Functional Area: General Ledger / Managing Personal Internal Order Worklist (KO04)
PurposeInternal Order Processing
Use this procedure to manage a Internal Order Personal Worklist for a PersonalWorklist of greater than100.
Prerequisites
- Over 100 Internal Orders have been created and/or stored in your Personal Worklist.
KO04
Helpful Hints
- None
11/8/2017
Ver: / Managing Personal Internal Order Worklist.udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: General Ledger / Managing Personal Internal Order Worklist (KO04)
Procedure
1. / Start the transaction using the menu path or transaction code.
/ There is a limit of 100 orders thatcan be saved for the worklist due to performance issues. The system will take the orders you have selected and if it is less than 100 will add new orders that were created up to the 100 orders. Once it reaches 100, it starts dropping orders in alpha/numerical ascending order regardless of how "old" the orders are. The following work instruction documents what will happen if there are 100 orders in your work list and new orders are created.
/ Notice Internal Order "K01016" is at the top of the list.
Order Manager
2. / Click Create to create the 101st Internal Order.
/ Enter the appropriate data for Internal order "A00000".
Create Internal Order: Master data
3. / Click save .
/ Notice Internal Order "K01016" is still at the top of the list.
Display Internal Order: Master data
4. / Scroll down to view the bottom of the list.
/ The new Internal Order "A00000" has been added to the bottom of the list.
Display Internal Order: Master data
5. / Click Create to create another Internal Order.
Create Internal Order: Master data
6. / Click save .
/ Enter the appropriate data for Internal Order "A11111".
Display Internal Order: Master data
7. / Scroll down to view the bottom on the list.
/ Notice "A00000" has been moved to the top of the list.
/ The new Internal Order "A11111" has been added to the bottom of the list. "K01016" is no longer in the list.
Display Internal Order: Master data
8. / Click Create to create another Internal Order.
/ Enter the appropriate data for Internal Order "A22222".
Create Internal Order: Master data
9. / Click save .
Display Internal Order: Master data
10. / Scroll down to view the bottom on the list.
/ Notice Order "A11111" has been moved to the top of the list. Order "A00000" has been dropped from the list, since the system drops the smallest alpha-numeric order. If the user had created new Orders with alpha-numeric numbers that were larger than others on the list, the new Orders would have stayed on the list while smaller ones dropped off.
/ The solution to keeping newly-created orders on the worklist is to begin the regular process of deleting Orders from the worklist that are closed or don't require easy access. If the overall numbers of Orders is well below 100 then there will be room for new Orders that are created.
Display Internal Order: Master data
11. / To reduce the number of Orders displayed in the list click in front of an Order (K09284) to select it.
/ Since only100 Orders can be displayed in the list the number of Orders can be reduced by removing older Orders to make room for the newer ones.
Display Internal Order: Master data
12. / Click to remove the selected Order from the list.
/ Removing the Order from the list doesn’t delete the Order, it is just removed from the list. The Order can be added back to the list.
13. / To search for Orders no longer visible in the list, Double-click Order .
Order Number (1)
14. / As required, complete/review the following fields:
Field / R/O/C / Description
Order / Required / Cost Collector; Can vary from simple activities to complex projects and can cross an organization’s fiscal years, funding sources, and organizational units
Example:
K09284
Order Number (1)
15. / Click .
Order Number (1) 1 Entry found
16. / Click the check box .
17. / Click .
Order Manager
18. / Order Added to List
/ The Internal Order (K09284) will be added at the bottom of the list. When the page is refreshed the list re-alphabetizes.
11/8/2017
Ver: / Managing Personal Internal Order Worklist.udc
© University of Cincinnati / 1/17
Work Instruction
Functional Area: General Ledger / Managing Personal Internal Order Worklist (KO04)
Result
You have managed the Internal Order Personal Worklist
11/8/2017
Ver: / Managing Personal Internal Order Worklist.udc
© University of Cincinnati / 1/17