Running the Aging Summary by Unit Report

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Overview

In this article you will use the Process Scheduler to run the Aging Summary by Unit Report. Using Process Scheduler is a simple process. Process Scheduler's primary role is to support the UGA Financial Management Systems application environment. It is used to run processes, including programs, batch programs, reports, and so on. This article focuses only on running a report.

In this article you will run the Aging Summary by Unit Report for the UGA Police Business Unit.

Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management system.

1. Step 1

First, log into the Financial Management System

Click the Classic Home tile.

2. Step 2

To navigate to the Aging Summary by Unit Report, select:

Main Menu > Accounts Receivable > Receivables Analysis > Aging > Aging Summary by Unit Rpt

3. Step 3

Click the Add a New Value tab.

4. Step 4

The Aging Summary by Unit Rpt search page is displayed. You will use this page to enter the Run Control ID for running this report.

A Run Control ID is an identifier that, when paired with your user ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures when a process runs in the background, the system does not prompt you for additional values.

Note: To use the same Run Control ID for future jobs where you want to run this report, you will want to enter an ID that is easily recognizable by you. One good option is to start with the initials of the module you are working in, followed by the name of the process.

Enter the appropriate information into the Run Control ID field.

Example shown here: " AR_AGING_SUM_UNIT "in the Run Control ID field.

5. Step 5

Click the Add button.

6. Step 6

The Aging Summary By Unit page is displayed. From this page, you can select the parameters you want to use to run the report.

7. Step 7

In the Report Request Parameters section of the page, the As of Date defaults to today's date. This is the date you want the system to use to run the Aging Summary Detail report. Leave this date as displayed.

8. Step 8

Enter appropriate information into the SetID field.

Example shown here: " UGA01 " in the SetID field.

9. Step 9

Enter the appropriate information into the Aging ID field.

Example shown here: " STD " in the Aging ID field.

10. Step 10

Leave the Amount Type field as displayed.

11. Step 11

Enter the appropriate information into the Rate Type field.

Example shown here: " CRRNT " in the Rate Type field.

12. Step 12

Enter the appropriate information into the Business Unit field.

Example shown here: "66001" in the Business Unit field.

13. Step 13

Click the Save button.

14. Step 14

Click the Run button.

15. Step 15

The Process Scheduler Request page is displayed. From this page you can select the process you want to schedule to run.

16. Step 16

Make sure the Select box is checked next to the report that is being scheduled to run.

17. Step 17

Click the OK button.

18. Step 18

Click the Process Monitor link.

19. Step 19

The Process List page is displayed. You will use this page to monitor the status of the process.

The selected process is displayed with "Queued" in the Run Status field.

20. Step 20

You will need to click the Refresh button several times or until the Run Status field displays "Success".

Click the Refresh button.

21. Step 21

The Run Status field displays Success. The process is complete.

22. Step 22

To view the report, click the Go back to Aging Summary by Unit Rpt link.

23. Step 23

Click the Report Manager link.

24. Step 24

The Reports List page is displayed.

To update the Reports section, click the Refresh button.

25. Step 25

The Aging Summary By Business Unit report is now displayed in the Reports section.

26. Step 26

In the Report field, click the appropriate Report AR link.

27. Step 27

In the File List section, click the PDF link.

Select the appropriate Report link.

28. Step 28

A popup message may display asking if you want to Open, Save or Cancel the report. Select the appropriate option.

Example shown here: Open button.

29. Step 29

The Aging Summary by Business Unit report is displayed for the UGA Police Business Unit.

30. Step 30

The report displays the total amounts over 5 periods for all invoices for the UGA Athletic Association.

31. Step 31

Once you have reviewed the Report, you can close the PDF file to return to the Reports List page.

Additional Information:

Process Scheduler enables you to run reports easily and efficiently, without interruption to your workstation. A report can be running while you are reconciling financial data in a spreadsheet or entering transactions into the UGA Financial Management Systems database.

Basic Process Scheduler terms include:

Process Request: A single "run request" such as an SQR or PDF report.
Run Control ID: A unique ID, associating each operator with his or her own run control table entries. Once defined, the same run control ID can be used to run subsequent Aging Summary by Unit reports. When creating a run control ID, it is recommended that the format contain the abbreviation for the module name, and the name of the report: AR_AGING_SUM_UNIT.
Process Instance: A unique number that identifies each process request. This value is automatically incremented and assigned to each request process when the process is submitted to run.