TARGET Transactions

Report
HOW TO GUIDE FOR REVIEWING
TRANSACTIONS IN WEBBASIS AND 3270 BASIS
Basis website: http://basis.uark.edu/
TARGET
(TRANSACTION APPROVAL-REVIEW GATEWAY VIA ELECTRONIC
TRANSMISSION)
THIS IS THE ELECTRONIC PROCESS UTILIZED BY BASIS FOR REVIEWERS TO
APPROVE, DISAPPROVE OR HOLD TRANSACTIONS THAT HAVE BEEN
SUBMITTED FOR APPROVAL.
Desk
•Represents your job duties within
BASIS
•Application access privileges
•TARGET routing
Review Groups
•A desk is assigned to a review group
•Multiple desks may be assigned to
the same review group
Review Levels
•Lower levels usually denote an
administrative assistant review
•Sequence of when pending transactions are
displayed on the reviewer’s list
Transaction represents a request for a specific
and independent activity to be performed within
BASIS. To add, update, or delete information.
Material vs. Immaterial
•Material transactions must be
approved by the primary reviewer
or his/her alternate
•Immaterial transactions may be
reviewed by the reviewer’s
designated proxy
Approve or Reject?
•Display the transaction to be
reviewed
•Evaluate the transaction information
Electronic Signature
Whether you approve or reject a
transaction, the system records your
electronic signature
Did you know that you can receive email notifications when
you have transactions that require your approval?
You can even designate how often during the day you want
to receive notifications. You will only receive an email if
you have transactions to review,
Log into webBASIS via the Administrator Login and follow these steps:
First click on the Administrator Menu
Now select the TARGET Menu
Now select: E-mail Notices of Pending Txns
Notification
Option
Select
summary or
detail notices
Notification Times
Select desired times
to receive an email
Optionally
You may receive
information
regarding pending
transactions for up
to three other
desk ids.
Click on Validate,
then click on Save
How to find pending TARGET
Transactions in webBASIS
Once you have selected the TARGET Menu you
will then select TARGET Transactions
Enter your Desk ID
or the primary
reviewer’s desk (if
acting as an
alternate reviewer)
and
click New Search
Types of TARGET Transactions
AIMS - Asset Inventory Management
System
All TARGET transactions in AIMS are available in webBASIS for
your review and approval.
ABRL (Asset BU, Responsible Employee, and Location)
PAID (Primary capital Asset IDentifiers)
SPBA (Surplus Pickup Batch Approval
Transaction Action
Previous values are
highlighted and
underneath the
requested change
values
Reviewer Desk
with Level.
Listing of
surplus
assets
GJIM - General Journal Interface
Module
All TARGET transactions in GJIM are available in
webBASIS for your review and approval.
ETTP (Expenditure Transfer TARGET Processing)
FTTP (Funds Transfer TARGET Processing)
IITP (Interdepartmental Invoice TARGET Processing)
HRLY-TS – Hourly Time Sheets
All TARGET transactions for HRLY-TS are available in
webBASIS for your review and approval.
HTA (Hourly Time Approval)
WR (Wage Rate)
Additional
information
available
More detail available
for each employee
Types of Transactions (cont)
LABOR – Labor Distribution
PD (Payroll Distribution) – web
approval available
LEAVE – Leave Accounting
 OTA (Overtime Approval)-web
approval available
PAYROLL
 SUMT (Summer Teaching)-web
approval available
 XPAY (Extra Pay)-web approval
available
PSB – Position System/ Budget
 AFF (Affiliate privileges)-web
approval available
 DIST (Distribution change)
 GATW (Graduate Assistant Tuition
Waiver)
 PACT (Personnel Action)-web
approval available
UPS – University Procurement System
 IPO (Internal Purchase Order) –web
approval available
 PA (Procurement Authorization)
 PAPC (PA Pre-approved Cost centers)-web
approval available
 PODT (Purchase Order Distribution change)
 POHT (Purchase Order Header change)
 POIT (Purchase Order Item change)-web
approval available
 POLA (PO Line Add)
 REQT (Requisition) – web approval available
 TA (Travel Authorization)
 TCT (Travel Claim TARGET) – web approval
available
 TRPO (Travel Related PO)
 UPAY (University Payment)
How to Approve or Reject
Transactions via the web
Approve, Hold, or Reject
Your Profile
Press PF6 to
modify your
profile
User Profile Screen
Press PF6 to
modify your
profile using
the default
setting.
Finding Transactions awaiting your Review
When logging into
BASIS,
system displays
pending
transactions for
your desk
Finding Transactions awaiting your Review
Select
AIMS
Automatically
logged into
AIMS with first
transaction
displayed with
action of R for
review.
Action: Review
Your cursor will
be located in
the Status field.
A – Approve
D - Disapprove
Request to
change asset
location from
the green
highlighted
information to
the new room
information.
Press PF10 to
save.
System will
present next
transaction
for your
review or give
you this
message
indicating that
you’re
finished.
Transaction Information
Transaction
Information
Action: U (Update)
Entered: date
entered
By: initiator of the
transaction
Status: where you
enter Approve or
Disapprove
Request to update
the location of the
asset. Previous
location highlighted
in green to the new
room location.
Press PF10 to save
your approval or
rejection.
Transaction Information for TA (Travel
Authorization)
Transaction
Information
Action: S (Submit)
Entered: date entered
By: requestor
C indicates a Comment
Status: P (Pending)
(With Action of Review,
the Status box will be
blank for your approval
or rejection.)
Press PF11 to
view Options
Function keys display additional information.
Options Box
View reviewer
activity and
transaction
comments
Reviewer Activity
Date and time of
review with user
id and name of
reviewer
#/$ Column
indicates if the
review was
performed by a
proxy or alternate
Transaction Comment
Transaction
Comments may
be entered at
anytime by
anyone. If you
need more
information about
the transaction,
having the
appropriate
person to add a
comment or an
additional
comment is a
good method for
documenting the
purpose of the
request.
Updated Transaction for a TA
Action: U (update)
Before
(previous value
– highlighted in
green) and
After (the new
value
requested)
PACT Transaction Information
Material Transaction
Reason for the
requested
transaction
Changing
positions –
from position
to new position
Pressing PF4
(DCode) will
display cost
center
distribution.
Action of D (Delete)
Occasionally
users are required
to delete a future
or a same dated
reason code.
This normally
occurs when a
change has been
made to the
position record
and another
change to the
Position is
processed which
would affect the
way the pay is
calculated. In
order for the pay
to be correct the
changes must be
processed in
sequential order
Transaction
Comment
Approving a transaction
PD –
Payroll
Distribution
This request
is to change
the cost
center
distribution
for this
payroll
distribution.
For additional
information,
press PF4
Dcode.
For cost
center
percentage
information,
press PF6
Pct.
PF4 - Decode information
PF6 – Cost Center Percent Distribution
Enter
Approve in
the Status
field
And press
Enter.
System
prompts
you to
press PF10
to save
your
review.
Rejecting or Holding Transactions
• To reject a transaction – enter a status of D
(Disapprove) and press PF10 (save).
• If the transaction is no longer valid, you will be
required to enter a status of I (Invalid at the time
of review).
• To hold a transaction – enter a status of H (Hold)
and press PF10 (save).
• The system requires you to enter a comment for any
of these statuses. If disapproved, the requestor will
be notified with your comment on the BASIS log on
screen.
Proxy
• Proxy is our process for allowing a pre-defined user to approve
transactions on behalf of the reviewer.
• PROX – is the function to establish a proxy authorization for your
desk.
• Financial Affairs must approve the proxy before it is established.
• A proxy must be established for each BASIS application.
ARRP (Assume Review Responsibility via Proxy)
Enter the
desk
that you
have
been
established
as proxy
or press
PF1 (Help)
for a list of
desks
for which
you
can act as
proxy.
Press
PF10
to act as
proxy
To Assume Proxy in webBASIS select Change Desk or Assume Proxy
Enter the
Reviewer Desk
of click for
search criteria.
After entering a
Desk, click on
Validate. If your
proxy is valid,
click on Save.
Finding Transactions for other Desk IDs
• If you are designated as an alternate reviewer, you will
have to find pending transactions by using the primary
reviewer’s desk.
• Adding the primary reviewer’s desk to your email
notification will alert you to pending transactions for
that desk.
• You may also use the web transaction list to find
pending transactions for the primary reviewer’s desk.
• You may use LATP (while in any BASIS application).
Change the reviewer desk to the primary reviewer’s
desk, then select a transaction to review.

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