Bridges Advisory #104 – March 31, 2006
Printable versionThe University of Florida is committed to keeping you informed as we continue our transition to the new myUFL systems. To help you with the transition, each week you will receive a Bridges Advisory.
Enterprise Reporting – Query Studio Access. As of late March, 2006, there are still a number of users who have access to Query Studio within Enterprise Reporting but have not yet taken advantage of Query Studio training. We would like to remind these valued clients that this training is a necessary condition of Query Studio use. This policy was detailed in a December, 2005 letter published in the Bridges Advisory, the InfoGator, and posted to the UFACC-L Listserve.
Please be aware that on April 14th, 2006 any Query Studio users who have not attended the hands–on Query Studio training or have not signed up for the training will have their Query Studio role revoked. The course is offered by HR Training and Development. If you have not already signed up for a course, please contact Karen Navitsky directly to add your name to a class list. Email: navitsky@ufl.edu.
Purchasing Reconciliation Process. The Purchasing core office will begin running a reconciliation process for purchase orders and requisitions in preparation for fiscal year end.
This process changes the status of a purchase order to “complete” based on the criteria listed below. A completed purchase order is no longer available for vouchering or receiving against and cannot be returned to an available status. All criteria must be met in order for a Purchase Order to be eligible for completion.
- 1. The PO has been fully matched if distributed by quantity;
- 2. The PO has been fully received if receiving is required;
- 3. The PO has been fully vouchered or finalized on a voucher; and
- 4. There has been no PO activity in 90 days, where PO activity is defined as vouchering against the PO, change request, or receipt entry against the PO.
In addition, the Purchasing Reconciliation Process will cancel purchase orders that have never been vouchered or received against and are at least 300 days old. Requisitions associated with purchase orders completed or cancelled by the Purchasing Reconciliation Process will also be completed or cancelled.
For additional information, including definitions, examples of eligibility, and a tentative schedule of process run dates, please visit the Purchasing website at http://purchasing.ufl.edu/porecon.asp. If you have any questions, please contact purchasing@ufl.edu or call 392-1331.
Updated Instruction Guides. No instruction guides this week.
For frequent updates about the project, subscribe to the UF Bridges pagelet in the myUFL portal. For a quick tutorial on how to use myUFL, please sign on to the portal and click on Help > How to Use myUFL.
For more information about myUFL systems, visit the Bridges Web site.
For help or support in using the new systems, including the portal, contact the UF Help Desk at 392-HELP or helpdesk@ufl.edu.
