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Discoverer Training Business Service Center

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Page 1: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Discoverer TrainingBusiness Service Center

Page 2: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Facilities Management Billing Process

• Job Billings are processed twice each month: one for days 1‐15 and the other for days 16‐end of the month with the exception of June when billings are processed weekly.

• Utility Billings are processed monthly.• The billing period, export parameter, PS date, and PS Journal ID are available on the Facilities Management website for all charges since FY2006.

Page 3: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as
Page 4: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Discoverer Access

• Complete Access Request Form on Facilities Management Website

• Emailed User Name and Password as well as Discoverer Manual

Page 5: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as
Page 6: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as
Page 7: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Basic Reports

Page 8: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

• Report provides detailed information on work order charges.

• Presently, it cannot be run for a date range; rather, you must enter each export date in the parameter separated by a comma.– If ran for more than one export date, the report format isn’t neat.

Page 9: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 10: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 11: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 12: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 13: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 14: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 15: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing – Detail by Export

Page 16: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range• Report provides summary of information on work order charges.

• Presently, it can be run for one export date or for a range of export dates.– Be sure to use range of export dates, not calendar dates to get correct data! 

• There are variations of the report to run with additional fields for requestor, primary crew, and room.

Page 17: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 18: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 19: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 20: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 21: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 22: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range• You can add a filter to the report in Discoverer.

Page 23: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 24: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 25: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 26: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 27: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Job Billing Summary by Export Date Range

Page 28: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Project Expense Report

• Report provides the amount billed sorted by work order or by account for EXPORTED charges. – Charges not yet exported will not show up on the report.

• Project number refers to FAMIS project number.

Page 29: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Project Expense Report

Page 30: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Project Expense Report

Page 31: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as
Page 32: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Project Expense Report – By Work Order

Page 33: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Project Expense Report – By Account

Page 34: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Utility Billing

• Report provides consumption and dollar amounts for utilities by account.

• UND department users only need to run the Internal Workbook.

Page 35: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Utility Billing

Page 36: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Utility Billing

Page 37: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Utility Billing

Page 38: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

NDUS Utility Billing

Page 39: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Additional Information

• All new users are added to the FMM Listserv; select users are added to the FUM Listserv.

• FUM & FMM Listserv are notified after each respective billing process has been exported to PeopleSoft.

Page 40: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Questions

Page 41: Discoverer Training PowerPoint 8.28Discoverer Access • Complete Access Request Form on Facilities Management Website • Emailed User Name and Password as well as

Business Service Center Contacts

• Ryan Gatzke– [email protected]– 777‐2597

• Sarah Abentroth– [email protected]– 777‐6151

• Laura Thoreson– [email protected]– 777‐3006