In addition, the workshop unveiled in August,\u00a0BUworks BW Reporting: Review of BW Basics<\/em>, continues to be popular, especially among employees who don’t use BW reports very often. If you fall into this category, I encourage you to join me for a review of basic BW concepts, including filtering and grouping data, and saving a custom View.<\/p>\n I hope you find this issue of the Newsletter informative. Please let me know<\/a> if you have any questions, comments, or suggestions for future BW Newsletters<\/p>\n Bill Stewart<\/p>\n SRM: Vendor Payment Terms<\/strong><\/p>\n A new Characteristic – \u00a0Vendor Payment Terms – has been added to the Purchasing Document Lifecycle (<\/em>PDL) report. This new field shows the payment terms a vendor agreed to when they registered. When brought into the report, this Free Characteristic indicates values like “net 30,” (payment due with 30 days), “net 60” (payment due with 60 days<\/span>) and “1% 10 days, Net 30.” (payment due with 30 days; payment within 10 days will result in a 1% discount<\/span>).<\/p>\n HCM: Personnel Administration Folder Changes<\/strong><\/p>\n This month and next we will be cleaning up the long and somewhat daunting list of reports in the Personnel Administration folder. The folder is\u00a0accessible only to Payroll Coordinators and Managers, so this news may or may not be of interest to you.<\/p>\n The reports to be removed this month are all associated with hiring and\/or termination Actions. Based on an analysis of usage statistics, removal of these seldom-used reports will\u00a0affect only a small number of users, but what can you do if you need to view\u00a0activity related to hiring or termination Actions? We have two options for you:<\/p>\n How to View Employee Hires\/Rehires<\/a><\/p>\n How to View Employee Terminations<\/a><\/p>\n Upcoming Intermediate-level Workshops<\/strong><\/p>\n New!<\/span><\/strong>\u00a0Reporting for Hire\/re-hire and Termination Actions<\/a>\u00a0– the attendees and the instructor<\/span>\u00a0will work collaboratively to develop saved Views that display Hire\/Rehire and Termination Actions for employees in a given organizational unit during a specified period. All Views will be based on the Employee Master Data History Range<\/em> report.\u00a0This workshop is intended for any employee who is responsible for reviewing hiring or termination Actions. Learn more \/ register to attend<\/a>.<\/p>\n BUworks BW Reporting: Review of BW Basics<\/a>\u00a0–\u00a0working at a slow pace, we will review the essential elements of Business Warehouse (BW) reporting. The workshop will be structured so that participants can apply techniques under discussion using reports from any of the functional areas they are familiar with, i.e., FM, GM, SRM or Payroll. Learn more \/ register to attend<\/a>.<\/p>\n Introductory Workshops<\/strong><\/p>\n As always, an assortment of introductory workshops will be offered. These sessions present to new employees – or employees assigned a new business role – the fundamentals of reporting for\u00a0a particular subject area. The sessions are a great way to review material, too. Even if you previously attended an intro session, you are\u00a0likely to learn new things about reporting – or to be reminded of concepts that you had forgotten.<\/p>\n Click on any of the following links for a course description and\/or to register for an upcoming session:<\/p>\n Funds Management Reporting<\/a><\/p>\n Grants Management Reporting<\/a><\/p>\n Supplier Resource Management Reporting<\/a><\/p>\n Labor Distribution (Payroll) Reporting<\/a> Two recent questions from departmental administrators provide the subjects\u00a0for this month’s tips. If you have a question that you\u00a0believe would serve as a future newsletter tip\/trick, send me email<\/a>.<\/p>\n Note: all of the Tips posted in BW\u00a0newsletters are <\/span>archived on this page<\/a>.<\/span><\/p>\n The questions: (1) How to understand the Delta Value<\/strong> Key Figure in the Purchasing Document Lifecycle (<\/em>PDL) report, and (2) how can I view shipping costs?<\/p>\n The approach: we will run the PDL to take a closer look at Delta Value<\/strong>. We can then use the BU Spend (<\/em>BUS) report to examine delivery costs and will tie these to the Delta calculation.<\/p>\n Purchasing Document Lifecycle (PDL) sample output<\/p><\/div>\n The Purchasing Document Lifecycle<\/em>\u00a0report includes the Delta Value<\/strong> Key Figure (C), a calculation based on the difference between Purchase Order Value<\/strong> (A), the anticipated cost of items on a PO, and Invoiced Value<\/strong> (B), the amount recorded on the vendor invoice. As this example shows, there are several purchase orders for which the invoiced amount is greater than the expected purchase amount (D, E).<\/p>\n One likely cause for this difference is shipping costs, which may not have been included in the purchase order value. To confirm that hypothesis, we need to run the BU Spend<\/em> (BUS) report, as it is the only SRM report that contains delivery costs. Here\u2019s the BUS output corresponding to the purchase orders displayed in the PDL example:<\/p>\n BU Spend (BUS) report sample output<\/p><\/div>\n Our investigation shows\u00a0that the delta values for each of the PO\u2019s identified by (D) in the PDL results correspond to the delivery costs displayed in the BUS report. Take a closer look at PO 8500234215 (E), though. In this case, the $30 delivery cost doesn\u2019t match the $9.00 delta calculation. How else to explain the difference, then? Note that the BUS Invoice Amount<\/strong> (G) shows a value of $84. This reduced cost of the item plus shipping yields a Total Invoice Amount<\/strong> (F) that is $9 more than the anticipated PO amount. This agrees with the delta calculation. Keep this example in mind, as it demonstrates that a non-zero Delta Value<\/strong> does not always derive solely from shipping costs.<\/p>\n Have you ever thought that it would be really useful if you could get members of your department together with a trainer to focus on BUworks functionality that is specific to the work your department does? I\u2019m happy to work with any department or group that would like to develop and conduct a custom basic- or intermediate-level reporting training session. There are only two requirements for such a session: (1) input from the group is necessary to develop a relevant agenda, and (2) the group should include four or more employees. If you\u2019re interested in discussing the development of a custom session for your department or school\/college, contact me via email<\/a> or give me a call at 617-353-6382.<\/p>\nReporting News<\/strong><\/span><\/h2>\n
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Training Calendar<\/strong><\/span><\/h2>\n
October\/November Training Opportunities<\/strong><\/h3>\n
\n<\/a><\/p>\nTips & Tricks<\/strong><\/span><\/h2>\n
Understanding SRM Delta Values and Delivery Costs<\/strong><\/h3>\n
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<\/a>End Notes<\/strong><\/span><\/h2>\n
Custom Training Sessions<\/strong><\/h3>\n
No Longer Interested in the Newsletter?<\/strong><\/h3>\n