Running the PR Review - Payment Request Data Query

Summary

In this article, you will learn the steps to run a query in the Business Management Workcenter to review payment request information.

Body

   Overview   

Use the UGA_AP_PR_DETAIL_LOOKUP query to locate and review payment request information, including supplier, pay schedule date, and request quantities and amounts.. 

You can also access this query using Query Viewer, accessed from the tile on the UGA Financials homepage.

In this article, you will learn the steps to run a query in the Business Management Workcenter to review payment request information.

You can also run this query from Query Viewer.

1. Step 1

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First, log into the Financial Management System

From the Employee Self Service page, click the Classic Home tile.

2. Step 2

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To navigate to the Business Management Workcenter, select:

Main Menu > UGA > Business Management Workcenter

3. Step 3

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The Business Management Workcenter page is displayed.

Click the Reports/Queries tab.

4. Step 4

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In the Payment Requests section, click the  Review - Pymt Request Data link.

5. Step 5

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The parameters for the UGA_AP_PR_DETAIL LOOKUP query are displayed. This search uses Request ID to locate information. 

Enter appropriate information into the Request ID field.  

Example shown here: " 0000000300 ".

6. Step 6

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Click the View Results button.

7. Step 7

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Click the Minimize Business Management Workcenter icon to close the menu to see more of the query results.

Note : Data has been masked to protect employee information.

8. Step 8

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The query results are displayed.  You can view the supplier, date scheduled for payment, total amount of the request, quantity, and line amounts.

You can also download the results as an Excel SpreadSheet if desired.
 

Details

Details

Article ID: 150369
Created
Sat 9/24/22 11:41 PM
Modified
Mon 6/10/24 11:35 AM