Purpose/Background - USDA APHIS | Home Landing … · Web viewFMMI Portal Link Accounts Receivable...
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HANA Sales Order History Report Purpose/Background The purpose of this User Procedure is to provide a quick reference for running the HANA Sales Order History Report; for a more detailed guide refer to the HANA Sales Order History Report User Procedures document which can been found through FMMI Help. The HANA Sales Order History Report allows agencies to track Sales Order funding authority and the status of billed and collected amounts for reimbursable and trust fund Sales Orders. The following Sales Order Types are featured in the report: RONA – Reimbursable Order No Advance ROWE – Reimbursable Order with Exception INTR – Inter-USDA Agency Agreement ROWA – Reimbursable Order with Advance TOWA – Trust Fund Order with Advance Role(s) Accounts Receivable Reporter Role for: ECC, BI, BOBJ, HANA Menu Path The menu path for running the HANA Sales Order History Report is: FMMI Portal Link Accounts Receivable HANA Accounts Receivable Reports Sales Order History Process Steps The following detailed steps illustrate how to access FMMI, run the HANA Sales Order History Report, filter the report, and access sub reports. Access the Report Prompts 1. Click the Accounts Receivable tab June 15, 2015 Page 1 of 13
Transcript of Purpose/Background - USDA APHIS | Home Landing … · Web viewFMMI Portal Link Accounts Receivable...
HANA Sales Order History Report
Purpose/Background
The purpose of this User Procedure is to provide a quick reference for running the HANA Sales Order History Report; for a more detailed guide refer to the HANA Sales Order History Report User Procedures document which can been found through FMMI Help.
The HANA Sales Order History Report allows agencies to track Sales Order funding authority and the status of billed and collected amounts for reimbursable and trust fund Sales Orders.
The following Sales Order Types are featured in the report: RONA – Reimbursable Order No Advance ROWE – Reimbursable Order with Exception INTR – Inter-USDA Agency Agreement ROWA – Reimbursable Order with Advance TOWA – Trust Fund Order with Advance
Role(s)Accounts Receivable Reporter Role for: ECC, BI, BOBJ, HANA
Menu Path
The menu path for running the HANA Sales Order History Report is:FMMI Portal Link Accounts Receivable HANA Accounts Receivable Reports Sales Order History
Process Steps The following detailed steps illustrate how to access FMMI, run the HANA Sales Order History Report, filter the report, and access sub reports.
Access the Report Prompts
1. Click the Accounts Receivable tab
Accounts Receivable Tab
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2. Scroll to locate the HANA Accounts Receivable Reports link, clickScroll Right and Left
HANA Accounts Receivable Reports Link
3. Click the Sales Order History
Sales Order History Link
Navigate the HANA Sales Order History Prompts WindowThe HANA Sales Order History Prompts window will open. It provides the prompts or selection criteria to define the data conditions needed to obtain report data. The Prompts Summary menu lists the prompts specific to the report. The required prompts, indicated by a red arrow, must be completed in order for the report to run. The remaining prompts in the menu, indicated by a green check, are optional. These prompts provide additional data values to narrow the report results.
NOTE: While the only required prompt is the business area, the report will not run at this high of a level. You need to drill down with more specific data such as fund center.
Prompts Summary Menu Center MenuRight Menu
Required Prompt
Optional Prompts Prompt Values
Prompts Summary
Prompts Window
Define Values for Required Prompts Business Area is the only required prompt that must be defined in order to run the report. AP00=APHIS
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Define Values for Optional PromptsAfter defining values for the required prompt, selecting values from the optional prompts will narrow the search for report results.
Run the ReportAfter the data conditions for the required and optional prompts are identified, run the report using the Run Query button. Click Run Query to run the report.
Run Query
The report displays in the report viewing area
Left Pane: Icons for Navigating and Manipulating the Report Report Viewing Area
Report Tab
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Navigate the Report Viewing AreaThe pictures below identify the navigational features of the report viewing area.
Report Tab
Scroll Bars
Left Pane: Icons for Navigating and Manipulating the Report
Left/Right
UpDown
Note: The report displays in Reading mode. Viewing the report in Design mode offers advanced options for manipulating the report.
Document Summary
Click the Document Summary icon to display the Document Summary pane next to the generated report.
Use this pane to access a detailed and printable summary of specific report properties.
Horizontal and vertical scroll bars provide additional access to information.
Navigation Map
Click the Navigation Map icon to display the Navigation Map pane next to the generated report.
Use this pane to navigate between the generated report and additional screens related to the report.
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Input Controls
Click the Input Controls icon to display the Input Controls pane next to the generated report.
Use this pane to narrow the report results by filtering data values already provided in the generated report.
User Prompt Input
Click the User Prompt Input icon to display the User Prompt Input pane next to the generated report.
Use this pane to generate a new report directly from this screen by redefining all required and optional prompts.
Filter Report Using Input Controls FeatureAfter running the report, it is possible to narrow the report results by filtering the existing data in the report. To filter the current report using the Input Controls, access the Input Controls pane from the Navigational icons located to the left of the generated report.
1. Click the Input Controls icon. The Input Controls pane displays next to the report.
Input Controls Icon
Input Controls Pane
The Input Control icon displays the Sales Order Doc field in the Input Control pane. Sales Order Doc is the only Input Control for HANA Sales Order History Report.
Input Control
InputControlMenu
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2. Type desired Sales Order Doc <data value> into the Sales Order Doc field. In this example, 3600000658 is entered.
3. Click OK to filter the report and display the new report results for the Sales Order Doc 3600000658.
Generate Sub Reports
Sub reports are generated from the main report to provide additional information about the data values in certain columns. When the report is generated, the data value that produces a sub report is underlined and displays as a hyperlink. When clicked, the hyperlink automatically generates the sub report.
Sub Report Hyperlinks
The Sales Order Number column displays links to two sub reports, Successor Chain and Predecessor Chain sub reports. The Successor Chain sub report identifies successor documents for a given Sales Order. The Predecessor Chain sub report identifies predecessor documents for a given Sales Order.
The following example shows the steps to access a sub report from the hyperlinked data value in the Sales Order Number column.
1. Click the desired <hyperlinked data value> in the column of the current HANA Sales Order History Report (Error: Reference source not found). In this example, 3600000027 in the Sales Order Number column is selected.
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Hyperlink
Accessing Successor Chain and Predecessor Chain Sub Reports
After clicking the hyperlink for a specific sales order, the Successor (SUCC) Chain and Predecessor (Pred) Chain sub reports are generated automatically and display in a new window. Successor Chain is the default view.
Successor Chain and Predecessor Chain tabs
Successor Specific Data
The Successor Chain sub report identifies successor documents for a given Sales Order.
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Click the Predecessor Chain tab to display the Predecessor Chain sub report.
Predecessor Chain tab
Predecessor Specific Data
The Predecessor Chain sub report identifies predecessor documents for a given Sales Order.
HANA Sales Order History Sub Reports Column Headings DescriptionThe following provides the names and descriptions of the columns in the HANA Sales Order History Sub Reports: Successor Chain and Predecessor Chain.
Sub Report – Successor ChainSub Report Column Description
Sales Order Number The system-generated document number for the Sales Order.
Sales Order Item The item number of the Sales Order.
Successor Document The follow-on sales document number.
Successor Item The follow-on item number of a sales document.
Successor Doc Type The Document Type of the successor document.
Billing Document The Billing document number associated with the Sales Order.
Billing Doc Item The Billing document item number associated with the Sales Order.
Billing Type The Billing document type, for example, L2, insert another example here.
Bill Net Value Obtained from VBRP (Billing Document: Item Data)
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Sub Report – Predecessor ChainSub Report Column Description
Sales Order Number The system-generated document number for the Sales Order.
Sales Order Item The item number of the Sales Order.
Billing Predecessor Document The document that precedes the current document in document flow.
Billing Predecessor Document Item
The item of a document that precedes the current item of a document in document flow.
Billing Predecessor Document Type
The Document Type of the predecessor document.
Billing Document The Billing document number associated with the Sales Order.
Billing Document Item The Billing document item number associated with the Sales Order.
Billing Type The Billing document type, for example, L2, insert another example here
Bill Net Value Obtained from VBRP (Billing Document: Item Data)
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