{"id":95289,"date":"2015-11-12T17:08:20","date_gmt":"2015-11-12T22:08:20","guid":{"rendered":"http:\/\/www.bu.edu\/tech\/?page_id=95289"},"modified":"2022-06-14T14:21:00","modified_gmt":"2022-06-14T18:21:00","slug":"job-aids","status":"publish","type":"page","link":"https:\/\/www.bu.edu\/tech\/support\/buworks\/help\/bw\/job-aids\/","title":{"rendered":"BW Job Aids"},"content":{"rendered":"

As the category name suggests, BW Job Aids are intended to help you do your job. They are guides that target specific business questions commonly asked by report users. Topics addressed include finding open commitments, P-card information, Concur transaction\u00a0information, etc.<\/span><\/p>\n

Related to Finance<\/h3>\n

BW How to – View Concur Expense Activity<\/a><\/strong>
\nExpense data from the Concur Travel System has been loaded into the BUworks Business Warehouse (BW) on a daily basis since October, 2014. While there is no BW report designed specifically to display data pulled from the Concur System, this document describes how to modify an existing BW report to view Concur data.<\/p>\n

BW How to – View Open Commitments<\/strong> Help Guide<\/a> or Video<\/a>
\nThe document and video describe the process recommended to identify all open commitments for a Funds Center as of a specified date. Commitments associated with Purchase Orders, Internal Service Requests (ISR’s) and Facilities Service Requests (FSR’s) are considered. This solution requires access to Funds Management (FM) reports.<\/p>\n

BW How to – View P-Card Data<\/a><\/strong>
\nThis document describes how to view P-Card data in any of these detail-level reports: Transaction Detail<\/strong> and Transaction Detail w\/ Payroll Detail<\/strong> in the Funds Management (Distributed) folder, and\u00a0Grant Document for Expenditures<\/strong> in the Grants Management (Distributed) folder. Additional P-Card data, specifically cardholder name and vendor, became\u00a0available in transactions posted after April 26, 2013.<\/p>\n

BW How to – View ISR or FSR Activity<\/a><\/strong>
\nGoods or services provided by vendors internal to Boston University are procured via Internal Service Requests (ISRs) or Facilities Service Requests (FSRs). This Help Guide provides a step-by-step look at how to filter data in a report like Funds Management Transaction Detail<\/strong> to focus on ISR\/FSR activity.<\/p>\n

BW How to – Reconcile Accounts at Period-end<\/a><\/strong>
\nReconciliation at the end of a period \u2013 whether it is at the end of a month or a fiscal year \u2013 requires careful examination of balances and the corresponding transactions that posted during that period. This document recommends a set of questions that should be asked and answered for any period-close. For each question, analysis steps are suggested and Funds Management Business Warehouse reports are recommended for use in the process of analyzing and answering the question.<\/p>\n

Related to Purchasing<\/h3>\n

BW How to – View Open Commitments<\/strong> Help Guide<\/a> or Video<\/a>
\nThe document and video describe the process recommended to identify all open commitments for a Funds Center as of a specified date. Commitments associated with Purchase Orders, Internal Service Requests (ISR’s) and Facilities Service Requests (FSR’s) are considered. This solution requires access to Funds Management (FM) reports.<\/p>\n

Related to Labor Distribution<\/h3>\n

BW How to – Build a Split Distribution Report<\/a><\/strong>
\nThis document describes the steps required to modify the Labor Distributions Payroll Inquiry by Employee (PA15) report to produce a list of employee split distributions. The PA15 report was selected for this purpose because it displays all employees in an Organizational Unit.\u00a0This solution requires access to Labor Distribution (payroll) reports.<\/p>\n

Related to Grants Management<\/h3>\n

BW How to – View Funds Reservation Numbers – FRNs<\/a><\/strong>
\nThis document describes how to modify a Business Warehouse Funds Management report in order to focus on Funds Reservation Numbers (FRNs) associated with grants under examination.<\/p>\n

BW How to – Reconcile Grants on a Monthly Basis<\/a><\/strong>
\nUse this checklist as a guide when examining grant activity with an eye toward month-end reconciliation<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

As the category name suggests, BW Job Aids are intended to help you do your job. They are guides that target specific business questions commonly asked by report users. Topics addressed include finding open commitments, P-card information, Concur transaction\u00a0information, etc. Related to Finance BW How to – View Concur Expense Activity Expense data from the…<\/p>\n","protected":false},"author":10910,"featured_media":0,"parent":94088,"menu_order":12,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95289"}],"collection":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/users\/10910"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/comments?post=95289"}],"version-history":[{"count":7,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95289\/revisions"}],"predecessor-version":[{"id":140783,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/95289\/revisions\/140783"}],"up":[{"embeddable":true,"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/pages\/94088"}],"wp:attachment":[{"href":"https:\/\/www.bu.edu\/tech\/wp-json\/wp\/v2\/media?parent=95289"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}