS02 and AS03
- Asset History Sheet (S_ALR_87011990)
Finance, Controlling and Funds Management
- Change Posted Document (FB02)
- Document List Search (FBV2)
- Create Internal Order Group (KOH1)
- Report Navigation Reference Guide
- Report T-Code
- Create Table Variant (FV50)
- FV50 Park GL Account Items
General Ledger
- General Ledger Accounts (F500)
- Create GL Document (FB50)
- Change Posted Document FB02)
- Document List Search (FBV2)
Grants Management
Plant Maintenance
- Create and Search for Work Orders (IW31, IW33, IW39)
- Change Work Order by Operations List (IW37N)
- Create and Display Work Order Components (IW39)
- Display Work Order by Operations List (IW 49N)
- Equipment Master Data
- Order Types and PM Activity Types
- Plant Maintenance Icons and T-codes
- Plant Maintenance Terminology
- Work Order List Display (IW39)
- Work Order Screens and Header
- Work Order Operations and Components
- Work Confirmation (IW41, IW43, IW45, IW47)
- Work Order Process Flow
- Equipment List Report Variant (IH08)
Project Systems
Supplier Relationship Management (SRM)
General
Procurement Contracts
- Create a Contract Record 9-26-2011
- Update Contract to Negotiating Status 8-30-2011
- Update Contract to Routing Status 8-30-2011
- Create a Contract Routing Sheet 8-30-2011
- Update Contract to Pending Status 8-30-2011
- Search for Contract in Pending Status 8-30-2011
- Update Contract to Fully Executed Status 8-30-2011
Requisitioner
- Accept Cookies from Kirby Risk
- Adding an Internal Attachment to an SRM Shopping Cart updated 12-10-2010
- Assign a Product Category to an SRM Shopping Cart updated 2-4-2010
- Assigning a Vendor to a Describe Requirement Shopping Cart in SRM
- BOILERMART - Create Universtiy Stores Shopping Cart
- BOILERMART - Carts Tab
- BOILERMART - Document Search Tab
- BOILERMART - Manage Favorites
- BOILERMART - Navigation
- BOILERMART - Profile Tab
- BOILERMART - Shopping Cart
- BOILERMART - Search for Items
- Change All Items Check Box
- Changing the General Ledger Account for a SRM Shopping Cart updated 7-30-2010
- Entering the Cost Assignment to a SRM Shopping Cart updated 7-30-2010
- Entering the Ship-to-Address to a SRM Shopping Cart updated 3-30-2012
- Entering Split Cost Assignment Online updated 4-12-2011
- Searching for a Vendor in SRM updated 12-13-2010
- Requisitioner Inbox updated 3-30-2012
- Order Status updated 4-20-2012
- Deleting a Shopping Cart in SRM
Approver
Procurement Professional
- Search for a Vendor by Federal ID Number updated 12-10-2010
- Verify Complete New Vendor Record in SRM updated 12-10-2010
- Assign a New Vendor to a Shopping Cart and Create PO updated 12-13-2010
- Change PO - Account Distribution updated 7-20-2011
- Change PO - Add a Line to a PO updated 7-20-2011
- Change PO - Full or Partial Line Item Cancel updated 7-20-2011
- Change PO - Full PO Cancel updated 7-20-2011
- Change PO - Increase Amount on a Limit PO updated 7-20-2011
- Change PO - Increase or Decrease Quantity or Price updated 7-20-2011
- Create a Limit Purchase Order updated 7-11-2012
- Update the Amount of a Limit Purchase Order updated 7-11-2012
- Creating a University Stores Line Item Contract updated 6-22-2012
- Releasing a University Stores Line Item Contract updated 6-22-2012
Reporting
- Open Purchase Order Summary Report updated 5-18-2011
- All Postings Report - PO Commitments posted 4-4-2012-
Procurement Auditor
- Confirmation Display Procurement Auditor updated 6-30-2011
- Display Purchase Order Approvals - Changes updated 6-30-2011
- Display Shopping Cart Approvals - Changes updated 6-30-2011