Running the Aging Detail by Unit Report

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Overview

In this article you will use the Process Scheduler to run the Aging Detail 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 Detail by Unit Report.

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 Detail by Unit Rpt page, select:

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

3. Step 3

Example shown here: a new Run Control ID.

Click the Add a New Value tab.

4. Step 4

The Aging Detail by Unit Rpt search page is displayed. You will use this page to enter the Run Control ID for Running the Aging Detail by Unit Report.

A Run Control ID is an identifier (name) that 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 the Aging Detail by Unit report, you will want to enter an ID that you easily recognize. 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_DET_UNIT " in the Run Control ID field

5. Step 5

Click the Add button.

6. Step 6

The Aging Detail 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 details. Leave this date as displayed.

8. Step 8

Enter the 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 populated.

11. Step 11

Enter the appropriate information into the Rate Type field.

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

12. Step 12

Leave the Display Option field as displayed.

13. Step 13

Enter the appropriate information into the Business Unit field.

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

14. Step 14

Click the Save button.

15. Step 15

Click the Run button.

16. Step 16

The Process Scheduler Request page is displayed. From this page you can select which process to run in queue.

The Server Name field will default to the appropriate Server Name.

17. Step 17

Make sure that the Aging Detail by Business Unit checkbox is selected.

18. Step 18

Click the OK button.

19. Step 19

Click the Process Monitor link.

20. Step 20

The Process List page is displayed. This page is used to monitor the status of the process.

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

21. Step 21

Click the Refresh button several times or until the Run Status field displays "Success" .

22. Step 22

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

23. Step 23

Click the Report Manager link.

24. Step 24

The View Reports For page is displayed. In the Reports section, click the Report you want to view.

Click the appropriate Report link.

25. Step 25

The File List section is displayed. Click the appropriate .PDF link.

26. Step 26

If you receive a message asking if you want to Open or Save the file, you can do either. Example sown here: Open the file.

Click the Open button.

27. Step 27

The Aging Detail by Business Unit Report is displayed. The report gives you the Invoice number, Invoice Date, Amount, and Aging periods for this Business Unit.

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 Detail 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_DET_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.