EIOs

Electronic Internal Orders - EIOs - are paperless transactions used for internal purchases and sales and are routed electronically for approval.

• 创建EIO

  Below is a summary of how to complete an EIO. For detailed instructions, please review 我们的 指示表.

  创建环境影响评估报告:

  1. Log into Ursa, Employee Tab, Employee Important Links, EIO - Electronic Internal Orders, 点击 “打造全新的环境影响评估报告” 完整的表格.
  2. Once the form is completed, 点击 “保存更改”. Y我们的 EIO form will refresh and assign a number.
  3. Attach any back-up documentation.
  4. 点击 “供应路线”.
  1. Emails are used to route 文档s back and forth between departments. 这是 not automatic, so you must push the “供应路线”  button.
  5. If the form requires pre-authorization, you will need to push that button once both parties have agreed the EIO is correct and complete.
  1. Note: You must be an authorized person on the ordering approval queue in order to pre-authorize. This may require another person log into Ursa and push the pre-authorize button.
  6. Once all above steps have been completed, you will click “向横幅提交”  完成环评报告. This will be the 日期 used for posting in Banner, not the 日期 它被创造出来了.
  1. If an EIO needs to be edited or voided after being submitted to Banner, but before being approved, have one of the approvers Disapprove the EIO. 然后联系总指挥 Accounting to remove the Banner Records and reopen the EIO. 如果各方都同意 文档, please contact y我们的 Accounting Specialist for help. 

  需要记住的事情:

  • 部门 are responsible for completing required Official Function forms and uploading the signed forms to the EIO when using account codes 72910 or 57910. 如果你忘记了 to upload, you may submit the form to Financial Services, Campus Box 44 with the EIO 上面写着号码.
  • All changes and entries are logged at the bottom of 文档.
  • Once 文档 is submitted to Banner, it will require both sides to approve the document through the Approval Queues, even if pre-authorized.
  • If a document sits in Banner awaiting approvals and the accounting period closes, the EIO will roll to the next accounting period/year. This will result in the Revenue/Expense posting in the next accounting period or year regardless of the created 日期 or submitted 日期.
• 环境影响报告书的现况

  You may view the status of active EIO forms through the same Ursa portal in which 你创造了它.

  You may view the approval status of the EIO by going to Approval Alerts from the Ursa, Employee 重要连结频道. Remove y我们的 name from the User ID field, and “提交查询”. 找到EIO并单击 历史. This will display a list of approvals required and approvals recorded.

  You may also use Insight FIN050 to identify EIO approvers and pending EIOs. 一旦你 点击 文档 number, if the approvers name is in Green, they have approved 文档. Otherwise, the name will appear in black.

• 批准EIO

  Below is a summary of how to approve an EIO. For detailed instructions, please review 我们的 指示表.

  1. Log into Ursa, Employee Tab, Employee Important Links, Approval Alerts.
  1. All documents - will list all documents needing y我们的 attention first and then documents that will need y我们的 approval after the others approve it first.
  2. Next approver - will list documents needing y我们的 attention. 如果有很多人 listed on a queue, 文档 will list in everyone's queue until one person approves, then it will drop out of all queues.
  2. From y我们的 listing, select Document to see a description of purchase, FOAPal and dollar 量.
  3. Select history to see who is authorized on all queues related to this document.
  4. Select approve to approve the expenditure and post to Banner. 选择不批准 reject the expenditure - please provide comment as to why you are disapproving.

  Remember: The document total may be different than the amount for y我们的 FOAP because it includes both the debit (ordering) and credit (supplying) entries. 选择文档 number to see the detail 量 by FOAP. Once all FOAP approvers complete the approval 过程中，它将张贴到横幅.

• 搜索功能
  • The 搜索功能 at the top right of the EIO page will search all text fields except document description and looks at 日期 created fields.
  • You can sort on any column when viewing active or archived documents.
  • The information section at the top can be hidden by clicking the bar. 的消息 will stay hidden for 30 days or you may click to show again.
  • Advanced 搜索 allows for filtering data on criteria like 日期s, status and FOAPal.